finance-room

Review financial models, valuations, pricing, and runway scenarios with multi-expert advisory.

Updated Apr 12, 2026
One-click install
npx skills add https://github.com/KBRglobal/advisiorai --skill finance-room
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: finance-room
Source: https://github.com/KBRglobal/advisiorai/tree/main/skills/finance-room
Command: npx skills add https://github.com/KBRglobal/advisiorai --skill finance-room

SYSTEM DOCUMENTATION & REQUIREMENTS

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".

Frequently Asked Questions about finance-room

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

FAQPage Schema
How do I stress-test startup runway and cash flow projections for investors?

Startup runway and cash flow projections are stress-tested by applying multi-expert financial reviews that simulate burn scenarios and evaluate unit economics, yielding a timed debate, risk map, and a clear PROCEED or STOP verdict.

What is the best way to validate a DCF valuation and pricing strategy before a pitch?

DCF valuation and pricing strategy validation requires applying distinct investor frameworks like moats and second-level thinking to your forecasts, which produces confidence scores, hard preconditions, and a prioritized week-one capital allocation plan.

Can I use multi-expert financial modeling to audit unit economics for an operating business?

Multi-expert financial modeling audits unit economics for operating businesses by applying six distinct analytical perspectives to P&L analysis and cash flow forecasts, delivering structured expert reads and a comprehensive investment risk map.

How does a multi-expert financial review evaluate an early-stage investment thesis?

A multi-expert financial review evaluates an early-stage investment thesis by applying category narrative and disruption frameworks to the model, generating hard questions, confidence scoring, and a final Financial Verdict.

What financial data do I need to provide for a comprehensive valuation and risk assessment?

Comprehensive valuation and risk assessment requires providing a concise prompt describing the company, its P&L, financial forecasts, and the primary financial question to generate structured outputs and actionable capital allocation steps.

When should I use a structured financial verdict framework instead of single-perspective advice?

A structured financial verdict framework should be used instead of single-perspective advice when validating investor pitch valuations or prioritizing capital allocation, ensuring confident decisions through stress tests and multi-exchange expert debates.