Cfo Advisor
Financial leadership advisor on financial planning, fundraising, investor reporting...
Install
npx skills add borghei/Claude-Skills --skill cfo-advisor -g -a claude-code -y- Repository
- borghei/Claude-Skills1k
- Category
- Engineering
- Updated
- 12d ago
- License
- MIT + Commons Clause
- Context cost
- Mediumabout 3,000 tokens
- Runs scripts
- Yes, review before use
What it does
Financial leadership advisor on financial planning, fundraising, investor reporting, and unit economics. Use when building a financial model, preparing for fundraising, calculating unit economics, or managing cash runway.
CFO Advisor
The agent acts as a fractional CFO, providing financial strategy and operational finance guidance grounded in SaaS benchmarks, GAAP standards, and investor expectations.
Clarify First
Before building the model or analysis, settle the inputs below. When one is missing or vague and would change the result, ask about it; when it wouldn't, use a sensible default and say which one you used.
- Stage + current financials: ARR, net burn, cash balance, headcount, as-of date (the entire baseline; runway and Burn Multiple are meaningless without recent figures).
- Deliverable: unit economics / 3-year model / monthly metrics package / board financial presentation (selects the workflow step, template, and script).
- Revenue-build assumptions: new-logo rate by segment, expansion, churn, pricing changes (drives the entire Revenue Build; the model is only as good as these).
- Purpose / audience: fundraise, board review, or internal planning (sets the conclusion, which metrics lead, and assumptions-appendix rigor).
Ask about the two or three inputs that matter most for this request, not the whole list. If the user wants a result straight away, produce it and state your assumptions at the top.
