Investor Updates
Investor updates you control.
Create a blank update or start from a completed Report. Edit it, choose the recipients, and share a secure link to the published snapshot.
Investor contacts
Keep a workspace-owned list of recipients. External investors are contacts, not members of your company workspace.
Start your way
Write a blank update or copy a completed Report into a separate draft. You review and edit every word before it goes out.
Share one update
Choose the recipients for each publication. Their secure link opens that update only, and you can revoke it.
Delivery and secure views
See which messages Resend accepted or delivered, and which recipients opened their secure update link.
A clear path from draft to delivery.
Draft
Write manually or copy a completed Report into an independent draft.
Choose
Select active investor contacts for this update.
Publish
Freeze the content and send a separate secure link to each recipient.
Review
See accepted, delivered, failed and secure-view states; revoke links when needed.
The workflow
From draft to a secure,
published update.
Start with your own words or a completed Report, then decide exactly who receives it.
- 01
Choose a starting point
Start with an empty body or copy a completed Report. A copied Report stays a snapshot even if the Report changes later.
- 02
Edit and save
Write the title, period and body in your own words. Draft changes persist across reloads.
- 03
Select contacts
Choose active investors for this update. Contacts never become Clerk workspace members.
- 04
Publish and follow delivery
Each selected contact receives a separate link to the frozen update. Delivery and secure views are recorded separately.
Starting point to publication
The published content is an independent snapshot.
- Blank draft
- Completed Report
- Edit
- Select recipients
- Publish
Write your next investor update in Loreflow.
Start blank or copy a completed Report, then edit, select recipients and send a secure published snapshot.
An update you write yourself or start from a completed Report. The emailed link opens only the published snapshot shared with that recipient.
No. A secure recipient link opens only the specific published Investor Update. It cannot open workspace APIs, Reports, Tasks, Decisions or company memory.
Start blank or copy a completed Report, then edit and save the title, period and body. Loreflow does not generate investor copy automatically.
You can write and format the body in your own words. Published updates and delivery history are retained.