Summary

Forward CEO update emails → standardized metrics + projections; track forecast accuracy over time.

Problem Statement

Portfolio companies send investor updates in wildly different formats, making it impossible to track performance trends or assess CEO forecasting accuracy. Partners can’t easily identify which CEOs consistently over-promise or which portfolio companies are heading toward trouble.

Details

CEOs forward quarterly updates; system extracts text and attachments, standardizes KPIs (revenue, margin, cash, pipeline) and captures any projections/claims. Over time it compares realized results vs. projections and scores calibration by company and author. Outputs a dashboard to help partners spot consistent over- or under-forecasting.

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What We Learned

Standardizing unstructured CEO updates reveals performance patterns invisible in individual emails. Tracking projection accuracy over time identifies which leaders are reliable forecasters. Automated extraction from email attachments captures data that would otherwise be ignored. Historical calibration scoring helps partners weight future projections appropriately.