Files
magnus919_agent-skills/financial-modeling/references/source-index.md
Magnus HedemarkandGitHub 3b0b743687 feat: add financial-modeling skill (#26)
Closes #5.\n\nPorted and revised with researcher, OpenCode, Jasper self-review, and independent verifier assistance.
2026-07-13 01:58:10 -04:00

2.0 KiB

Source Index

  • Source repository: https://github.com/magnus919/hermes-profiles
  • Source commit: 867a555
  • Imported source directory: skills/financial-modeling
  • Access and review date: 2026-07-13
  • Porting boundary: Retains portable methodology for financial models, unit economics, pricing, fundraising, and SaaS metrics. Removes profile-system instructions, task orchestration, artifact-format requirements, private paths, and dependencies on skills not present in this catalog. Corrects period alignment and adds currency, market-cycle, and professional-review boundaries.

Authoritative Sources

These sources support definitions and primary frameworks. They do not turn management heuristics into universal thresholds.

Topic Source Use
Financial reporting FASB Accounting Standards Codification U.S. GAAP accounting standards and definitions
Financial reporting IFRS Accounting Standards IFRS accounting standards and definitions
Venture financing documents NVCA Model Legal Documents Term-sheet and financing-document concepts
SaaS efficiency Bessemer Venture Partners: Rule of 40 Rule of 40 framing and context
SaaS valuation currency BVP Cloud Index Current public-cloud market context; not a private-company valuation rule

Interpretation Boundary

Accounting standards define reporting treatment; they are authoritative only in the applicable jurisdiction and reporting framework. CAC, LTV, payback, churn, NDR, Rule of 40, cost ratios, runway bands, and valuation multiples are management or investor heuristics. Define them consistently for the business being analyzed and do not present them as accounting standards or universal targets.