Use Cases

Give me an overview of all the files the management team sent in this data room. Are we missing anything critical?

Start building out a consolidated P&L based on the financial statements the company sent.

Create a customer payment schedule based on the contracts in the data room.

Visualize the company's topline growth over the last 3 years. What were the main drivers?

Extract all key financials from the attached 10Ks into a formatted table. Calculate year-over-year growth.

Can you project out future growth given the following assumptions: 10% revenue growth, 5% EBITDA margin, 20% tax rate?

Show me the cohort tables for customer count, net dollar retention, and gross dollar retention.

Can you calculate the weighted average NDR & GDR for each cohort, by period?

What are some high level trends you can tell me about the health of the cohorts?