Research Finance

Budget and finance research with every assumption surfaced; capitalize-vs-expense calls route to a named finance owner.

Research & Data / Researchresearch-dataresearch
by AgentVoltv1.0.0Published 1y ago1 install
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Before & after

Same prompt, same agent — the only difference is the skill.

PromptBuild a 24-month budget for our AI research program.
Beforegeneric AI agent
Building an R&D budget requires thinking about your team size, infrastructure costs, and how long you expect the program to run. You'd want to project headcount growth, estimate server and compute costs, and account for any external services or data you'll need. You'll probably want a contingency buffer. Some costs are direct (salaries, cloud) and some are indirect overhead. I'd recommend building this in a spreadsheet and testing different scenarios. How many people do you plan to hire? What's your expected compute spend? Do you have any major milestones that need specific resources? Once you tell me more, I can help you structure the budget.
Afterwith Research Finance
R&D PROGRAM BUDGET — 24 months
Program goal: Develop production ML model for customer churn prediction
Start date: August 2026

BUDGET OVERVIEW:
Year 1 (Aug 2026 - Jul 2027): 1,240,000
Year 2 (Aug 2027 - Jul 2028): 1,580,000
Total: 2,820,000

DIRECT COSTS (70% of budget):
Headcount: 1,240,000
  Lead researcher (Year 1-2): 180,000
  2 senior ML engineers (year 1-2): 360,000
  1 junior engineer (year 2 start): 120,000
  Data engineer (year 1-2): 160,000
  Salary growth 3% annual: included
Compute/infrastructure: 420,000
  Cloud GPU spend (AWS/GCP): 240,000
  Data storage and pipelines: 120,000
  Software licenses: 60,000

INDIRECT COSTS — F&A (30% of direct): 498,000
Allocated at 30% rate per institutional policy

ASSSUMPTIONS DOCUMENTED:
• Hiring 3 headcount by month 6
• GPU utilization 60% during training phases
• 15% cost reduction from cloud volume commitments in year 2
• Assumes no major turnover

VALUE INFLECTION MILESTONES:
Month 6: Data pipeline validated (go/no-go decision point)
Month 12: Model achieves 92% accuracy on holdout set
Month 18: Production deployment in 3 customer accounts
Month 24: Model improving customer retention by 5% minimum

BURN RATE: 103,300 monthly average (year 1), 131,700 (year 2)
Runway: Full 24 months funded. Recommend milestone reviews every quarter.

NOTE: This budget analysis is for planning purposes only, not accounting guidance. Route capitalize-vs-expense decisions to finance team for final treatment.

About this skill


name: research-finance description: Use when Use when managing the money for an internal R&D program or portfolio — building a multi-period program budget with the F&A (indirect) split, tracking burn rate and runway against value-inflection m...

Research Finance

Use when managing the money for an internal R&D program or portfolio — building a multi-period program budget with the F&A (indirect) split, tracking burn rate and runway against value-inflection milestones, or routing R&D cost items to a capitalize-vs-expense determination. Every budget output surfaces its assumptions block; capitalize-vs-expense is decision-support only and routes to a named finance owner — it never books an entry or decides accounting treatment. Distinct from finance/financial-analysis (corporate DCF, close, valuation) and research/grants (funding discovery — this manages money already won).

What you get

  • Public GitHub repo (alirezarezvani/claude-skills)
  • the research-finance 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 Research Finance; chains with the other skills, agents, and commands in the collection.

Best for

Creators, builders, and teams using Claude Code.

SKILL.md preview

SKILL.md
---
name: research-finance
description: Use when managing the money for an internal R&D program or portfolio, building program budgets, tracking burn rate and runway, or routing R&D costs to a capitalize-vs-expense determination.
version: 1.0.0
category: Research & Data / Research
author: AgentVolt
license: proprietary
tags:
  - research-data
  - research
---

# Research Finance

Every budget output surfaces its assumptions block; capitalize-vs-expense is decision-support only and routes to a named finance owner — it never books an entry or decides accounting treatment.

## When to use

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