Finance & Capital
Rehearse investor Q&A and objections
Claude plays a skeptical investor drilling your numbers, assumptions, and competitive moat — across multiple rounds that get progressively harder as you sharpen your answers.
Review vendor contracts for hidden risk
Paste the contract and Claude flags auto-renewal traps, liability caps, IP ownership, termination rights, and indemnification terms — all in plain English before it goes to legal.
Test pricing and packaging changes
Describe the pricing change you're considering and Claude models the revenue and margin impact across scenarios — with a one-page summary ready for the leadership discussion.
Build the ARR / churn / NRR dashboard
Export your subscription data and Claude builds the full ARR movement, churn cohort, and net revenue retention model — ready to paste into Google Sheets or your BI tool.
Model dilution across funding scenarios
Share your cap table and deal variables and Claude outputs a clean dilution table showing founder, investor, and option-pool impact across each scenario you're considering.
Monthly board finance package on autopilot
Connect your accounting export and CRM. Each month, actuals are pulled, variances are explained in plain English, and the management narrative is drafted — under 30 minutes instead of a half day.
Rolling 13-week cash flow with live actuals
Drop in your weekly bank export and the model updates the forecast, tracks how accurate your predictions have been, and flags warning weeks before they arrive.