FOR LUMONIC CUSTOMERS
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Pre-built prompts and artifacts for every workflow and team, with every number traced to source.
Direct Lending Fund III
MAY 2026 CYCLE · 14 BORROWERS
12 of 14
3
13 of 14
91%
✓✓✓✓
–✓✓✓
MAKR Labs, Inc.
VALUATION REPORT · MARCH 31, 2026
ENTERPRISE VALUE BUILD
106,041
10.8×
1,145,243
1,087,981
EV COVERAGE
Growth Buyout Fund II
PORTFOLIO REVIEW · Q2 2026
$472.6
9
2.4×
21.4%
BY PLATFORM
Venture Lending Fund II
COMPLIANCE TRACKER · Q2 2026
39
36
1
2
7.4 mo
$4.3MM
21%
42%
Veldt Data Systems
BORROWING BASE · MAY 2026
$25.2MM
$18.4MM
$6.8MM
73%
COLLATERAL BUILD
Arclight Systems
TEAR SHEET · SERIES C · Q2 2026
$52.1
2.1×
16.8%
22 mo
ROUND HISTORY
$12.0
$48.0
$150.0
$310.0
DELIVERABLE TRACKERdeliverable tracker
An MCP on its own is just a connection. Ours comes with a library of finished artifacts. From the moment you connect, every number traces back to its source file.
An MCP on its own is just a connection. Ours comes with a library of finished artifacts. From the moment you connect, every number traces back to its source file.
An MCP on its own is just a connection. Ours comes with a library of finished artifacts. From the moment you connect, every number traces back to its source file.
FIG. 01 · PRIVATE CREDIT
Quarterly portfolio review
Every borrower on one page, from covenant flags to marks.
[1]FUND SNAPSHOT
[2]SECTOR ALLOCATION
[3]COVENANT FLAGS
[4]AUDIT TO SOURCE
VIEW ARTIFACTFIG. 02 · VENTURE CAPITAL
Portfolio company tear sheet
The quarter's reported metrics for one company, from ARR to runway.
[1]QUARTERLY SNAPSHOT
[2]BURN MULTIPLE
[3]ARR BY QUARTER
[4]AUDIT TO SOURCE
VIEW ARTIFACTFIG. 03 · PRIVATE EQUITY
PE valuation workbook
The full mark build for one name, live in Excel from Lumonic and PitchBook.
[1]CONCLUDED VALUE
[2]WEIGHTED APPROACHES
[3]EV TO EQUITY BRIDGE
[4]AUDIT TO SOURCE
VIEW ARTIFACTQUARTERLY PORTFOLIO REVIEWquarterly portfolio review
AUDIT
1. AI TOOLS
2. UPLOAD ARTIFACTS
3. LUMONIC MCP
4. GENERATED ARTIFACT
SOURCE FILE
What happens after you connect?
Add Lumonic to Claude, ChatGPT, or any MCP client. Upload an artifact from the MCP Library. The Lumonic MCP builds it from auditable portfolio data, returning a finished deliverable. Audit any figure back to its source file.
Never start from a blank chat
Tear sheets, portfolio reviews, valuation sheets, deliverable trackers. Download them as templates and rebuild each one from your own portfolio every quarter.
Prompt 01Private CreditBorrower tear sheetUsing the Lumonic MCP, build a one-page borrower tear sheet for [borrower] as a self-contained HTML document styled like an institutional credit memo. Include a snapshot row (LTM revenue, adjusted EBITDA, cash, funded debt, net leverage), five quarters of revenue and EBITDA with charts, a quarterly KPI table with commentary bullets, every covenant with tested level vs. actual, deal terms, and the current mark. Make each figure traceable to its source field.
Prompt 02Private CreditPortfolio ReviewBuild the quarterly portfolio review for [fund] from the Lumonic MCP as a single HTML dashboard: fund-level totals (commitments, funded, weighted average leverage, weighted mark), exposure by sector and strategy, the full borrower table sorted by commitment with rating, covenant status, and mark, and a flags section explaining every breach and watch item. Flag anything trending toward a breach even if it hasn’t tripped yet. Keep every figure traceable.
Prompt 03Private CreditValuation sheetPrepare the quarter-end valuation sheet for [borrower] using the Lumonic MCP: methodology (EBITDA multiple with the applied range), resulting enterprise value and implied equity cushion, four quarters of mark history with LTV and coverage, and a sensitivity table across the multiple range. Note anything that moved since last quarter and end with the approval block.
