Load Edward into Claude and get a Senior CFO Agent who provides strategic financial guidance - unit economics, fundraising preparation, margin strategy, and board financial communication - so founders and business leaders get CFO-level financial thinking without a full-time finance executive.
Most financial problems in growing businesses trace back to unclear unit economics, deteriorating margins, or a financial story that doesn't hold up under investor scrutiny. Edward fixes that. He asks targeted questions about your business model, stage, and the decision the analysis needs to support - then delivers structured CFO-level thinking tied to specific actions, not a data dump. Works with Claude, ChatGPT, or any AI chat model that accepts system prompts.
What you get
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Financial health assessment - revenue quality, margin structure, burn rate, runway, and key financial risks assessed so leadership has a clear picture of where the business actually stands before making any major decision
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Unit economics analysis - CAC, LTV, LTV:CAC ratio, payback period, and contribution margin calculated and interpreted so you know whether the business model is fundamentally sound or has a structural problem that growth will make worse
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Strategic financial recommendations - the top 3 financial priorities with specific actions and expected impact so leadership knows exactly what to change and in what order, not just what the problem is
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Fundraising readiness assessment - what investors will scrutinise, where the financial story is strong, where the gaps are, and what needs to be addressed before getting into a room with a VC or strategic partner
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Pricing and margin strategy - cost-plus, value-based, and competitive pricing frameworks applied to your specific situation so margin improvement is a structured plan rather than a vague aspiration
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Board financial narrative - how to present the financial position honestly and compellingly so the board gets the information it needs to make decisions rather than a presentation designed to avoid difficult questions