prepare-my-investor-pack

prepare-my-investor-pack is a skill for Claude Code, Codex from akiotanaka847/qaio-desktop. It costs 138 tokens per session (1,989 once invoked), scanned A, original, MIT.

A draft financial report for investors or a board, built from your latest completed accounting period. It starts with a one-page summary and can include financial statements, subscription-business measures, customer-retention groups, and runway scenarios.

In plain words
What is it for?
Use it to prepare quarterly or monthly investor updates, board financials, revenue and retention measures, and cash-runway analysis.
Why use it?
It gathers important financial information into one consistent pack instead of making you assemble each section manually. It also gives board members a document they can comment on when mirrored to Google Docs.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one. Also seen: installed under .agents/ (shared by several agents).

Good fit Use it to prepare quarterly or monthly investor updates, board financials, revenue and retention measures, and cash-runway analysis.

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Install with agentmods
npx agentmods add skills/akiotanaka847/qaio-desktop/prepare-my-investor-pack
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add akiotanaka847/qaio-desktop --skill prepare-my-investor-pack
Clone the repo
git clone --depth 1 https://github.com/akiotanaka847/qaio-desktop

Made for: Claude Code, Codex.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for prepare-my-investor-pack

README.md
[![agentmods](https://agentmods.dev/badge/skills/akiotanaka847/qaio-desktop/prepare-my-investor-pack/github.svg)](https://agentmods.dev/skills/akiotanaka847/qaio-desktop/prepare-my-investor-pack)
Your own site
<a href="https://agentmods.dev/skills/akiotanaka847/qaio-desktop/prepare-my-investor-pack"><img src="https://agentmods.dev/badge/skills/akiotanaka847/qaio-desktop/prepare-my-investor-pack/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for prepare-my-investor-pack

Your own site · 80×15
<a href="https://agentmods.dev/skills/akiotanaka847/qaio-desktop/prepare-my-investor-pack"><img src="https://agentmods.dev/badge/skills/akiotanaka847/qaio-desktop/prepare-my-investor-pack.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 138 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,989 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00138 $0.01989
Opus 5 $0.00069 $0.00994
Sonnet 5 $0.00028 $0.00398
Haiku 4.5 $0.00014 $0.00199

Measured 12d ago against content hash 32bd83e55490, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

prepare-my-investor-pack scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 12d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

store/agents/bookkeeping/.agents/skills/prepare-my-investor-pack/SKILL.md · 92 lines

How it starts

The opening of the file, as written. The whole thing — 92 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Prepare My Investor Pack

Board pack from your latest close. Exec summary up top — cash, burn, runway, monthly revenue / annual revenue, gross margin, headcount, top-3 variance drivers — then full statements, SaaS KPIs, cohort retention, and runway sensitivity below. Optional Google Docs mirror so your board can comment in place. Drafts only — I never send.

When to use

  • "draft the board financials pack" / "prep investor update financials" / "build the Q{N} investor pack".
  • mode=saas-metrics - "refresh monthly revenue / annual revenue" / "what's our NRR this month" - skip full pack, write metrics-only file.
  • After close-my-month finishes quarter-end month, or any time user wants fresh pack between closes.

Connections I need

I run external work through Composio. Before this skill runs I check that the categories below are linked. Missing → I name the category, ask you to connect it from the Integrations tab, stop.

  • Google Docs (docs) — optional, lets me mirror the pack to a Google Doc your board can comment on. If not connected I keep it as a markdown file.

This skill assembles entirely from your existing closed months, runway reports, and revenue recognition schedules. No connection blocks the run.

Information I need

I read your bookkeeping context first. For every required field that's missing I ask ONE plain-language question (best modality: connected app > file drop > URL > paste) and wait.

  • A finished close for the period — Required. Why: the pack copies P&L, balance sheet, and cash flow straight from the close. If missing I ask: "Have we closed the books for the latest month yet? If not, let's run the close first."
  • A current burn and runway report — Required. Why: the pack includes cash, burn, and runway sensitivity from the runway report. If missing I ask: "Do you want me to refresh the runway report first? It only takes a minute."
  • Your revenue model — Required. Why: SaaS pack includes monthly revenue / annual revenue / NRR / cohort retention; non-SaaS skips those sections. If missing I ask: "How does the business make money, recurring subscriptions, usage-based, services, or a mix?"
  • The KPIs your investors care about — Optional. Why: lets me anchor the exec summary to numbers your board already tracks. If you don't have it I default to cash, burn, runway, monthly revenue / annual revenue, and gross margin.
  • Contract data spanning at least 13 months — Optional. Why: needed for trailing-twelve-month NRR and cohort retention. If you don't have it I skip those sections and note that they'll show up once you have enough history.

Read the full file on GitHub · 92 lines

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 12d ago First seen · 92 lines · 138 tokens per session scan A 32bd83e55490

Subscribe to this mod's changes

prepare-my-investor-pack is a skill published in the GitHub repository akiotanaka847/qaio-desktop (2 stars, last pushed 8d ago), licensed MIT. It adds 138 tokens to every session and 1,989 once invoked, about $0.0007 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-31.