Creating Financial Models
Chen-zexi/open-ptc-agent
This skill provides an advanced financial modeling suite with DCF analysis, sensitivity testing, Monte Carlo simulations, and scenario planning for investment decisions
/cs:cfo-review <plan — Numerate-skeptic interrogation of any plan that touches money.
Install Cfo Review
$ npx skills add alirezarezvani/claude-skills --skill cfo-review -a claude-codeProject install by default; add -g for ~/.claude/skills/.
$ gh skill install alirezarezvani/claude-skills cfo-review --agent claude-codeProject scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).
$ git clone --depth 1 https://github.com/alirezarezvani/claude-skills.git skills-src && mkdir -p .claude/skills && cp -r skills-src/c-level-agents/skills/cfo-review .claude/skills/cfo-review && rm -rf skills-srcUse ~/.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/
Install the "cfo-review" agent skill from https://github.com/alirezarezvani/claude-skills/tree/main/c-level-agents/skills/cfo-review into .claude/skills/cfo-review/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "cfo-review", then confirm the skill loads.Claude Code copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$skill-installer install https://github.com/alirezarezvani/claude-skills/tree/main/c-level-agents/skills/cfo-reviewType this inside Codex. $skill-installer <name> installs a curated skill from openai/skills. The installer writes to $CODEX_HOME/skills (default ~/.codex/skills). Restart Codex if the skill does not show up.
$ npx skills add alirezarezvani/claude-skills --skill cfo-review -a codexProject install goes to .agents/skills/; add -g for ~/.codex/skills/.
$ gh skill install alirezarezvani/claude-skills cfo-review --agent codexProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/alirezarezvani/claude-skills.git skills-src && mkdir -p .agents/skills && cp -r skills-src/c-level-agents/skills/cfo-review .agents/skills/cfo-review && rm -rf skills-srcUse ~/.agents/skills/ instead of .agents/skills for a personal install.
Codex skills documentation · loads skills from .agents/skills/
Install the "cfo-review" agent skill from https://github.com/alirezarezvani/claude-skills/tree/main/c-level-agents/skills/cfo-review into .agents/skills/cfo-review/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "cfo-review", then confirm the skill loads.Codex copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ npx skills add alirezarezvani/claude-skills --skill cfo-review -a cursorProject install goes to .agents/skills/; add -g for ~/.cursor/skills/.
$ gh skill install alirezarezvani/claude-skills cfo-review --agent cursorProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/alirezarezvani/claude-skills.git skills-src && mkdir -p .cursor/skills && cp -r skills-src/c-level-agents/skills/cfo-review .cursor/skills/cfo-review && rm -rf skills-srcUse ~/.cursor/skills/ instead of .cursor/skills for a personal install.
Cursor skills documentation · loads skills from .cursor/skills/, .agents/skills/, .claude/skills/, .codex/skills/
Install the "cfo-review" agent skill from https://github.com/alirezarezvani/claude-skills/tree/main/c-level-agents/skills/cfo-review into .cursor/skills/cfo-review/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "cfo-review", then confirm the skill loads.Cursor copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ gemini skills install https://github.com/alirezarezvani/claude-skills.git --path c-level-agents/skills/cfo-review--scope user (default) or --scope workspace; --path is the subfolder of the repo that holds the skill; --consent skips the security confirmation prompt.
$ npx skills add alirezarezvani/claude-skills --skill cfo-review -a gemini-cliProject install goes to .agents/skills/; add -g for ~/.gemini/skills/.
$ gh skill install alirezarezvani/claude-skills cfo-review --agent gemini-cliProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/alirezarezvani/claude-skills.git skills-src && mkdir -p .gemini/skills && cp -r skills-src/c-level-agents/skills/cfo-review .gemini/skills/cfo-review && rm -rf skills-srcUse ~/.gemini/skills/ instead of .gemini/skills for a personal install, then run /skills reload.
Gemini CLI skills documentation · loads skills from .gemini/skills/, .agents/skills/
Install the "cfo-review" agent skill from https://github.com/alirezarezvani/claude-skills/tree/main/c-level-agents/skills/cfo-review into .gemini/skills/cfo-review/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "cfo-review", then confirm the skill loads.Gemini CLI copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ gh skill install alirezarezvani/claude-skills cfo-reviewInstalls for Copilot at project scope by default; add --scope user for a personal install. Preview a skill first with gh skill preview. Needs GitHub CLI 2.90.0 or later (public preview).
$ npx skills add alirezarezvani/claude-skills --skill cfo-review -a github-copilotProject install goes to .agents/skills/; add -g for ~/.copilot/skills/.
$ git clone --depth 1 https://github.com/alirezarezvani/claude-skills.git skills-src && mkdir -p .github/skills && cp -r skills-src/c-level-agents/skills/cfo-review .github/skills/cfo-review && rm -rf skills-srcUse ~/.copilot/skills/ instead of .github/skills for a personal install. Commit .github/skills so cloud agent and code review can use it.
