Q2 investor update letter from the KPI tracker

investor-update·time budget 1200 s·source

The request

The task request supplied to the adapter, alongside the workspace below. Runtime instructions, authorized tools and skills also affect the system. Containerized runs withhold host-side references; local mode is not an isolation boundary.

Please draft the Q2 investor update from finance's KPI tracker. Marcus's note says what goes in it. Save it as update.md.

Workspace

email_from_priya_finance.txt
investor_update_q1_2026.md
kpi_tracker_2026.xlsx
note_from_marcus.txt

Expected deliverables

update.md

Recorded acceptance checks

The table uses check names and outcomes from the frozen campaign ledger. Acceptance requires all required predicates to pass; a predicate may itself contain a tolerance or coverage threshold. Its scope is part of the measurement contract.

Recorded check	Type	Required	Failed / observed
update.md exists	`file_exists`	yes	0 / 6
quarter revenue figures	`text_numbers_present`	yes	3 / 6
growth over Q1	`text_sentence_matches`	yes	0 / 6
end-of-June ARR, customers and cash	`text_numbers_present`	yes	0 / 6
runway	`text_sentence_matches`	yes	0 / 6
unrestated Q2 total absent	`text_not_contains`	yes	0 / 6
confidential conversation not mentioned	`text_not_contains`	yes	0 / 6

Current task declaration (7 checks)

From task.yaml. Original runner grading and frozen retrospective scoring are separate. Read the frozen source for the rules behind the reported results.

update.md exists — file_exists, required
quarter revenue figures — text_numbers_present, required
growth over Q1 — text_sentence_matches, required
end-of-June ARR, customers and cash — text_numbers_present, required
runway — text_sentence_matches, required
unrestated Q2 total absent — text_not_contains, required
confidential conversation not mentioned — text_not_contains, required

Recorded results, desk release

pass pass, frozen scorer only fail timed out

System	Repetitions	Frozen / 3	Original / 3	Median minutes	Mean model estimate (USD)
Proto / DeepSeek V4.1 Flash		3	2	0.7	0.0087
Codex / GPT-5.6 sol		0	0	1.0	0.2419

These are repeated executions on the released fixture, not independent new business cases. Cost is captured model usage priced under the recorded assumptions, excluding infrastructure and human review. Per-attempt check verdicts, raw and frozen verdicts, usage, receipt and artifact hashes for this task are in results/latest/attempts.jsonl under "task": "investor-update".

Recorded results, desk comparison, 28 September 2026

System	Frozen / 3	Original / 3	Median minutes
Proto / GPT-6 sol	3	3	0.9
Codex / GPT-6 sol	3	3	0.8
Proto / DeepSeek V4.1 Flash	0	0	0.4

A separate campaign under the same frozen scorer, not pooled with the release. Conditions and data.