Financial Model

What it does

When your agent uses it

• Tasks that involve Financial modeling

Example prompts

• “/venture-capital-intelligence:financial-model”
• “run a financial model on X”
• “DCF this company”
• “/financial-model”

Requirements

• Python 3

Workflow steps

5 steps, taken from the step headings in SKILL.md.

1. 1COLLECT FINANCIAL DATA
2. 2CLAUDE: PREPARE MODEL INPUTS
3. 3PYTHON: RUN ALL THREE MODELS
4. 4CLAUDE: INTERPRET AND SYNTHESIZE
5. 5PYTHON: FORMAT FINAL REPORT

What it can do on your machine

Read from SKILL.md and the folder at commit 10bfc43. 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 2 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

Financial Model loads about 1.1k tokens when it runs. Until then it costs about 179 tokens; SKILL.md has 301 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it

~179

When it runs · the whole SKILL.md, loaded when a task matches

~1.1k

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

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 davepoon/buildwithclaude at commit 10bfc43, republished under its MIT licence (© davepoon). 301 words, ~1,113 tokens.

name

financial-model

description

Run deterministic financial models for startup valuation and SaaS health analysis. Triggered by: "/venture-capital-intelligence:financial-model", "run a financial model on X", "DCF this company", "model the financials", "calculate runway", "what is the valuation", "SaaS metrics model", "LTV CAC analysis", "unit economics", "burn rate analysis", "comparable valuation", "how long is my runway", "what's my burn multiple", "revenue projection for X", "model the ARR growth", "what is the pre-money valuation", "comps analysis", "NRR and churn model", "how healthy are these SaaS metrics". Claude Code only. Requires Python 3.x. Accepts user-supplied numbers or searches for publicly available data.

category

business-finance

platform

claude-code

requires

python3

COMPANY BASICS
  Company name, sector, stage, geography

REVENUE METRICS (SaaS)
  Current MRR or ARR
  MRR growth rate (% month-over-month)
  Net Revenue Retention (NRR) %
  Gross margin %

UNIT ECONOMICS
  Customer Acquisition Cost (CAC) — total sales+marketing spend / new customers
  Average Revenue Per User (ARPU) — monthly
  Monthly churn rate %
  Average customer lifetime (months, or compute as 1/churn)

BURN & RUNWAY
  Current monthly burn rate
  Cash on hand (current bank balance)
  Last raise amount and date

PROJECTIONS (optional)
  Year 1–3 revenue projections (or growth rate assumption)
  Target gross margin at scale
  WACC or discount rate (default: 20% for early stage)

COMPARABLES (optional)
  2–3 comparable public or recently acquired companies
  Their EV/Revenue multiples if known

{
  "company": "",
  "stage": "",
  "sector": "",
  "mrr": 0,
  "arr": 0,
  "mrr_growth_rate": 0.0,
  "nrr": 0.0,
  "gross_margin": 0.0,
  "cac": 0,
  "arpu_monthly": 0,
  "monthly_churn": 0.0,
  "monthly_burn": 0,
  "cash_on_hand": 0,
  "discount_rate": 0.20,
  "terminal_growth_rate": 0.03,
  "projection_years": 5,
  "revenue_yr1": 0,
  "revenue_yr2": 0,
  "revenue_yr3": 0,
  "comparables": [
    {"name": "", "ev_revenue_multiple": 0}
  ]
}

© davepoon, 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 2 other files (scripts) in plugins/venture-capital-intelligence/skills/financial-model of davepoon/buildwithclaude.

• SKILL.md
• scripts/financial_calc.py
• scripts/report_formatter.py

Open the folder on GitHubat commit 10bfc43