| name | brief-company-financials |
| description | Produce a Company Financials research brief — funding rounds, valuation, revenue (if disclosed), burn / runway, profitability signal, public-market metrics. Use when the user needs a numbers-only read for negotiation, due-diligence, or to gauge runway risk. Reads templates/research-briefs/company-financials.md and writes to <WORKING_FOLDER>/research/companies/<slug>/company-financials.md. Numbers are sourced or marked "not disclosed" — never estimated. |
| disable-model-invocation | false |
| allowed-tools | Read, Write, WebSearch, WebFetch, Bash(mkdir *), Bash(test *) |
Brief — Company Financials
Numbers only. No narrative.
Inputs
$ARGUMENTS:
- Required:
<company_name>.
- Optional:
--slug=<slug>.
- Optional:
--ticker=<symbol> if public.
Procedure
1. Resolve config + paths
Read ${CAREER_DATA_DIR}/config.json → WORKING_FOLDER. Output: ${WORKING_FOLDER}/research/companies/${slug}/company-financials.md. Confirm before overwrite.
2. Read template
${PLUGIN_ROOT}/templates/research-briefs/company-financials.md.
3. Source numbers
Priority order:
- SEC filings (10-K, 10-Q, S-1, Form D) — public.
- Funding-round disclosures — Crunchbase, PitchBook public pages, company press release.
- Reputable press — Bloomberg, FT, WSJ, TechCrunch with sourced numbers.
- Levels.fyi / Glassdoor self-reports — only for ranges in
Revenue (if disclosed), never as primary source.
Use WebSearch + WebFetch. Always capture the URL for each figure.
4. Fill the template
Every numeric field:
- Has an explicit currency.
- Has a source URL.
- Is dated (as-of).
- Is marked "company stated" / "press reported" / "SEC filing".
If undisclosed: write not disclosed. Do not estimate. Do not extrapolate from headcount or "industry averages."
5. Write output
Same as brief-company-overview step 5.
6. Update CRM
Append +financials to the company row's research-brief column.
Guardrails
- No invented numbers. Period.
- Distinguish "company stated" vs "press reported" vs "filing" on every line.
- Currency explicit on every figure.
- Private companies with no disclosure → most fields are
not disclosed and that's fine.
- For public companies, prefer the latest 10-K / 10-Q over secondary press.
Failure modes
- Same as
brief-company-overview.
- Multiple shell entities under same brand → ask the user which legal entity to research.
Idempotency
- Re-run prompts before overwrite.
--refresh silently overwrites.
