Research investors and partners, structure discovery and report KPIs.
Turn approved research questions and interview notes into a structured interview queue, evidence themes and follow-up questions without inventing validation.
free →Turn an approved fundraising thesis into an evidence-linked investor target queue, personalized outreach drafts, follow-ups and a current fundraising pipeline.
free →Convert approved operating metrics into a consistent weekly or monthly founder update with source-linked commentary and a review queue.
free →Turn an approved partnership thesis into a researched target queue, personalized outreach drafts, follow-ups and pipeline proposals.
free →Focused Markdown workflows you can download and give to the assistant you already use.
Check whether a founder-led product launch has real owners, working paths and evidence for the customer promise before announcing a date.
Read and download →Calculate a cash runway estimate and show the burn assumptions that would make it misleading.
Read and download →Trace the effects of a changed launch dependency across owners and dates after the original readiness plan has been approved.
Read and download →Map diligence requests to versioned documents and access limits without sharing a private data room.
Reconcile issued-share records and dilution assumptions without treating an unconverted SAFE as issued equity.
Compare product experiments with explicit reach, impact, confidence and effort instead of presenting guessed scores as evidence.
Record what an experiment actually tested and what remains unknown before a team reuses its conclusions.
Keep cohort membership and observation age consistent before retention rates are compared.
Keep ARR, revenue, bookings and cash claims tied to their supplied definitions before an investor summary is written.
Check acquisition cost numerator and new-customer denominator before quoting CAC.
Keep gross profit per customer and acquisition costs on compatible cohort and period bases.
Reconcile recurring revenue for the starting cohort without adding new customers to NRR.
Keep customer-loss counts and recurring-revenue loss rates separate in an investor note.
Keep recurring-revenue metrics, invoicing and cash collections separate in a founder report.
Check supplied service-period allocation without calling upfront cash earned revenue immediately.
Check subscription-status inclusion rules before a founder reports recurring revenue.
Separate currency-conversion movement from subscription growth in a recurring-revenue report.
Check whether recurring-revenue figures use gross or discount-adjusted values.
Prevent unrelated native currency amounts being summed as one recurring revenue number.
Keep trial-start cohorts and conversion windows explicit when comparing subscription conversion rates.
Tie subscription metric movements to source effective dates instead of mixing event, invoice and payment timestamps.
Convert analytics rate units explicitly before an investor reporting comparison.
Show when a grouped time-series limit prevents an investor chart from being treated as a complete account total.
Prepare a no-payment-method trial outcome map from supplied subscription settings.
Keep a zero trial invoice distinct from evidence of a paid subscriber.
Separate a trial add-on from other subscription items that remain billable.
Map the post-trial billing anchor from settings rather than assuming the old date survives.
Keep the trial-ending event interval separate from a hosted reminder email schedule.
Inspect metered trial-offer price evidence before calling usage free or configured.
Keep an invoice payment receipt separate from current subscription-status evidence before an access proposal.
Separate a created invoice from a finalized and collectible invoice.
Keep paused payment collection distinct from a paused subscription or cancelled renewal.
Keep resuming subscription collection separate from draft-invoice automatic advancement.
Keep mark-uncollectible pause behavior separate from a claim that no available balance was used.
Review scheduled phase changes without assuming they remove a directly set collection pause.
Keep voided and uncollectible invoice outcomes separate when reviewing a collection pause.
Treat a pause end as active only when the resume confirmation is recorded.
Treat a customer pause as communicated only when the notification receipt exists.
Check which billing date a resumed subscription anchors to before forecasting it.
Recheck prorated line items after a mid-cycle plan change before the invoice is trusted.
Map each automatic collection retry to its outcome before declaring an invoice uncollectible.
Recheck the overage charge on a metered invoice against the plan cap and per-unit price.
Recheck that tax was computed on the right price basis before an invoice is sent.
Check that the first subscription charge lands on the trial end date, not before.
Check that a cancelled subscription stayed active until its documented effective date.
Map each open dispute to its evidence deadline so the nearest one is handled first.
