Every CEO knows MRR to the dollar. Ask for net revenue retention or burn multiple on a board call, and most of us open a spreadsheet, pull three exports and hope the formulas hold.
That hope is expensive. One churn rate divided by month-end customers instead of start-of-month customers makes the business look healthier than it is, and it ends up in a data room with your name on it.
So I built the kit I wanted for that moment. You paste a Stripe or CRM export into one Excel file, and it returns the 8 numbers a board asks about, 4 charts and 14 checks that flag bad data before anyone else sees it.
The sample company is fictional. Northwind Metrics grows MRR about 6% a month to $2.37M ARR, and its burn multiple sits at an excellent 0.6x. Now look at the third card. 12-month NRR is 90.7%, so last year’s customers are worth 9% less today, which is the kind of number a pitch deck leaves out and an investor finds in diligence.
Paid subscribers get the full kit today:
▫️ The Northwind workbook, an .xlsx with 10 tabs and 4,300+ live formulas that also opens in Google Sheets
▫️ The 14-check audit tab, which caught all three errors I planted in the sample
▫️ 10 copy-paste Claude prompts, from cleaning a messy Stripe export to the 10 questions an investor will ask about your numbers
▫️ The worked example, with the three findings a board would ask about first
▫️ The Claude Dashboards prompt that rebuilds the same view as a live dashboard once your data sits in a warehouse
The kit is one of about 200 guides and playbooks in The AI Corner, and a paid subscription opens all of them. A few that pair well with this one:
▫️ Claude in Excel: 30 prompts to audit any financial model
▫️ The Claude prompts that close rounds, the full prompt stack for a raise
▫️ The one-person startup operating system, 12 functions and 30+ prompts
▫️ Your GTM run by agents, with 8 agents and 3 workflows
The rest sits in the Business and investing and Claude and Anthropic libraries, and every new kit lands in your inbox the day it ships.