When should I consult a human instead of the AI CFO?

Always escalate to a human for complex fundraising terms, major cost restructuring, layoffs, debt/equity decisions, and board compensation negotiations.

Can it help manage startup burn rate?

Yes, it includes specific rules for runway management, 13-week rolling forecasts, and burn control strategies tailored to different company stages.

What is the CFO Claude Code skill?

It is a specialized capability that provides guidance on financial planning, cash management, and strategic leadership within the Claude Code environment.

How does this skill help with fundraising?

It offers frameworks for capital allocation, fundraising strategy, and diligence checklists to help you secure funding with better terms and reduced dilution.

Is my financial data kept private?

Yes, this skill provides strategic guidance only; it does not make external API calls, store persistent data, or send financial information off your machine.

Chief Financial Officer (CFO)

Name: Chief Financial Officer (CFO)
Author: dvcrn

bydvcrn

•

Productivity & Workflow

Provides strategic financial leadership, including cash management, fundraising strategy, and capital allocation for startups and growth-stage companies.

The CFO skill transforms Claude into a strategic financial partner, guiding users through critical financial operations such as 13-week rolling forecasts, runway management, and board reporting. It offers specific frameworks tailored to different company stages—from pre-seed burn control to Series B+ M&A readiness—ensuring that financial decisions are made with unit economics and opportunity costs in mind. By emphasizing simplicity over over-engineered models, this skill helps organizations maintain financial health and investor transparency while treating finance as an enabler for operations rather than a gatekeeper.

Key Features

013 GitHub stars

0213-week rolling cash flow forecasting to prevent liquidity surprises

03Board reporting and investor communication guidelines

04Fundraising strategy and capital allocation frameworks

05Unit economics analysis including CAC, LTV, and payback periods

06Stage-specific financial planning from Pre-seed to Series B+

Use Cases

01Preparing financial diligence and strategy for an upcoming fundraising round.

02Creating a short-term cash visibility plan to manage burn rate and runway.

03Developing a standardized board-ready reporting structure to communicate financial health.

What are Skills?·How to Install

Install with 🐟 Skill.Fish

npx skillfish add dvcrn/openclaw-skills-marketplace cfo-chief-financial-officer

For use in Claude.ai and ChatGPT

Key Features

013 GitHub stars

0213-week rolling cash flow forecasting to prevent liquidity surprises

03Board reporting and investor communication guidelines

04Fundraising strategy and capital allocation frameworks

05Unit economics analysis including CAC, LTV, and payback periods

06Stage-specific financial planning from Pre-seed to Series B+

Use Cases

01Preparing financial diligence and strategy for an upcoming fundraising round.

02Creating a short-term cash visibility plan to manage burn rate and runway.

03Developing a standardized board-ready reporting structure to communicate financial health.

What are Skills?·How to Install

Install with 🐟 Skill.Fish

npx skillfish add dvcrn/openclaw-skills-marketplace cfo-chief-financial-officer

For use in Claude.ai and ChatGPT