Recheck a usage-based invoice line against the recorded quantity and unit price.
Check a subscription schedule’s phase transition against the phase configuration and dates.
Recheck a coupon’s applied invoices against its duration setting.
Check whether accrued usage crossed the billing threshold that should trigger an invoice.
Check reported usage against the meter events summed in the aggregation window.
Recheck a credit note’s application against the invoice and the payment received.
Map a converted subscription against the accepted quote’s line items.
Check the customer portal’s enabled actions against the intended scope.
Check promotion code redemptions against the code’s redemption limit.
Map off-session charges against the saved mandate or agreement on file.
Check a webhook endpoint’s subscribed events against the events the integration uses.
Recheck a refund amount against the partial refund that was intended.
Check products against the tax codes assigned to them.
Check re-sent checkout links against session expiry.
Check open invoices against automatic collection coverage.
Check payment link sales against the stock they were meant to stop at.
Check webhook traffic for events failing signature verification.
Check partial refunds against the charge they were meant to stay within.
Check proration previews against the price change and time remaining.
Check payment intents for status transitions that skip an expected step.
Check each dispute's evidence submission against its response deadline.
Recheck a tax report's period totals against the rate that should produce them.
Review which charges your Radar rules flagged against the share you expected.
Check 3D Secure challenges for the completions and abandonments they produced.
Check received payouts against the schedule the account is set to.
Check the payment method mix against the share you expected.
Review which charges matched your Radar lists against the share you expected.
Check webhook deliveries for the failures an endpoint produced.
Check past-due invoices have a reminder recorded.
Recheck the trial-to-paid conversion for trials ended in the period.
Check that cancelled subscriptions carry one consistent reason from your taxonomy, so churn analysis stays comparable.
Map each claimed pilot conversion to signed evidence before it counts toward pipeline or ARR reporting.
Review trial signups for multi-account abuse signals and route matches for a human decision before any block.
Log every refund exception with its policy clause, approver and evidence so exceptions stay auditable.
Check invoice numbering for unexplained gaps or duplicates across the billing system export.
Find customers missing a required tax ID before the next invoice so tax treatment is documented.
Check that taxable customers have complete billing addresses matching their tax jurisdiction before invoicing.
Check that customer credit balances apply to open invoices in the documented order.
Check that dispute counter-evidence is internally consistent before the response is submitted.
Review payout bank account changes for verification evidence before the next payout runs.
Check that refunds carry consistent reason codes so refund analysis stays usable.
Review the failed-payment retry and recovery sequence against its documented schedule.
Age open invoices and check reminder coverage before the collections review.
Check that plan upgrades and downgrades prorate the way the pricing page promises.
Reconcile the tax report for a filing period against payouts and refunds before filing.
Triage failed payment intents by failure type so recoverable ones get the right followup.
Check usage-based invoice line items against the metered usage export before the invoice finalizes.
Check that cancellations end access on the documented effective date, not earlier or later.
Review webhook delivery failures against the endpoint log before downstream jobs silently stall.
Register dispute evidence deadlines so no dispute lapses unanswered.
Note trials ending soon with low activation so followup lands before expiry.
Review failed receipt deliveries so customers without proof of payment get a resend path.
Track chargeback dispute deadlines and evidence items so no response window is missed.
Review early warning signals so preventable disputes get handled before they become chargebacks.
Compare expected payouts against bank deposits so fee or timing gaps surface quickly.
Review which payments fraud rules blocked so good customers are not caught by mistake.
Compare a supplied transaction export with adviser-approved tax thresholds and keep unresolved jurisdiction questions visible.
Compare invoice records with the team-approved follow-up schedule without sending reminders or changing payment terms.
Reconcile supplied meter totals and invoice quantities before an owner reviews possible billing differences.
Check report periods, currencies and included totals before a founder relies on a monthly reporting pack.
Check contractor invoices against the agreed payment terms without scheduling or releasing payments.
Log refund requests that fall outside the written policy for owner review without issuing refunds.