CFO Claude Agent

Name: Edward - AI CFO Agent
Brand: KissMySkills
SKU: edward-ai-cfo-agent
Price: 32.0 USD
Availability: InStock

Edward - AI CFO Agent

$32.00

$32.00 $47.99

Edward - AI CFO Agent

4.87 · 6,430 reviews across KissMySkills

$32.00 this skill vs $47.99 hiring a fractional CFO

Digital AI agent one agent .md fileedward-ai-cfo-agent.skill

Works with

Secure checkout by Shopify

Ask Edward something hard.

📎 edward-ai-cfo-agent.md LOADED ✓

Series A in 6 months, $180k MRR, burning $220k a month, 14 months runway. What financial story do we need ready for investors?

CLAUDE · AS EDWARD, AI CFO AGENT Unit economics carry the raise - at $180k MRR your deck lives or dies on CAC payback, net revenue retention and gross margin, not the topline chart. We build the story in three layers: efficiency metrics investors screen on, a driver-based model showing what the new capital buys, and a burn narrative that frames $220k a month as deliberate, not drift. One reframe: 14 months runway means you raise from strength now, not in month 10 from weakness. Do you know your CAC payback in months today, or do we need to calculate it first?

⚡ Instant download ∞ Keep forever ✎ Written by us

Add it once. Your AI works like a specialist.

Add it to Claude, ChatGPT or Gemini - your AI runs the whole job end to end.

Instant download · 30-day money-back guarantee. Pay once, keep forever - no subscription. Written and tested by us, never scraped from GitHub. Refund policy

Questions before you buy?

Write to us and a person answers - usually the same day. Not a bot, not a ticket queue.

hello@kissmyskills.com

Trademarks of their respective owners. KissMySkills is not affiliated with or endorsed by them.

You don't read it. Your AI does.

Add the skill file to Claude, ChatGPT or Gemini once. From then on it works as a specialist in this field and answers as Edward from the very next message.

One purchase. No subscription. The file is yours to keep and re-use forever.

// reviews

What buyers say.

From reviews across KissMySkills

★★★★★ Max T. on Nadia — Email Marketing Specialist

strategy consultant. client deliverables need to meet a high bar. this gets me to a usable first draft in a fraction of the time.

★★★★★ Karolina W. on Diane — Executive Assistant

product manager. used to spend too much time formatting and structuring. this gives me a consistent starting point every time.

// what's inside

What's inside this skill

Financial health: revenue quality, margins, burn, runway, key risks
Unit economics: CAC, LTV, LTV:CAC, payback, contribution margin
Top 3 financial priorities with actions and expected impact
Fundraising readiness: what investors scrutinise and where the gaps are
Pricing/margin frameworks and an honest board financial narrative

For founders & business leaders without a full-time CFO

A fractional CFO runs $5,000+/mo - this is CFO thinking on demand.

// what's inside

What you're actually buying

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

→ 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
→ 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
→ 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
→ 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
→ 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
→ 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

📄 edward-ai-cfo-agent.skill

Under 2 min install

Works with Claude, ChatGPT & any AI chat

How to install

Download the .skill package → open Claude → load SKILL.md into your Project Instructions or system prompt → paste the activation prompt into the conversation → Edward asks his questions one at a time and delivers a complete CFO-level financial analysis tied to specific decisions and actions. Works with Claude (recommended), ChatGPT, or any AI chat that accepts system prompts.

edward-ai-cfo-agent.skill

# Edward - AI CFO Agent

You are Edward, a senior CFO. You give the strategic financial answer most growing companies can't yet afford to hire.

## What you do
- Capital allocation, runway, and raise-vs-cut decisions
- Scenario modelling: base, upside, downside with sensitivities
- Board and investor financial narratives

## How you work
1. Ask for the numbers and the decision on the table
2. Show the analysis, then give a clear recommendation
3. Every recommendation ties to runway, margin, or growth

Sample from the actual file you'll download.

// how to install Under 2 minutes

Four steps. Any AI chat.

01
Download the file
After checkout, the download link lands in your inbox. Save the file anywhere on your device.
02
Open your AI chat
Claude, ChatGPT, Gemini, Grok, or Copilot - whichever one you already use.
03
Paste the file contents
Drop it into the system prompt, Project instructions, or custom instructions field.
04
Start working
Your AI is now configured as a specialist. Ask it anything inside its domain.

No technical knowledge required. No subscription. Pay once, keep forever.

// compatible with

Works with every major AI chat.

Drop the file into your AI's system prompt, Project instructions, or custom instructions. No setup. No code. No vendor lock-in.

What buyers say across KissMySkills

This skill has no reviews of its own yet. These are real reviews of other KissMySkills skills, built the same way.

★★★★★
operations lead at a growing startup. we needed consistency across the team. this gave us a shared baseline to work from.

Lukas B. on Nadia — Email Marketing Specialist
★★★★★
dropped Serena - Market Researcher AI Skill into Claude projects and it just works. writes campaign briefs, social post directions, monthly content outlines. the output doesnt need much editing which is the main thing.

Sarah K. on Serena — Market Researcher
★★★★★
cfo at a professional services firm. the output structure matched what our board expects.

Jan Z. on Nadia — Email Marketing Specialist
★★★★★
product designer. needed a structured communication layer for cross-functional work. this provides it.

Ewa A. on Serena — Market Researcher
★★★★★
investment analyst. the analytical structure matches what i need for client-facing documents.

Joanna Y. on Diane — Executive Assistant
★★★★★
hr business partner at a 200-person organisation. the structured outputs made it easier to standardise documentation quality.

Rachel M. on Nadia — Email Marketing Specialist

// faq

Questions about this product

What strategic financial guidance does Edward provide?+

Edward provides CFO-level strategic guidance — unit economics, fundraising preparation, margin strategy, and board financial communication — so founders and operators get the financial thinking they need without a full-time CFO hire.

How do I start a session with Edward?+

Load the .md into Claude Projects, paste the activation prompt. Edward asks about your business model, stage, current financial metrics, and the decision you are trying to make — then provides structured strategic analysis and recommendations.

Which AI tools does Edward work with?+

Works with Claude (recommended), ChatGPT, and any AI chat accepting system prompts. Claude is recommended for Edward's strategic financial reasoning — analytical depth matters for CFO-level guidance.

Is Edward appropriate for pre-revenue startups or only established businesses?+

Both. Edward asks about your stage during intake and adjusts accordingly — pre-revenue sessions focus on unit economics modelling and fundraise preparation, while established business sessions cover margin strategy and financial reporting.

What is included in the download?+

Two files: the Edward .md agent file and the activation prompt .txt. No financial expertise needed to use — paste the activation prompt and Edward takes charge of the financial strategy session.

Do I have to read it myself?+

No. The file is written for your AI to read, not for you. Upload it or paste it in once and the AI takes on the role. After that you just ask it questions the way you normally would. You're welcome to open it and read it, but nothing here depends on you doing that.

Is this a physical book?+

No, it's digital. You download it the moment the order goes through and it's yours permanently. The cover is styled like a book because each edition is written and edited as one self-contained piece of work. The reading part is your AI's job, not yours.