Agent skill

Cfo Advisor

by alirezarezvani in alirezarezvani/claude-skills

Financial leadership for startups and scaling companies. An agent skill from alirezarezvani/claude-skills.

MITAuto-check passedBusiness, Finance & HR

Install Cfo Advisor

skills CLI
$ npx skills add alirezarezvani/claude-skills --skill cfo-advisor -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI
$ gh skill install alirezarezvani/claude-skills cfo-advisor --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy
$ git clone --depth 1 https://github.com/alirezarezvani/claude-skills.git skills-src && mkdir -p .claude/skills && cp -r skills-src/c-level-advisor/skills/cfo-advisor .claude/skills/cfo-advisor && rm -rf skills-src

Use ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.

Claude Code skills documentation · loads skills from .claude/skills/

Facts

Skill name
cfo-advisor
GitHub stars
28k
Used in
1 other repo
Token cost
~1.8k tokens
SKILL.md length
733 words
Files
7 (incl. scripts, references)
Skills in repo
342
Repo updated
First seen
Licence
MIT

At a glance

Financial leadership for startups and scaling companies. An agent skill from alirezarezvani/claude-skills.

  • Building financial models
  • SKILL.md covers Keywords, Quick Start, Key Questions (ask these first) and Core Responsibilities, plus 9 more sections
  • Runs Python scripts from its folder; calls python
  • Analyzing unit economics

What it does

Cfo Advisor is an agent skill from alirezarezvani/claude-skills. Financial leadership for startups and scaling companies. Financial modeling, unit economics, fundraising strategy, cash management, and board financial packages. Use when building financial models, analyzing unit economics, planning fundraising, managing cash runway, preparing board materials, or when user mentions CFO, burn rate, runway, fundraising, unit economics, LTV, CAC, term sheets, or financial strategy.

Its SKILL.md is about 1.8k tokens, which your agent loads only when the skill is triggered. The skill folder holds 8 other files, including scripts and reference files (for example `references/cash_management.md`, `references/financial_planning.md` and `references/fundraising_playbook.md`).

It sits in Business, Finance & HR, covering Financial modeling and Fundraising and pitch decks. The repository describes itself as: 380 Claude Code skills & agent skills & plugins (30+ Agents, 70+ custom commands, 380+ skills, customizable references, scripts)for Claude Code, Codex, Gemini CLI, Cursor, and 8… The licence is MIT.

When your agent uses it

  • Building financial models
  • Analyzing unit economics
  • Planning fundraising
  • Managing cash runway

Example prompts

  • “/cfo-advisor”

Requirements

  • Python 3

What it can do on your machine

Read from SKILL.md and the folder at commit 19392f7. It shows what the files ask for, not the result of running them.

  • Tool permissions

    Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.

    From allowed-tools in the SKILL.md frontmatter.

  • Runs code

    Ships 3 files in scripts/ (Python), which the agent can run.

    Shell commands in SKILL.md call:

    • python

    From the folder's file list and the shell code blocks in SKILL.md.

  • Network

    No URLs in SKILL.md.

    From URLs in SKILL.md, links to its own repository left out.

  • Credentials

    Names no API keys, tokens, secrets or passwords.

    From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

Context cost

Cfo Advisor loads about 1.8k tokens when it runs, and up to ~13k if it reads all its reference files. Until then it costs about 107 tokens; SKILL.md has 733 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~107
When it runs · the whole SKILL.md, loaded when a task matches
~1.8k
With references · SKILL.md plus every file in references/, read only if the agent opens them
~13k

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Auto-check passed

The automated check found no risky patterns in SKILL.md.

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); the scripts in this folder are not scanned.

SKILL.md

The full file from alirezarezvani/claude-skills at commit 19392f7, republished under its MIT licence (© alirezarezvani). 733 words, ~1,815 tokens.

Download SKILL.mdSave it as .claude/skills/cfo-advisor/SKILL.md (or your agent's skills folder). This skill also uses 6 other files; get the full folder from GitHub.
name
cfo-advisor
description
Financial leadership for startups and scaling companies. Financial modeling, unit economics, fundraising strategy, cash management, and board financial packages. Use when building financial models, analyzing unit economics, planning fundraising, managing cash runway, preparing board materials, or when user mentions CFO, burn rate, runway, fundraising, unit economics, LTV, CAC, term sheets, or financial strategy.
license
MIT
metadata.version
1.0.0
metadata.author
Alireza Rezvani
metadata.category
c-level
metadata.domain
cfo-leadership
metadata.updated
2026-03-05
metadata.python-tools
burn_rate_calculator.py, unit_economics_analyzer.py, fundraising_model.py
metadata.frameworks
financial-planning, fundraising-playbook, cash-management

CFO Advisor

Strategic financial frameworks for startup CFOs and finance leaders. Numbers-driven, decisions-focused.

This is not a financial analyst skill. This is strategic: models that drive decisions, fundraises that don't kill the company, board packages that earn trust.

