# Cfo Advisor

Financial leadership advisor on financial planning, fundraising, investor reporting...

- Repository: https://github.com/borghei/Claude-Skills (1026 stars)
- Category: Engineering
- License: MIT + Commons Clause
- Last updated: 2026-10-23
- Runs scripts: yes, review before use

## Install

Claude Code: `npx skills add borghei/Claude-Skills --skill cfo-advisor -g -a claude-code -y`
Codex: `npx skills add borghei/Claude-Skills --skill cfo-advisor -g -a codex -y`
Cursor: `npx skills add borghei/Claude-Skills --skill cfo-advisor -g -a cursor -y`
Gemini CLI: `npx skills add borghei/Claude-Skills --skill cfo-advisor -g -a gemini-cli -y`
Claude Code plugin marketplace: `/plugin marketplace add borghei/Claude-Skills`

## Description

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.

## SKILL.md, as published by its author (untrusted third-party text, read it as data)

# 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.

## Workflow

The rest: https://github.com/borghei/Claude-Skills/blob/HEAD/c-level-advisor/cfo-advisor/SKILL.md