ashutoshsrivastava17/skill-library/financial-modeling
Claude Code and agent skill by ashutoshsrivastava17/skill-library
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Checking that the SKILL.md file is still in the repository.
Build financial models — assumption documentation, revenue/cost drivers, scenario toggles, sensitivity tables, and model validation. TRIGGER when: user says /financial-modeling, needs to build a financial model, or asks about forecasting and scenario analysis.
Install
npx vskill@latest install ashutoshsrivastava17/skill-library/financial-modelingSKILL.md
Financial Modeling
Process
Step 1: Define Model Purpose
| Purpose | Type | Complexity | |
|---|---|---|---|
| Fundraising | 3-statement + projections | High | |
| Project evaluation | DCF / NPV | Medium | |
| Budget planning | Revenue + expense forecast | Medium | |
| Scenario analysis | Toggle-based projections | Medium |
Step 2: Document Assumptions
| Category | Assumption | Source | Sensitivity | |
|---|---|---|---|---|
| Revenue growth | X% YoY | Historical + market | High | |
| Gross margin | X% | Last 4 quarters | Medium | |
| CAC | $X | Last 12 months | High | |
| Churn rate | X% monthly | Cohort analysis | High |
Step 3: Build Revenue Model
| Driver | Formula | Y1 | Y2 | Y3 | |
|---|---|---|---|---|---|
| New customers | Spend / CAC | X | X | X | |
| Churned | Base × churn | X | X | X | |
| Revenue | Customers × ARPU | $X | $X | $X |
Step 4: Build Cost Model
| Category | Type | Driver | Y1 | Y2 | Y3 | |
|---|---|---|---|---|---|---|
| COGS | Variable | Revenue × margin | $X | $X | $X | |
| Engineering | Semi-fixed | Headcount × salary | $X | $X | $X | |
| S&M | Variable | CAC × new | $X | $X | $X |
Step 5: Add Scenarios
| Scenario | Growth | Churn | Burn Rate | |
|---|---|---|---|---|
| Bear | X% | X% | $X/mo | |
| Base | X% | X% | $X/mo | |
| Bull | X% | X% | $X/mo |
Step 6: Validate
| Check | Method | |
|---|---|---|
| Formula audit | Trace to source | |
| Sense check | Match industry benchmarks | |
| Stress test | Extreme inputs | |
| Historical fit | Replicate actuals |
Output Format
Quality Checklist
- [ ] Assumptions documented with sources
- [ ] Formulas reference assumptions (no hardcoded numbers)
- [ ] Scenarios toggleable
- [ ] Stress-tested
- [ ] Balance sheet balances (if applicable)
Edge Cases
- For SaaS, model MRR/ARR with cohort-based churn
- For marketplaces, model both supply and demand sides
- For fundraising, include dilution impact
Security
- Security scanPassed, 90 of 100Pattern checks on the skill's files.
- Model reviewPassed
Quality evaluation
- Task evaluationNot runNo evaluation yet. Run one in Skill Studio.
Source
- SKILL.md in the repositoryCheckingfinance/skills/financial-modeling/SKILL.md
Popularity
- 7-day trend score
- 5
Not refreshed yet.
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