financial-model-review

Review financial models for assumption risk and decision readiness.

Updated Apr 4, 2026
One-click install
npx skills add https://github.com/robwestz/ob1_workspace --skill financial-model-review-robwestz
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: financial-model-review
Source: https://github.com/robwestz/ob1_workspace/tree/main/skills/financial-model-review
Command: npx skills add https://github.com/robwestz/ob1_workspace --skill financial-model-review-robwestz

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill helps you evaluate whether an existing financial model is trustworthy enough to support a real decision, instead of merely looking polished or complete.

Core Features & Use Cases

  • Assumption Review: Checks whether growth, margin, pricing, churn, and timing assumptions are supported.
  • Structure and Logic Audit: Flags missing drivers, hidden hard-codes, inconsistent periods, and unsupported roll-forwards.
  • Scenario and Downside Testing: Looks for break cases, weak sensitivities, and absent downside scenarios.
  • Use Case: Use it when reviewing a startup forecast, operating plan, fundraising model, or deal model before writing a memo or making a decision.

Quick Start

Review the attached financial model and tell me which assumptions are fragile and whether it is decision-ready.

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 check if it is decision-ready?

To review a financial model for decision readiness, audit its structure and assumptions to identify fragile drivers, hidden hard-codes, and missing downside scenarios before making a decision.

What is the best way to stress-test startup forecast assumptions?

Stress-testing startup forecast assumptions involves evaluating growth, margin, and churn drivers against scenario sets to flag unsupported roll-forwards and identify break cases in the model.

How do I audit a financial model for hidden hard-codes and missing drivers?

Auditing a financial model for hidden hard-codes requires checking the forecast structure and logic to flag inconsistent periods, unsupported roll-forwards, and absent sensitivity scenarios.

Can I use this to review an operating plan for investor diligence?

Yes, you can review an operating plan for investor diligence by evaluating the model export to check whether timing and pricing assumptions are supported and if the model is decision-ready.

When should I stress-test a deal model for downside scenarios?

You should stress-test a deal model for downside scenarios before writing a memo to identify break conditions, evaluate weak sensitivities, and ensure the assumption set supports a real decision.

What do I need to evaluate scenario sets and break conditions in a financial model?

To evaluate scenario sets and break conditions, you need a faithful model export or assumption set with visible structure and outputs to properly assess unsupported drivers and decision readiness.