Map Narrative Claims and Key Financial Metrics
Extract core quantitative figures and qualitative assertions—such as market size, churn rates, run rate, founder equity, and launch timelines—from each document. Plot these side by side in a cross-referencing matrix to systematically isolate where claims overlap or diverge. Highlight every instance where a single metric or narrative point is presented differently across channels.
Isolating narrative and numerical claims in a side-by-side matrix exposes direct line-item differences across all venture assets. This enables the audit to move from impressionistic reading to rigorous, data-driven reconciliation across the entire venture footprint.
A populated cross-reference matrix listing all key metrics, customer statements, team profiles, and financial projections side by side across all five document types. Every data point must be traceable to its precise source document, slide, or page number.
Five questions an expert would ask when reviewing your output
Use these to challenge assumptions, pressure-test your logic, and check the quality of this action's output in the context of the parent task and wider venture development.
- 1
Why does your pitch deck claim a market size that differs from the detailed market calculations in your financial model?
- 2
What explains the variance between the historical monthly revenue figures shown on your website and those reported in your data-room accounts?
- 3
How do you justify claiming a proprietary technology breakthrough in your grant application when your data room lacks corresponding intellectual property filings?
- 4
Where precisely do the team titles and equity percentages on your cap table conflict with the biographies presented on your website?
- 5
How do the customer acquisition costs quoted in your investor narrative compare against the unit economics embedded in your financial model?