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Moxie

Moxie

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Company record
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Docs/Company record/Financials

Financials

The numbers page. Unit economics, cash and runway, capital and raise, operating expenses. Investors will ask. Keep them on the record.

What it holds

Financials is the numbers surface for this listing. Snapshot tiles cover unit economics (acquisition, retention, revenue per customer), cash and runway, capital and raise (ask, valuation, ownership, prior capital), and operating expenses (payroll, go-to-market, G&A, R&D). ARR bridge and use of funds sit here too when you have them.

Investment Profile also has a Financials edit step for annual revenue, EBITDA, and pre-burn rate. Use this page for the full picture. Statements, projections, and ratio analysis open from the same record.

What you see

Equal cards, not a wider hero cell. Open a card to work the detail panel. Empty states are honest: No projections yet, No ratio analysis yet. Fill what you have. Do not invent a metric to look complete.

Company

Financials

Your company

Unit economics

Acquisition, retention, and revenue per customer.

Cash and runway

Liquidity, burn, and post-raise cash position.

Capital and raise

Ask, valuation, ownership, and prior capital.

Financials. Unit economics, cash and runway, capital and raise. Same card size.

How you engage

  • Open a card. Edit the group. Saved writes to this listing.
  • Keep Cap Table in view. Ownership and raise terms should not disagree with this page.
  • Empty is allowed. Moxie can ask which fields are still empty or inconsistent. That is useful.

Moxie on Financials

Starters include whether the numbers support the runway you claim, and which fields are still empty. If Actions is on, Moxie can propose a financial forecast. Confirm reads Apply forecast. Nothing lands until you approve.

Field update

Problem statement

Moxie will write this value to your company record after you approve.

RejectApprove update
A proposed write still waits for Approve, including forecast updates.
Cap tableOwnership that must still match the raise numbers.ActionsHow Approve, Reject, and Apply forecast work.
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