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LP FIRST CAPITAL · INTERNAL

LP First Capital · Internal Tooling

Ask RoboGeorge.

A growing suite of financial and analytical tools for deal work, portfolio monitoring, and operational efficiency.

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// tools

What's here

Financial Cleaner

Drop raw QBO exports — P&L by Month, Balance Sheet, multiple years. Claude strips subtotals, section headers, and metadata rows, then stitches everything into a clean unified monthly timeline.

P&L Balance Sheet Multi-year QBO

Upload the LPFC intake template and get an instant visual analysis — KPIs, P&L charts, EBITDA bridge waterfall, flags tracker, and AI-powered job data analysis.

EBITDA Bridge Job Data Flags Charts

PDF Financial Reader

Drop any financial PDF — P&Ls, balance sheets, tax returns, CIMs. Claude extracts and structures all the data, then exports a clean Excel with income statement, balance sheet, and cash flow tabs.

PDF P&L Balance Sheet Multi-doc

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Soon

Cash Monitor

Live cash balance aggregator across all portfolio company bank accounts via Plaid. Real-time visibility into treasury position.

Plaid Multi-entity Real-time

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Soon

AR Dashboard

Accounts receivable tracker across Rewind Restoration brands — Aaction, Icon, Moyer's, GoGo. Aging buckets, concentration, and collection flags.

Rewind Aging Sage Intacct