Best for
- Building or reviewing a P&L, balance sheet, cash-flow, revenue, cost, or runway model
- Calculating CAC, LTV, contribution margin, CAC payback, or segment-level unit economics
- Evaluating pricing, packaging, price changes, or monetization
Source profileQuality 91/100
magnus919/agent-skills/financial-modeling/SKILL.md
financial-modeling
Build and review assumptions-led financial models, unit economics, pricing, fundraising scenarios, and SaaS operating metrics. Use when calculating CAC, LTV, payback, runway, ARR, churn, NDR, Rule of 40, or sales efficiency; when modeling revenue, costs, cash flow, pricing, cap tables, or financing.
- Source repository stars
- 61
- Declared platforms
- 0
- Static risk flags
- 0
- Last source update
- 2026-08-26
- Source checked
- 2026-08-28
Decision brief
What it does: where it fits
Use transparent assumptions, clearly labeled periods and units, and base/upside/downside scenarios. A model is a tool for exploring the implications of assumptions, not a prediction.
Not for
- For statistical inference, experiment design, causal analysis, or general model selection, use data-scientist.
- For insurance, actuarial, claims, reserving, solvency, credibility, tail-risk, or financial-risk statistical models, use actuarial-risk-modeling.
Compatibility matrix
Platform support, with evidence labels
| Platform | Status | Evidence | What to check |
|---|---|---|---|
| Codex | Not declared | No explicit evidence | Portability before use |
| Claude Code | Not declared | No explicit evidence | Portability before use |
| Cursor | Not declared | No explicit evidence | Portability before use |
| Gemini CLI | Not declared | No explicit evidence | Portability before use |
Installation
Inspect first. Install second.
The source command is displayed only when detected. A safe inspection prompt is always available so your agent can explain every action before execution.
Source-detected install commandSource
npx skills add https://github.com/magnus919/agent-skills --skill "financial-modeling"Safe inspection promptEditorial
Inspect the Agent Skill "financial-modeling" from https://github.com/magnus919/agent-skills/blob/531ff6753784823c878c92b988c6e55266ce09a9/financial-modeling/SKILL.md at commit 531ff6753784823c878c92b988c6e55266ce09a9. List every install step, command, network request, credential, file read/write, external action, and rollback step. Explain whether it fits my task. Do not install or execute anything until I approve.
Workflow
What the source asks the agent to do
- 01
When to Use
Load this skill when the task involves:
Building or reviewing a P&L, balance sheet, cash-flow, revenue, cost, or runway modelCalculating CAC, LTV, contribution margin, CAC payback, or segment-level unit economicsEvaluating pricing, packaging, price changes, or monetization - 02
When Not to Use
For statistical inference, experiment design, causal analysis, or general model selection, use data-scientist.
For statistical inference, experiment design, causal analysis, or general model selection, use data-scientist.For insurance, actuarial, claims, reserving, solvency, credibility, tail-risk, or financial-risk statistical models, use actuarial-risk-modeling.For the narrow question of whether a startup reaches profitability before cash runs out, use yc-default-alive-calculator. - 03
Reference Guide
Load only the reference relevant to the task:
Load only the reference relevant to the task: - 04
Templates
Review the “Templates” section in the pinned source before continuing.
Review and apply the “Templates” source section. - 05
Scripts
Review the “Scripts” section in the pinned source before continuing.
Review and apply the “Scripts” source section.
Permission review
Static risk signals and limitations
No configured static risk pattern was detected
This is not proof of safety. Runtime behavior, indirect dependencies, and hidden external systems are outside the static scan.
Evidence record
Why each signal appears
EvidenceSourceComputedTestedEditorial
| Signal | Value | Evidence type | Meaning |
|---|---|---|---|
| Quality score | 91/100 | Computed | Documentation, specificity, maintenance, and trust rules |
| Repository stars | 61 | Source | Repository attention, not individual Skill quality |
| Compatibility | 0 platforms | Source | Declared in the catalog source record |
| Usage guide | automated source guide | Editorial | Generated or reviewed according to the visible evidence level |
Pinned source
Provenance and original SKILL.md
- Repository
- magnus919/agent-skills
- Skill path
- financial-modeling/SKILL.md
- Commit
- 531ff6753784823c878c92b988c6e55266ce09a9
- License
- MIT
- Collected
- 2026-08-28
- Default branch
- main
View the original SKILL.md
Financial Modeling
Use transparent assumptions, clearly labeled periods and units, and base/upside/downside scenarios. A model is a tool for exploring the implications of assumptions, not a prediction.
