What it is
Claude reads a financial document a portfolio company sent, such as a P&L, balance sheet, cash flow statement, KPI workbook, or board deck, and extracts its financial statements and KPIs for your review. Several files for one company combine into a single session, where you can check and edit each number.
Why it matters
Investors can turn board decks and spreadsheets into structured portfolio data and publish it to the company's record in one step.
How it works
Upload the files, confirm the match to the portfolio company, then review and publish.
Author: Meghan Byrd
