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Founder sending a monthly investor update

The investor update, always half-written

The update is three weeks late and you are embarrassed to send it.

How it feels: ShameWhat you want instead: Reliable

PlexiDesk screenshot: Stat card widget
A screenshot of the real app, with sample data.

The problem

Updates slip because gathering the numbers is a chore.

How Plexii handles it

A Monthly update desk with a Stat card and Chart reading the metrics Table; a living Page keeps a summary; Status report builder (free tool) gives a red/amber/green format.

This uses Plexii’s AI, which runs on Plexii credits or your own Anthropic key. How AI is paid for.

In short: Keep the numbers on a desk all month and let a living summary keep up. When it is time to send, most of it is already there.

Step-by-step guides