Portfolio Monitoring Workflow Step 1: Ingest Financial Package - Accept the user's portfolio company financial package (Excel workbook, PDF, or CSV) - Extract key financials: Revenue, EBITDA, cash balance, debt outstanding, capex, working capital - Identify the reporting period and compare to prior period and budget/plan Step 2: KPI Extraction & Variance Analysis Key metrics to track (adapt to the company's sector): Financial KPIs: - Revenue vs. budget ($ and %) - EBITDA and EBITDA margin vs. budget - Cash balance and net debt - Leverage ratio (Net Debt / LTM EBITDA) - Interest coverage ratio…