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Governancesafety: confidential draft-first

BoardPilot

Board Meeting & Investor Relations Agent

An OpenClaw agent that drafts board decks from operational data, generates monthly/quarterly investor update emails, monitors cap table scenarios, and tracks key metrics aligned to investor expectations.

Install

tinkerclaw install boardpilot

Requires the TinkerClaw CLI. Install guide →

What it does

Board deck draft generation from operational data

Investor update email drafts (monthly/quarterly)

Cap table monitoring and scenario modeling

Key metric tracking aligned to investor expectations

Skills (4)

Installed into your agent's workspace

boardpilot-captable

Analyze cap table data, compute ownership percentages, and model dilution scenarios.

boardpilot-deck

Draft quarterly board deck presentation with financial summary, metrics, cap table overview, and strategic priorities.

boardpilot-metrics

Track and present key business metrics in investor-ready format with trends and benchmarks.

boardpilot-update

Draft monthly investor update letter with financial highlights, metrics progress, and strategic asks.

Automations (2)

BoardPilot — Monthly Investor Update Draft

enabled

09:00 AM · day 1 each month (UTC)

cron: 0 9 1 * * · tz: Etc/UTC

What the agent does on this trigger

Run boardpilot-metrics to refresh key metrics, then run boardpilot-update to draft the monthly investor update. Include financial highlights, key metrics, progress against goals, and asks. Write draft to updates/monthly-investor-update.md. Draft only; never distribute to investors without approval. All financial data is highly confidential.

BoardPilot — Quarterly Board Deck Draft

enabled

09:00 AM · DOW * DOM 1 MON 1,4,7,10 (UTC)

cron: 0 9 1 1,4,7,10 * · tz: Etc/UTC

What the agent does on this trigger

Run boardpilot-metrics, boardpilot-captable, and boardpilot-deck to prepare the quarterly board deck. Include financial summary, key metrics, cap table overview, competitive landscape, and strategic priorities. Write draft to decks/quarterly-board-deck.md. Draft only; all data is highly confidential.

Integrations & requirements

Primary integration mode
Local file imports today
MCP status
No dedicated MCP integration. Use native OpenClaw tools only
Supported today
  • Local CSV/JSON imports for financials, cap table, and KPI data
  • Built-in browser/web search for market comps and benchmarking
Planned / not yet implemented
  • ○No direct finance system API pipeline implemented in this pack yet

Files this agent creates

Written under ~/.openclaw/workspace-boardpilot/

USER.mdcaptable/cap-table-summary.jsoncaptable/dilution-model.mdfinancials/monthly-summary.jsonmetrics/investor-metrics.jsonfinancials/runway-analysis.mddecks/quarterly-board-deck.mdmetrics/metrics-dashboard.mdupdates/monthly-investor-update.md

Install & configure

  1. 1. Install the agent pack

    tinkerclaw install boardpilot

  2. 2. Configure your preferences

    Edit the per-agent USER.md to set tone, timezone, and any agent-specific preferences:

    ~/.openclaw/workspace-boardpilot/USER.md

  3. 3. Keep it up to date

    tinkerclaw update boardpilot

Highlights

  • ✦Board prep automation — saves hours of dread
  • ✦Pairs perfectly with FinPilot for the founder-investor persona
  • ✦Cap table scenario modeling for fundraising planning