AI2AI Quick Assessment

Pattern: Standalone — facts, computation, and prose all in one file. No external imports. Self-contained analysis that can be shared as a single document.

Source Data

pltg Core Facts ▸

;; pltg Core Facts
(load-document "memo" "../source/series_a_memo.txt")

(fact arr 2800000
  :evidence (evidence "memo"
    :quotes ("Annual Recurring Revenue (ARR): $2,800,000")
    :explanation "Current ARR"))
(fact mrr 245000
  :evidence (evidence "memo"
    :quotes ("Monthly Recurring Revenue (MRR): $245,000")
    :explanation "Current MRR"))
(fact revenue 2400000
  :evidence (evidence "memo"
    :quotes ("Gross Revenue (TTM): $2,400,000")
    :explanation "TTM revenue"))
(fact cogs 480000
  :evidence (evidence "memo"
    :quotes ("Cost of Goods Sold (TTM): $480,000")
    :explanation "TTM COGS"))
(fact cash 8200000
  :evidence (evidence "memo"
    :quotes ("Cash on Hand: $8,200,000")
    :explanation "Current cash"))
(fact monthly-burn 380000
  :evidence (evidence "memo"
    :quotes ("Monthly Burn Rate: $380,000")
    :explanation "Monthly burn"))
(fact round-size 18000000
  :evidence (evidence "memo"
    :quotes ("Round Size: $18,000,000")
    :explanation "Series A size"))
(fact pre-money 55000000
  :evidence (evidence "memo"
    :quotes ("Pre-Money Valuation: $55,000,000")
    :explanation "Pre-money valuation"))
(fact nrr 180
  :evidence (evidence "memo"
    :quotes ("Net Revenue Retention (NRR): 180%")
    :explanation "NRR"))
(fact ltv 89400
  :evidence (evidence "memo"
    :quotes ("Estimated Customer Lifetime Value (LTV): $89,400")
    :explanation "Customer LTV"))
(fact cac 18200
  :evidence (evidence "memo"
    :quotes ("Customer Acquisition Cost (CAC): $18,200")
    :explanation "CAC"))
(fact monthly-churn-pct 1.4
  :evidence (evidence "memo"
    :quotes ("Monthly Logo Churn Rate: 1.4%")
    :explanation "Monthly churn"))
(fact enterprise-customers 6
  :evidence (evidence "memo"
    :quotes ("Enterprise (>$50K ACV): 6")
    :explanation "Enterprise count"))
(fact total-customers 43
  :evidence (evidence "memo"
    :quotes ("Total Paying Customers: 43")
    :explanation "Total customers"))
(fact active-pilots 12
  :evidence (evidence "memo"
    :quotes ("Active Enterprise Pilots: 12")
    :explanation "Active pilots"))
(fact dau 1450
  :evidence (evidence "memo"
    :quotes ("Daily Active Users (cloud): 1,450")
    :explanation "DAU"))
(fact wau 2800
  :evidence (evidence "memo"
    :quotes ("Weekly Active Users (cloud): 2,800")
    :explanation "WAU"))
(print "Facts loaded:")
arr

Out: 2800000

Facts loaded:

arr = 2.8Mmrr = 245,000revenue = 2.4Mcogs = 480,000cash = 8.2Mmonthly-burn = 380,000round-size = 18.0Mpre-money = 55.0Mnrr = 180ltv = 89,400cac = 18,200monthly-churn-pct = 1.40enterprise-customers = 6total-customers = 43active-pilots = 12dau = 1,450wau = 2,800

AI2AI: $2.8M^[1] ARR, 6^[2] enterprise customers, 43^[3] total. Raising $18.0M^[4] at $55.0M^[5] pre-money.

