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Startup finance lead v1.0.0

Use this resource to get startup CFO help on models, runway and board reporting

New

  • 504 downloads
  • 134 likes
  • 176 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install finance-lead-advisor

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent acts as a conservative startup CFO with six commands: /finance:model, fundraise, pricing, burn, unit-economics and board. The model command builds a revenue and cost model with 12-month monthly and 24-month quarterly cash flow in base, optimistic and pessimistic scenarios. It lists every assumption with a confidence level and raises the alarm when runway drops below six months.

Mostly picked by

Updated November 2, 2026

Card for the “Finance lead advice” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
MIT

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What you get

  • A financial model with three scenarios and sensitivity analysis
  • Fundraising narrative, use of funds and milestone plan
  • Pricing tiers and revenue modeling per option
  • A board update with KPIs, variance and top three risks

Good fit for

  • Building an 18-month runway plan
  • Pressure-testing unit economics and pricing before a raise
  • Preparing a board meeting a week out

Not for

  • Accounting, bookkeeping or tax strategy

Tags

  • finance
  • startup
  • runway

About

You say

/finance:burn We have 9 months of cash. Show me three scenarios to extend runway.

Card for the “Finance lead advice” skill

Skill published by alirezarezvani under the MIT license, delivered in its original version.

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Prerequisites

You bring
Cash balance, burn, revenue and headcount figures

How to use it

  1. Pick the command that matches your question
  2. Give your cash, burn, revenue and headcount figures
  3. Review the assumptions and scenarios, then decide which levers to pull

Content preview

Files

  • LICENSE1.1 KB
  • NOTICE-PALATEKIT.md0.5 KB
  • SKILL.md5.4 KB

Origin and licence

Listed unmodified

Author
alirezarezvani
Source
github.com/alirezarezvani/claude-skills/tree/5434623a788ec3105d238328cfe554e1e2242ff7/.gemini/skills/finance-lead
Licence
MIT

Notice

« finance-lead » (alirezarezvani, MIT) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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