Prompt 04Private CreditDeliverable trackerBuild a reporting deliverable tracker for [fund] from the Lumonic MCP: every borrower against every required deliverable (monthly financials, compliance certificates, annual audit, budget), with current status, days outstanding, and consecutive misses. Rank the chase list by severity and draft a one-line follow-up for each outstanding item.
Prompt 05Private EquityPortfolio company tear sheetBuild a one-page portfolio company tear sheet for [company] from the Lumonic MCP: entry vs. current snapshot (EV, multiple, net leverage, MOIC, gross IRR), the EBITDA bridge from entry to LTM split into organic growth, add-ons, and synergies, quarterly revenue trend, an add-on acquisition table with entry multiples, and current watch items. One business-description sentence, then straight to the numbers. Keep every figure traceable.
Prompt 06Private EquityPortfolio ReviewBuild the quarterly portfolio review for [fund] from the Lumonic MCP as a single HTML dashboard: fund-level totals (invested capital, current fair value, gross MOIC, weighted revenue growth, weighted EBITDA margin), exposure by sector and stage, the full portfolio company table sorted by fair value with growth, margin, and mark, and a flags section explaining every under performer and watch item. Flag anything trending the wrong way on growth or margin even if it hasn't broken plan yet.
Prompt 07Private EquityValuation sheetPrepare the quarter-end valuation sheet for [company] using the Lumonic MCP: methodology (EBITDA multiple with the applied range), resulting enterprise value, implied equity value and our fully diluted stake, four quarters of mark history with MOIC, and a sensitivity table across the multiple range. Note anything that moved since last quarter and end with the approval block. Pull in 3 private and public market comps by valuation, company size, and keyword using the PitchBook MCP if available.
Prompt 08Private EquityDeliverable trackerBuild a reporting deliverable tracker for [fund] from the Lumonic MCP: every portfolio company against every required deliverable (monthly financials, board decks, KPI packages, annual audit, budget), with current status, days outstanding, and consecutive misses. Rank the chase list by severity and draft a one-line follow-up for each outstanding item.
Prompt 09Venture CapitalPortfolio company tear sheetUsing the Lumonic MCP, build a one-page portfolio company tear sheet for [company] as a self-contained HTML document styled like an institutional partner memo. Include a snapshot row (ARR, YoY growth, net revenue retention, gross margin, cash, monthly burn, runway in months), five quarters of ARR and burn with charts, a quarterly KPI table (new ARR, NRR, magic number, CAC payback) with commentary bullets, the ownership summary (stake, cost basis, fully diluted position, preference terms), round terms, and the current mark at last-round post-money. Make each figure traceable to its source field.
Prompt 10Venture CapitalValuation sheetPrepare the quarter-end valuation sheet for [company] using the Lumonic MCP: methodology (last-round post-money or ARR multiple with the applied range), resulting implied valuation, our fully diluted stake and its fair value net of preference, four quarters of mark history with MOIC, and a sensitivity table across the revenue-multiple range. Note anything that moved since last quarter, including any new financing or down-round signal, and end with the approval block.
Prompt 11Venture CapitalDeliverable trackerBuild a reporting deliverable tracker for [fund] from the Lumonic MCP: every portfolio company against every required deliverable (monthly financials, KPI dashboards, board decks, cap table updates, annual budget), with current status, days outstanding, and consecutive misses. Rank the chase list by severity and draft a one-line follow-up for each outstanding item.
Prompt 01Private CreditBorrower tear sheetUsing the Lumonic MCP, build a one-page borrower tear sheet for [borrower] as a self-contained HTML document styled like an institutional credit memo. Include a snapshot row (LTM revenue, adjusted EBITDA, cash, funded debt, net leverage), five quarters of revenue and EBITDA with charts, a quarterly KPI table with commentary bullets, every covenant with tested level vs. actual, deal terms, and the current mark. Make each figure traceable to its source field.
Prompt 01Private CreditBorrower tear sheetUsing the Lumonic MCP, build a one-page borrower tear sheet for [borrower] as a self-contained HTML document styled like an institutional credit memo. Include a snapshot row (LTM revenue, adjusted EBITDA, cash, funded debt, net leverage), five quarters of revenue and EBITDA with charts, a quarterly KPI table with commentary bullets, every covenant with tested level vs. actual, deal terms, and the current mark. Make each figure traceable to its source field.
