brief-company-financials

Brief — Company Financials

Numbers only. No narrative.

Inputs

$ARGUMENTS:

• Required: <company_name>.
• Optional: --slug=<slug>.
• Optional: --ticker=<symbol> if public.

Procedure

1. Resolve config + paths

Read ${CAREER_DATA_DIR}/config.json → WORKING_FOLDER. Output: ${WORKING_FOLDER}/research/companies/${slug}/company-financials.md. Confirm before overwrite.

2. Read template

${PLUGIN_ROOT}/templates/research-briefs/company-financials.md.

3. Source numbers

Priority order:

1. SEC filings (10-K, 10-Q, S-1, Form D) — public.
2. Funding-round disclosures — Crunchbase, PitchBook public pages, company press release.
3. Reputable press — Bloomberg, FT, WSJ, TechCrunch with sourced numbers.
4. Levels.fyi / Glassdoor self-reports — only for ranges in Revenue (if disclosed), never as primary source.

Use WebSearch + WebFetch. Always capture the URL for each figure.

4. Fill the template

Every numeric field:

• Has an explicit currency.
• Has a source URL.
• Is dated (as-of).
• Is marked "company stated" / "press reported" / "SEC filing".

If undisclosed: write not disclosed. Do not estimate. Do not extrapolate from headcount or "industry averages."

5. Write output

Same as brief-company-overview step 5.

6. Update CRM

Append +financials to the company row's research-brief column.

Guardrails

• No invented numbers. Period.
• Distinguish "company stated" vs "press reported" vs "filing" on every line.
• Currency explicit on every figure.
• Private companies with no disclosure → most fields are not disclosed and that's fine.
• For public companies, prefer the latest 10-K / 10-Q over secondary press.

Failure modes

• Same as brief-company-overview.
• Multiple shell entities under same brand → ask the user which legal entity to research.

Idempotency

• Re-run prompts before overwrite.
• --refresh silently overwrites.