Customizing Company Report Sections

This guide covers customizing the sections that appear in each company report.

Go to Settings (⚙️) on the top right -> Customize Your Report on the left tab.

When you have generated a company report, by default Kruncher generates these sections (and in this order):

• Summary: An executive summary of the company, including its Match or No Match label, Deal Score (if it's a Match), summaries of each section, and conversation icebreakers.
  
  • This section does not appear in this customization page because it is the only section where users is not allowed to customize.
    
    
• Product/Tech Solution: Covers features, product roadmap and pricing of core offering(s) of the company.
  
  
• Founders and Team: A deep dive into the company's founders, listing their experience, achievements, and email for outreach. It also contains a team composition analysis.
  
  
• Business Model: This section describes the key problem and solution proposed by the company including its products and services plus revenue streams.
  
  
• Go To Market: A deep dive into the company's GTM strategy step-by-step.
  
  
• Market: Research into market size and key market and industry information (CAGR, trends, players).
  
  
• Competitive Landscape: Summarizes the company's moat and weaknesses, and produces a table of direct & indirect competitors and comparables.
  
  
• Investment Needs and Fundings: Information about the investment needs, the company cap table, the investors, and the previous funding rounds.
  
  
• Metrics: Key company financial and business metrics such as Revenue, Gross Margin/Profit, EBITDA, Burn Rate, Cost Structure, etc.
  
  
• Growth Indicators: Proxy of how a company is growing over time with historical data of web traffic, social media ranking, organic ad spend, etc.
  
  
• Milestones: Key milestones set and achieved by the company.
  
  
• News: Relevant news from/about the company.
  
  
• Investment Memo: An Investment Memo is a memo on the opportunity generated based on your custom prompt.
  

  • For companies that are categorized as Porfolio, the Investment Memo will be replaced by a Portfolio Performance Report.

    What are the differences between Investment Memo and Portfolio Performance Report?

    An Investment Memo is a memo on the opportunity generated based on your custom prompt.

    Meanwhile, Portfolio Performance Report is a quarterly report of this company based on your custom prompt.

• Notes: Your personal notes about the company.

Here are the customizations you can do to these sections:

Move the order of the sections

Click on the up or down arrows on the right side of each section block to rearrange the order of where they appear on the report.

Hide/Show sections

Click on the "Hide from report" button to hide a section that you do not want to see.

You can make hidden sections visible again by clicking on the purple "View in report" button.

NOTE: As of now, it is impossible to delete sections from reports.

Create a Custom Section

Image above: Example of a custom section with 4 different data points.

If you want to create a section tracking specific information, you may do so by adding a custom section.

Add a custom section with custom data points to get specific insights as you need. You can add up to 5 custom data points.

First, click on + Add Data Point.

It will open a tab where it will ask you to enter the name of this data, and instructions to Kruncher on what information you need, what to highlight, and in what format.

Then, select a data source of where Kruncher can get this new data point:

• Documents (Recommended): Kruncher analyzes and extracts data from the documents you upload. 
  
  
• Manual: Manually input data after an analysis is complete.

Here's an example of how you can fill the Name and Instruction:

Name: ESG Governance

Instruction: Please identify and summarize the sections of the document that pertain to ESG Governance. Specifically, look for content related to corporate governance practices, board composition, and any governance-related goals or metrics.

IMPORTANT: To ensure accurate data extraction, please be precise and comprehensive in your instruction.

Once done, click "Confirm".

Editing Custom Data Points

You may edit an existing data point by clicking on the grey icon in the Actions column.

You may delete an existing data point by clicking on the red "Delete" button in the Actions column.