financial-analyst

Automate financial modeling and SaaS metrics analysis for startups.

3|2|Updated Feb 27, 2026

Search Tags:#forecasting #budgeting #financial-modeling #scenario-analysis #runway #saas-metrics #investor-readiness

Ready to run

npx skills add https://github.com/grasberg/sofia --skill financial-analyst-grasberg

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: financial-analyst
Source: https://github.com/grasberg/sofia/tree/main/workspace/skills/financial-analyst
Command: npx skills add https://github.com/grasberg/sofia --skill financial-analyst-grasberg

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

SaaS startups and growing businesses often spend extensive time building financial models, tracking metrics, and preparing investor materials. This Skill automates financial modeling, SaaS metrics analysis, budgeting, forecasting, and investor-ready summaries to save time and reduce errors.

Core Features & Use Cases

3-statement financial modeling: income statement, balance sheet, and cash flow with scenario support.
SaaS metrics analysis: ARR/MRR, churn (logo and revenue), LTV/CAC, gross margin, and payback period.
Budgets, forecasts, and runways: monthly/quarterly projections with sensitivity analysis and contingency planning.
Investor-ready summaries: narrative explanations with tables and charts for fundraising, board decks, and due diligence.

Quick Start

Use this skill to generate initial SaaS financial projections for your startup.

Frequently Asked Questions about financial-analyst

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

FAQPage Schema

How do I build a 3-statement financial model for SaaS metrics and ARR tracking?▼

Building a 3-statement financial model for SaaS metrics requires automating income statements, balance sheets, and cash flow projections. This Skill generates these models by processing structured inputs like revenue, costs, churn, and CAC to track ARR/MRR and forecast growth paths.

What SaaS metrics are needed for investor-ready financial summaries and runway projections?▼

Investor-ready financial summaries require SaaS metrics including ARR/MRR, churn, LTV/CAC, gross margin, and burn rate. This Skill analyzes these metrics from your structured inputs to produce cash flow projections, runway calculations, and narrative explanations for fundraising and board decks.

Can I use scenario analysis for SaaS budgeting and cash flow projections?▼

Scenario analysis for SaaS budgeting supports multiple growth paths by applying sensitivity analysis to your revenue and cost assumptions. This Skill produces monthly and quarterly cash flow projections with contingency planning to help you navigate different financial outcomes.

Does this Skill require structured inputs for startup financial forecasting?▼

Startup financial forecasting requires structured inputs including revenue, costs, churn, CAC, and growth assumptions. This Skill applies these data points to automate SaaS metrics analysis, generate 3-statement models, and produce investor-ready summaries with clear documentation.

What is the best way to calculate burn rate and payback period for SaaS scenario planning?▼

Calculating burn rate and payback period for SaaS scenario planning involves analyzing your monthly cash flow and CAC payback metrics. This Skill automates these calculations alongside LTV/CAC ratios and churn analysis to support contingency planning across multiple growth trajectories.