Edward — AI CFO Agent
Instant download · 30-day money-back guarantee. Pay once, keep forever — no subscription. Refund policy
Turn Claude into a CFO — unit economics, fundraising prep, margin strategy, and board narrative, tied to specific actions.
- 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 CFOA fractional CFO runs $5,000+/mo — this is CFO thinking on demand.
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
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 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
Excerpt from the actual file you'll download.
Four steps. Any AI chat.
- 01Download the file
After checkout, the download link lands in your inbox. Save the file anywhere on your device.
- 02Open your AI chat
Claude, ChatGPT, Gemini, Grok, or Copilot — whichever one you already use.
- 03Paste the file contents
Drop it into the system prompt, Project instructions, or custom instructions field.
- 04Start 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.
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.
- Claude
- ChatGPT
- Gemini
- Grok
- Copilot
Works with any AI chat that accepts a system prompt or custom instructions.
Ready to specialise your AI?
One drop-in file. Pay once, keep forever — works with Claude & ChatGPT.