# Investor update desk: one table behind every number you send

> For Start-up founders sending monthly or quarterly updates to investors.

the metrics Table is the only place a number is typed — the Stat card, the Chart and the figure you quote in the update all read from it — so the update, the deck and the model stop disagreeing. Distinct from /blog/investor-update (what to write) and /startup-founders (the campaign page): this is the desk that keeps the figures straight.

## What goes on the desk

- Table ‘Monthly metrics’ (Month (date), MRR, Burn, Runway in months, Customers as number columns) (/help/widget-table)
- Stat card ‘MRR’ with its sparkline and change (/help/widget-stat-card, /help/widget-number-from-table)
- Chart ‘MRR by month’ (/help/widget-chart)
- Slides ‘Investor deck’ (/help/widget-slides)
- Document ‘Update — month’ (/help/widget-document)
- Contacts ‘Investors’ (/help/widget-contacts)
- Tasks ‘Data room’ (/help/widget-tasks).

## Set it up

build the dashboard from the table (/help/widgets-dashboard); keep the update’s structure as your own template (/help/desk-templates).

## Use it day to day

at month end add one row and the stat card and chart update; check the deck’s figures against the table before investor meetings.

## Where Plexii helps

Plexii answers questions such as what MRR was in August from the table, with its source (/help/ai-assistant); a Desk agent can keep a running draft of the update from widgets wired into it, with results arriving as cards you apply (/help/widget-desk-agent).