GitHub Copilot skills documentation · loads skills from .github/skills/, .claude/skills/, .agents/skills/
Install the "cfo-review" agent skill from https://github.com/alirezarezvani/claude-skills/tree/main/c-level-agents/skills/cfo-review into .github/skills/cfo-review/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "cfo-review", then confirm the skill loads.GitHub Copilot copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ npx skills add alirezarezvani/claude-skills --skill cfo-review -a opencodeOpenCode documents no install command of its own. Project install goes to .agents/skills/; add -g for ~/.config/opencode/skills/.
$ gh skill install alirezarezvani/claude-skills cfo-review --agent opencodeProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/alirezarezvani/claude-skills.git skills-src && mkdir -p .opencode/skills && cp -r skills-src/c-level-agents/skills/cfo-review .opencode/skills/cfo-review && rm -rf skills-srcUse ~/.config/opencode/skills/ instead of .opencode/skills for a personal install.
OpenCode skills documentation · loads skills from .opencode/skills/, .claude/skills/, .agents/skills/
Install the "cfo-review" agent skill from https://github.com/alirezarezvani/claude-skills/tree/main/c-level-agents/skills/cfo-review into .opencode/skills/cfo-review/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "cfo-review", then confirm the skill loads.OpenCode copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
Facts
- Skill name
cfo-review- GitHub stars
- 28k
- Token cost
- ~821 tokens
- SKILL.md length
- 302 words
- Files
- 1
- Skills in repo
- 342
- Repo updated
- First seen
- Licence
- MIT
At a glance
/cs:cfo-review <plan — Numerate-skeptic interrogation of any plan that touches money.
- Works in 6 steps: Burn & Runway → Unit Economics → Dilution Path → …
- A plan commits meaningful spend — e.g
- SKILL.md covers When to Run, The Six CFO Questions, Workflow and Output Format, plus 2 more sections
- Calls python
What it does
Cfo Review is an agent skill from alirezarezvani/claude-skills. /cs:cfo-review <plan — Numerate-skeptic interrogation of any plan that touches money. Unit economics, runway, dilution, capital allocation. Use when a plan commits meaningful spend — e.g. a hiring wave, a fundraise decision, or a new channel budget.
Its SKILL.md is about 820 tokens, which your agent loads only when the skill is triggered. It is a single SKILL.md file with no bundled scripts.
It sits in Business, Finance & HR, covering Financial modeling. 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
- A plan commits meaningful spend — e.g
- Tasks that involve Financial modeling
Example prompts
- “/cfo-review”
Requirements
- Python 3
Workflow steps
6 steps, taken from the step headings in SKILL.md.
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
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 Review loads about 821 tokens when it runs. Until then it costs about 65 tokens; SKILL.md has 302 words of instructions outside code blocks.
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); files beside SKILL.md are not scanned.
SKILL.md
The full file from alirezarezvani/claude-skills at commit 19392f7, republished under its MIT licence (© alirezarezvani). 302 words, ~821 tokens.
Download SKILL.mdSave it as
.claude/skills/cfo-review/SKILL.md (or your agent's skills folder).- name
- cfo-review
- description
- /cs:cfo-review <plan> — Numerate-skeptic interrogation of any plan that touches money. Unit economics, runway, dilution, capital allocation. Use when a plan commits meaningful spend — e.g. a hiring wave, a fundraise decision, or a new channel budget.
/cs:cfo-review — CFO Forcing Questions
Command: /cs:cfo-review <plan>
The numerate skeptic stress-tests anything that touches money. Six questions before any spend or fundraise.
When to Run
- Before approving any spend > 1% of revenue
- Before opening a new hiring requisition
- Before any fundraise conversation
- Before changing pricing or unit economics
- Before signing a multi-year contract
The Six CFO Questions
1. Burn & Runway
What's the burn multiple and how many months of cash remain at base / bull / bear?
- Burn multiple = Net burn ÷ Net new ARR. Above 2x is a problem.
- If bear case < 12 months, you're already in fundraising mode.
2. Unit Economics
What is LTV / CAC per channel, and what's the payback period on the top-2 channels?
- LTV / CAC > 3x is healthy. Payback < 12 months is healthy.
- If either is broken, do not scale that channel.
3. Dilution Path
If this plan requires a raise, what's the dilution at base and bear valuations?
- Founder dilution per round.
- Cumulative dilution to next 2 rounds.
4. Capital Allocation Alternative
If this dollar wasn't spent here, where else could it go and what's the expected return?
- Three alternatives: hiring, product, marketing.
- Make the opportunity cost explicit.
5. Revenue Quality
What's the gross margin, and how does it trend at scale?
- If margin compresses with scale, the model is broken.
- Cost-of-revenue should grow slower than revenue.
6. Bear Case Survival
If revenue is 50% of plan, does the company survive 18 months?
