Startup Financial Modeling

This builds proper three-scenario financial models with cohort-based revenue projections, detailed cost breakdowns by department, and monthly cash flow tracking. You'd use it when preparing for fundraising, calculating how long your runway lasts, or modeling different growth scenarios for board meetings. It handles the tedious parts like retention curves, fully-loaded headcount costs, and CAC payback calculations while generating investor-ready financials. The cohort methodology is solid and it covers the key metrics VCs actually care about. Saves you from building yet another broken spreadsheet model.

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last updated: Aug 21, 2026

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Install

$ npx -y skills add wshobson/agents --skill startup-financial-modeling --agent claude-code

Installs into .claude/skills of the current project.

Files

Startup Financial Modeling

Build comprehensive 3-5 year financial models with revenue projections, cost structures, cash flow analysis, and scenario planning for early-stage startups.

Overview

Financial modeling provides the quantitative foundation for startup strategy, fundraising, and operational planning. Create realistic projections using cohort-based revenue modeling, detailed cost structures, and scenario analysis to support decision-making and investor presentations.

Core Components

Revenue Model

Cohort-Based Projections: Build revenue from customer acquisition and retention by cohort.

Formula:

MRR = Σ (Cohort Size × Retention Rate × ARPU)
ARR = MRR × 12

Key Inputs:

Monthly new customer acquisitions
Customer retention rates by month
Average revenue per user (ARPU)
Pricing and packaging assumptions
Expansion revenue (upsells, cross-sells)

Cost Structure

Operating Expenses Categories:

Cost of Goods Sold (COGS)
- Hosting and infrastructure
- Payment processing fees
- Customer support (variable portion)
- Third-party services per customer

SKILL.md on GitHub