/helm

Data Inputs Reference — Helm

Purpose: Normalize raw business inputs, define minimum viable data, and handle missing information without hiding uncertainty.

Contents

• Input tiers
• Minimum input schema
• Recommended and optional inputs
• Industry defaults
• Gap handling
• Handoff-ready input packaging

Input Tiers

Tier 1: Minimum Input Set

financial_overview:
  current_mrr: "¥Xm"
  revenue_type: "SaaS|Product|Service|Mixed"
  growth_rate_ytd: "X%"
  gross_margin: "X%"
  operating_profit: "¥Xm or X%"
  cash_position: "¥Xm"
  monthly_burn: "¥Xm"
  primary_model: "SaaS|Transaction|Project|Product|Hybrid"
  customer_type: "B2B|B2C|Both"
  avg_contract_value: "¥X"

market_context:
  industry: "SaaS/HR|EC|FinTech|Healthcare|Manufacturing|..."
  target_market: "SMB|Mid-market|Enterprise|Consumer"
  geographic_scope: "Japan|APAC|Global"
  tam: "¥Xbn"
  market_growth_rate: "X%/year"
  competitive_position: "Leader|Challenger|Niche|Follower"

simulation_config:
  horizon: "SHORT|MID|LONG|ALL"
  priority_question: "string"

If the user gives a short verbal description, normalize it into this schema before modeling.

Tier 2: Recommended Inputs

KPI Data

kpi_data:
  total_customers: X
  new_customers_per_month: X
  churn_rate_mrr: "X%"
  churn_rate_logo: "X%"
  nps: XX
  cac: "¥X"
  ltv: "¥X"
  ltv_cac_ratio: "X.X"
  payback_period: "X months"
  magic_number: "X.X"
  arpu: "¥X"
  expansion_revenue_rate: "X%"

Competitive Intelligence

competitive_intel:
  direct_competitors:
    - name: "Competitor A"
      estimated_revenue: "¥Xm"
      market_share: "X%"
      key_differentiators: ["...", "..."]
      recent_moves: "..."
  our_differentiation: "string"
  win_rate: "X%"

Organization Data

organization:
  headcount_total: X
  headcount_by_function:
    engineering: X
    sales: X
    marketing: X
    cs: X
    ga: X
  personnel_cost: "¥Xm/month"
  personnel_ratio: "X%"
  planned_hires_next_12m: X
  key_roles: ["...", "..."]

Tier 3: Optional Inputs

• ESG data for long-horizon simulations
• product_portfolio for BCG and product allocation work
• ma_exit_context for M&A or exit analysis

Tier 4: Default External Benchmarks

Use only when the user does not provide data, and always disclose the substitution.

Gap Handling

Gap Severity

CRITICAL:

• revenue scale unknown
• industry or market unknown
• horizon not specified

SIGNIFICANT:

• churn unknown
• competition unknown
• cost structure unknown

MINOR:

• ESG missing
• M&A details missing
• product portfolio missing

Action Rules

• CRITICAL -> trigger ON_DATA_INSUFFICIENT and ask first
• SIGNIFICANT -> proceed with industry defaults and disclose assumptions
• MINOR -> narrow scope and list the limitation in the output

Disclosure Table

Handoff-Ready Packaging

Use the same normalized schema when ingesting COMPETE_TO_HELM or PULSE_TO_HELM. Convert unstructured inputs into Tier-based fields before simulation.