What is the Socratic approach used in this skill?

It uses targeted, open-ended questions to guide you through your own reasoning, ensuring your financial model is based on deep logic and your specific market expertise rather than superficial templates.

Where are the financial reports saved?

Reports are automatically generated in Markdown format and saved within the .hacienda/levee-fonds-operations/ directory of your local repository.

Can I use this skill if I already have a financial draft?

Yes, the skill includes a context detection phase that identifies previous outputs, allowing you to either resume a session or refine existing projections based on new data.

Is this skill a substitute for professional financial advice?

No. This skill is a strategic guide designed to help you structure your thinking. You should always validate the final outputs with professional advisors and real-world market data.

How long does a typical session take?

A full session generally takes between 60 to 90 minutes, depending on the complexity of your business model and the depth of your responses.

Financial Model Architect

Name: Financial Model Architect
Author: jamon8888

byjamon8888

0•

Productivity & Workflow

Guides users through the creation of detailed financial projections using a strategic Socratic coaching approach.

The Financial Model Architect is a specialized Claude Code skill designed to help startups and businesses build comprehensive financial models for fundraising. Instead of simply generating static numbers, it acts as a strategic coach, using Socratic questioning to challenge assumptions and uncover deep business insights. It automates context retrieval within the Hacienda ecosystem, facilitates a multi-phase exploration of financial dimensions, and produces a structured Markdown report that serves as a foundation for investor discussions and strategic planning. This skill is ideal for founders who need to move beyond simple spreadsheets to create a narrative-driven, logically sound financial roadmap.

Key Features

01Socratic coaching methodology for deep financial insight

02Automated context detection and project configuration

030 GitHub stars

04Comprehensive Markdown report generation for investor decks

05Structured 3-phase exploration (Understanding, Analysis, Co-construction)

06Seamless handoff to fundraising strategy planners

Use Cases

01Preparing financial documentation for investor pitch decks and seed rounds

02Creating a structured financial roadmap for internal stakeholder alignment

03Critically evaluating business model assumptions and unit economics

What are Skills?·How to Install

Install with 🐟 Skill.Fish

npx skillfish add jamon8888/hacienda-marketing-pack levee-fonds-operations

For use in Claude.ai and ChatGPT

Download Skill