- Default-alive is non-negotiable.
- If not, identify the cut triggers in advance.
Workflow
- Run the numbers:
bash python ../../../c-level-advisor/skills/cfo-advisor/scripts/burn_rate_calculator.py python ../../../c-level-advisor/skills/cfo-advisor/scripts/unit_economics_analyzer.py python ../../../c-level-advisor/skills/cfo-advisor/scripts/fundraising_model.py - Answer all six questions with numbers, not adjectives.
- Apply the verdict:
- 🟢 GREEN — fund it
- 🟡 YELLOW — fund with cut triggers
- 🔴 RED — kill or revise
Output Format
# CFO Review: <plan>
**Date:** YYYY-MM-DD
**Reviewer:** cs-cfo-advisor
## Numbers
- Burn multiple: X.Xx
- Runway (base/bull/bear): X / X / X months
- LTV/CAC top channel: X.Xx, payback Y months
- Gross margin: X% (trend: Y)
- Dilution this round: X%
- Bear-case survival: PASS / FAIL
## Verdict
🟢 GREEN | 🟡 YELLOW | 🔴 RED
## Conditions (if YELLOW)
- Cut trigger: <metric> < <threshold> → <action>
- Review checkpoint: <date>
## Recommendation
[3 concrete next steps]Routing
/cs:decide— log the verdict/cs:execute— build 90-day plan if GREEN/cs:boardroom— escalate if multi-role implications
Related
- Agent:
cs-cfo-advisor - Skill:
cfo-advisor
Version: 1.0.0
© 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
Just SKILL.md in c-level-agents/skills/cfo-review of alirezarezvani/claude-skills.
Open the folder on GitHubat commit 19392f7
Compare with similar skills
Cfo Review 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.
| Skill | Stars | Used in | Tokens | Auto-check | Licence | Repo updated |
|---|---|---|---|---|---|---|
| Cfo Review this skillalirezarezvani/claude-skills | 28k | — | ~821 | Automated safety check: Pass | MIT | |
| Creating Financial ModelsChen-zexi/open-ptc-agent | 729 | 3 repos | ~1.3k | Automated safety check: Pass | MIT | |
| Equity ResearchrollingSirius/equity-research-skill | 453 | — | ~1.5k | Automated safety check: Pass | MIT | |
| SaaS Metrics Coachrongxinzy/RongxinAI | 154 | 2 repos | ~1.3k | Automated safety check: Pass | MIT | |
| CharlieEveryInc/charlie-cfo-skill | 323 | — | ~1.4k | Automated safety check: Pass | MIT | |
| Equity Initiation Reportginlix-ai/LangAlpha | 1.8k | — | ~3.8k | Automated safety check: Pass | Apache-2.0 |
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Categories
Questions about Cfo Review
What does Cfo Review do?
/cs:cfo-review <plan — Numerate-skeptic interrogation of any plan that touches money. Cfo Review is an agent skill from alirezarezvani/claude-skills. /cs:cfo-review <plan — Numerate-skeptic interrogation of any plan that touches money.
When should I use Cfo Review?
Cfo Review fits situations like: A plan commits meaningful spend — e.g; tasks that involve Financial modeling.
How do I install Cfo Review in Claude Code?
Run `npx skills add alirezarezvani/claude-skills --skill cfo-review -a claude-code`. Or copy the skill folder (c-level-agents/skills/cfo-review in alirezarezvani/claude-skills) into .claude/skills/cfo-review in your project. Claude Code loads it when a task matches its description.
How do I install Cfo Review in Codex?
Run `npx skills add alirezarezvani/claude-skills --skill cfo-review -a codex`. Or copy the skill folder (c-level-agents/skills/cfo-review in alirezarezvani/claude-skills) into .agents/skills/cfo-review in your project. Codex loads it when a task matches its description.
Can I use Cfo Review 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-review -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-review, .gemini/skills/cfo-review, .github/skills/cfo-review and .opencode/skills/cfo-review in your project.
What does Cfo Review need to run?
Going by SKILL.md and its folder, Cfo Review needs the command-line tools its instructions call (python). Our summary lists: Python 3.
Does Cfo Review 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 Review 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. Review the folder before installing.
What licence does Cfo Review use?
Cfo Review is published under the MIT licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.
How many tokens does Cfo Review use?
About 821 tokens (SKILL.md is roughly 3.3k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full.
What are the alternatives to Cfo Review?
Skills that share tags, products or a category with Cfo Review: Creating Financial Models (Chen-zexi/open-ptc-agent, 729 stars), Equity Research (rollingSirius/equity-research-skill, 453 stars), SaaS Metrics Coach (rongxinzy/RongxinAI, 154 stars) and Charlie (EveryInc/charlie-cfo-skill, 323 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.
Who maintains Cfo Review?
alirezarezvani (a GitHub user) maintains it in alirezarezvani/claude-skills, which has 27,938 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.