Build 3-5 year financial models with revenue projections, cost structures, and scenario planning for startups.
Works with
Cohort-based revenue modeling with customer acquisition, retention, and ARPU inputs; supports SaaS, marketplace, e-commerce, and services business models
Comprehensive cost structure breakdown across COGS, S&M, R&D, and G&A with fixed vs. variable categorization and scaling assumptions
Cash flow analysis including monthly burn rate, runway calculation, and fun
AI-first code editor with Composer
Before installing skills in Cursor, ensure your development environment meets these requirements:
node --versionstartup-financial-modelingExecute the skills CLI command in your project's root directory to begin installation:
Fetches startup-financial-modeling from wshobson/agents and configures it for Cursor.
The CLI shows a list of agents. Use arrow keys and space to select Cursor:
Confirm successful installation by checking the skill directory location:
Restart Cursor to activate startup-financial-modeling. Access via /startup-financial-modeling in your agent's command palette.
We perform automated surface-level scans (Gen AI Scanner, Socket, Snyk) during installation. These checks detect common vulnerabilities but do not guarantee complete security. Always review skill source code and verify the publisher's reputation before production use.
Skills execute code in your environment. Always review source, verify the publisher, and test in isolation before production.
Submit your Claude Code skill and start earning
Create detailed user stories, acceptance criteria, and feature specs
Example
Generate user stories for 'password reset feature' with acceptance criteria, edge cases, and test scenarios
Reduce spec writing time by 50%, ensure comprehensive coverage
Research competitors, compare features, identify gaps
Example
Analyze 5 competitor products, create feature comparison matrix, suggest differentiation opportunities
Complete competitive research in 2 hours instead of 2 days
Evaluate features using frameworks (RICE, ICE, Kano) and create prioritized backlogs
Example
Score 20 feature ideas using RICE framework, generate prioritized roadmap with rationale
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Build comprehensive 3-5 year financial models with revenue projections, cost structures, cash flow analysis, and scenario planning for early-stage startups.
Financial modeling provides the quantitative foundation for startup strategy, fundraising, and operational planning. Create realistic projections using cohort-based revenue modeling, detailed cost structures, and scenario analysis to support decision-making and investor presentations.
Cohort-Based Projections: Build revenue from customer acquisition and retention by cohort.
Formula:
MRR = Σ (Cohort Size × Retention Rate × ARPU)
ARR = MRR × 12
Key Inputs:
Operating Expenses Categories:
Cost of Goods Sold (COGS)
Sales & Marketing (S&M)
Research & Development (R&D)
General & Administrative (G&A)
Components:
Formula:
Runway = Current Cash Balance / Monthly Burn Rate
Monthly Burn = Monthly Revenue - Monthly Expenses
Role-Based Hiring Plan: Track headcount by department and role.
Key Metrics:
Typical Ratios (Early-Stage SaaS):
Conservative Scenario (P10):
Base Scenario (P50):
Optimistic Scenario (P90):
Detailed Projections: 3 Years
High-Level Projections: Years 4-5
Clarify revenue model and pricing.
SaaS Model:
Marketplace Model:
Transactional Model:
Use cohort-based methodology for accuracy.
Monthly Customer Acquisition: Define new customers acquired each month.
Retention Curve: Model customer retention over time.
Typical SaaS Retention:
Revenue Calculation: For each cohort, calculate retained customers × ARPU for each month.
Break down costs by category and behavior.
Fixed vs. Variable:
Scaling Assumptions:
Model headcount growth by role and department.
Inputs:
Example:
Engineer: $150K salary × 1.35 = $202K fully-loaded
Sales Rep: $100K OTE × 1.30 = $130K fully-loaded
Calculate monthly cash position and runway.
