Skill UI

This skill provides comprehensive automation for managing complex subscription billing lifecycles. It handles recurring billing, generating detailed invoices, managing failed payment recovery (dunning), calculating prorated adjustments, and ensuring accurate tax compliance (VAT, GST). Use it for implementing full SaaS subscription billing systems and automating core financial billing processes.

This expert skill acts as a dedicated business analyst for early-stage companies (pre-seed to Series A). It provides comprehensive, actionable analysis covering market sizing (TAM/SAM/SOM), rigorous financial modeling (LTV, CAC, cash flow), competitive strategy, and organizational planning. Use it to develop investor-ready reports and guide critical strategic decisions for founders and entrepreneurs.

This skill generates a comprehensive, investor-ready business case document. It guides users through creating detailed sections covering market analysis (TAM/SAM/SOM), solution development, competitive positioning, financial projections, go-to-market strategy, and team structure. It is essential for founders undergoing fundraising or strategic corporate planning.

Build comprehensive 3-5 year financial models essential for startup planning and fundraising. This skill meticulously projects revenue using cohort-based methods, details cost structures (COGS, S&M, R&D, G&A), plans headcount, and performs detailed cash flow analysis. It calculates critical metrics like LTV, CAC, and burn rate, providing three scenarios (conservative, base, optimistic) for robust strategic decision-making.

Build comprehensive 3-5 year financial models crucial for early-stage startups. This guide covers revenue projections using cohort-based methods, detailed cost structuring (COGS, S&M, R&D, G&A), robust cash flow analysis, and multi-scenario planning (Conservative, Base, Optimistic). It provides the quantitative foundation needed for fundraising, strategic planning, and investor presentations.

Guides senior analysts through classifying delays, damages, losses, claims, and carrier disputes, detailing documentation, deadlines, and mode-specific behaviors so freight exceptions are resolved quickly while safeguarding customer satisfaction and financial exposure.

A comprehensive guide for creating a consistent, credible, and highly defensible suite of investor-facing materials. This tool ensures alignment across pitch decks, financial models, one-pagers, and memos by enforcing a single source of truth for all metrics, assumptions, and use of funds, significantly boosting fundraising credibility.

Helps product managers evaluate whether to build a feature by analyzing revenue connections, cost structure, ROI, and strategic value, then delivers build or don’t-build recommendations backed by financial calculations.

A comprehensive framework guiding users through the entire Mergers & Acquisitions (M&A) lifecycle. It provides detailed checklists for due diligence (financial, legal, technical), valuation methodologies, key negotiation points, and post-deal integration planning, whether you are acquiring or being acquired. Essential for C-level decision-making and corporate strategy.

This skill guides the setup of Odoo for international operations, ensuring strict adherence to country-specific fiscal regulations. It manages complex localization requirements across 80+ countries, including setting up country-specific charts of accounts (CoA), configuring VAT/GST rules, and integrating mandatory e-invoicing systems (e.g., Mexico CFDI, Italy FatturaPA, Poland SAF-T). Essential for achieving full tax and financial compliance in global markets.

A comprehensive, cross-functional diagnostic tool that assesses overall organizational health across eight critical dimensions, including Financial, Product, People, and Engineering. It uses traffic-light scoring and industry benchmarks to provide deep, actionable insights, making it ideal for board reviews, risk assessment, and monitoring company vitality.

Audits Brazilian property auctions by scoring 36-point legal, financial, operational risks, running four-scenario stress tests, and weighing ROI by risk to recommend whether to bid.