Finance

Structure a bottom-up financial model before opening a spreadsheet.

Outline a bottom-up financial model for a {business_type} with a {revenue_model}, over a {time_horizon} horizon.

Return:
- Inputs sheet (drivers, each with a defensible baseline and range)
- Revenue build (units × price, or seats × ARPA, etc. — show the actua…

One-page investment memo that supports a decision.

Write an investment memo for {asset}. Thesis: {thesis}. Position size: {position_size}.

Sections:
1. TL;DR + recommendation (buy / hold / pass) with conviction level 1-5
2. Business overview (2 sentences)
3. Why now (catalysts, timing)
4. Bull case with the 3…

Realistic monthly budget with priorities.

Build a monthly budget. Income: {monthly_income}. Fixed costs: {fixed_costs}. Goals: {goals}.

Return:
- Category allocation (50/30/20 as a starting point, adjusted for goals)
- Named line items in each category
- 3 specific cuts if next month is tight, ranked…

Spec a dashboard finance leaders will actually use.

Spec a finance KPI dashboard for a {business_type}. Audience: {audience}.

Return:
- Top 5 tiles at the top (metric, source, refresh cadence, alert threshold)
- Trend charts (weekly and rolling 12 months)
- Cohort views if applicable
- Drill-down paths (what t…

Summarize monthly financials for a board.

Summarize this month's financials for the board.
Month: {month}. Actuals vs budget: {actuals_vs_budget}. Cash: {cash_position}.

Return:
- One paragraph narrative (state of the business)
- Variance table (line item, actual, budget, variance, why)
- Runway upda…

Simple expense policy without loopholes.

Draft an expense policy for a {company_size} company operating in {geo}.

Sections:
- Principle (one sentence — how to make decisions when the policy is silent)
- Categories with limits (travel, meals, software, home office, gifts)
- Approval routing (by amoun…

Explain a cap table clearly to a non-finance founder.

Explain this cap table plainly:

{cap_table}

Return:
- Ownership by class (founder, employee pool, investors) with %
- Fully diluted vs outstanding — where the delta lives
- What changes at the next round (typical dilution ranges)
- Warning signs (dead equity…