AI Shareholder Letter Drafter

WHAT IT DOES

AI Shareholder Letter Drafter is a specialized AI agent that transforms company performance data, strategic updates, and key messages into clear, structured shareholder letters. When you provide company performance data, strategic updates, or key messages for shareholders, the agent drafts a comprehensive letter. It returns exactly three focused sections: "Performance Highlights & Achievements" ranking the five most important highlights or achievements by impact, "Strategic Priorities & Initiatives" ranking the five most critical strategic priorities by importance, and "Forward-Looking Commitments & Guidance" ranking the five most important commitments or guidance points by priority. The output is capped at 1,024 tokens, ensuring a concise, actionable letter. This is a draft letter only—review and customize for your specific situation and consult with legal counsel before publication.

HOW TO USE

Open the agent in BotSurf. Paste your company performance data, strategic updates, or key messages into the input box. You can also select text directly from the page and click "Use Page Selection" to populate the input automatically. Click "Draft Shareholder Letter" or press Ctrl+Enter (Cmd+Enter on Mac) to submit. The agent processes your input through the AI connector and displays a structured shareholder letter with performance highlights, strategic priorities, and forward-looking commitments. The panel is designed for quick review—no account creation is required beyond your BotSurf subscription. The agent retains no memory of past conversations; each letter is independent.

WHAT IT SENDS

The agent sends exactly the text you enter into the input box (or the text you select from the page) to the AI model. No additional metadata, page content, cookies, or browser history is transmitted. The text is truncated to a maximum of 6,000 characters before sending; longer inputs are clipped and marked as truncated. Usage logs record the count of runs for billing purposes only—they do not store, log, or retain the content of your submissions or the model's responses. The agent runs entirely in your browser; the AI connector handles the request securely. No data is shared with third parties.

SUBSCRIPTION

This agent is available for $19.99 per month with a 7‑day free trial. Each subscription includes 100 runs per month—one run per shareholder letter draft. Unused runs do not roll over. You can cancel anytime from your BotSurf account settings. The free trial starts automatically when you first use the agent; no upfront payment is required until the trial ends.

THE PANEL

The overlay panel is fully draggable via its title bar and remembers its position using BGAI.setState. It snaps to the nearest edge when dragged within 40px of any screen boundary. The panel collapses to a minimal header when not in use and expands on hover or click. Pressing Escape temporarily dismisses the panel until you navigate to a new page or manually reactivate via the BotSurf toolbar. The panel includes a text input area, toolbar buttons (Draft Shareholder Letter, Use Page Selection, Clear), and a results area that displays the structured letter.

PLEASE NOTE

AI can be wrong. Always verify critical information with your company data and consult with legal counsel before publication. This tool provides a draft letter only and does not constitute professional financial or legal advice. The agent is not a substitute for professional financial analysis, legal review, or investor relations consulting. Shareholder letters, strategic communications, and forward-looking statements are subject to regulatory requirements and legal standards—the agent's letter is based on the details provided and general best practices. Run counts are deducted from your monthly allowance regardless of output quality; ensure your input is complete and accurate before submitting.