1arr 2enterprise-customers 3total-customers 4round-size 5pre-money

Key Metrics

pltg Computed Metrics ▸

;; pltg Computed Metrics
(derive gross-margin (/ (- revenue cogs) revenue) :using (revenue cogs))
(derive ltv-to-cac (/ ltv cac) :using (ltv cac))
(derive runway-months (/ cash monthly-burn) :using (cash monthly-burn))
(derive post-raise-cash (+ cash round-size) :using (cash round-size))
(derive post-raise-runway (/ post-raise-cash monthly-burn) :using (post-raise-cash monthly-burn))
(derive arr-multiple (/ pre-money arr) :using (pre-money arr))
(derive dau-wau-ratio (/ dau wau) :using (dau wau))
(print "Gross margin:")
gross-margin

Out: 0.8

Gross margin:

gross-margin = 80.00%ltv-to-cac = 4.91runway-months = 21.58post-raise-cash = 26.2Mpost-raise-runway = 68.95arr-multiple = 19.64dau-wau-ratio = 51.79%

• Gross margin: 80.00%%^[6]

  6gross-margin
• LTV/CAC: 4.91x^[7]

  7ltv-to-cac
• NRR: 180%^[8]

  8nrr
• Runway: 21.58^[9] months pre-raise → 68.95^[10] months post-raise

  9runway-months 10post-raise-runway
• Valuation: 19.64x^[11] ARR

  11arr-multiple
• DAU/WAU: 51.79%^[12]

  12dau-wau-ratio

Validation

pltg Business Rules ▸

;; pltg Business Rules
(axiom margin-ok (> ?m 0.6) :origin "gross margin > 60%")
(derive margin-check margin-ok :bind ((?m gross-margin)) :using (gross-margin margin-ok))

(axiom ltv-cac-ok (> ?r 3.0) :origin "LTV/CAC > 3x")
(derive ltv-cac-check ltv-cac-ok :bind ((?r ltv-to-cac)) :using (ltv-to-cac ltv-cac-ok))

(axiom retention-ok (> ?n 130) :origin "NRR > 130%")
(derive retention-check retention-ok :bind ((?n nrr)) :using (nrr retention-ok))

(axiom churn-ok (< ?c 2.0) :origin "monthly churn < 2%")
(derive churn-check churn-ok :bind ((?c monthly-churn-pct)) :using (monthly-churn-pct churn-ok))

(axiom valuation-ok (< ?v 25) :origin "ARR multiple < 25x")
(derive valuation-check valuation-ok :bind ((?v arr-multiple)) :using (arr-multiple valuation-ok))
(print "All checks:")
valuation-check

Out: True

All checks:

margin-ok = (> ?m 0.6) ✖margin-check = true ⚠ltv-cac-ok = (> ?r 3.0) ✖ltv-cac-check = true ⚠retention-ok = (> ?n 130) ✖retention-check = true ⚠churn-ok = (< ?c 2.0) ✖churn-check = true ⚠valuation-ok = (< ?v 25) ✖valuation-check = true ⚠

All checks: margin^[13⚠], LTV/CAC^[14⚠], retention^[15⚠], churn^[16⚠], valuation^[17⚠].

13margin-check ⚠ 14ltv-cac-check ⚠ 15retention-check ⚠ 16churn-check ⚠ 17valuation-check ⚠

Verdict

Strong deal. 4.91x^[7] LTV/CAC with 180%^[8] NRR at 19.64x^[11] ARR is compelling for Series A. 68.95^[10] months of post-raise runway provides ample time to reach $10M. 12^[18] active pilots de-risk near-term growth. Recommend proceeding.

7ltv-to-cac 8nrr 11arr-multiple 10post-raise-runway 18active-pilots

pltg Review ▸

;; pltg Review
(verify-manual (quote margin-ok) "Claude")
(verify-manual (quote ltv-cac-ok) "Claude")
(verify-manual (quote churn-ok) "Claude")

