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CFO Review Skill

Stress-tests money-related plans with six CFO questions on burn, unit economics, dilution and margins.

Source Download skill
Repository
alirezarezvani/claude-skills
Stars
29,149
Licence
MIT
Files
1 file

What it does

When you ask the agent to review a plan that involves meaningful spending, such as a hiring wave, a fundraise or a new marketing budget, it switches into a skeptical finance-reviewer role. It answers six fixed questions (burn and runway, unit economics, dilution, opportunity cost, gross margin, and whether the company survives a revenue shortfall) and returns a green, yellow or red verdict with a structured report. The skill's instructions say to run three bundled Python calculators first, but the calculators are not included in the file provided, so the numbers depend on what the user supplies.

Great for

  • Founders or finance leads who want a structured checklist before approving a large spend
  • Small teams without a dedicated CFO who want a second pair of eyes on a budget decision
  • People preparing for a fundraise who want to pressure-test burn and runway assumptions

Skip it if

  • Legal, tax or accounting advice: the skill gives analytical prompts, not regulated financial guidance, and it cannot see your actual books
  • Decisions based on guessed or incomplete numbers, because the verdicts are only as good as the inputs and the skill tells the agent to answer with numbers, not adjectives

Try asking

  • “/c-level-agents:cfo-review Hire 8 engineers over the next two quarters at our current revenue”
  • “/c-level-agents:cfo-review Raise a seed round at a $12M pre-money valuation versus bootstrapping”
  • “/c-level-agents:cfo-review Spend $40k per month on paid ads for a new channel”
Step-by-step guide: how to use CFO Review SkillInstall, first run, examples, tips and FAQs

Install in 3 steps

  1. 1

    Download the skill

    The ZIP contains the 1 original files, the MIT licence and an attribution note.

    cfo-review.zip
  2. 2

    Add it to your agent

    Claude Code (all projects)

    mkdir -p ~/.claude/skills && unzip cfo-review.zip -d ~/.claude/skills/

    Claude Code / Agent SDK (this project only)

    mkdir -p .claude/skills && unzip cfo-review.zip -d .claude/skills/

    Claude apps (web/desktop): Settings → Capabilities → Skills → Upload skill, and choose the ZIP.

  3. 3

    Ask for the task

    No special command needed — the agent reads the skill's description and loads it when your request matches. Try one of the prompts above.

Get better results

  • Give concrete figures such as monthly burn, current revenue, churn and CAC so the six questions can be answered with numbers.
  • Ask for the yellow-verdict cut triggers explicitly and log the decision with the related decide command.
  • Treat the output as a structured prompt for discussion and check the arithmetic yourself before acting on it.

What's inside

  • SKILL.md

Redistributed unmodified from alirezarezvani/claude-skills under the MIT licence. The assessment was drafted with AI from the skill's files on 2026-10-29. Skills can instruct your agent to run code — read SKILL.md and any scripts before installing.