financial-modeling

financial-modeling is a skill for Claude Code from LeadMagic/gtm-skills. It costs 90 tokens per session (5,683 once invoked), scanned A, original, MIT.

A SaaS financial-modeling guide for planning revenue, costs, hiring, cash runway, pricing, customer cohorts, and company value.

In plain words
What is it for?
Use it to build forecasts, runway calculations, unit-economics models, ARR bridges, pricing models, cohort analyses, DCF valuations, and board financials.
Why use it?
It helps replace unsupported growth guesses with an operating plan tied to hiring, sales capacity, costs, and revenue assumptions.

Skill for Claude Code

Written for Claude Code: shipped in a Claude Code plugin. Also seen: positional $N argument; mentions Claude Code; mentions Codex.

Part of the gtm-skills plugin — 196 skills shipped together

Good fit Use it to build forecasts, runway calculations, unit-economics models, ARR bridges, pricing models, cohort analyses, DCF valuations, and board financials.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/leadmagic/gtm-skills/financial-modeling
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 LeadMagic/gtm-skills --skill financial-modeling
Clone the repo
git clone --depth 1 https://github.com/LeadMagic/gtm-skills

Made for: Claude Code.

Or install gtm-skills, the plugin that ships this one along with the rest of its 196 skills.

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 financial-modeling

README.md
[![agentmods](https://agentmods.dev/badge/skills/leadmagic/gtm-skills/financial-modeling.svg)](https://agentmods.dev/skills/leadmagic/gtm-skills/financial-modeling)
Your own site
<a href="https://agentmods.dev/skills/leadmagic/gtm-skills/financial-modeling"><img src="https://agentmods.dev/badge/skills/leadmagic/gtm-skills/financial-modeling.svg" alt="Measured on agentmods" height="20"></a>
Per session 90 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 5,683 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. Third-party audits
  • NVIDIA SkillSpector pass 7 Sept 2026
How audits are shown
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 $0.00090 $0.05683
Opus 5 $0.00045 $0.02841
Sonnet 5 $0.00018 $0.01137
Haiku 4.5 $0.00009 $0.00568

Measured 3d ago against content hash ba0b4d188b9e, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-07, from the pricing page.

Security

Grade A, and why

financial-modeling 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 3d ago.

The scan reads SKILL.md. This mod also ships 1 executable file (scripts/check-output.py), listed below but not scanned — reading those needs a real analyzer, not pattern matching.

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.

skills/founder-led/financial-modeling/SKILL.md · 484 lines

How it starts

The opening of the file, as written. The whole thing — 484 lines — stays where its author put it; the contents beside it link to each section on GitHub.

SaaS Financial Modeling

Overview

Most founder financial models are fiction — aggressive growth curves with no operational logic underneath. The mistake: building a top-down model ("we'll capture 1% of a $100B market") instead of a bottom-up operating model ("we'll hire 3 AEs at $120K OTE, each producing $800K quota in month 6"). This skill covers building a real operating model that investors trust, boards respect, and YOU can use to make decisions. Now includes DCF valuation, consumption-based pricing models, cohort analysis, and full ARR bridge/build methodology.

When to Use

Trigger phrases: "financial model", "SaaS P&L", "runway calculation", "DCF valuation", "consumption pricing model", "cohort analysis", "ARR bridge", "headcount plan", "revenue forecast", "409A valuation", "unit economics model", "annual GTM budget", "operating budget", "variance review", "QuickBooks vs NetSuite"

Authoritative Foundations

David Skok — SaaS Unit Economics

LTV = (ARPA × Gross Margin %) ÷ Monthly Churn Rate. LTV/CAC > 3x is investable. CAC Payback < 12 months is good.

Aswath Damodaran — DCF Valuation

"The value of any asset is the present value of its expected future cash flows." For startups: high growth + high risk = high WACC (20-30% for early stage).

Ben Murray — The SaaS CFO

Three P&L layers: Revenue (new + expansion - churn), COGS (20-30%), OpEx (S&M + R&D + G&A). Model per-head where possible. PE exits require EBITDA bridge — see references/unit-economics-exit-bridge.md.

Meritech Capital — Public SaaS Benchmarks

For IPO-track scenarios, compare implied ARR growth, FCF margin, and Meritech Rule of 40 to public medians. references/meritech-saas-benchmarks.md. Private stage gates remain in references/benchmark-reconciliation.md.

Force Management — Pod Economics & Headcount Planning

Bottom-up headcount from pod economics: group SDR/AE/SE/CSM into pods, run pod cost % of ARR (target ≤35% at 80% ramp), link quota attainment distribution to hiring triggers. See references/force-management-playbook.md (repo root) and references/unit-economics-exit-bridge.md.

Read the full file on GitHub · 484 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. 3d ago First seen · 484 lines · 90 tokens per session scan A ba0b4d188b9e

Subscribe to this mod's changes

financial-modeling is a skill published in the GitHub repository LeadMagic/gtm-skills (48 stars, last pushed today), licensed MIT. It adds 90 tokens to every session and 5,683 once invoked, about $0.0005 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 2026-09-03.

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