CRM Internal Evidence
Structured facts extracted from files in input/internal_docs/CRM/.
Evidence summary
{
"count": 10,
"by_type": {
"r_and_d": 3,
"capex": 2,
"m_and_a": 2,
"risk": 3
},
"items_with_amounts": 5,
"total_tagged_amount": 1790000000.0,
"high_confidence_items": 5
}Extracted facts
| Type | Claim | Source | Page/sheet | Amount | Return | Payback | Confidence |
|---|---|---|---|---|---|---|---|
| r_and_d | Management recommends prioritizing the AI product acceleration program before expanding discretionary buybacks. | SAMPLE_DEMO_board_memo.txt | Text | low | |||
| capex | The current internal project list shows two projects above the 15% hurdle rate and one project requiring milestone-based approval. | SAMPLE_DEMO_board_memo.txt | Text | 15% | medium | ||
| m_and_a | Investor feedback indicates concern that acquisitions have not been connected clearly enough to post-deal return targets. | SAMPLE_DEMO_board_memo.txt | Text | low | |||
| m_and_a | The board should ask management to present synergy capture and retention performance for the last two transactions before approving another large deal. | SAMPLE_DEMO_board_memo.txt | Text | medium | |||
| r_and_d | The downside free cash flow case keeps liquidity adequate, but only if dividend growth and buyback expansion remain subordinate to the AI investment program and cloud optimization savings plan. | SAMPLE_DEMO_board_memo.txt | Text | low | |||
| risk | AI product acceleration program | Accelerate AI features and enterprise automation roadmap | Management recommends funding Phase 1 now | Approve phased funding gate | Execution and monetization risk | SAMPLE_DEMO_capex_pipeline.csv | Row 2 | $500M | 18% IRR | 3 years | high |
| capex | Data center and cloud optimization | Lower unit infrastructure cost and improve gross margin | Proceed with quarterly milestone review | Approve operating and capital envelope | Vendor concentration and migration risk | SAMPLE_DEMO_capex_pipeline.csv | Row 3 | $250M | 22% ROI | 2.5 years | high |
| risk | Customer success automation | Reduce service cost while improving renewal workflow | Fund pilot expansion only | Approve pilot expansion | Adoption risk | SAMPLE_DEMO_capex_pipeline.csv | Row 4 | $90M | 16% ROI | 2 years | high |
| risk | Workflow automation tuck-in | Adds agentic workflow IP and mid-market distribution | Defer until valuation improves | Decision whether to enter exclusivity | Integration and retention risk | SAMPLE_DEMO_mna_pipeline.csv | Row 2 | $650M | 11% IRR | 5 years | high |
| r_and_d | Analytics platform bolt-on | Improves data cloud attach and cross-sell | Proceed to diligence only | Approve diligence budget | Product overlap risk | SAMPLE_DEMO_mna_pipeline.csv | Row 3 | $300M | 14% IRR | 4 years | high |