Workspace mockup — the real Build environment will look like this once wired up
SANDBOXPRIVATE
Day 1 Financial Review · for SBAs
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Conversation with AI
AM
Alex
Build a Day 1 financial review. I upload the P&L and balance sheet, it computes working capital vs. required and flags the cash problems.
AI
ISI Build assistant
I'll use the approved ISI financial-analysis framework. Files you upload go to your private Vault — encrypted, inside ISI, visible only to you. The preview on the right is using the statements you uploaded for the Hendricks Manufacturing job.
AM
Alex
Add the Optimal calculation and the hard problem cost.
AI
ISI Build assistant
Added. Optimal uses the best expense percentage per category across the last three years. Problem cost shows as the gap between actual and Optimal operating profit.
Ask the assistant to change something…
Application preview · Hendricks Manufacturing (your upload)
Private sandbox · not approved for company data
Sales
$4.82M
+6.1% vs prior yr
Gross margin
31.4%
+1.2 pts
Operating profit
6.2%
Optimal: 11.8%
Working capital
$1.36M
Required: $1.71M
Hard problem cost
$270K
per year
Monthly cash flow · negative months flagged
JFMAMJJASOND
Working capital vs. required
Required $1.71M$1.36M
🔒 Uploaded to your ISI Vault. Encrypted, inside ISI, visible only to you until you choose otherwise.