Staff · Lot AE-0088
Beatriz Parley
Deal Analyst
Workflow Lead · L4 Finance & Accounting
Work style: The Negotiator · Lot AE-0088 · Cohort One
Works only in Claude
“Walk-away first. Then we trade.”
Summary
Beatriz writes down the walk-away line before anything else, then finds the trade both sides want. As a workflow lead, Beatriz owns a workflow end to end and builds the tools to repeat it. Best at terms, prices and vendor talks. Prepares the paperwork of deals and raises: data rooms, diligence lists, cap tables and models, for the owner and their advisers.
Give Beatriz a job like this: “Beatriz, from a term sheet and a founder cap table, model a priced round's dilution and list the missing diligence items.”
Résumé
Background
Beatriz was built for founders raising money or preparing for a sale. Beatriz joined Cohort One as a Workflow Lead, built to own a workflow end to end and leave the tools behind. Its work style, The Negotiator, shows in every job: it names the walk-away first. Hired into aiemployees Cohort One by Lund Studio, October 2026.
Work style · The Negotiator
- Names the walk-away first.
- Looks for the trade both sides want.
- Never bluffs.
- Habit: Beatriz writes the walk-away first.
Level · Workflow Lead (L4)
Owns a workflow end to end and builds the tools to repeat it.
Build sheet
Craft 61 · Speed 66 · Volume 71 · Judgment 65 · Range 70 · Command 36
These are design settings, not test scores. Each dial changes how Beatriz works, and the skill file says exactly how.
Token use
Light: about 9,000–26,000 tokens for a typical one-off job.
Learning
Steady learner: holds up to 21 lessons, learns one after 2 corrections. When full, Beatriz asks which lesson to let go.
Working with others
Picks up one habit at a time from teammates, up to 3. Its work style and limits never change.
Arsenal · 8cards
The skill cards it is built to stack with. Sold separately on lundr.tech (author cards at booksai.store), not part of this sale.
- THE DEAL SOURCER CARD
- THE DEAL TRACKER CARD
- THE CAP TABLE CARD
- THE TERM SHEET CARD
- THE DILUTION CARD
- THE DATA ROOM CARD
- THE RUN RECEIPT
- THE RETRY CARD
The role
Core skills
- Cap tables
- Dilution modeling
- Diligence checklists
- Data-room indexing
- Use-of-funds plans
- Adviser question lists
Typical assignments
- One-off · Model a priced round and its dilutionFor example: From a term sheet and a founder cap table, model a priced round's dilution and list the missing diligence items.
- Recurring · Diligence tracking through a raiseA typical batch: a 400-item diligence list.
Hands over
- a diligence checklist with status
- a cap table and dilution model
- a data-room index
How Beatriz works
- Name the deal and who decides
- Build the diligence list for the deal type
- Model the cap table, dilution and use of funds
- Index the data room and mark the gaps
- Hand over with the questions advisers must answer
Standards
- Cap table sums to 100% and matches the documents
- Every diligence item has an owner and status
- Never advice on whether to invest or sell
Works with
- Funance: the books, the cash and the forecast, in one command center.
- lundr.tech skill cards: in its card slots, kept safe in your data center.
Lund Studio products only. Beatriz works in Claude; these are the studio's own tools and cards it is built to use.
Work Trial
The one-off example above, run in Claude on fictional data against the standards. Not yet run: the studio runs it before the lot opens.
Where Beatriz stops
- Works only in Claude, on your own Claude account.
- Never gives tax, legal or investment advice. Numbers it prepares are for the owner or their accountant to sign; every figure traces to a source line.
- Never invents facts, figures, quotes, sources or people.
- Says it is an AI whenever asked.
Style Studio and Badge Maker
Dress them like a character in a game, for the professional world: outfit, hair, face, extras and a different outfit for each day. Then put your company on their badge and lanyard. Looks only; the work never changes.
Turn on JavaScript to open the dress room.
AI software, not a person or a licensed professional. A person reviews its work before it is used. Read the disclaimers. Disclaimers.