Monthly Cash Flow:
Beginning Cash
+ Revenue Collected (consider payment terms)
- Operating Expenses Paid
- CapEx
= Ending Cash
Runway Calculation:
If Ending Cash < 0:
Funding Need = Negative Cash Balance
Runway = 0
Else:
Runway = Ending Cash / Average Monthly Burn
Track metrics that matter for stage.
Revenue Metrics:
Unit Economics:
Efficiency Metrics:
Cash Metrics:
Create three scenarios with different assumptions.
Variable Assumptions:
Fixed Assumptions:
Revenue Drivers:
Key Ratios:
Example Projection:
Year 1: $500K ARR, 50 customers, $100K MRR by Dec
Year 2: $2.5M ARR, 200 customers, $208K MRR by Dec
Year 3: $8M ARR, 600 customers, $667K MRR by Dec
Revenue Drivers:
Key Ratios:
Example Projection:
Year 1: $5M GMV, 15% take rate = $750K revenue
Year 2: $20M GMV, 15% take rate = $3M revenue
Year 3: $60M GMV, 15% take rate = $9M revenue
Revenue Drivers:
Key Ratios:
Revenue Drivers:
Key Ratios:
Pre-Money Valuation: Based on metrics and comparables.
Dilution:
Post-Money = Pre-Money + Investment
Dilution % = Investment / Post-Money
Use of Funds: Allocate funding to extend runway and achieve milestones.
Example:
Raise: $5M at $20M pre-money
Post-Money: $25M
Dilution: 20%
Use of Funds:
- Product Development: $2M (40%)
- Sales & Marketing: $2M (40%)
- G&A and Operations: $0.5M (10%)
- Working Capital: $0.5M (10%)
Identify Key Milestones:
Funding Amount: Ensure runway to achieve next milestone + 6 months buffer.
Pitfall 1: Overly Optimistic Revenue
Pitfall 2: Underestimating Costs
Pitfall 3: Ignoring Cash Flow Timing
Pitfall 4: Static Headcount
Pitfall 5: Not Scenario Planning
Sanity Checks:
Benchmark Against Peers: Compare key metrics to similar companies at similar stage.
Investor Feedback: Share model with advisors or investors for feedback on assumptions.
To create a startup financial model:
Make data-driven prioritization decisions faster
Draft PRDs, status updates, and stakeholder presentations
Example
Create executive summary of Q3 roadmap, monthly progress report, feature launch announcement
Save 3-5 hours/week on communication overhead
Prerequisites
Time Estimate
30-60 minutes to see productivity improvements
Steps
Common Pitfalls
✓ Do
✗ Don't
💡 Pro Tips
✓ Use when
Use for user story writing, competitive research, roadmap prioritization, stakeholder communication, and PRD drafting. Best for reducing repetitive documentation and research work.
✗ Avoid when
Avoid for strategic product vision (requires deep customer empathy), pricing decisions (needs market and financial expertise), or when face-to-face customer discovery is more valuable than speed.
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startup-financial-modeling reduced setup friction for our internal harness; good balance of opinion and flexibility.
We added startup-financial-modeling from the explainx registry; install was straightforward and the SKILL.md answered most questions upfront.
Registry listing for startup-financial-modeling matched our evaluation — installs cleanly and behaves as described in the markdown.
startup-financial-modeling is among the better-maintained entries we tried; worth keeping pinned for repeat workflows.
Keeps context tight: startup-financial-modeling is the kind of skill you can hand to a new teammate without a long onboarding doc.
startup-financial-modeling fits our agent workflows well — practical, well scoped, and easy to wire into existing repos.
Useful defaults in startup-financial-modeling — fewer surprises than typical one-off scripts, and it plays nicely with `npx skills` flows.
startup-financial-modeling has been reliable in day-to-day use. Documentation quality is above average for community skills.
Keeps context tight: startup-financial-modeling is the kind of skill you can hand to a new teammate without a long onboarding doc.
startup-financial-modeling fits our agent workflows well — practical, well scoped, and easy to wire into existing repos.
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