# Wayland Build Financial Model

Build a 3-statement financial model (P&L, Cash Flow, Balance Sheet) with explicit...

- Repository: https://github.com/FerroxLabs/wayland (616 stars)
- Category: AI and agents
- License: Apache-2.0
- Last updated: 2026-10-31
- Runs scripts: no, instructions only

## Install

Claude Code: `npx skills add FerroxLabs/wayland --skill wayland-build-financial-model -g -a claude-code -y`
Codex: `npx skills add FerroxLabs/wayland --skill wayland-build-financial-model -g -a codex -y`
Cursor: `npx skills add FerroxLabs/wayland --skill wayland-build-financial-model -g -a cursor -y`
Gemini CLI: `npx skills add FerroxLabs/wayland --skill wayland-build-financial-model -g -a gemini-cli -y`

## Description

Build a 3-statement financial model (P&L, Cash Flow, Balance Sheet) with explicit assumption blocks and sensitivity analysis. The agent infers the core assumptions that drive the model, builds a forward P&L month by month, ties in cash flow and balance sheet, then runs bear/base/bull sensitivity on the key variables. Use when the user wants a structured multi-step process to produce a complete, assumption-driven 3-statement model with sensitivity analysis. Do NOT use for a single number lookup, a one-line projection, or a question one atomic finance skill can answer.

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

# Build a Financial Model

**Estimated time:** 60-90 minutes

This workflow builds a 3-statement financial model with explicit assumptions and
sensitivity analysis. The arc is: gather the brief, infer the assumption blocks
that drive everything, build a forward P&L, tie in cash flow and balance sheet,
then run sensitivity (bear/base/bull) on the key assumptions. Review checkpoints
let the user refine the P&L assumptions, the tied statements, and the
sensitivity before shipping.

Generative steps are driven by `pitch-fin-model` (assumptions, sensitivity) and
the finance statement skills `finance-pl`, `finance-cashflow`, and
`finance-balance-sheet`.

## Steps

**Step 1: Kickoff and Brief** (uses: pitch-fin-model)

Open the workflow and gather the brief. Ask the user for: business stage,
current revenue and burn, planning horizon (12 / 24 / 36 months), and any known
constraints or commitments. Explain that you will build a P&L, cash flow, and
balance sheet with assumption blocks and sensitivity. Do not proceed until you
have the stage, the numbers, and the horizon.

- Input: user-provided stage, current revenue/burn, planning horizon, constraints
- Output: a captured brief block
- Key focus: get the horizon and current run-rate numbers nailed down first

**Step 2: Infer Assumption Blocks** (uses: pitch-fin-model)

From the brief, infer the core assumption blocks: the variables that drive the
whole model (growth rate, CAC, churn, margins, hiring plan, etc.). Present the
inferred assumptions with reasoning and invite the user to override with what
they actually want to vary.

- Input: the brief from Step 1
- Output: the core assumption blocks, confirmed or overridden by the user
- Key focus: surface the few variables everything else depends on

**Step 3: Build Forward P&L** (uses: finance-pl)

The rest: https://github.com/FerroxLabs/wayland/blob/HEAD/src/process/resources/bundled-workflows/bodies/wayland-build-financial-model/SKILL.md