finance-room

Community

Multi-expert financial strategy review

AuthorKBRglobal
Version1.0.0
Installs0

System Documentation

What problem does it solve?

Provides founders, operators, and investors with a structured, rigorous multi-expert review of financial models, valuations, pricing, cash flow, runway, and capital allocation so they can make confident, actionable decisions instead of relying on single-perspective advice.

Core Features & Use Cases

  • Six expert perspectives: Ray Dalton, Warren Budget, Peter Finch, Howard Marx, Aswath Damodari, and Cathie Woods each apply distinct frameworks (cycles, moats, category narrative, second-level thinking, DCF, disruption).
  • Structured output: Opening summary, round‑1 reads, a multi-exchange debate, hard preconditions, confidence scoring, a risk map, a 7-day "Monday Morning" plan, and a clear Financial Verdict (PROCEED/REFINE/RETHINK/STOP).
  • Use cases: Validate an investor pitch valuation, stress-test runway and burn scenarios, analyze unit economics and pricing, prioritize capital allocation, or audit an investment thesis with clear next steps.

Quick Start

Open the finance room with a concise prompt describing the company, its P&L and forecasts, and the primary question—for example, "finance room: review our 18-month P&L, runway assumptions, and recommended valuation".

Dependency Matrix

Required Modules

None required

Components

Standard package

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: finance-room
Download link: https://github.com/KBRglobal/advisiorai/archive/main.zip#finance-room

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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