Board meeting and fundraise prep

Draft the board narrative from your data room and keep investor follow-ups moving.

Board meetings and fundraises run on the same material: metrics, milestones and a clean story. Hops reads your Drive data room, drafts the narrative in your deck order, and keeps a list of every investor follow-up so nothing goes quiet.

How it runs: Ask Hops, with a skill so the output has the same format every time. No automation needed.

What it does

• Reads the latest data room files. Hops uses the newest decks and metrics in your board folder in Google Drive and Google Sheets.
• Drafts the narrative in your deck order. Highlights, metrics, product, team, risks and asks, with every number tied to a source file.
• Tracks investor follow-ups. Hops reads investor threads in Gmail and lists last contact, next step and owner for each investor.
• Flags quiet investors. Anyone with no reply in 7 days is listed, with a drafted nudge for each.
• Keeps the date in view. Hops checks Google Calendar for the board date so the draft reflects how much time is left.

Ask Hops

Copy a prompt into any chat with Hops, or mention @Hops in a Space.

Prepare the board narrative for the Q3 meeting using the Board Q3 folder, and list open investor follow-ups.

Which investors in our raise have not replied in the last 7 days? Draft a short nudge for each.

Draft the risks and asks section for the board deck. Cite the file behind every number.

What changed in our metrics since the last board deck? Compare it with the Q2 version.

Save the investor follow-up list as a doc with owner and next step for each firm.

Example reply:

Board narrative drafted from the Board Q3 folder:

• Highlights, metrics and milestones, each with a source file.
• Risks and asks: 2 risks, 3 asks.
• 6 investor follow-ups listed with owner and date. Northwind Capital and Globex Ventures have been quiet for 9 days.

What you get

• An answer in chat, in the same thread, with the narrative and a source file for every number.
• Drafted nudges for investors who have gone quiet, ready for you to review and send.
• A saved Doc, when you ask for one. Say “save this as a doc” and Hops writes it to Docs in the Space.

Connections needed

Connect the apps that hold your board material. Each card opens Connections in the app.

Google Drive

Data room and decks.

Google Sheets

Metrics behind the board numbers.

Gmail

Investor threads and last contact dates.

Google Calendar

Board dates and investor meetings.

Set it up

1. Connect your apps

   Connect the apps above in Connections.

   See Connections.

2. Create the Space (optional)

   Create a leadership Space. Pin the board calendar, last deck and raise tracker in Space context.

   See Spaces and Space context.

3. Add the skill

   Give Hops these instructions:

   You prepare board and fundraise material. Use the latest files in the board folder. Draft the narrative in our deck order: highlights, metrics, product, team, risks, asks. Every number cites a file. Keep a follow-up list of investors with last contact, next step and owner.
   

   See Build a skill.

4. Schedule it (optional)

   Raise pipeline follow-ups: every Thursday at 9am, Hops lists investors with no reply in 7 days and drafts the nudge for each. It posts in the Space chat and saves the list to Tables.

   See Automation.

5. Ask

   Ask Hops in chat. Hops uses the skill and replies in the same thread.