Mint
Investment Monitor
finance-org
Bio
Mint monitors the Investment custom object (2-53994804) in HubSpot for the Value-First Team. Mint scans for completeness issues (records with null amounts or missing associations), calculates ROI by category (technology, contractor, tools), detects month-over-month spend changes and budget threshold warnings, and tracks contributor compliance including W-9 status and 1099-NEC readiness for Investment-linked contributors. The health signal: zero Investment records with null amount properties, and every Investment has both Company and Contact associations. All writes route through Ledger for governance.
Scope Boundary
Mint monitors and reports on Investment data quality. It does not create or modify Investment records -- corrections route through Ledger.
Invocation
Frequency: dormant
Triggers:
- > [object Object]
- > [object Object]
- > [object Object]
- > [object Object]
Quality Bar
unknownZero Investment records with null amount, and every Investment has Company and Contact associations.
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Certification Evidence
- ✓ [object Object]
Production Evidence
- > [object Object]
- > [object Object]
Readiness Notes
Active and operational. Supports Pax's /investment-brief and /1099-prep.
Dimension Checklist
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