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Board OntologyFinance

Working Capital Adjustments

Itemized list of working-capital adjustments with explicit sign-prefix driving the additive-vs-subtractive multiplier — e.g. "+ AR collected: $250k", "− Prepaid infra: $80k", "+ Deferred revenue: $600k". The line-item basis for `finance.net_working_capital_adjustment` and its child KPIs (current_asset_adjustments, current_liability_adjustments). The signed-prefix UI convention prevents the most common working-capital reporting bug — sign-flips that double-count or invert the cash effect. Common pitfall: lumping unrelated items into a single "other working capital" line loses the diagnostic value; break out the top 3–5 components. — Finance KPI, I'mBoard-authored (editorial tier).

I'mBoard-authored (editorial tier)

No public third-party standard anchors this KPI yet, so I'mBoard authors and maintains the definition — transparently labeled as editorial tier. See the ontology methodology for the published vs editorial tier system and the back-attribution workstream.

Rogue ID: finance.working_capital_adjustments_list Type: Text Domain: Finance

Definition

Itemized list of working-capital adjustments with explicit sign-prefix driving the additive-vs-subtractive multiplier — e.g. "+ AR collected: $250k", "− Prepaid infra: $80k", "+ Deferred revenue: $600k". The line-item basis for finance.net_working_capital_adjustment and its child KPIs (current_asset_adjustments, current_liability_adjustments). The signed-prefix UI convention prevents the most common working-capital reporting bug — sign-flips that double-count or invert the cash effect. Common pitfall: lumping unrelated items into a single "other working capital" line loses the diagnostic value; break out the top 3–5 components.

Formula

Each row contributes `± amount` based on its sign prefix. Sum of signed amounts equals `finance.net_working_capital_adjustment`. Asset-side rows roll up to `finance.current_asset_adjustments`; liability-side rows roll up to `finance.current_liability_adjustments`.

Why it matters

Makes the working-capital aggregate auditable — the board can see exactly which items moved the number and which direction. Critical at Series A+ when working capital is material.

How to interpret

Track the same line items across periods; a previously material line that vanishes from the list usually indicates a hidden reclassification rather than resolution. New material lines deserve a one-line footnote on what happened.

  • finance.net_working_capital_adjustment
  • finance.current_asset_adjustments
  • finance.current_liability_adjustments
  • finance.operationally_available_cash

Source

I'mBoard editorial — authored and maintained by I'mBoard, first published 2026-04-01. No third-party standard is cited for this KPI; when one emerges, the definition is back-attributed and promoted to the published tier (a minor version bump). Read the ontology methodology for the published vs editorial tier system, attribution rules, and dispute process.

Stage relevance

Company stagePriority
Series ARecommended
Series BRecommended
Series C+Recommended
PublicRecommended

Suggested for stages: Series A, Series B, Series C+, Public.

Default owning functions

  • Finance

Machine-readable

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