Jonathan KirkwoodandClaude Fable 5
b1d7aed9f4
- Deterministic scoring.py (quant 60 / qual 40 / flags -15, profitability heaviest) - Per-company JSON ledger with forecast-target chaining deck N-1 -> N - Single-shot sandbox agent with guided-JSON fallback ladder (no tool loop) - Portfolio dashboard with sparklines, KPI hit rates, BDEF category bars - 48 unit tests green; endpoints smoke-tested; npm check+build green Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
30 lines
2.4 KiB
JSON
30 lines
2.4 KiB
JSON
{
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"schema_version": 1,
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"deck": {
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"company_hint": "Acme Robotics",
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"period": "2026-Q1",
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"meeting_date": "2026-04-15",
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"title": "Acme Robotics — Q1 2026 Board Deck",
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"truncated": false
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},
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"kpis": [
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{"name": "ARR", "canonical_name": "arr", "actual": 10.0, "unit": "$M", "period": "2026-Q1", "direction": "gte", "profitability": false, "target_in_deck": 9.5, "source": "slide 3, financial summary", "notes": ""},
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{"name": "EBITDA Margin", "canonical_name": "ebitda_margin", "actual": -5.0, "unit": "%", "period": "2026-Q1", "direction": "gte", "profitability": true, "target_in_deck": -6.0, "source": "slide 4, P&L bridge", "notes": ""},
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{"name": "Logo Churn", "canonical_name": "churn_rate", "actual": 4.0, "unit": "%", "period": "2026-Q1", "direction": "lte", "profitability": false, "target_in_deck": 5.0, "source": "slide 5, retention", "notes": ""},
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{"name": "Cash Balance", "canonical_name": "cash_balance", "actual": 12.0, "unit": "$M", "period": "2026-Q1", "direction": "gte", "profitability": true, "target_in_deck": null, "source": "slide 4, balance sheet", "notes": ""}
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],
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"forward_targets": [
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{"name": "ARR", "canonical_name": "arr", "target": 12.0, "unit": "$M", "target_period": "2026-Q2", "direction": "gte", "profitability": false, "source": "slide 9, guidance"},
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{"name": "Logo Churn", "canonical_name": "churn_rate", "target": 4.0, "unit": "%", "target_period": "2026-Q2", "direction": "lte", "profitability": false, "source": "slide 9, guidance"},
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{"name": "EBITDA Margin", "canonical_name": "ebitda_margin", "target": -2.0, "unit": "%", "target_period": "2026-Q2", "direction": "gte", "profitability": true, "source": "slide 9, guidance"},
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{"name": "Qualified Pipeline", "canonical_name": "qualified_pipeline", "target": 30.0, "unit": "$M", "target_period": "2026-Q2", "direction": "gte", "profitability": false, "source": "slide 10, pipeline build"}
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],
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"red_flag_candidates": [
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{"code": "hockey_stick_forecast", "description": "H2 revenue ramp shown with no downside case or stated falsifiers", "severity": 3, "evidence": "slide 9 guidance chart"}
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],
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"narrative": {
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"summary": "Solid Q1: ARR beat plan at $10.0M, EBITDA margin improved to -5%, churn under plan. The H2 story rests entirely on the $30M qualified pipeline building as projected.",
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"asks": ["Approve $2M expansion of the Austin integration facility"]
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}
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}
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