Module 2, Lesson 5: Generating the Investor Summary

What is an investor summary and how do you write one with Claude?

An investor summary, also called a stakeholder summary, is a non-technical, high-level document that answers one question above all: will this make money?

You write it by prompting Claude to lead with consequences rather than description, pulling from the docs you have already built to produce a nine section first draft you then sharpen. It is worth doing even if the only stakeholder is you, because it forces you to articulate what you are building as if you were pitching it.

The short version: you prompt Claude to lead with consequences rather than description, pulling from the docs you have already built to produce a nine section summary in a first draft you then sharpen. It reframes your product around what is at stake. The full prompt and review checklist are in The Product Path.

In the last lesson, we wrapped up the UX/UI document, the front-facing picture of how the product is going to look and feel. Now we're flipping perspective entirely. This lesson is about generating your stakeholder summary: a non-technical, high-level document that answers one question above everything else, will this make money?

Before We Start

Here's what I'd expect you to have in place before this lesson:

From previous lessons:

• Your market research document, saved in Obsidian (or your notes tool)