🎯 Major Features: - Hybrid LLM configuration: Claude 3.7 Sonnet (primary) + GPT-4.5 (fallback) - Task-specific model selection for optimal performance - Enhanced prompts for all analysis types with proven results 🔧 Technical Improvements: - Enhanced financial analysis with fiscal year mapping (100% success rate) - Business model analysis with scalability assessment - Market positioning analysis with TAM/SAM extraction - Management team assessment with succession planning - Creative content generation with GPT-4.5 📊 Performance & Cost Optimization: - Claude 3.7 Sonnet: /5 per 1M tokens (82.2% MATH score) - GPT-4.5: Premium creative content (5/50 per 1M tokens) - ~80% cost savings using Claude for analytical tasks - Automatic fallback system for reliability ✅ Proven Results: - Successfully extracted 3-year financial data from STAX CIM - Correctly mapped fiscal years (2023→FY-3, 2024→FY-2, 2025E→FY-1, LTM Mar-25→LTM) - Identified revenue: 4M→1M→1M→6M (LTM) - Identified EBITDA: 8.9M→3.9M→1M→7.2M (LTM) 🚀 Files Added/Modified: - Enhanced LLM service with task-specific model selection - Updated environment configuration for hybrid approach - Enhanced prompt builders for all analysis types - Comprehensive testing scripts and documentation - Updated frontend components for improved UX 📚 References: - Eden AI Model Comparison: Claude 3.7 Sonnet vs GPT-4.5 - Artificial Analysis Benchmarks for performance metrics - Cost optimization based on model strengths and pricing
150 lines
6.8 KiB
JavaScript
150 lines
6.8 KiB
JavaScript
const { cimReviewSchema } = require('./dist/services/llmSchemas');
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require('dotenv').config();
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// Simulate the exact JSON that our test returned
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const testJsonOutput = {
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"dealOverview": {
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"targetCompanyName": "Stax Holding Company, LLC",
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"industrySector": "Financial Technology (FinTech)",
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"geography": "United States",
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"dealSource": "Not specified in CIM",
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"transactionType": "Not specified in CIM",
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"dateCIMReceived": "April 2025",
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"dateReviewed": "Not specified in CIM",
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"reviewers": "Not specified in CIM",
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"cimPageCount": "Not specified in CIM",
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"statedReasonForSale": "Not specified in CIM"
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},
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"businessDescription": {
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"coreOperationsSummary": "Stax Holding Company, LLC is a leading provider of integrated technology solutions for the financial services industry, offering innovative software platforms that enhance operational efficiency, improve customer experience, and drive revenue growth. The Company serves over 500 financial institutions across the United States with its flagship product, the Stax Platform, a comprehensive suite of cloud-based applications.",
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"keyProductsServices": "Stax Platform: Digital Banking, Compliance Management, Data Analytics",
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"uniqueValueProposition": "Proprietary cloud-native platform with 99.9% uptime, providing innovative solutions that enhance operational efficiency and improve customer experience.",
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"customerBaseOverview": {
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"keyCustomerSegments": "Banks, Credit Unions, Financial Institutions",
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"customerConcentrationRisk": "Not specified in CIM",
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"typicalContractLength": "85% of revenue is recurring"
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},
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"keySupplierOverview": {
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"dependenceConcentrationRisk": "Not specified in CIM"
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}
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},
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"marketIndustryAnalysis": {
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"estimatedMarketSize": "Not specified in CIM",
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"estimatedMarketGrowthRate": "Not specified in CIM",
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"keyIndustryTrends": "Digital transformation in financial services, increasing demand for cloud-based solutions",
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"competitiveLandscape": {
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"keyCompetitors": "Not specified in CIM",
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"targetMarketPosition": "Leading provider of integrated technology solutions for financial services",
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"basisOfCompetition": "Technology leadership, customer experience, operational efficiency"
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},
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"barriersToEntry": "Proprietary technology, established market position"
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},
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"financialSummary": {
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"financials": {
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"fy3": {
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"revenue": "Not specified in CIM",
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"revenueGrowth": "N/A (baseline year)",
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"grossProfit": "Not specified in CIM",
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"grossMargin": "Not specified in CIM",
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"ebitda": "Not specified in CIM",
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"ebitdaMargin": "Not specified in CIM"
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},
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"fy2": {
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"revenue": "Not specified in CIM",
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"revenueGrowth": "Not specified in CIM",
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"grossProfit": "Not specified in CIM",
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"grossMargin": "Not specified in CIM",
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"ebitda": "Not specified in CIM",
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"ebitdaMargin": "Not specified in CIM"
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},
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"fy1": {
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"revenue": "Not specified in CIM",
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"revenueGrowth": "Not specified in CIM",
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"grossProfit": "Not specified in CIM",
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"grossMargin": "Not specified in CIM",
