financial-model-review

Review financial models for unsupported assumptions, structural issues, and scenario gaps.

4.4k|856|Updated Mar 11, 2026
One-click install
npx skills add https://github.com/NateBJones-Projects/OB1 --skill financial-model-review-natebjones-projects
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: financial-model-review
Source: https://github.com/NateBJones-Projects/OB1/tree/main/skills/financial-model-review
Command: npx skills add https://github.com/NateBJones-Projects/OB1 --skill financial-model-review-natebjones-projects

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Reviews existing financial models to surface unsupported assumptions, structural weaknesses, missing downside scenarios, and whether the model is fit for a decision rather than merely well-formatted.

Core Features & Use Cases

  • Decision framing: Force the review to start from the decision the model supports and the desired standard (investor-grade, board-grade, internal planning).
  • Assumption pressure-testing: Identify fragile growth, margin, pricing, churn, and timing assumptions and label unsupported items clearly.
  • Structure and scenario checks: Expose hidden hard-codes, circular logic, inconsistent periods, missing break conditions, and absent downside scenarios.
  • Actionable verdicts: Produce a concise memo with an overall verdict, fatal issues, caution flags, and recommendations for what must change before higher-stakes use.

Quick Start

Review this forecast and return an investor-grade memo that lists fragile assumptions, structural risks, missing downside scenarios, and an overall decision recommendation.

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 for unsupported assumptions before investment diligence?

To review a financial model, force the analysis to start from the supported decision and desired standard, then identify unsupported assumptions, hidden hard codes, and missing downside scenarios to produce an actionable verdict memo.

What is financial model decision-readiness and how is it evaluated?

Decision-readiness means a forecast is fit for a decision rather than merely well-formatted. It is evaluated by checking for structural issues, missing downside scenarios, and unsupported assumptions to produce a concise memo with an overall verdict.

Can I use a spreadsheet export to identify structural issues and scenario gaps in a forecast?

Yes, you can use a spreadsheet export or pasted assumption sets to identify structural issues and scenario gaps. The review requires a model artifact or faithful export and a stated decision context to expose hidden hard-codes, circular logic, and missing break conditions.

What is the best way to pressure-test assumptions and missing downside scenarios in a sensitivity analysis?

The best way to pressure-test assumptions is to evaluate fragile inputs against a desired standard like investor-grade, exposing absent downside scenarios and labeling unsupported items clearly in a concise memo with actionable recommendations for higher-stakes use.

Does financial model review work for internal planning and board reviews without external dependencies?

Yes, financial model review works for internal planning and board reviews without external dependencies. It applies to pasted assumption sets and sensitivity analyses, requiring only a model artifact and a stated decision context to generate an actionable verdict.