Finance & Metrics Pack for Founders

Know your numbers without hiring a CFO

Turn your Stripe, bank and ad exports into a monthly metrics report, a runway forecast and an investor update. Every formula shown, every assumption labelled.

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See it work

Can we afford a new hire? /forecast-runway, a real run.

All demo videos

5 skills inside

monthly-metrics-report

Builds a one-page report on revenue, MRR, churn, CAC and conversion from your exports, with definitions and a reconciliation check.

"Make my October metrics report from these Stripe and ads CSVs"

forecast-runway

Calculates burn, runway and cash-out date, then a 12-month forecast in downside, base and upside scenarios.

"How much runway do we have if we hire in March?"

categorize-transactions

Sorts a bank or card CSV into bookkeeping categories and flags uncertain items for you to review.

"Categorize last month's card statement for my accountant"

unit-economics

Works out margin, CAC payback, LTV to CAC and break-even, with a what-if table for different prices.

"What happens to payback if I raise the price to $49?"

write-investor-update

Drafts a short monthly update with a metrics table, cash and runway, wins, misses and specific asks.

"Write this month's investor update"
Typically turns a day of spreadsheet wrangling at month-end into an hour of checking.

What a monthly metrics report looks like

Metrics report: October 2026 (USD)

Headline: MRR grew 8.9% to $20,030, driven by 27 new customers. Customer churn rose to 3.9% (9 customers); 6 of the 9 were on the Starter plan, worth checking.

Metric              October   September   Change
Revenue (net)       $21,030   $18,920     +11.2%
MRR                 $20,030   $18,400     +8.9%
Customer churn      3.9%      3.1%        +0.8 pts
CAC (ads only)      $180      $200        -10.1%
Trial to paid       9.1%      8.4%        +0.7 pts

MRR movement: $18,400 + New $2,150 + Expansion $420 - Contraction $180 - Churned $760 = $20,030. Reconciles.

Notes: Excluded 2 refunds ($310) and 3 internal test accounts. ASSUMPTION: CAC uses ad spend only. Small sample, read churn and CAC as directional.

(Tidewater Booking is a fictional company.)

An excerpt from the worked example included in the kit. The business is made up. The skills ask for your real details and mark anything they had to assume, so nothing gets invented.

Set up in two minutes

  1. Claude apps (web or desktop): open Settings > Capabilities and turn on Skills. Upload the 5 zips from the upload-to-claude folder.
  2. Claude Code: cp -R finance-metrics-pack/skills/* ~/.claude/skills/
  3. Ask Claude, for example: "Make my October metrics report from these Stripe and ads CSVs"

Needs a Claude plan with Skills turned on. No coding, no terminal for the Claude apps. If web search is on, the skills use it to check facts and cite sources.

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License

Use and change the skills in your own business, including with your team. You can't resell or redistribute them. Full terms.