Analytical-aid boundary: This skill provides analytical frameworks, not financial, investment, tax, accounting, or legal advice. Verify inputs and calculations, and consult qualified professionals for decisions that require them.
When to Use
Load this skill when the task involves:
- Building or reviewing a P&L, balance sheet, cash-flow, revenue, cost, or runway model
- Calculating CAC, LTV, contribution margin, CAC payback, or segment-level unit economics
- Evaluating pricing, packaging, price changes, or monetization
- Preparing fundraising scenarios, a cap table, valuation analysis, or term-sheet questions
- Analyzing SaaS ARR/MRR, churn, retention, NDR, Rule of 40, Magic Number, or burn multiple
- Running sensitivity analysis or comparing base, upside, and downside cases
When Not to Use
- For statistical inference, experiment design, causal analysis, or general model selection, use
data-scientist. - For insurance, actuarial, claims, reserving, solvency, credibility, tail-risk, or financial-risk statistical models, use
actuarial-risk-modeling. - For the narrow question of whether a startup reaches profitability before cash runs out, use
yc-default-alive-calculator. - Do not use this skill as a substitute for licensed financial, investment, tax, accounting, or legal advice.
- Enterprise pricing negotiations, jurisdiction-specific securities rules, and tax/accounting treatment need specialist review beyond this skill.
Reference Guide
Load only the reference relevant to the task:
| Reference | Load when |
|---|---|
| Unit economics | Calculating CAC, LTV, payback, gross margin, or contribution margin |
| Financial modeling | Building linked statements, revenue and cost models, scenarios, or runway |
| Pricing strategy | Evaluating value, packaging, tiers, price changes, or elasticity |
| Fundraising | Reviewing valuation methods, cap tables, term sheets, or fundraising process |
| SaaS metrics | Defining and interpreting ARR, churn, NDR, Rule of 40, Magic Number, or burn multiple |
| Source index | Reviewing provenance, porting scope, source URLs, and currency boundaries |
Templates
| Template | When to use |
|---|---|
| Unit economics record | Recording segment- or channel-level CAC, LTV, payback, and contribution margin with stated definitions |
| Pricing decision record | Structuring a pricing or price-change decision: options, unit-economics trade-offs, test plan, and decision |
| Fundraising scenario | Preparing a raise: size from the cash model, runway per case, fully diluted cap-table impact, and diligence prep |
| Model sanity checklist | Cross-checking a model for structure, linkage, driver consistency, and scenario coverage before sharing it |
Scripts
| Script | When to use |
|---|---|
| saas-metrics.py | Computing ARR, monthly and annualized logo churn, NDR, and Rule of 40 from stated inputs; --json for machine-readable output |
Evals
evals/evals.json — output-quality eval manifest for this skill: unit-economics review, pricing decision, fundraising scenario, SaaS metrics interpretation, model sanity check, and runway and burn analysis.
Working Method
- Define the decision, audience, currency, time period, and accounting basis before calculating anything.
- List input sources and assumptions separately from calculated outputs. Keep monthly, quarterly, and annual figures distinct.
- Build from operational drivers, then use market-level estimates only as a reasonableness check.
- Show base, upside, and downside cases; vary the assumptions that materially change cash, growth, or profitability.
- Segment customers, channels, and products when their economics differ. Do not let an average conceal a loss-making segment.
- Treat benchmarks and thresholds as context-dependent heuristics, not pass/fail rules. Compare against stage, customer segment, contract cadence, business model, and current market conditions.
- State limitations, reconcile model outputs to the relevant statements where possible, and identify inputs that need professional review.
Portability
This skill is intentionally host-neutral. Use the host agent's normal mechanisms to load the references listed above. It requires no profile system, task orchestrator, output format, scripts, or external services.
Frequently asked questions
What to verify before installation and use
What does the financial-modeling source document cover?
Use transparent assumptions, clearly labeled periods and units, and base/upside/downside scenarios. A model is a tool for exploring the implications of assumptions, not a prediction.
How do I install financial-modeling?
The source record exposes this install command: npx skills add https://github.com/magnus919/agent-skills --skill "financial-modeling". Inspect the command and pinned source before running it.
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