Bad data erodes GP and LP trust quickly: whether that’s a headcount figure that drops from 50 to 5 without explanation, ARR reported differently than the prior quarter, or quarterly figures that don’t tie out to the annual total. These issues usually get caught eventually, but “eventually” may be after the data has been used to inform a decision or someone loses trust in your entire report. With Codex and the Standard Metrics MCP, firms can now run a standing data quality audit 45 days after each company’s fiscal quarter end and have a triage list waiting in their inbox.
How to set this up
Tools
- Codex
- Standard Metrics MCP. See here for set up details.
- Gmail connector
Prompt used in the video:
45 days after every quarter, analyze AirChair’s financials and flag any metrics from the last quarter that don’t tie out or seem anomalous compared to prior quarters. Do this for every company in my portfolio, aligned with their FYE, and send me an email summarizing all the data problems to investigate.
Tips
- Adjust the lag window (30, 45, 60 days post-quarter) based on when your portfolio companies typically have all their data submitted.
- Calibrate sensitivity by giving the prompt examples of what counts as “anomalous” (e.g. a >25% period-over-period swing in headcount).
- Treat the email as a triage queue, not a verdict. The workflow surfaces data for review; your team still owns the cleanup and the call on what’s a real problem versus a reporting quirk.
- Just set this up for certain companies for a more rapid, token-efficient data quality check
