# Financial Model Review

Investor-first workflow for reviewing an existing financial model, forecast, or...

- Repository: https://github.com/NateBJones-Projects/OB1 (4752 stars)
- Category: Documents
- License: see repository
- Last updated: 2026-11-01
- Runs scripts: no, instructions only

## Install

Claude Code: `npx skills add NateBJones-Projects/OB1 --skill financial-model-review -g -a claude-code -y`
Codex: `npx skills add NateBJones-Projects/OB1 --skill financial-model-review -g -a codex -y`
Cursor: `npx skills add NateBJones-Projects/OB1 --skill financial-model-review -g -a cursor -y`
Gemini CLI: `npx skills add NateBJones-Projects/OB1 --skill financial-model-review -g -a gemini-cli -y`

## Description

Investor-first workflow for reviewing an existing financial model, forecast, or sensitivity analysis. Use for prompts like "review this model", "stress test these assumptions", "what breaks in this forecast", or "is this model decision-ready". Best when you have a spreadsheet export, pasted assumptions, key drivers, and the decision the model supports. Optional Open Brain search and capture can pull prior model context and store the final review memo.

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

# Financial Model Review

## Problem

A model can look polished and still be dangerous. This skill reviews whether the
assumptions, structure, scenarios, and logic are strong enough to support a real
decision.

## Audience

- Primary: investors, diligence teams, and finance-heavy reviewers
- Secondary: operators reviewing planning or fundraising models

## When to Use

- Reviewing a startup, deal, or operating model before using it in a memo or decision
- Stress testing growth, margin, burn, or pricing assumptions
- Looking for missing scenarios, broken logic, or false precision
- Translating a spreadsheet into a model review memo with clear verdicts

## When Not to Use

- Building a model from scratch
- Market or competitor research without a model artifact
- Drafting the final memo when the model review is only one input: use `deal-memo-drafting`
- Synthesizing many mixed source documents: use `research-synthesis`

## Required Context

Gather or confirm:

- the model itself, or a faithful export of its assumptions and outputs
- what decision the model supports
- the business model and revenue engine
- the main value drivers or operating levers
- the time horizon
- whether the user wants an investor or operator framing

Useful but optional:

- prior versions, management guidance, or historical notes from Open Brain

## Process

The rest: https://github.com/NateBJones-Projects/OB1/blob/HEAD/skills/financial-model-review/SKILL.md