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CFO-grade finance skill for investor updates, board decks, P&L, runway/burn, unit economics (LTV/CAC/ROAS), client concentration (HHI), cohort retention, FX, and finance modeling.
Codex または Claude でインストール この Prompt をコピーして Codex、Claude、または他のアシスタントに貼り付けると、Skill ページを確認してインストールできます。
SOC 職業分類に基づく
Create or update TheOneKit agent .md files with canonical structure. Use when adding a new agent, updating maxTurns/model, or fixing frontmatter fields.
Design and review agentic systems against Claude Code architecture canon — agent loops, tool interfaces, prompt-cache strategy, MCP/hooks/memory primitives, CLI vs Agent SDK.
Answer technical questions with context-aware skill activation. Use for 'how does X work', 'what is the best way to', 'explain this pattern' queries.
Monitor a PR to green+merged. Use for: 'babysit pr', 'watch pr', 'monitor pr', 'flaky ci', 'auto merge'. Retries flaky CI, resolves simple conflicts, auto-merges when approved+green.
Generate ideas and explore solutions with context-aware skill activation. Use for 'how should I approach X', 'what are the options for Y', 'help me think through this'.
Cap-table + equity administration for US/foreign C-Corps — Carta vs Pulley vs AngelList Stack comparison, 83(b) elections (30-day strict deadline, NO extensions), 409A valuations ($1.5-3K), SAFE notes (YC post-money template), Series Seed terms, vesting agreements, founder reverse vesting. Pre-Series A: DIY spreadsheet or Pulley Startup ($1,200/yr) sufficient.
| name | t1k:finance |
| description | CFO-grade finance skill for investor updates, board decks, P&L, runway/burn, unit economics (LTV/CAC/ROAS), client concentration (HHI), cohort retention, FX, and finance modeling. |
| keywords | ["finance","cfo","investor report","investor update","monthly finance","board deck","p&l","pnl","profit and loss","runway","burn","cash flow","unit economics","ltv","cac","roas","client concentration","hhi","revenue concentration","cohort retention","mrr","nrr","churn","arpu","rule of 40","burn multiple","fx rate","currency conversion","financial model","kpi dashboard"] |
| argument-hint | [audience: investor|internal|board] [topic?] |
| effort | medium |
| version | 0.21.2 |
| origin | theonekit-core |
| repository | The1Studio/theonekit-core |
| module | t1k-finance |
| protected | true |
A knowledge-base skill for generating finance reports tailored to audience (investor / internal ops / board / founders) from raw monthly P&L + client + headcount data. Covers services firms, SaaS/product businesses, and ad-arbitrage (UA) in one unified framework — most real studios and ops-heavy startups are hybrids.
IS: Framework, methodology, KPI definitions, chart patterns, data-model patterns, worked examples, audience-aware templates. A CFO-grade reasoning toolkit.
IS NOT: A replacement for a licensed accountant/auditor. Does not generate tax filings, audit opinions, or compliance sign-off. All output is review input, not final authority. See charter.md for full boundaries.
| User asks about… | Primary reference(s) |
|---|---|
| "investor update", "investor email", "monthly investor report" | references/audiences.md → templates/investor-monthly.md |
| "board deck", "quarterly board report", "board metrics" | references/audiences.md → templates/board-quarterly.md |
| "monthly ops", "variance to plan", "internal finance review" | references/audiences.md → templates/ops-monthly-variance.md |
| "runway", "burn", "cash position", "default-alive test" | references/cash-runway.md |
| "unit economics", "LTV", "CAC", "payback", "Rule of 40", "burn multiple" | references/unit-economics.md |
| "client concentration", "HHI", "revenue concentration", "top client risk" | references/client-concentration.md |
| "client retention", "cohort", "churn vs pause", "new vs existing client" | references/client-concentration.md |
| "ROAS", "CPI", "cohort ROAS", "UA payback", "ad arbitrage" | references/unit-economics.md → UA section |
| "P&L", "income statement", "gross margin", "OpEx", "COGS" | references/p-and-l.md |
| "multi-currency", "FX rate", "USD/VND", "currency conversion" | references/multi-currency-fx.md |
| "how to structure finance YAML", "data model", "period rollup" | references/data-modeling.md |
| "waterfall chart", "stacked bar", "cohort heatmap", "accessibility" | references/visualization.md |
| "vanity metric", "non-GAAP reconciliation", "finance report mistake" | references/gotchas.md |
| "services KPI", "utilization", "revenue per head", "billable rate" | references/unit-economics.md → Services section |
AskUserQuestion: investor / internal / board / founders.references/first-principles.md — anchor every analysis in accrual vs cash, matching, conservatism, entity.references/audiences.md — get the audience-specific section checklist + top KPIs + commentary style + cadence.references/gotchas.md for the 10 anti-patterns BEFORE drafting output. Currency mix-ups and double-counting are the most common.Every finance output starts with one question: "Who is reading this, and what decision must they make?" Investors decide funding/valuation → narrative + trajectory + unit economics. Internal ops decide resource allocation → variance + utilization + margin. Board decides strategy + risk → concentration + runway + scenario. Founders decide priorities → simple dashboards + red flags. The data is the same; the framing differs. Use one monthly SSOT table and re-project per audience.
This skill registers t1k-finance in the theonekit-core activation fragment. Keywords (see YAML frontmatter above) auto-activate this skill whenever finance/investor/board/CFO language appears in the user prompt.