financial-model-review

Review financial model spreadsheets for fragile assumptions and structural flaws.

Updated Apr 17, 2026
One-click install
npx skills add https://github.com/az9713/OB1-byoc-enhanced --skill financial-model-review-az9713
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: financial-model-review
Source: https://github.com/az9713/OB1-byoc-enhanced/tree/main/skills/financial-model-review
Command: npx skills add https://github.com/az9713/OB1-byoc-enhanced --skill financial-model-review-az9713

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Reviews existing financial models, forecasts, and sensitivity analyses to surface unsupported assumptions, structural weaknesses, missing downside scenarios, and decision-readiness gaps so reviewers can rely on the model for high-stakes choices.

Core Features & Use Cases

  • Assumption validation: Flags unsupported or fragile growth, margin, pricing, and churn assumptions and distinguishes unsupported from disproven.
  • Structural and scenario review: Identifies missing drivers, circular logic, inconsistent periods, hidden hard-codes, and absent downside cases.
  • Decision-focused output: Produces a clear verdict, prioritized red flags, what the model is good enough for, and remediation steps for investor or operator use.
  • Use case: An investor receives a startup's forecast spreadsheet and needs a concise memo listing fatal issues, key sensitivities, and whether the model supports proceeding to term-sheet discussions.

Quick Start

Review this spreadsheet export and tell me whether the model's assumptions and structure are decision-ready for a Series A investment.

Frequently Asked Questions about financial-model-review

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

FAQPage Schema
How do I review a financial model to find fragile assumptions before making an investment decision?

To review a financial model for fragile assumptions, you must identify unsupported growth, margin, and churn inputs, then distinguish between unsupported figures and disproven ones to assess overall decision-readiness for high-stakes choices.

What is the best way to check a spreadsheet export for missing downside scenarios during diligence?

Checking a spreadsheet export for missing downside scenarios requires analyzing sensitivity analyses to identify absent downside cases, hidden hard-codes, and circular logic, ultimately producing a clear verdict and prioritized red flags for diligence memos.

Can I use a pasted assumption set instead of a full spreadsheet export for a model review?

Yes, you can use a pasted assumption set instead of a full spreadsheet export, because the review process applies to spreadsheet exports, pasted sets, and sensitivity analyses as long as the artifact faithfully represents the underlying financial model.

How do I validate financial forecasts and structural logic to produce an investor memo?

Validating financial forecasts and structural logic involves flagging missing drivers, inconsistent periods, and circular logic, then generating decision-focused output including a clear verdict, remediation steps, and what the model is good enough for.

What are the limitations of reviewing financial models without prior context or Open Brain notes?

Without prior context or Open Brain notes, the review is limited to the provided model artifact, meaning it can still identify structural flaws and missing downside scenarios but lacks historical context to enrich the final verdict and remediation guidance.