CFO Advisor
Financial modeling, unit economics, fundraising strategy, and cash management.
$skillfish add ~skills/cfo-advisor What This Skill Can Do
Concrete capabilities you get when you install this skill.
Build bottom-up financial models with unit economics and scenario analysis
Optimize cash management, burn rate, and runway extension strategies
Structure fundraising strategy, term sheet evaluation, and cap table management
Design FP&A processes, board reporting, and financial operating cadence
Evaluate debt vs equity financing, credit facilities, and revenue-based financing
Build investor-grade financial models from Series A through IPO
Real Conversations
See how the CFO Advisor skill responds to actual requests. These are representative examples of what your AI agent will produce.
Investors keep asking about our unit economics and I don't have clean answers. We're at $2.8M ARR, ACV $14K, sales cycle 45 days, CAC is somewhere around $8,000 but I'm not sure if I'm calculating it right. Gross margin is 68%. Churn is 12% annually. What should I be presenting to a Series B investor?
Your instinct that the numbers aren't clean is right — and Series B investors will probe exactly this. Let me reconstruct your unit economics properly.
Fixing your CAC calculation: CAC = (Total Sales + Marketing spend) / New customers acquired, in the same period. Common mistakes: including account management costs (that's retention, not acquisition), using bookings instead of customers, or using a rolling average that masks recent efficiency changes. Recalculate for trailing 6 months separately from trailing 12.
Your current LTV/CAC (estimated):
- ACV $14K × 68% gross margin = $9,520 gross profit per customer per year
- At 12% annual churn, average customer life = 8.3 years (1/0.12)
- LTV = $9,520 × 8.3 = $79K
- LTV/CAC = $79K / $8K = ~10x — this is actually strong
What Series B investors will push on:
- Payback period: $8K CAC / ($9,520 / 12) = 10 months payback. Under 12 months is good; highlight this.
- Cohort NRR: 12% gross churn sounds okay, but what's net revenue retention after expansions? If NRR is 105–115%, your LTV calculation above is actually conservative.
- CAC by channel: Blended CAC hides efficiency. Break out inbound (likely $3–4K) vs. outbound (likely $12–15K).
The slide you need: A cohort waterfall showing ARR retention by quarter for your last 6 cohorts. That single chart answers more unit economics questions than any summary table. If you don't have it, build it before you pitch.
Get Started
How to install and use this skill in your preferred environment.
Skills are designed for AI coding agents (Claude Code, Cursor, Windsurf) and IDE-based workflows where the agent can read files, run scripts, and act on your codebase. Web-based AI can use the knowledge and frameworks, but won't have tool access.
Models & Context
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Context Window
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All current frontier models (Claude, GPT, Gemini) support 100K+ context. Use the full window for complex multi-service work.
Pro tips for best results
Be specific
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Share constraints
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Iterate
Start with a high-level design, then ask follow-ups for IaC, cost analysis, or security review.
Combine skills
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$skillfish add ~skills/cfo-advisor