Prompt 02Private CreditPortfolio ReviewBuild the quarterly portfolio review for [fund] from the Lumonic MCP as a single HTML dashboard: fund-level totals (commitments, funded, weighted average leverage, weighted mark), exposure by sector and strategy, the full borrower table sorted by commitment with rating, covenant status, and mark, and a flags section explaining every breach and watch item. Flag anything trending toward a breach even if it hasn’t tripped yet. Keep every figure traceable.
Prompt 03Private CreditValuation sheetPrepare the quarter-end valuation sheet for [borrower] using the Lumonic MCP: methodology (EBITDA multiple with the applied range), resulting enterprise value and implied equity cushion, four quarters of mark history with LTV and coverage, and a sensitivity table across the multiple range. Note anything that moved since last quarter and end with the approval block.
Prompt 04Private CreditDeliverable trackerBuild a reporting deliverable tracker for [fund] from the Lumonic MCP: every borrower against every required deliverable (monthly financials, compliance certificates, annual audit, budget), with current status, days outstanding, and consecutive misses. Rank the chase list by severity and draft a one-line follow-up for each outstanding item.
Prompt 05Private EquityPortfolio company tear sheetBuild a one-page portfolio company tear sheet for [company] from the Lumonic MCP: entry vs. current snapshot (EV, multiple, net leverage, MOIC, gross IRR), the EBITDA bridge from entry to LTM split into organic growth, add-ons, and synergies, quarterly revenue trend, an add-on acquisition table with entry multiples, and current watch items. One business-description sentence, then straight to the numbers. Keep every figure traceable.
Prompt 06Private EquityPortfolio ReviewBuild the quarterly portfolio review for [fund] from the Lumonic MCP as a single HTML dashboard: fund-level totals (invested capital, current fair value, gross MOIC, weighted revenue growth, weighted EBITDA margin), exposure by sector and stage, the full portfolio company table sorted by fair value with growth, margin, and mark, and a flags section explaining every under performer and watch item. Flag anything trending the wrong way on growth or margin even if it hasn't broken plan yet.
Prompt 07Private EquityValuation sheetPrepare the quarter-end valuation sheet for [company] using the Lumonic MCP: methodology (EBITDA multiple with the applied range), resulting enterprise value, implied equity value and our fully diluted stake, four quarters of mark history with MOIC, and a sensitivity table across the multiple range. Note anything that moved since last quarter and end with the approval block. Pull in 3 private and public market comps by valuation, company size, and keyword using the PitchBook MCP if available.
Prompt 08Private EquityDeliverable trackerBuild a reporting deliverable tracker for [fund] from the Lumonic MCP: every portfolio company against every required deliverable (monthly financials, board decks, KPI packages, annual audit, budget), with current status, days outstanding, and consecutive misses. Rank the chase list by severity and draft a one-line follow-up for each outstanding item.
Prompt 09Venture CapitalPortfolio company tear sheetUsing the Lumonic MCP, build a one-page portfolio company tear sheet for [company] as a self-contained HTML document styled like an institutional partner memo. Include a snapshot row (ARR, YoY growth, net revenue retention, gross margin, cash, monthly burn, runway in months), five quarters of ARR and burn with charts, a quarterly KPI table (new ARR, NRR, magic number, CAC payback) with commentary bullets, the ownership summary (stake, cost basis, fully diluted position, preference terms), round terms, and the current mark at last-round post-money. Make each figure traceable to its source field.
Prompt 10Venture CapitalValuation sheetPrepare the quarter-end valuation sheet for [company] using the Lumonic MCP: methodology (last-round post-money or ARR multiple with the applied range), resulting implied valuation, our fully diluted stake and its fair value net of preference, four quarters of mark history with MOIC, and a sensitivity table across the revenue-multiple range. Note anything that moved since last quarter, including any new financing or down-round signal, and end with the approval block.
Prompt 11Venture CapitalDeliverable trackerBuild a reporting deliverable tracker for [fund] from the Lumonic MCP: every portfolio company against every required deliverable (monthly financials, KPI dashboards, board decks, cap table updates, annual budget), with current status, days outstanding, and consecutive misses. Rank the chase list by severity and draft a one-line follow-up for each outstanding item.
Prompt 01Private CreditBorrower tear sheetUsing the Lumonic MCP, build a one-page borrower tear sheet for [borrower] as a self-contained HTML document styled like an institutional credit memo. Include a snapshot row (LTM revenue, adjusted EBITDA, cash, funded debt, net leverage), five quarters of revenue and EBITDA with charts, a quarterly KPI table with commentary bullets, every covenant with tested level vs. actual, deal terms, and the current mark. Make each figure traceable to its source field.
