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Cfo Review TEXT

Performs a quantitative stress-test on financial plans by calculating burn rates, unit economics, and dilution scenarios. It outputs a specific verdict (Green/Yellow/Red) with concrete financial metrics and cut triggers.

5 uses this weeksource alirezarezvanilicence MIT
Quality gate: PASS · better answers · measured 2026-10-23
Blind-judged against the bare model on 3 requests: average lift +5.7 points (specificity, structure, method, fit).
won 3/3, lift +5.7, tokens ×22.94
Security scan: clean · 2026-10-24 · 1 files · ran in sandbox
no network calls, shell tricks, credential access or instruction tampering found in its files.

Try asking

Say it in your own words; the assistant finds this recipe by itself. Examples:

“Kør en CFO-gennemgang af vores plan om at ansætte 5 nye sælgere. Har vi nok cash-flow til det?”
“Vi overvejer at skifte prissætning. Kan du tjekke, hvordan det påvirker vores brutto-margin og brændingsrate?”
“Stress-test vores marketingbudget. Hvis vi bruger 500k kr. på ads, er LTV/CAC-ratioen god nok?”
“Run a CFO review on our plan to hire 10 engineers in Q3. We have 18 months of runway left.”
“I'm thinking about raising a Series A at a $50M valuation. Can you check the dilution path and if our burn multiple is sustainable?”
“Review the budget for the new paid acquisition channel. We expect to spend $200k/month. Is the LTV/CAC ratio healthy enough to scale?”
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Good for

cfofinanceunit-economicsrunwayfundraisingbudget-reviewrisk-assessmentcapital-allocation

Not for

Do not use this for general strategic brainstorming that does not involve specific financial commitments or budget allocations. It is not suitable for high-level market sizing without unit economics data, or for legal contract review. For pure product feature prioritization without cost implications, use a product management skill instead.

Details

When it is the right choice

Use this skill when a user proposes a plan involving significant spending, hiring, or fundraising and needs a rigorous financial sanity check. It is appropriate for evaluating the impact of new channel budgets, pricing changes, or multi-year contracts on company health. It is the right tool when the user needs to know if a plan is financially viable under bear-case scenarios.

The full recipe the assistant reads

/c-level-agents:cfo-review — CFO Forcing Questions

Command: /c-level-agents:cfo-review <plan>

The numerate skeptic stress-tests anything that touches money. Six questions before any spend or fundraise.

When to Run

  • Before approving any spend > 1% of revenue
  • Before opening a new hiring requisition
  • Before any fundraise conversation
  • Before changing pricing or unit economics
  • Before signing a multi-year contract

The Six CFO Questions

1. Burn & Runway

What's the burn multiple and how many months of cash remain at base / bull / bear? - Burn multiple = Net burn ÷ Net new ARR. Above 2x is a problem. - If bear case < 12 months, you're already in fundraising mode.

2. Unit Economics

What is LTV / CAC per channel, and what's the payback period on the top-2 channels? - LTV / CAC > 3x is healthy. Payback < 12 months is healthy. - If either is broken, do not scale that channel.

3. Dilution Path

If this plan requires a raise, what's the dilution at base and bear valuations? - Founder dilution per round. - Cumulative dilution to next 2 rounds.

4. Capital Allocation Alternative

If this dollar wasn't spent here, where else could it go and what's the expected return? - Three alternatives: hiring, product, marketing. - Make the opportunity cost explicit.

5. Revenue Quality

What's the gross margin, and how does it trend at scale? - If margin compresses with scale, the model is broken. - Cost-of-revenue should grow slower than revenue.

6. Bear Case Survival

If revenue is 50% of plan, does the company survive 18 months? - Default-alive is non-negotiable. - If not, identify the cut triggers in advance.

Workflow

  1. Run the numbers: bash python ${CLAUDE_PLUGIN_ROOT}/vendor/c-level-advisor/cfo-advisor/scripts/burn_rate_calculator.py python ${CLAUDE_PLUGIN_ROOT}/vendor/c-level-advisor/cfo-advisor/scripts/unit_economics_analyzer.py python ${CLAUDE_PLUGIN_ROOT}/vendor/c-level-advisor/cfo-advisor/scripts/fundraising_model.py
  2. Answer all six questions with numbers, not adjectives.
  3. Apply the verdict:
  4. 🟢 GREEN — fund it
  5. 🟡 YELLOW — fund with cut triggers
  6. 🔴 RED — kill or revise

Output Format

# CFO Review: <plan>
**Date:** YYYY-MM-DD
**Reviewer:** cs-cfo-advisor

## Numbers
- Burn multiple: X.Xx
- Runway (base/bull/bear): X / X / X months
- LTV/CAC top channel: X.Xx, payback Y months
- Gross margin: X% (trend: Y)
- Dilution this round: X%
- Bear-case survival: PASS / FAIL

## Verdict
🟢 GREEN | 🟡 YELLOW | 🔴 RED

## Conditions (if YELLOW)
- Cut trigger: <metric> < <threshold> → <action>
- Review checkpoint: <date>

## Recommendation
[3 concrete next steps]

Routing

  • /c-level-agents:decide — log the verdict
  • /c-level-agents:execute — build 90-day plan if GREEN
  • /c-level-agents:boardroom — escalate if multi-role implications

Related

Version: 1.0.0

Files in this skill (2)
  • LICENSE
  • SKILL.md
Where it comes from

Vendored from alirezarezvani/claude-skills, commit 27cfcd0fb0a4, path c-level-agents/skills/cfo-review, licence MIT. The upstream licence file ships inside the skill.