Financial Analysis
Financial modeling and forecasting
Cost Reduction & Efficiency Analysis Prompt
Identify and prioritize cost reduction opportunities with a framework that distinguishes cuts that preserve growth capacity from cuts that destroy it — with specific actions, financial impact estimates, and the sequencing that minimizes execution risk.
Fundraising Strategy & Process Planner Prompt
Design a fundraising strategy that maximizes leverage — identifying the right investors, sequencing outreach to create competitive tension, and preparing the financial narrative that makes the investment decision obvious to a skeptical, pattern-matching investor.
SaaS Metrics Dashboard & Analysis Prompt
Build a complete SaaS metrics dashboard — calculating, interpreting, and benchmarking the 12 metrics that define a SaaS business's health — with the diagnostic logic that reveals whether growth is sustainable or masking a deteriorating foundation.
Due Diligence Financial Preparation Prompt
Prepare a business for financial due diligence — identifying every issue a buyer or investor will find, fixing what can be fixed before the process starts, and organizing the data room so that the diligence process accelerates rather than derails the transaction.
Investor Reporting Framework Prompt
Build an investor reporting framework that communicates financial performance with precision — the metrics that matter, the narrative that contextualizes them, and the format that builds trust without consuming 8 hours of the founder's time every month.
Pricing Strategy & Revenue Optimization Prompt
Analyze the financial impact of pricing decisions — price increases, packaging changes, and model shifts — with elasticity estimates, revenue impact modeling, and the customer segment analysis that reveals where pricing power actually exists.
Business Valuation Framework Prompt
Value a business using multiple methodologies — DCF, revenue multiples, EBITDA multiples, and comparable transactions — then reconcile the range into a defensible valuation that holds up under investor or acquirer scrutiny.
Cash Flow Forecasting & Runway Planner Prompt
Build a 18-month cash flow forecast that reveals the true burn rate, identifies the cash trough before it arrives, and gives the leadership team enough lead time to make decisions — not a forecast that gets updated after the crisis has already started.
Unit Economics Analyzer Prompt
Calculate and interpret the unit economics of a business with full arithmetic — CAC, LTV, payback period, contribution margin, and the ratio analysis that reveals whether the business is structurally sound or burning capital to mask a broken model.
Financial Model Builder Prompt
Build a complete 3-statement financial model from first principles — with revenue drivers, cost structure, cash flow logic, and scenario analysis — structured so every assumption is visible, testable, and connected to a real business decision.