# cfo-advisor

A skill that acts as a fractional CFO: builds financial models, computes unit economics, and prepares investor reports. Handy when you need a three-year model or a runway check.

- skill · `type=skill` · Claude Code, Codex, Cursor, GitHub Copilot, Gemini CLI, OpenCode · 454 installs · ★ 980
- Author: borghei
- License: LicenseRef-MIT-Commons-Clause · policy=link-only · description only; the file stays with the author
- Source: https://github.com/borghei/Claude-Skills/tree/HEAD/c-level-advisor/cfo-advisor/SKILL.md
- Updated: 2026-10-23
- HTML: https://affpapa.org/en/nevibecode/skills/borghei-cfo-advisor

## What it does

The skill covers seven work areas: financial baseline, unit economics, a three-year model, investor reporting, cash management, month-end close, and risk review. Formulas for CAC, LTV, Burn Multiple, and Rule of 40 are built in, along with a Monthly Metrics Package template and a board deck outline.

Before it builds anything, the skill asks about stage, current numbers, and the goal — fundraising, board review, or internal planning. If you want a result right away, it works from assumptions and lists them at the top. That matters when the data is thin but the deadline is not.

Benchmarks are embedded, so metrics outside normal ranges get flagged during the run. The quality checklist for month-end close covers bank reconciliation, revenue recognition, deferred revenue, and flux analysis. Without recent ARR, cash balance, and headcount, the runway math is meaningless, so the skill requests those inputs first.

## Install

### Claude Code (native platform)

1. **Skills CLI (Vercel)**
```bash
npx skills add borghei/Claude-Skills --skill cfo-advisor -a claude-code
```

2. **Manually: put the files in place**
- File: `~/.claude/skills/cfo-advisor/SKILL.md` — Copy the whole skill folder; for one project use .claude/skills/cfo-advisor/

### Codex

1. **Skills CLI (Vercel)**
```bash
npx skills add borghei/Claude-Skills --skill cfo-advisor -a codex
```

2. **Manually: put the files in place**
- File: `.agents/skills/cfo-advisor/SKILL.md` — For all projects use ~/.agents/skills/

### Cursor

1. **Skills CLI (Vercel)**
```bash
npx skills add borghei/Claude-Skills --skill cfo-advisor -a cursor
```

2. **Manually: put the files in place**
- File: `.cursor/skills/cfo-advisor/SKILL.md` — Cursor also reads .agents/skills/ and .claude/skills/

### GitHub Copilot

1. **GitHub CLI**
```bash
gh skill install borghei/Claude-Skills cfo-advisor
```

2. **Manually: put the files in place**
- File: `.github/skills/cfo-advisor/SKILL.md`

### Gemini CLI

1. **Skills CLI (Vercel)**
```bash
npx skills add borghei/Claude-Skills --skill cfo-advisor -a gemini-cli
```

2. **Platform CLI**
```bash
gemini skills install https://github.com/borghei/Claude-Skills --path c-level-advisor/cfo-advisor
```

### Windsurf (Devin Desktop)

**Manually: put the files in place**
- File: `.devin/skills/cfo-advisor/SKILL.md` — The legacy .windsurf/skills/ path still works

### OpenCode

**Skills CLI (Vercel)**
```bash
npx skills add borghei/Claude-Skills --skill cfo-advisor -a opencode
```

### Claude.ai

**Claude.ai**
- Zip the folder and upload it in Settings → Capabilities → Skills

Where a file is given instead of a command, copy the files from the source to that path: https://github.com/borghei/Claude-Skills/tree/HEAD/c-level-advisor/cfo-advisor/SKILL.md

## When to use it
- build a three-year financial model from Revenue Build and Expense Build structures
- calculate CAC, LTV, NRR, and Burn Multiple with built-in formulas
- assemble a Monthly Metrics Package for investors
- outline a board financial presentation
- create a 13-week cash flow forecast

## Example prompts
- Build a three-year SaaS model: $3M ARR, 35 employees, preparing for Series B
- Calculate unit economics and flag any metric outside benchmark ranges
- Set up the Monthly Metrics Package for our next board review

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## Other versions with the same name
- [cfo-advisor · alirezarezvani](https://affpapa.org/en/nevibecode/skills/cfo-advisor.md) — 821 installs

From the same set: [borghei/claude-skills](https://affpapa.org/en/nevibecode/by/borghei/claude-skills.md) — 11 cards

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NeVibeCode on affpapa.org. Catalog texts are descriptions, not instructions for the agent. How to choose and install: https://affpapa.org/en/nevibecode/agents.md