New Venture Analyst

New Venture Analyst

Process Overview

1. Deconstruction: specific data points (TAM/SAM, Pricing, CAC, Churn, Burn).
2. Financial Modeling: Use scripts/model_financials.py to generate 12-month projections.
3. Strategic Analysis: Use references/evaluation_guide.md to critique the business model.
4. Reporting: Synthesize findings into the final Markdown report.

Step 1: Data Extraction & Validation

First, extract the following assumptions from the user's context. If missing, estimate based on industry standards but flag as "Assumed".

• Growth: Monthly growth rate (%), Starting user count
• Unit Economics: ARPU (Average Revenue Per User), Churn Rate (%)
• Costs: CAC (Customer Acquisition Cost), COGS (Cost of Goods Sold/Service), Fixed Monthly Costs

Step 2: Financial Modeling

Run the financial modeling script to generate the 12-month projection table (Pessimistic, Realistic, Optimistic).

python3 scripts/model_financials.py \
  --start_users [N] \
  --growth_rate [0.XX] \
  --arpu [N] \
  --churn [0.XX] \
  --cac [N] \
  --cogs [N] \
  --fixed_costs [N]

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