Prompt 01Private CreditBorrower tear sheetUsing the Lumonic MCP, build a one-page borrower tear sheet for [borrower] as a self-contained HTML document styled like an institutional credit memo. Include a snapshot row (LTM revenue, adjusted EBITDA, cash, funded debt, net leverage), five quarters of revenue and EBITDA with charts, a quarterly KPI table with commentary bullets, every covenant with tested level vs. actual, deal terms, and the current mark. Make each figure traceable to its source field.
Prompt 02Private CreditPortfolio ReviewBuild the quarterly portfolio review for [fund] from the Lumonic MCP as a single HTML dashboard: fund-level totals (commitments, funded, weighted average leverage, weighted mark), exposure by sector and strategy, the full borrower table sorted by commitment with rating, covenant status, and mark, and a flags section explaining every breach and watch item. Flag anything trending toward a breach even if it hasn’t tripped yet. Keep every figure traceable.
Prompt 03Private CreditValuation sheetPrepare the quarter-end valuation sheet for [borrower] using the Lumonic MCP: methodology (EBITDA multiple with the applied range), resulting enterprise value and implied equity cushion, four quarters of mark history with LTV and coverage, and a sensitivity table across the multiple range. Note anything that moved since last quarter and end with the approval block.
Prompt 04Private CreditDeliverable trackerBuild a reporting deliverable tracker for [fund] from the Lumonic MCP: every borrower against every required deliverable (monthly financials, compliance certificates, annual audit, budget), with current status, days outstanding, and consecutive misses. Rank the chase list by severity and draft a one-line follow-up for each outstanding item.
Prompt 05Private EquityPortfolio company tear sheetBuild a one-page portfolio company tear sheet for [company] from the Lumonic MCP: entry vs. current snapshot (EV, multiple, net leverage, MOIC, gross IRR), the EBITDA bridge from entry to LTM split into organic growth, add-ons, and synergies, quarterly revenue trend, an add-on acquisition table with entry multiples, and current watch items. One business-description sentence, then straight to the numbers. Keep every figure traceable.
Prompt 06Private EquityPortfolio ReviewBuild the quarterly portfolio review for [fund] from the Lumonic MCP as a single HTML dashboard: fund-level totals (invested capital, current fair value, gross MOIC, weighted revenue growth, weighted EBITDA margin), exposure by sector and stage, the full portfolio company table sorted by fair value with growth, margin, and mark, and a flags section explaining every under performer and watch item. Flag anything trending the wrong way on growth or margin even if it hasn't broken plan yet.
Prompt 07Private EquityValuation sheetPrepare the quarter-end valuation sheet for [company] using the Lumonic MCP: methodology (EBITDA multiple with the applied range), resulting enterprise value, implied equity value and our fully diluted stake, four quarters of mark history with MOIC, and a sensitivity table across the multiple range. Note anything that moved since last quarter and end with the approval block. Pull in 3 private and public market comps by valuation, company size, and keyword using the PitchBook MCP if available.
Prompt 08Private EquityDeliverable trackerBuild a reporting deliverable tracker for [fund] from the Lumonic MCP: every portfolio company against every required deliverable (monthly financials, board decks, KPI packages, annual audit, budget), with current status, days outstanding, and consecutive misses. Rank the chase list by severity and draft a one-line follow-up for each outstanding item.
Prompt 09Venture CapitalPortfolio company tear sheetUsing the Lumonic MCP, build a one-page portfolio company tear sheet for [company] as a self-contained HTML document styled like an institutional partner memo. Include a snapshot row (ARR, YoY growth, net revenue retention, gross margin, cash, monthly burn, runway in months), five quarters of ARR and burn with charts, a quarterly KPI table (new ARR, NRR, magic number, CAC payback) with commentary bullets, the ownership summary (stake, cost basis, fully diluted position, preference terms), round terms, and the current mark at last-round post-money. Make each figure traceable to its source field.
Prompt 10Venture CapitalValuation sheetPrepare the quarter-end valuation sheet for [company] using the Lumonic MCP: methodology (last-round post-money or ARR multiple with the applied range), resulting implied valuation, our fully diluted stake and its fair value net of preference, four quarters of mark history with MOIC, and a sensitivity table across the revenue-multiple range. Note anything that moved since last quarter, including any new financing or down-round signal, and end with the approval block.
