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Startup Financial Modeling

Builds 3-5 year startup financial models with revenue, costs, cash runway and scenarios

Source Download skill
Repository
wshobson/agents
Stars
42,095
Licence
MIT
Files
2 files

What it does

When installed, the agent follows a structured framework for building a startup's financial projections: revenue forecasts based on customer cohorts, cost breakdowns, cash flow and runway calculations, headcount planning, and conservative, base and optimistic scenarios. It also includes sanity checks against common benchmarks (such as growth rates, LTV/CAC and burn multiple) and guidance for modeling fundraising and dilution. It is a methodology and checklist the agent applies, not a spreadsheet or software tool by itself.

Great for

  • Founders preparing a seed or Series A financial plan who want a structured starting point
  • Students or analysts learning how startup financial models are typically organised
  • Anyone who wants the agent to sanity-check runway, burn or unit-economics assumptions

Skip it if

  • Replacing a qualified accountant or financial advisor for real investment or tax decisions, because the benchmarks and ratios are generic rules of thumb
  • Established companies with audited financials, since the skill is tailored to early-stage startups
  • Users expecting a finished Excel or Google Sheets file, since the skill describes the method and the agent must produce the output itself

Try asking

  • “Build a 3-year monthly financial model for my B2B SaaS startup with conservative, base and optimistic scenarios”
  • “Calculate my current monthly burn rate and runway given $400K in cash and these expenses”
  • “Model how a $3M seed raise at a $12M pre-money valuation would affect dilution and runway”
  • “Check whether my unit economics (LTV, CAC, payback) look realistic for investors”
Step-by-step guide: how to use Startup Financial ModelingInstall, first run, examples, tips and FAQs

Install in 3 steps

  1. 1

    Download the skill

    The ZIP contains the 2 original files, the MIT licence and an attribution note.

    startup-financial-modeling.zip
  2. 2

    Add it to your agent

    Claude Code (all projects)

    mkdir -p ~/.claude/skills && unzip startup-financial-modeling.zip -d ~/.claude/skills/

    Claude Code / Agent SDK (this project only)

    mkdir -p .claude/skills && unzip startup-financial-modeling.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

  • Provide your actual numbers (cash balance, pricing, churn, headcount plans) so the agent can replace the example figures in the skill with your assumptions.
  • Ask for the assumptions to be listed separately so you can challenge each one before relying on the outputs.
  • Treat the benchmark ranges (gross margin, S&M share, headcount ratios) as starting points and verify them against sources relevant to your sector.

What's inside

  • references/details.md
  • SKILL.md

Redistributed unmodified from wshobson/agents 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.