Designed for finance and accounting workflows
| Field | Value | Notes |
|---|---|---|
| Company Financials | ||
| Current Cash Balance ($) | End-of-month cash | |
| Monthly Burn Rate ($) | Net cash burn per month | |
| Monthly Recurring Revenue ($) | Recognized subscription revenue | |
| Monthly Revenue Growth (%) | MoM growth % | |
| Gross Margin (%) | As a percent | |
| Cap Table & Funding | ||
| Total Shares Outstanding (M) | Fully diluted, in millions | |
| Employee Option Pool (%) | % of FD shares | |
| Last Round Valuation ($M) | Post-money, in millions | |
| Months to Next Funding Round | Expected timing | |
| Expected Next Round Size ($M) | In millions | |
| Expected Dilution (%) | From next round | |
| Business Performance | ||
| Customer Acquisition Cost ($) | Blended CAC | |
| Customer Lifetime Value ($) | Gross margin LTV | |
| Monthly Churn Rate (%) | Logo churn, monthly | |
| Months to Break-Even | Projected timeline | |
| Total Addressable Market ($B) | Top-down TAM | |
| Team & Role | ||
| Current Team Size | Full-time employees | |
| Role Level | Seniority band | |
| Role Function | Functional family | |
| Employee Number (hire order) | Lower number → earlier employee | |
| Geographic Market | Location cost index | |
| Market Context | ||
| Founder Track Record | Signal strength | |
| Investor Tier | Latest institutional round | |
| Market Competition | Competitive intensity | |
| Technology Moat | Defensibility | |