Prompt 11Venture CapitalDeliverable trackerBuild a reporting deliverable tracker for [fund] from the Lumonic MCP: every portfolio company against every required deliverable (monthly financials, KPI dashboards, board decks, cap table updates, annual budget), with current status, days outstanding, and consecutive misses. Rank the chase list by severity and draft a one-line follow-up for each outstanding item.
Prompt 01Private CreditBorrower tear sheetUsing the Lumonic MCP, build a one-page borrower tear sheet for [borrower] as a self-contained HTML document styled like an institutional credit memo. Include a snapshot row (LTM revenue, adjusted EBITDA, cash, funded debt, net leverage), five quarters of revenue and EBITDA with charts, a quarterly KPI table with commentary bullets, every covenant with tested level vs. actual, deal terms, and the current mark. Make each figure traceable to its source field.
Prompt 01Private CreditBorrower tear sheetUsing the Lumonic MCP, build a one-page borrower tear sheet for [borrower] as a self-contained HTML document styled like an institutional credit memo. Include a snapshot row (LTM revenue, adjusted EBITDA, cash, funded debt, net leverage), five quarters of revenue and EBITDA with charts, a quarterly KPI table with commentary bullets, every covenant with tested level vs. actual, deal terms, and the current mark. Make each figure traceable to its source field.
Prompt 02Private CreditPortfolio ReviewBuild the quarterly portfolio review for [fund] from the Lumonic MCP as a single HTML dashboard: fund-level totals (commitments, funded, weighted average leverage, weighted mark), exposure by sector and strategy, the full borrower table sorted by commitment with rating, covenant status, and mark, and a flags section explaining every breach and watch item. Flag anything trending toward a breach even if it hasn’t tripped yet. Keep every figure traceable.
Prompt 03Private CreditValuation sheetPrepare the quarter-end valuation sheet for [borrower] using the Lumonic MCP: methodology (EBITDA multiple with the applied range), resulting enterprise value and implied equity cushion, four quarters of mark history with LTV and coverage, and a sensitivity table across the multiple range. Note anything that moved since last quarter and end with the approval block.
Prompt 04Private CreditDeliverable trackerBuild a reporting deliverable tracker for [fund] from the Lumonic MCP: every borrower against every required deliverable (monthly financials, compliance certificates, annual audit, budget), with current status, days outstanding, and consecutive misses. Rank the chase list by severity and draft a one-line follow-up for each outstanding item.
Prompt 05Private EquityPortfolio company tear sheetBuild a one-page portfolio company tear sheet for [company] from the Lumonic MCP: entry vs. current snapshot (EV, multiple, net leverage, MOIC, gross IRR), the EBITDA bridge from entry to LTM split into organic growth, add-ons, and synergies, quarterly revenue trend, an add-on acquisition table with entry multiples, and current watch items. One business-description sentence, then straight to the numbers. Keep every figure traceable.
Prompt 06Private EquityPortfolio ReviewBuild the quarterly portfolio review for [fund] from the Lumonic MCP as a single HTML dashboard: fund-level totals (invested capital, current fair value, gross MOIC, weighted revenue growth, weighted EBITDA margin), exposure by sector and stage, the full portfolio company table sorted by fair value with growth, margin, and mark, and a flags section explaining every under performer and watch item. Flag anything trending the wrong way on growth or margin even if it hasn't broken plan yet.
Prompt 07Private EquityValuation sheetPrepare the quarter-end valuation sheet for [company] using the Lumonic MCP: methodology (EBITDA multiple with the applied range), resulting enterprise value, implied equity value and our fully diluted stake, four quarters of mark history with MOIC, and a sensitivity table across the multiple range. Note anything that moved since last quarter and end with the approval block. Pull in 3 private and public market comps by valuation, company size, and keyword using the PitchBook MCP if available.
Prompt 08Private EquityDeliverable trackerBuild a reporting deliverable tracker for [fund] from the Lumonic MCP: every portfolio company against every required deliverable (monthly financials, board decks, KPI packages, annual audit, budget), with current status, days outstanding, and consecutive misses. Rank the chase list by severity and draft a one-line follow-up for each outstanding item.
Prompt 09Venture CapitalPortfolio company tear sheetUsing the Lumonic MCP, build a one-page portfolio company tear sheet for [company] as a self-contained HTML document styled like an institutional partner memo. Include a snapshot row (ARR, YoY growth, net revenue retention, gross margin, cash, monthly burn, runway in months), five quarters of ARR and burn with charts, a quarterly KPI table (new ARR, NRR, magic number, CAC payback) with commentary bullets, the ownership summary (stake, cost basis, fully diluted position, preference terms), round terms, and the current mark at last-round post-money. Make each figure traceable to its source field.
