Add sources

Drop files here workspace

Upload local Excel, CSV, PowerPoint, Word, PDF, Markdown, or exports from Drive and Notion.

google-sheets-kpi-export.csvindexed

quickbooks-cash-runway.pdfcheck

Connected sources

Important now

Explorer

May board update workspace

board-update-may.mddraft

sources

google-sheets-kpi-export.csvtruth

forecast-model.xlsxcheck

quickbooks-cash-runway.pdf

prior-materials

google-slides-prior-board-deck.pptx

notion-investor-update-apr.md

streetdesk

claim-review.json

approval-log.md

audit-journal.jsonl

connections

google-drive-index.jsonsync

notion-page-map.jsonsync

stripe-metric-map.csvowner

quickbooks-actuals.csv

hubspot-pipeline.csv

Run current stories

Product rules

Review canvas stays quiet

Files define context

Claims show source chips

Approval gates block export

Story 1 - Create Investor Workspace

Open a board packet workspace.

Founders and finance leads start with the packet, source files, checks, approvals, and journal in one review surface.

Source coverage88%

Ready stateBlocked

Draft - Board Update

May investor update - sourced review

Pending CFO approval

Founder draft for finance review

May update: growth steady, runway review needed

ARR increased to $4.82M Stripe ARR, up from $4.51M Slides p.6 last month. Net revenue retention is unresolved because the KPI export and board deck use different cohort cuts.

Cash runway is currently 18.4 months QuickBooks p.2. The forecast model still shows 21.0 months, so the packet cannot be marked ready until finance resolves the assumption difference.

ARR$4.82M

Burn$286K

Runway18.4 mo

Unresolved3

Consistency findings

Claim	Draft	Source	Status

Source map8 linked sources

Source	Role	Trust	Used by
Google Sheets - KPI export	Trusted KPI sheet	Verified	NRR, customer count
Stripe - Billing metrics	Revenue source	Mapped	ARR, MRR, churn
QuickBooks - P&L export	Accounting actuals	Review	Burn, runway, cash
HubSpot - Pipeline export	CRM metrics	Queued	Pipeline, customers
Google Drive - Board data room	Synced folder	Live	Board deck, appendices, prior updates
Google Slides - Prior board deck	Previous narrative	Reference	Last-month baseline
Notion - Investor notes	Markdown narrative	Live	Founder commentary
PDF - Cash runway report	Board packet attachment	Verified	Runway and burn

Connection contracts

Google Drive room

Users choose a board folder, assign an owner, and pin which Drive files can support investor claims.

Metric systems

Finance maps Stripe, QuickBooks, HubSpot, or Sheets fields before Street Desk cites the number.

Notion and files

Markdown notes, PDFs, docs, and slides keep their original app and file path in each citation.

Human approval gate

Material unresolved claims block ready state. Founder or CFO approval is required before this packet is treated as send-ready.

Review routing

Nina PatelFinance owner - runway and NRR

needed

Maya ChenSender of record - narrative

in file

Owen LeeLegal review - material wording

queued

Nina on runway Use the QuickBooks cash-runway PDF for the external number. I will update the forecast model after the board packet is locked.

Source contracts

ARRStripe.metrics.arr_current + Google Sheets C12

mapped

RunwayQuickBooks.cash_balance + quickbooks-cash-runway.pdf p.2

review

NRRGoogle Sheets KPI export uses a different cohort window

blocked

PipelineHubSpot.deals.weighted_pipeline pending owner

queued

Next actions

Claim inspector

selected: runway

Runway mismatchDraft says 18.4 months. Forecast model says 21.0 months. Prior deck says 20.7 months.

ARR supportedApril KPI export cell C12 supports the updated ARR claim.

NRR cohort definitionCurrent export and prior deck use different cohort windows.

Audit journal

Append-only

Tokens

AI review chat

Ask Street Desk in context.

The assistant reads the open files, shows each tool action, and keeps approvals tied to the packet.

Context loaded4 files

ModeReview

Youboard-update-may.md

Check the May update against the KPI export and forecast model. Tell me which numbers block sending this to investors.

Read Google Sheets, Stripe, QuickBooks, and Notion sources0.8s

Compared 23 repeated metrics across 6 linked sources1.4s

Journaled source scan and unresolved claim queuedone

Street Desksourced

I found two blocking issues. Runway is inconsistent across forecast-model.xlsx and QuickBooks PDF. NRR wording changed, but Google Sheets and the prior Google Slides deck use different cohort definitions.

Street Desknext action

I would keep ARR as verified, change the runway sentence to cite the cash report, and leave the NRR paragraph unresolved until finance confirms the cohort window.

Ask in context