fm-1-scope

What problem does it solve?

Building financial models without structured scoping leads to missed requirements, costly rework, and deliverables that fail to meet stakeholder decision-making needs, especially for complex industry-specific models.

Core Features & Use Cases

• Interactive Multi-Round Requirements Gathering: Conducts tailored conversations to capture business context, model purpose, audience, and decision needs, avoiding generic one-size-fits-all questioning.
• Industry-Specific Guidance: Suggests standard revenue drivers, cost structures, key metrics, and common pitfalls for 9 industries (mining, energy, real estate, SaaS, etc.) the user may not have considered.
• Effort Estimation & Quoting: Optional sub-skill that calculates build time, QA hours, and fee ranges based on model complexity, section count, and applicable multipliers.
• Use Case: A user building a project finance model for a renewable energy asset can get guided questions about PPA terms, CapEx scheduling, and debt sculpting, plus a realistic time and cost estimate before starting construction.

Quick Start

Tell the skill you need to scope a new financial model for your renewable energy project, and it will guide you through a structured conversation to capture all requirements and provide an effort estimate if requested.