Skill UI

Guides borrowers through refinance evaluation by collecting loan data, extracting mortgage statement fields, validating inputs against underwriting rules, and recommending the best products with clear, consumer-friendly explanations.

Generates polished investor and sales pitch decks as a single .pptx with gradient backgrounds, charts, tables, stat callouts, and speaker notes on every content slide for fundraising, product launches, or enterprise proposals.

This guide walks users through verifying the complete setup of their Fondo account. It covers essential financial checks, including synchronizing bank transactions, reviewing automated transaction categorization (payroll, software, office), and confirming eligibility and data needed for R&D tax credits. Use this when initially setting up or auditing your core financial data flow.

Generates a one-page strategy brief from a topic or office-hours intake, framing the question, options, assumptions, constraints, and success criteria. First step in the strategic sprint pipeline for boardroom deliberations on pricing changes, market entry, and other high-stakes decisions.

Founder-mode virtual C-suite with 13 persona agents and 21 slash commands for forcing-question office hours, boardroom deliberations, strategic sprints, and meta routing across finance, marketing, sales, product, operations, HR, security, legal, data, AI, customer success, engineering, and chief-of-staff roles.

Retention-obsessed Chief Customer Officer (CCO) interrogation framework for pressure-testing plans involving customer retention, segmentation, CS team sizing, or hiring. Runs six forcing questions from gross retention to CS comp alignment before board narratives, headcount expansions, or segment changes.

Provides C-level strategic guidance for startups deciding on advanced AI implementation. Covers critical decisions including model build-vs-buy analysis (API vs. fine-tune vs. in-house), regulatory compliance risk assessment (EU AI Act, NIST RMF), economic modeling for self-hosting breakeven, and optimal AI team scaling. This is a high-level advisory tool, not a tactical engineering guide.

This skill provides strategic guidance for CCOs and founders in designing advanced customer success operations. It covers honest retention decomposition (analyzing GRR vs NRR), developing differential customer segmentation strategies based on ICP fit, modeling optimal CS team coverage (pooled vs. named), and mapping the ideal CS organizational structure. Ideal for strategic planning and business resource allocation.

Provides high-level strategic guidance for founders and Chief Data Officers (CDOs) in startups. This skill covers critical decisions such as AI training data rights and consent provenance, selecting optimal data architectures (warehouse, lakehouse, data mesh), valuing customer data as a strategic asset for M&A or fundraising, and planning data team organizational evolution. It focuses exclusively on strategic decision-making, not tactical engineering.

This tool simulates a YC-style founder interrogation, forcing the user to validate their business idea across six critical dimensions: Problem, Customer, Distribution, Defensibility, Capital, and Founder Fit. Use this before seeking advice, starting a major initiative, or making a strategic pivot to ensure foundational clarity and readiness.

This tool simulates a highly critical compliance officer, forcing rigorous scrutiny on any multi-framework compliance program. It addresses six critical areas: scope definition, evidence overlap, ownership accountability, audit planning, mock audit simulation, and management review cadence. Use it before adopting new standards (like ISO or HIPAA), planning annual audits, or preparing for major certifications to systematically identify gaps and risks.

This skill is designed for building complex, audit-ready financial models in Excel. Use it for 3-statement projections, DCF valuation, LBO analysis, unit economics, or advanced scenario planning. It enforces professional standards like the three-zone architecture (Inputs, Calculation, Outputs), strict formula discipline, and robust auditing gates, ensuring the output is suitable for high-stakes decision-making.