Reporting

Check revenue, pricing, refunds and billing facts against code and records

Produce a quarterly financial report page with KPIs, P&L summary and outlook

Build a cost report for agent token usage over any period with priced estimates

Calculate key financial ratios and metrics from statement data for investment analysis

Track CAC, LTV, burn multiple and other startup KPIs from seed to Series A

Generate client-facing portfolio performance reports with allocation commentary

Prepare client review meetings with performance summary and talking points

Build investment committee data packs in Excel from CIMs and SEC filings

Track portfolio company KPIs against plan and flag budget variances

Generate company tear sheets from S&P Capital IQ data through MCP

Write flux commentary explaining P&L and balance sheet variances over threshold

Prepare board decks, investor updates and QBRs with clear metrics and narrative

Watch per-account product mix shifts and forecasted MRR changes against baselines

Watch revenue data for Stripe sync stalls, capture regressions and config drift

Explain product usage and spend drivers and suggest ways to cut usage

Analyze SEC filings like 10-Ks, 10-Qs, 8-Ks and insider Form 4s for signals

Read the three financial statements for linkages, earnings quality and red flags

Write structured financial research reports with ratings and a clear recommendation

Look up SEC filings and XBRL financial data for US companies from EDGAR

Generate P&L, balance sheet and cash flow with variance flags

Assemble board and investor update decks from all C-suite perspectives

Prepare for hard board questions with numbers drills and a candid narrative

Index of finance skills for ratio analysis, SaaS metrics and month-end close

Audit SaaS spend, categorize purchases and rationalize suppliers with Pareto analysis

Read ARR, MRR, churn, CAC, LTV and NRR to judge the health of a SaaS company

Draft a monthly investor update from Stripe and Postgres metrics compared to plan

Analyze public company financial reports into metrics, ratios and charts

Read earnings reports from primary sources and extract the key business facts

Analyze earnings reports with four investor lenses in parallel and draft articles

Fetch financial data and cross-check figures from multiple sources before use

Write investment research reports with rigorous numbers and readable layout

Analyze financial statements for profitability, solvency and cash flow in Word

Build a finance report page with KPI tiles, revenue and burn charts and a P&L table

Write a source-backed daily financial news brief with validated numbers

Explain finance article concepts and causal chains for readers new to markets

Write a deeper market analysis from a daily brief using liquidity and capital flow signals

Analyze annual and quarterly filings into a plain-language report for investors

Read a financial report PDF or link and flag health, risks and valuation for investors

Search DART filings, company profiles, financial statements and major reports

Diagnose SaaS health across growth, retention, efficiency and capital before reviews

Look up SaaS finance metric definitions, formulas and benchmarks during analysis

Evaluate SaaS unit economics and capital efficiency to see if growth can scale

Calculate SaaS revenue, retention and growth metrics to diagnose momentum and churn

Run a first-pass QC check on investment decks and reports before circulation

Analyze public company results, guidance and call commentary after earnings

Write full pre-earnings previews with expectations, KPIs, scenarios and questions

Normalize public company financial statements from source filings into clean data

Write KPI scorecards and WBR, MBR or QBR readouts with targets and drivers

Check AltLLM Portal balance, redeem promo codes and review usage analytics