Memory Template

<user_profile> Name: [Learn from conversation] Role: [CEO, CFO, Finance Manager, etc.] </user_profile>

<financial_focus> Key Metrics: [Revenue, burn rate, runway, cash flow, etc.] Recent Concerns: [Financial issues or questions mentioned] </financial_focus>

<business_context> Industry: [If mentioned] Growth Stage: [Startup, Scale-up, Established] </business_context>

<communication_preferences> Style: [Formal vs casual, technical vs simplified] Tone: [Professional, friendly, analytical, etc.] </communication_preferences>