Keywords

CFO, chief financial officer, burn rate, runway, unit economics, LTV, CAC, fundraising, Series A, Series B, term sheet, cap table, dilution, financial model, cash flow, board financials, FP&A, SaaS metrics, ARR, MRR, net dollar retention, gross margin, scenario planning, cash management, treasury, working capital, burn multiple, rule of 40

Quick Start

bash
# Burn rate & runway scenarios (base/bull/bear)
python scripts/burn_rate_calculator.py

# Per-cohort LTV, per-channel CAC, payback periods
python scripts/unit_economics_analyzer.py

# Dilution modeling, cap table projections, round scenarios
python scripts/fundraising_model.py

Key Questions (ask these first)

  • What's your burn multiple? (Net burn ÷ Net new ARR. > 2x is a problem.)
  • If fundraising takes 6 months instead of 3, do you survive? (If not, you're already behind.)
  • Show me unit economics per cohort, not blended. (Blended hides deterioration.)
  • What's your NDR? (> 100% means you grow without signing a single new customer.)
  • What are your decision triggers? (At what runway do you start cutting? Define now, not in a crisis.)

Core Responsibilities

AreaWhat It CoversReference
Financial ModelingBottoms-up P&L, three-statement model, headcount cost modelreferences/financial_planning.md
Unit EconomicsLTV by cohort, CAC by channel, payback periodsreferences/financial_planning.md
Burn & RunwayGross/net burn, burn multiple, scenario planning, decision triggersreferences/cash_management.md
FundraisingTiming, valuation, dilution, term sheets, data roomreferences/fundraising_playbook.md
Board FinancialsWhat boards want, board pack structure, BvAreferences/financial_planning.md
Cash ManagementTreasury, AR/AP optimization, runway extension tacticsreferences/cash_management.md
Budget ProcessDriver-based budgeting, allocation frameworksreferences/financial_planning.md

CFO Metrics Dashboard

CategoryMetricTargetFrequency
EfficiencyBurn Multiple< 1.5xMonthly
EfficiencyRule of 40> 40Quarterly
EfficiencyRevenue per FTETrack trendQuarterly
RevenueARR growth (YoY)> 2x at Series A/BMonthly
RevenueNet Dollar Retention> 110%Monthly
RevenueGross Margin> 65%Monthly
EconomicsLTV:CAC> 3xMonthly
EconomicsCAC Payback< 18 moMonthly
CashRunway> 12 moMonthly
CashAR > 60 days< 5% of ARMonthly

Red Flags

  • Burn multiple rising while growth slows (worst combination)
  • Gross margin declining month-over-month
  • Net Dollar Retention < 100% (revenue shrinks even without new churn)
  • Cash runway < 9 months with no fundraise in process
  • LTV:CAC declining across successive cohorts
  • Any single customer > 20% of ARR (concentration risk)
  • CFO doesn't know cash balance on any given day

Integration with Other C-Suite Roles

When...CFO works with...To...
Headcount plan changesCEO + COOModel full loaded cost impact of every new hire
Revenue targets shiftCRORecalibrate budget, CAC targets, quota capacity
Roadmap scope changesCTO + CPOAssess R&D spend vs. revenue impact
FundraisingCEOLead financial narrative, model, data room
Board prepCEOOwn financial section of board pack
Compensation designCHROModel total comp cost, equity grants, burn impact
Pricing changesCPO + CROModel ARR impact, LTV change, margin impact
Show full SKILL.md (286 more words)Show less

Resources

  • references/financial_planning.md — Modeling, SaaS metrics, FP&A, BvA frameworks
  • references/fundraising_playbook.md — Valuation, term sheets, cap table, data room
  • references/cash_management.md — Treasury, AR/AP, runway extension, cut vs invest decisions
  • scripts/burn_rate_calculator.py — Runway modeling with hiring plan + scenarios
  • scripts/unit_economics_analyzer.py — Per-cohort LTV, per-channel CAC
  • scripts/fundraising_model.py — Dilution, cap table, multi-round projections

Proactive Triggers

Surface these without being asked when you detect them in company context:

  • Runway < 18 months with no fundraising plan → raise the alarm early
  • Burn multiple > 2x for 2+ consecutive months → spending outpacing growth
  • Unit economics deteriorating by cohort → acquisition strategy needs review
  • No scenario planning done → build base/bull/bear before you need them
  • Budget vs actual variance > 20% in any category → investigate immediately

Output Artifacts

RequestYou Produce
"How much runway do we have?"Runway model with base/bull/bear scenarios
"Prep for fundraising"Fundraising readiness package (metrics, deck financials, cap table)
"Analyze our unit economics"Per-cohort LTV, per-channel CAC, payback, with trends
"Build the budget"Zero-based or incremental budget with allocation framework
"Board financial section"P&L summary, cash position, burn, forecast, asks

Reasoning Technique: Chain of Thought

Work through financial logic step by step. Show all math. Be conservative in projections — model the downside first, then the upside. Never round in your favor.

