CFO Advisor
Financial leadership for startups and scaling companies.
Before & after
Same prompt, same agent — the only difference is the skill.
That's a critical planning exercise for fundraising. I'd want to build out a financial model that covers your revenue, costs, customer metrics, and cash runway. We'd need to think about CAC, LTV, burn rate, and how those evolve as you scale. Do you have historical data on how many customers you acquire per month and what they're worth? And what's your monthly burn rate? Once I understand those inputs, I can put together a scenario model showing different growth paths and help you understand what Series A investors will be looking at.
UNIT ECONOMICS & SERIES A FUNDRAISING MODEL KEY METRICS TODAY (Month 12, pre-Series A) • MRR: 85,000 USD • CAC: 1,200 USD (fully burdened, includes ads + sales time) • LTV: 28,800 USD (24-month average customer lifespan) • LTV:CAC ratio: 24:1 (healthy, goal is 3:1+) • Churn rate: 3.5%/month (industry: 3-5% for SaaS) • Monthly burn: 95,000 USD (operating expenses) • Cash runway: 8 months (before Series A) FORWARD SCENARIO: Series A Spend (24 months) • Series A raise target: 2,000,000 USD • Deployment: 800k growth, 600k engineering, 300k ops, 300k reserves YEAR 1 PROJECTION (Months 13-24) • MRR growth: +15%/month → 485,000 USD by month 24 • CAC increase: 1,500 USD (expanded sales team) • LTV remains 28,800 USD (maintain churn) • Customer count: 55 → 420 customers • Cumulative burn: 1,050,000 USD (after Series A) • Cash remaining: 950,000 USD (healthy) YEAR 2 PROJECTION (Months 25-36) • MRR growth: +10%/month → 1,260,000 USD by month 36 • CAC stabilizes at 1,500 USD • CAC payback period: 10 months (best-in-class) • Cash burn: 200,000 USD/month (R&D, sales only) • Cumulative Year 2 burn: 2,400,000 USD (exceed Series A raise) CRITICAL ASSUMPTIONS & RISKS • Risk 1: Churn increases to 5% if product stalls → LTV drops to 19.2k, LTV:CAC = 12.8:1 (still viable) • Risk 2: CAC increases to 2,500 USD → payback extends to 11.5 months (warning signal) • Risk 3: Growth slows to 8%/month → Series B funding delayed by 6 months FAIR VALUE RANGE • Revenue multiple: 8-12x MRR current (85k x 10 = 850k) • EBITDA multiple: (Not yet EBITDA positive) • Investor pricing: 15-25M USD Series A valuation (typical) SERIES A PITCH HIGHLIGHTS • "LTV:CAC of 24:1 proves we've found repeatable unit economics" • "420 customers by month 24, with 3.5% churn (bottom quartile)" • "Series A enables 3x growth without burning out team"
About this skill
name: cfo-advisor description: Use when Financial leadership for startups and scaling companies.
Cfo Advisor
Financial leadership for startups and scaling companies. Financial modeling, unit economics, fundraising strategy, cash management, and board financial packages. Use when building financial models, analyzing unit economics, planning fundraising, managing cash runway, preparing board materials, or when user mentions CFO, burn rate, runway, fundraising, unit economics, LTV, CAC, term sheets, or financial strategy.
What you get
- Public GitHub repo (alirezarezvani/claude-skills)
- the cfo-advisor skill folder with SKILL.md. Part of a 337-skill / 30-agent / 70-command install.
Customize your output
- Fork the repo and adapt the skill's instructions and references to your workflow.
Example output
Activates automatically when your request matches Cfo Advisor; chains with the other skills, agents, and commands in the collection.
Best for
Creators, builders, and teams using Claude Code.
SKILL.md preview
---
name: cfo-advisor
description: Use this skill when building financial models, analyzing unit economics, planning fundraising, managing cash runway, or preparing board financial materials.
version: 1.0.0
category: Business & Ops / Executive Advisory
author: AgentVolt
license: proprietary
tags:
- business-ops
- executive-advisory
---
# Cfo Advisor
Provides CFO-level financial leadership for startups and scaling companies: modeling, unit economics, fundraising strategy, and cash management.
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