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Claude SKILL.md templates for startup founders and small business CFOs: runway modeling, three-statement financials, SaaS metrics, unit economics, fundraising data room prep, and board deck narratives.
SKILL.md templates are structured prompt frameworks. Copy one into Claude's Projects system prompt — Claude will then follow professional smb & startup finance workflows automatically, step by step, for any task you give it.
Write the financial section of a startup or SMB board deck. Covers P&L vs. plan, key metric performance, cash position update, and forward-looking guidance — in the exact narrative format that impresses sophisticated board members.
Prepare a comprehensive investor data room for a startup fundraise. Organizes documents by category, identifies gaps, prepares financial model packaging, and drafts the data room index and executive summary.
Perform a comprehensive financial health assessment for a small or medium-sized business. Reviews profitability, liquidity, solvency, cash flow quality, and growth trajectory, producing an overall health score with actionable recommendations.
Calculate and interpret the full suite of SaaS metrics: MRR, ARR, churn, NRR, LTV, CAC, payback period, and Rule of 40. Benchmarks against industry standards and identifies growth and retention issues.
Calculate startup burn rate, runway, and cash-out date. Model hiring and growth scenarios, identify the minimum viable cash needed to reach the next funding milestone, and generate an investor-ready financial outlook.
Build an integrated three-statement financial model (income statement, balance sheet, cash flow statement) for a startup or SMB. Projects revenue by driver, expenses by headcount and category, and produces a 3-year forecast.
Calculate and stress-test unit economics for a startup or SMB product. Covers contribution margin, customer payback, cohort LTV, and break-even analysis to determine product-level profitability.
Choose a template from the list above. Each is a structured prompt framework for a specific smb & startup finance workflow.
Open Claude → Create a Project → paste the SKILL.md into the project system prompt. Claude now follows the workflow automatically.
Describe your task in plain English. Claude executes the full smb & startup finance workflow — step by step, with professional output.