Communication

All output passes the Internal Quality Loop before reaching the founder (see ../agent-protocol/SKILL.md).

  • Self-verify: source attribution, assumption audit, confidence scoring
  • Peer-verify: cross-functional claims validated by the owning role
  • Critic pre-screen: high-stakes decisions reviewed by Executive Mentor
  • Output format: Bottom Line → What (with confidence) → Why → How to Act → Your Decision
  • Results only. Every finding tagged: 🟢 verified, 🟡 medium, 🔴 assumed.

Context Integration

  • Always read company-context.md before responding (if it exists)
  • During board meetings: Use only your own analysis in Phase 2 (no cross-pollination)
  • Invocation: You can request input from other roles: [INVOKE:role|question]

© alirezarezvani, MIT. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file

Files

SKILL.md and 6 other files (scripts, references) in c-level-advisor/skills/cfo-advisor of alirezarezvani/claude-skills.

  • SKILL.md
  • references/cash_management.md
  • references/financial_planning.md
  • references/fundraising_playbook.md
  • scripts/burn_rate_calculator.py
  • scripts/fundraising_model.py
  • scripts/unit_economics_analyzer.py

Open the folder on GitHubat commit 19392f7

Used in 1 other repository

We found 2 copies of this SKILL.md (exact, near-identical or edited) in other folders, from 1 other GitHub owner. This page covers the copy in alirezarezvani/claude-skills, which our catalogue first saw on October 7, 2026.

Compare with similar skills

Cfo Advisor next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.

Cfo Advisor compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Cfo Advisor this skillalirezarezvani/claude-skills28k1 repos~1.8kAutomated safety check: PassMIT
Investor Materialscohen-liel/hivemind1106 repos~681Automated safety check: PassApache-2.0
Startup Financial Modelingwshobson/agents40k—~1.9kAutomated safety check: PassMIT
Ib Pitch Booknexu-io/open-design100k—~2kAutomated safety check: PassApache-2.0
Cap Table Waterfalldavepoon/buildwithclaude3.6k—~1.1kAutomated safety check: PassMIT
Cfo Advisorborghei/Claude-Skills886—~3.1kAutomated safety check: PassMIT

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Questions about Cfo Advisor

What does Cfo Advisor do?

Financial leadership for startups and scaling companies. An agent skill from alirezarezvani/claude-skills. Cfo Advisor is an agent skill from alirezarezvani/claude-skills. Financial leadership for startups and scaling companies.

When should I use Cfo Advisor?

Cfo Advisor fits situations like: building financial models; analyzing unit economics; planning fundraising; managing cash runway.

How do I install Cfo Advisor in Claude Code?

Run `npx skills add alirezarezvani/claude-skills --skill cfo-advisor -a claude-code`. Or copy the skill folder (c-level-advisor/skills/cfo-advisor in alirezarezvani/claude-skills) into .claude/skills/cfo-advisor in your project. Claude Code loads it when a task matches its description.

How do I install Cfo Advisor in Codex?

Run `npx skills add alirezarezvani/claude-skills --skill cfo-advisor -a codex`. Or copy the skill folder (c-level-advisor/skills/cfo-advisor in alirezarezvani/claude-skills) into .agents/skills/cfo-advisor in your project. Codex loads it when a task matches its description.

Can I use Cfo Advisor in Cursor, Gemini CLI or GitHub Copilot?

Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add alirezarezvani/claude-skills --skill cfo-advisor -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/cfo-advisor, .gemini/skills/cfo-advisor, .github/skills/cfo-advisor and .opencode/skills/cfo-advisor in your project.

What does Cfo Advisor need to run?

Going by SKILL.md and its folder, Cfo Advisor needs Python for the scripts in its folder and the command-line tools its instructions call (python). Our summary lists: Python 3.

Does Cfo Advisor access the network?

SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.

Is Cfo Advisor safe to install?

Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. The check reads SKILL.md only: the scripts in the folder are not scanned, so read them before running anything.

What licence does Cfo Advisor use?

Cfo Advisor is published under the MIT licence (declared in SKILL.md). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Cfo Advisor use?

About 1.8k tokens (SKILL.md is roughly 7.3k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full. Its references folder adds about 11k tokens, read only when the agent opens those files.

What are the alternatives to Cfo Advisor?

Skills that share tags, products or a category with Cfo Advisor: Investor Materials (cohen-liel/hivemind, 110 stars), Startup Financial Modeling (wshobson/agents, 40k stars), Ib Pitch Book (nexu-io/open-design, 100k stars) and Cap Table Waterfall (davepoon/buildwithclaude, 3.6k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Cfo Advisor?

alirezarezvani (a GitHub user) maintains it in alirezarezvani/claude-skills, which has 27,891 GitHub stars. The repository holds 342 skills in this directory. The repository was last updated on August 30, 2026.

Source: alirezarezvani/claude-skills on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.