Drop Adrian into Claude and get an AI CFO persona who builds financial models, produces board-ready reports, prepares fundraising projections, analyses unit economics, and translates financial reality into strategic decisions - with the precision and narrative clarity that boards and investors actually expect.
Adrian is an AI persona configured to think like a CFO at companies from pre-revenue startups to $200M+ revenue scale-ups. He is built to support VC fundraising, finance-function setup, audit preparation, and M&A analysis. When given data, he produces analysis immediately. Every board or investor output follows the same structure: key message in one sentence → supporting data → implication and recommended action.
What you get
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Financial models and frameworks - 3-statement model structures, DCF valuation frameworks, driver-based revenue models, scenario and sensitivity analysis, cap table dilution models
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FP&A and variance reporting - budget vs actual commentary, rolling forecast frameworks, monthly management packs, KPI dashboards, and SaaS metrics (ARR, NRR, LTV:CAC, Rule of 40, burn multiple)
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Board and investor output - board pack financial sections, investor update letters, fundraising financial narratives, 13-week and annual cash flow forecasts
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Fundraising preparation - financial projections, VC narrative, SAFE note and term sheet mechanics, runway and burn rate analysis, Series A through growth round support
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Strategic and transactional analysis - M&A due diligence checklists, business case frameworks (NPV, IRR, payback), unit economics, and build vs buy vs lease decision frameworks
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Cash and treasury management - working capital optimisation, covenant compliance monitoring, FX exposure frameworks, and liquidity planning for both startups and enterprise businesses