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cfo-advisor

Build DCF valuations, Monte Carlo simulations, and board-ready financial packages.

9|1|Updated Apr 16, 2026
Search Tags:#valuation#financial-modeling#dcf#monte-carlo#cash-flow#ratio-analysis#board-presentation
One-click install
npx skills add https://github.com/CarbeneAI/Forge --skill cfo-advisor-carbeneai
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: cfo-advisor
Source: https://github.com/CarbeneAI/Forge/tree/main/.claude/skills/cfo-advisor
Command: npx skills add https://github.com/CarbeneAI/Forge --skill cfo-advisor-carbeneai

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Provides senior financial leadership support to eliminate uncertainty in valuation, forecasting, and capital allocation by delivering rigorous models, risk analysis, and board-ready summaries that CFOs and finance leaders can act on.

Core Features & Use Cases

  • Comprehensive Valuation & Modeling: Build DCF valuations, three-statement models, LBO and merger models, and produce price-per-share and multiple analyses for fundraising or M&A decisions.
  • Probabilistic Risk Analysis: Run Monte Carlo simulations with correlated variables, generate percentile outcomes (P10/P50/P90), tornado diagrams, VaR/CVaR and sensitivity tables.
  • Operational Finance & Reporting: Generate cash flow forecasts (including 13-week forecasts), working capital optimization recommendations, KPI dashboards, and investor/board financial packages.
  • Use Case Example: Prepare a 24-month, monthly three-statement model for a SaaS company with DCF valuation, run 10,000-iteration Monte Carlo on revenue growth and churn, and produce a board package with sensitivity tables and runway analysis.

Quick Start

Analyze our historical financials and build a 24-month three-statement model with DCF valuation, sensitivity tables, and a concise board-ready executive summary.

Frequently Asked Questions about cfo-advisor

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I build a DCF valuation with Monte Carlo simulations for a board presentation?▼

Build a DCF valuation with Monte Carlo simulations by running probabilistic iterations on key variables to generate P10/P50/P90 percentile outcomes, sensitivity tables, and concise executive summaries suitable for board presentations and fundraising materials.

What is the best way to create a 13-week cash flow forecast for working capital optimization?▼

Create a 13-week cash flow forecast by analyzing historical financials and generating working capital optimization recommendations alongside KPI dashboards and output-ready financial models for operational finance reporting.

Can I use this for three-statement modeling and LBO or merger model preparation?▼

Use this for three-statement modeling, LBO and merger models, and price-per-share analyses. It processes CFO-level workflows to produce output-ready financial models for fundraising or M&A decisions.

How do you calculate VaR and CVaR for capital allocation risk analysis?▼

Calculate VaR and CVaR by running Monte Carlo simulations with correlated variables, generating tornado diagrams and percentile distributions that quantify risk exposure for capital allocation decisions.

Does this support ratio benchmarking and scenario analysis for SaaS companies?▼

Support ratio benchmarking and scenario analysis by applying sensitivity tables and forecasting to SaaS company metrics, generating monthly three-statement models with runway analysis and churn modeling.

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