Out: True

[1]arr = 2.8M

[2]enterprise-customers = 6

[3]total-customers = 43

[4]round-size = 18.0M

[5]pre-money = 55.0M

[6]gross-margin = 80.00%

[7]ltv-to-cac = 4.91

[8]nrr = 180

[9]runway-months = 21.58

[10]post-raise-runway = 68.95

[11]arr-multiple = 19.64

[12]dau-wau-ratio = 51.79%

[13]margin-check = true

[14]ltv-cac-check = true

[15]retention-check = true

[16]churn-check = true

[17]valuation-check = true

[18]active-pilots = 12

Diagnostics2 errors · 3 warnings · 12 info

error 2 ▸

[no_evidence] retention-ok @ file:///home/runner/work/parseltongue/parseltongue/parseltongue/core/demos/ai2ai_pgmd/notebooks/.standalone.pgmd.pltg:98:1 ('retention-ok', 'NRR > 130%')

[no_evidence] valuation-ok @ file:///home/runner/work/parseltongue/parseltongue/parseltongue/core/demos/ai2ai_pgmd/notebooks/.standalone.pgmd.pltg:104:1 ('valuation-ok', 'ARR multiple < 25x')

warning 3 ▸

[manually_verified] churn-ok @ file:///home/runner/work/parseltongue/parseltongue/parseltongue/core/demos/ai2ai_pgmd/notebooks/.standalone.pgmd.pltg:101:1 monthly churn < 2% [Signed: Claude]

[manually_verified] ltv-cac-ok @ file:///home/runner/work/parseltongue/parseltongue/parseltongue/core/demos/ai2ai_pgmd/notebooks/.standalone.pgmd.pltg:95:1 LTV/CAC > 3x [Signed: Claude]

[manually_verified] margin-ok @ file:///home/runner/work/parseltongue/parseltongue/parseltongue/core/demos/ai2ai_pgmd/notebooks/.standalone.pgmd.pltg:92:1 gross margin > 60% [Signed: Claude]

info 12 ▸

[dangling] active-pilots @ file:///home/runner/work/parseltongue/parseltongue/parseltongue/core/demos/ai2ai_pgmd/notebooks/.standalone.pgmd.pltg:61:1

[dangling] churn-check @ file:///home/runner/work/parseltongue/parseltongue/parseltongue/core/demos/ai2ai_pgmd/notebooks/.standalone.pgmd.pltg:102:1

[dangling] dau-wau-ratio @ file:///home/runner/work/parseltongue/parseltongue/parseltongue/core/demos/ai2ai_pgmd/notebooks/.standalone.pgmd.pltg:85:1

[dangling] enterprise-customers @ file:///home/runner/work/parseltongue/parseltongue/parseltongue/core/demos/ai2ai_pgmd/notebooks/.standalone.pgmd.pltg:53:1

[dangling] ltv-cac-check @ file:///home/runner/work/parseltongue/parseltongue/parseltongue/core/demos/ai2ai_pgmd/notebooks/.standalone.pgmd.pltg:96:1

[dangling] margin-check @ file:///home/runner/work/parseltongue/parseltongue/parseltongue/core/demos/ai2ai_pgmd/notebooks/.standalone.pgmd.pltg:93:1

[dangling] mrr @ file:///home/runner/work/parseltongue/parseltongue/parseltongue/core/demos/ai2ai_pgmd/notebooks/.standalone.pgmd.pltg:9:1

[dangling] post-raise-runway @ file:///home/runner/work/parseltongue/parseltongue/parseltongue/core/demos/ai2ai_pgmd/notebooks/.standalone.pgmd.pltg:83:1

[dangling] retention-check @ file:///home/runner/work/parseltongue/parseltongue/parseltongue/core/demos/ai2ai_pgmd/notebooks/.standalone.pgmd.pltg:99:1

[dangling] runway-months @ file:///home/runner/work/parseltongue/parseltongue/parseltongue/core/demos/ai2ai_pgmd/notebooks/.standalone.pgmd.pltg:81:1

[dangling] total-customers @ file:///home/runner/work/parseltongue/parseltongue/parseltongue/core/demos/ai2ai_pgmd/notebooks/.standalone.pgmd.pltg:57:1

[dangling] valuation-check @ file:///home/runner/work/parseltongue/parseltongue/parseltongue/core/demos/ai2ai_pgmd/notebooks/.standalone.pgmd.pltg:105:1

System 17 facts 0 terms 5 axioms 12 theorems 17 issues