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A reusable starting point

Try a sourced VC research brief with fictional company data.

Use this fictional Cedar Orbit packet to test a VC research brief in Workspace. Ask for a saved memo and evidence table that preserve reported metrics, source status, missing facts, and a later correction. The expected results are authored checks, not an executed Agent trial or verified company data.

Start with $20 in included credits. See usage and plans.

Use the first two files for the initial task

Add reported-metrics.csv and source-notes.md to the Project. Ask for a saved brief and supporting table. Keep the dated correction for a second pass. The data is fictional, company-reported, and not independently verified.

The initial packet contains two quarters of revenue and active-business-customer counts. The notes qualify the figures and identify information that is missing. An absent metric should remain unknown.

Authored reviewer reference

These checks describe the supplied packet. Record pass, revise, or not observed with the actual output file and version; do not count a confident explanation without a saved file as a successful artifact.

Authored reviewer reference
CheckExpected reading
Initial quarterly revenueQ2: $120,000. Q3: $150,000. Reported increase: $30,000, or 25%.
Revenue qualificationQ3 includes $25,000 of one-time setup revenue. Do not describe all $150,000 as recurring or assert an ARR.
Customer counts24 at Q2 end and 30 at Q3 end. Churn, customer cohorts, and retention are not provided.
Plans and verificationThe European launch is proposed; approval and owner are unknown. Company figures are not independently verified.
Second-pass correctionQ3 revenue becomes $142,000: increase $22,000, about 18.3%. One-time setup revenue stays $25,000.

Apply the dated correction to every dependent claim

Supply dated-correction.md after reviewing the first result. It removes an $8,000 duplicate from the Q3 revenue export. Customer counts, setup revenue, and the proposal’s approval state are unchanged.

Ask for new saved versions of the memo and evidence table, plus a short change note. Check that no old 25% headline remains. A corrected table with an unchanged summary is an incomplete revision.

Keep the questions and the reviewed version together

Save questions about the missing definitions, customer cohorts, cash data, and launch approval. Attach the reviewed file versions and next action to a Planner task if you are evaluating a handoff. Creating or assigning the task does not start another run.

If the method is useful, turn its source-checking rules into a reusable Agent. Keep the fictional company facts as test inputs rather than general reference knowledge. Try another packet before reusing the role for consequential work.

Try it with a small example.

Sample files to try

Fictional inputs for this example. Download a file and add it to your Project to follow along.

Open Workspace

Copy into a Workspace Session. Opening Workspace does not send it automatically.

Download the starter text

An illustrative result.

Fictional sample, written to show the expected structure. Your result depends on your inputs and needs review.

Authored reference, not an Agent result: initial revenue rises from $120,000 to $150,000 (+25%). Q3 includes $25,000 one-time setup revenue; ARR and retention remain unknown. After the correction, Q3 is $142,000 (+about 18.3%). The launch remains proposed and the figures remain company-reported.

Before you use the result.

  • Initial comparison is 25%; corrected comparison is about 18.3%.
  • One-time revenue is visible; no ARR or retention is invented.
  • The proposed launch does not become an approved commitment.
  • Company-reported facts remain distinct from independently checked facts.
  • Both saved files and the change note agree after the correction.

Common questions.

Is this a real investment case or measured Agent result?

No. Cedar Orbit and the source packet are fictional. The expected results are authored checks. Run the task yourself and record the saved files and behavior you observe.

Can this test a reusable diligence Agent?

It can test a bounded research and source-checking role. Use the same criteria, withhold the correction initially, and inspect the actual saved results. It does not establish full diligence coverage or investment judgment.

Sources: VC research workflow · Agent evaluation · Saved Office deliverables

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