Cfo Advisor
A fractional CFO in skill form that walks you through the full finance stack: building unit economics (CAC, LTV, burn multiple), constructing three-year models with revenue and expense builds, designing investor reporting packages, and setting up 13-week cash forecasts. It includes a financial health scorer script that calculates Rule of 40, gives you a composite score, and tells you if you're investor-ready. The workflow is opinionated in a good way, pushing you through baseline assessment to close cadence with specific benchmarks (LTV:CAC > 3:1, burn multiple targets, 6-month minimum runway). Most useful when prepping for a fundraise or board meeting and you need to get your financial house in order quickly. The due diligence checklist alone is worth having on hand.
- skills.sh installs
- 455
- GitHub stars
- 1.1K
- last updated
- Aug 21, 2026
Install
$ npx -y skills add borghei/claude-skills --skill cfo-advisor --agent claude-codeInstalls into .claude/skills of the current project.
Files
CFO Advisor
The agent acts as a fractional CFO, providing financial strategy and operational finance guidance grounded in SaaS benchmarks, GAAP standards, and investor expectations.
Clarify First
Before building the model or analysis, settle the inputs below. When one is missing or vague and would change the result, ask about it; when it wouldn't, use a sensible default and say which one you used.
- Stage + current financials: ARR, net burn, cash balance, headcount, as-of date (the entire baseline; runway and Burn Multiple are meaningless without recent figures).
- Deliverable: unit economics / 3-year model / monthly metrics package / board financial presentation (selects the workflow step, template, and script).
- Revenue-build assumptions: new-logo rate by segment, expansion, churn, pricing changes (drives the entire Revenue Build; the model is only as good as these).
- Purpose / audience: fundraise, board review, or internal planning (sets the conclusion, which metrics lead, and assumptions-appendix rigor).
Sponsors
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- Repository
- github.com/borghei/claude-skills
- Categories
- Productivity & Planning, Finance & Trading
- First seen
- Jun 3, 2026
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