Prompt 10Venture CapitalValuation sheetPrepare the quarter-end valuation sheet for [company] using the Lumonic MCP: methodology (last-round post-money or ARR multiple with the applied range), resulting implied valuation, our fully diluted stake and its fair value net of preference, four quarters of mark history with MOIC, and a sensitivity table across the revenue-multiple range. Note anything that moved since last quarter, including any new financing or down-round signal, and end with the approval block.
Prompt 11Venture CapitalDeliverable trackerBuild a reporting deliverable tracker for [fund] from the Lumonic MCP: every portfolio company against every required deliverable (monthly financials, KPI dashboards, board decks, cap table updates, annual budget), with current status, days outstanding, and consecutive misses. Rank the chase list by severity and draft a one-line follow-up for each outstanding item.
Prompt 01Private CreditBorrower tear sheetUsing the Lumonic MCP, build a one-page borrower tear sheet for [borrower] as a self-contained HTML document styled like an institutional credit memo. Include a snapshot row (LTM revenue, adjusted EBITDA, cash, funded debt, net leverage), five quarters of revenue and EBITDA with charts, a quarterly KPI table with commentary bullets, every covenant with tested level vs. actual, deal terms, and the current mark. Make each figure traceable to its source field.
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OUTPUT
HTML · XLSX
LUMONIC MCP
STRUCTURED · AUDITED
SOURCE FILE
PDF · XLSX
PORTFOLIO REVIEW · USD MMQ2 2026
ASHBURY INC.
LTM REVENUE
$1,204.5
ADJ. EBITDA
$331.0
NET LEVERAGE
3.4x
PORTFOLIO REVIEW · USD MMQ2 2026
ASHBURY INC.
LTM REVENUE
$1,204.5
ADJ. EBITDA
$331.0
NET LEVERAGE
3.4x
LUMONIC MCP
lx_resolvetraceback
EVERY NUMBER TRACED TO SOURCE
LUMONIC MCP
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EVERY NUMBER TRACED TO SOURCE
EXHIBIT B
COMPLIANCE CERTIFICATE
PURSUANT TO SECTION 6.02(a) OF THE CREDIT AGREEMENT DATED MARCH 14, 2024
COMPUTATION DATE: JUNE 30, 2026BORROWER: ASHBURY INC.
COVENANTREQUIREDACTUAL
NET LEVERAGE RATIO §6.01(a)≤ 4.50x3.42x✓
INTEREST COVERAGE §6.01(b)≥ 2.50x3.87x✓
ADJUSTED EBITDA §6.01(c)PER DEF.$331.0✓
/s/ E. Calloway
CHIEF FINANCIAL OFFICER
PAGE 4 OF 7
EXHIBIT B
COMPLIANCE CERTIFICATE
PURSUANT TO SECTION 6.02(a) OF THE CREDIT AGREEMENT DATED MARCH 14, 2024
COMPUTATION DATE: JUNE 30, 2026BORROWER: ASHBURY INC.
COVENANTREQUIREDACTUAL
NET LEVERAGE RATIO §6.01(a)≤ 4.50x3.42x✓
INTEREST COVERAGE §6.01(b)≥ 2.50x3.87x✓
ADJUSTED EBITDA §6.01(c)PER DEF.$331.0✓
/s/ E. Calloway
CHIEF FINANCIAL OFFICER
PAGE 4 OF 7
AUDIT TO SOURCE
Every number arrives with its history
Each artifact the MCP builds sits on the same stack: the finished file on top, the Lumonic MCP in the middle, the source document underneath. Click any figure and drop straight down to the exact cell it came from.
Where’s leverage after the add-on?
Where’s leverage after the add-on?
Who’s off plan by more than 20%?
Who’s off plan by more than 20%?
Who’s under six months of cash?
Who’s under six months of cash?
Did the borrowing base move?
Did the borrowing base move?
How much headroom is left?
How much headroom is left?
Where’s EBITDA vs budget?
Where’s EBITDA vs budget?
Which KPIs missed plan?
Which KPIs missed plan?
Which marks moved?
Which marks moved?
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© 2026 Lumonic Inc., a PitchBook company.
© 2026 Lumonic Inc., a PitchBook company.