Closes #5.\n\nPorted and revised with researcher, OpenCode, Jasper self-review, and independent verifier assistance.
Financial Modeling
Build clearer financial scenarios, pricing decisions, and operating-metric analyses from stated assumptions.
Why Install This Skill
Business decisions often depend on numbers that look precise but rest on hidden assumptions. This skill gives your agent a practical method for making revenue, costs, cash, customer economics, and SaaS metrics explicit so you can test what changes when the assumptions change.
It covers the questions teams repeatedly face: whether acquisition pays back, what a price change could do to retention, how long cash may last under different cases, and how to prepare a financing model or cap-table discussion. The material emphasizes traceable calculations and context rather than universal scorecards.
It is an analytical aid, not financial, investment, tax, accounting, or legal advice. Use qualified professionals where those disciplines are required.
What You Get
| Path | What it provides |
|---|---|
SKILL.md |
Scope, trigger boundaries, and a concise assumptions-led working method. |
references/financial-modeling.md |
Linked statements, revenue and cost drivers, scenarios, and runway analysis. |
references/unit-economics.md |
CAC, LTV, payback, contribution margin, and segmentation guidance. |
references/pricing-strategy.md |
Pricing models, packaging, price-change tests, and trade-off analysis. |
references/fundraising.md |
Valuation methods, cap tables, term-sheet concepts, and fundraising preparation. |
references/saas-metrics.md |
ARR, retention, efficiency metrics, period alignment, and metric limitations. |
references/source-index.md |
Source provenance, review date, and authoritative reference links. |
Quick Start
This is a reference-only skill. No setup, API key, command, or dependency is required.
Triggers
- Build or review a financial model, forecast, budget, scenario, or runway analysis.
- Calculate CAC, LTV, payback, contribution margin, ARR, churn, NDR, Rule of 40, Magic Number, or burn multiple.
- Evaluate a pricing change, packaging model, fundraising scenario, cap table, valuation method, or term-sheet concept.
Requirements
No software dependencies or credentials. Useful analysis requires reliable business inputs with a defined currency, time period, and accounting basis.
Source and Maintenance
This skill was ported from magnus919/hermes-profiles at commit 867a555. See references/source-index.md for the portability boundary and source review details.