Skill UI

Analyzes SaaS unit economics and capital efficiency to guide PMs and leaders on CAC, LTV, payback, burn, runway, and Rule of 40 trade-offs before scaling or fundraising.

Strategic CFO guidance for startups covering runway and burn, unit economics, fundraising and dilution, and board financials; use when analyzing cash, ARR, CAC, or fundraising readiness.

Generates a comprehensive, single-screen financial report in a self-contained HTML file. This skill is designed for analyzing key business metrics, including P&L summaries, MRR trends, KPI cards (Revenue, Gross Margin, Cash Runway), and top-accounts analysis. Ideal for quarterly or monthly financial reviews in SaaS or startup environments.

Stress-tests any plan that spends money—hiring, fundraising, channel budgets—through six CFO questions covering burn, runway, unit economics, dilution, and bear-case survival, then issues a GREEN/YELLOW/RED verdict.

A structured interview designed for founders to populate a canonical, comprehensive company context document. It systematically collects critical information across 12 dimensions, including company basics, financial runway, business model, team structure, and quarterly priorities. This single source of truth ensures that all subsequent agents and advisors operate with accurate, durable company facts, eliminating guesswork and improving decision quality.

This skill provides comprehensive financial oversight for internal R&D programs and portfolios. It facilitates multi-period budget planning, applying indirect F&A rates, and tracks critical metrics like burn rate and runway against value-inflection milestones. It also supports the capitalization vs. expense determination process based on established accounting standards (IAS 38/ASC 730). Crucially, the tool only provides decision support and never books entries or determines final accounting treatment.