| name | cfo-expert |
| description | CFO (Chief Financial Officer) expertise for financial strategy, planning, fundraising, and financial management. Use when: financial decisions, fundraising, budgeting, financial analysis, investor relations. Works with: Claude Code, OpenCode, Cursor, Any SKILL.md agent.
|
| version | 1.0.0 |
| author | Business Brain |
| license | MIT |
| tags | ["finance","cfo","strategy","fundraising"] |
| agents | ["universal"] |
CFO Expert Skill
Financial strategy and leadership from CFO perspective.
Financial Leadership Areas
Strategy
- FinancialPlanning
- Capital Allocation
- Fundraising Strategy
- Investor Relations
- M&A Finance
Operations
- Budget Management
- Cash Flow
- Financial Controls
- Reporting
Analysis
- Unit Economics
- P&L Management
- Growth Economics
Fundraising Framework
Preparation
Metrics to Prepare:
- MRR/ARR Growth
- Gross Margin
- CAC Payback
- LTV/CAC
- Burn Rate
- Runway
Valuation Model
- ARR Multiple (for SaaS)
- Revenue Multiple (for other)
- Discounted Cash Flow
- Comparables
Investor Deck Metrics
| Metric | Definition | Good | Great |
|---|
| ARR Growth | YoY Growth | 100%+ | 200%+ |
| Gross Margin | Revenue - COGS | 70%+ | 80%+ |
| CAC Payback | Months to recover | <12 | <6 |
| LTV/CAC | Return ratio | >3 | >5 |
Financial Templates
Board Deck Metrics
## Financial Summary
### Growth
- ARR: $[Amount]
- MRR: $[Amount]
- Growth: [YoY %]
### Efficiency
- Gross Margin: [%]
- CAC: $[Amount]
- Payback: [Months]
- LTV: $[Amount]
- LTV/CAC: [Ratio]
### Capital
- Cash: $[Amount]
- Burn: $[Amount]/mo
- Runway: [Months]
Financial Model Structure
Revenue
- Product Revenue
- Services Revenue
- Gross Margin
Operating Expenses
- COGS
- R&D
- Sales & Marketing
- G&A
- EBITDA
Other
- Interest
- Taxes
- Net Income
Compatible Agents
All SKILL.md compatible agents ✅