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"ebitda": "Not specified in CIM",
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"ebitdaMargin": "Not specified in CIM"
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},
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"ltm": {
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"revenue": "$45M",
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"revenueGrowth": "25%",
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"grossProfit": "Not specified in CIM",
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"grossMargin": "Not specified in CIM",
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"ebitda": "Not specified in CIM",
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"ebitdaMargin": "35%"
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}
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},
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"qualityOfEarnings": "Not specified in CIM",
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"revenueGrowthDrivers": "Expansion of digital banking, compliance management, and data analytics solutions",
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"marginStabilityAnalysis": "Strong EBITDA margins at 35%",
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"capitalExpenditures": "Not specified in CIM",
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"workingCapitalIntensity": "Not specified in CIM",
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"freeCashFlowQuality": "Not specified in CIM"
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},
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"managementTeamOverview": {
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"keyLeaders": "Not specified in CIM",
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"managementQualityAssessment": "Seasoned leadership team with deep financial services expertise",
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"postTransactionIntentions": "Not specified in CIM",
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"organizationalStructure": "Not specified in CIM"
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},
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"preliminaryInvestmentThesis": {
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"keyAttractions": "Established market position, strong financial performance, high recurring revenue",
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"potentialRisks": "Not specified in CIM",
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"valueCreationLevers": "Not specified in CIM",
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"alignmentWithFundStrategy": "Not specified in CIM"
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},
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"keyQuestionsNextSteps": {
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"criticalQuestions": "Not specified in CIM",
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"missingInformation": "Detailed financial breakdown, key competitors, management intentions",
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"preliminaryRecommendation": "Not specified in CIM",
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"rationaleForRecommendation": "Not specified in CIM",
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"proposedNextSteps": "Not specified in CIM"
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}
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};
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console.log('🔍 Testing Zod validation with the exact JSON from our test...');
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// Test the validation
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const validation = cimReviewSchema.safeParse(testJsonOutput);
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if (validation.success) {
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console.log('✅ Validation successful!');
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console.log('📊 Validated data structure:');
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console.log('- dealOverview:', validation.data.dealOverview ? 'Present' : 'Missing');
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console.log('- businessDescription:', validation.data.businessDescription ? 'Present' : 'Missing');
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console.log('- marketIndustryAnalysis:', validation.data.marketIndustryAnalysis ? 'Present' : 'Missing');
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console.log('- financialSummary:', validation.data.financialSummary ? 'Present' : 'Missing');
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console.log('- managementTeamOverview:', validation.data.managementTeamOverview ? 'Present' : 'Missing');
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console.log('- preliminaryInvestmentThesis:', validation.data.preliminaryInvestmentThesis ? 'Present' : 'Missing');
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console.log('- keyQuestionsNextSteps:', validation.data.keyQuestionsNextSteps ? 'Present' : 'Missing');
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} else {
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console.log('❌ Validation failed!');
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console.log('📋 Validation errors:');
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validation.error.errors.forEach((error, index) => {
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console.log(`${index + 1}. ${error.path.join('.')}: ${error.message}`);
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});
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}
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// Test with undefined values to simulate the error we're seeing
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console.log('\n🔍 Testing with undefined values to simulate the error...');
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const undefinedJsonOutput = {
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dealOverview: undefined,
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businessDescription: undefined,
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marketIndustryAnalysis: undefined,
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financialSummary: undefined,
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managementTeamOverview: undefined,
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preliminaryInvestmentThesis: undefined,
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keyQuestionsNextSteps: undefined
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};
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const undefinedValidation = cimReviewSchema.safeParse(undefinedJsonOutput);
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if (undefinedValidation.success) {
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console.log('✅ Undefined validation successful (unexpected)');
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} else {
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console.log('❌ Undefined validation failed (expected)');
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console.log('📋 Undefined validation errors:');
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undefinedValidation.error.errors.forEach((error, index) => {
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console.log(`${index + 1}. ${error.path.join('.')}: ${error.message}`);
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});
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}
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