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.

AI CFO Agent for Financial Strategy & Unit Economics

Q: 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.

Edward — AI CFO Agent

$49.00

Edward — AI CFO Agent

$49.00

Digital download — instant access

Nothing ships. The moment checkout completes, your download link lands in your inbox. Pay once, keep forever — no subscription, no expiry. Works with Claude, ChatGPT, and any AI chat. Secure checkout handled by Shopify.

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-cfo-agent.md

Under 2 min install

Works with Claude & ChatGPT

How to install

Download both files → open Claude → paste the contents of edward-cfo-agent.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.

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.