Investor Metric Definition Crosswalk

Keep ARR, revenue, bookings and cash claims tied to their supplied definitions before an investor summary is written. The download provides a specific review process. It does not make decisions or act in an account.

What to provide

Owner-approved metric dictionary, dated source reports, exclusions, currency and draft investor statements.

How it works

1. Extract each claim with its unit, period and definition.
2. Link to the exact report and reconcile included/excluded contracts. Do not turn one month of cash into ARR.
3. Mark incompatible definitions as not comparable. Preserve restatements with dates.
4. Return a claim crosswalk and review questions; do not email investors, alter numbers or share confidential files.

The output

claim | definition | unit/period | source | exclusions | compatibility | reviewer question

Worked fictional example

Fictional monthly cash 100 includes one-time fee 40. Do not multiply 100 by 12 and call ARR 1,200; recurring component definition needed.

Checks and limits

Preserve source versions and original values. Unknowns stay unknown. Use a qualified reviewer for regulated, legal or hiring decisions. No send, share, account change, schedule, ledger update or payment is authorized. No live account test is claimed.

More founders workflows · How-to guides

Method: reviewed source. Demand lead: GSC aiagentinvestors19,report generation11. These are site-query cluster impressions and method evidence, not exact new-topic monthly search volume or a traffic promise. Checked October 2, 2026.