charlie-cfo-skill  by EveryInc

AI financial advisor for bootstrapped startups

Created 5 months ago
279 stars

Top 92.9% on SourcePulse

GitHubView on GitHub
Project Summary

This project provides a Claude Code skill named Charlie CFO, designed to assist bootstrapped, high-growth startups with financial management. It offers frameworks for cash management, unit economics, capital allocation, working capital, and forecasting, enabling founders to make better capital-disciplined decisions.

How It Works

Charlie CFO operates as a Claude Code skill, automatically activating when financial questions are posed. It leverages established financial frameworks and principles, emphasizing capital discipline and survival requirements like unit economics, to guide bootstrapped companies. The approach focuses on practical, actionable insights derived from industry benchmarks and case studies.

Quick Start & Requirements

  • Primary install / run command: npx skills add EveryInc/charlie-cfo-skill
  • Non-default prerequisites and dependencies: Claude Code environment.
  • Usage: Activates automatically when asking financial questions within Claude.
  • Links: Detailed reference docs are included at references/metrics-benchmarks.md and references/case-studies.md.

Highlighted Details

  • Provides frameworks for: Cash management (runway, burn), Unit economics (LTV:CAC, payback), Capital allocation (hiring ROI, Rule of 40), Working capital (cash conversion cycle), and Forecasting (driver-based, scenario modeling).
  • Emphasizes a philosophy of capital discipline, where profit is a constraint and unit economics are survival requirements.
  • Key principles include: 24-36 month minimum runway targets and <12 month payback periods for all investments.
  • Includes detailed reference documents with formulas, industry benchmarks, and case studies from companies like Mailchimp and Zapier.

Maintenance & Community

No specific details on maintenance, contributors, or community channels were found in the provided README.

Licensing & Compatibility

  • License type: MIT
  • Compatibility notes: Permissive MIT license suggests broad compatibility for commercial and closed-source use, though specific integration details are not provided.

Limitations & Caveats

The README does not explicitly state any limitations, alpha status, or known bugs. The skill's effectiveness is dependent on the user's ability to integrate it within the Claude environment and provide relevant financial context.

Health Check
Last Commit

5 months ago

Responsiveness

Inactive

Pull Requests (30d)
0
Issues (30d)
0
Star History
30 stars in the last 30 days

Explore Similar Projects

Feedback? Help us improve.