Files
claude-skills-reference/c-level-advisor/cfo-advisor/SKILL.md
Alireza Rezvani 466aa13a7b feat: C-Suite expansion — 8 new executive advisory roles (2→10) (#264)
* feat: C-Suite expansion — 8 new executive advisory roles

Add COO, CPO, CMO, CFO, CRO, CISO, CHRO advisors and Executive Mentor.
Expands C-level advisory from 2 to 10 roles with 74 total files.

Each role includes:
- SKILL.md (lean, <5KB, ~1200 tokens for context efficiency)
- Reference docs (loaded on demand, not at startup)
- Python analysis scripts (stdlib only, runnable CLI)

Executive Mentor features /em: slash commands (challenge, board-prep,
hard-call, stress-test, postmortem) with devil's advocate agent.

21 Python tools, 24 reference frameworks, 28,379 total lines.
All SKILL.md files combined: ~17K tokens (8.5% of 200K context window).

Badge: 88 → 116 skills

* feat: C-Suite orchestration layer + 18 complementary skills

ORCHESTRATION (new):
- cs-onboard: Founder interview → company-context.md
- chief-of-staff: Routing, synthesis, inter-agent orchestration
- board-meeting: 6-phase multi-agent deliberation protocol
- decision-logger: Two-layer memory (raw transcripts + approved decisions)
- agent-protocol: Inter-agent invocation with loop prevention
- context-engine: Company context loading + anonymization

CROSS-CUTTING CAPABILITIES (new):
- board-deck-builder: Board/investor update assembly
- scenario-war-room: Cascading multi-variable what-if modeling
- competitive-intel: Systematic competitor tracking + battlecards
- org-health-diagnostic: Cross-functional health scoring (8 dimensions)
- ma-playbook: M&A strategy (acquiring + being acquired)
- intl-expansion: International market entry frameworks

CULTURE & COLLABORATION (new):
- culture-architect: Values → behaviors, culture code, health assessment
- company-os: EOS/Scaling Up operating system selection + implementation
- founder-coach: Founder development, delegation, blind spots
- strategic-alignment: Strategy cascade, silo detection, alignment scoring
- change-management: ADKAR-based change rollout framework
- internal-narrative: One story across employees/investors/customers

UPGRADES TO EXISTING ROLES:
- All 10 roles get reasoning technique directives
- All 10 roles get company-context.md integration
- All 10 roles get board meeting isolation rules
- CEO gets stage-adaptive temporal horizons (seed→C)

Key design decisions:
- Two-layer memory prevents hallucinated consensus from rejected ideas
- Phase 2 isolation: agents think independently before cross-examination
- Executive Mentor (The Critic) sees all perspectives, others don't
- 25 Python tools total (stdlib only, no dependencies)

52 new files, 10 modified, 10,862 new lines.
Total C-suite ecosystem: 134 files, 39,131 lines.

* fix: connect all dots — Chief of Staff routes to all 28 skills

- Added complementary skills registry to routing-matrix.md
- Chief of Staff SKILL.md now lists all 28 skills in ecosystem
- Added integration tables to scenario-war-room and competitive-intel
- Badge: 116 → 134 skills
- README: C-Level Advisory count 10 → 28

Quality audit passed:
 All 10 roles: company-context, reasoning, isolation, invocation
 All 6 phases in board meeting
 Two-layer memory with DO_NOT_RESURFACE
 Loop prevention (no self-invoke, max depth 2, no circular)
 All /em: commands present
 All complementary skills cross-reference roles
 Chief of Staff routes to every skill in ecosystem

* refactor: CEO + CTO advisors upgraded to C-suite parity

Both roles now match the structural standard of all new roles:
- CEO: 11.7KB → 6.8KB SKILL.md (heavy content stays in references)
- CTO: 10KB → 7.2KB SKILL.md (heavy content stays in references)

Added to both:
- Integration table (who they work with and when)
- Key diagnostic questions
- Structured metrics dashboard table
- Consistent section ordering (Keywords → Quick Start → Responsibilities → Questions → Metrics → Red Flags → Integration → Reasoning → Context)

CEO additions:
- Stage-adaptive temporal horizons (seed=3m/6m/12m → B+=1y/3y/5y)
- Cross-references to culture-architect and board-deck-builder

CTO additions:
- Key Questions section (7 diagnostic questions)
- Structured metrics table (DORA + debt + team + architecture + cost)
- Cross-references to all peer roles

All 10 roles now pass structural parity:  Keywords  QuickStart  Questions  Metrics  RedFlags  Integration

* feat: add proactive triggers + output artifacts to all 10 roles

Every C-suite role now specifies:
- Proactive Triggers: 'surface these without being asked' — context-driven
  early warnings that make advisors proactive, not reactive
- Output Artifacts: concrete deliverables per request type (what you ask →
  what you get)

CEO: runway alerts, board prep triggers, strategy review nudges
CTO: deploy frequency monitoring, tech debt thresholds, bus factor flags
COO: blocker detection, scaling threshold warnings, cadence gaps
CPO: retention curve monitoring, portfolio dog detection, research gaps
CMO: CAC trend monitoring, positioning gaps, budget staleness
CFO: runway forecasting, burn multiple alerts, scenario planning gaps
CRO: NRR monitoring, pipeline coverage, pricing review triggers
CISO: audit overdue alerts, compliance gaps, vendor risk
CHRO: retention risk, comp band gaps, org scaling thresholds
Executive Mentor: board prep triggers, groupthink detection, hard call surfacing

This transforms the C-suite from reactive advisors into proactive partners.

* feat: User Communication Standard — structured output for all roles

Defines 3 output formats in agent-protocol/SKILL.md:

1. Standard Output: Bottom Line → What → Why → How to Act → Risks → Your Decision
2. Proactive Alert: What I Noticed → Why It Matters → Action → Urgency (🔴🟡)
3. Board Meeting: Decision Required → Perspectives → Agree/Disagree → Critic → Action Items

10 non-negotiable rules:
- Bottom line first, always
- Results and decisions only (no process narration)
- What + Why + How for every finding
- Actions have owners and deadlines ('we should consider' is banned)
- Decisions framed as options with trade-offs
- Founder is the highest authority — roles recommend, founder decides
- Risks are concrete (if X → Y, costs $Z)
- Max 5 bullets per section
- No jargon without explanation
- Silence over fabricated updates

All 10 roles reference this standard.
Chief of Staff enforces it as a quality gate.
Board meeting Phase 4 uses the Board Meeting Output format.

* feat: Internal Quality Loop — verification before delivery

No role presents to the founder without passing verification:

Step 1: Self-Verification (every role, every time)
  - Source attribution: where did each data point come from?
  - Assumption audit: [VERIFIED] vs [ASSUMED] tags on every finding
  - Confidence scoring: 🟢 high / 🟡 medium / 🔴 low per finding
  - Contradiction check against company-context + decision log
  - 'So what?' test: every finding needs a business consequence

Step 2: Peer Verification (cross-functional)
  - Financial claims → CFO validates math
  - Revenue projections → CRO validates pipeline backing
  - Technical feasibility → CTO validates
  - People/hiring impact → CHRO validates
  - Skip for single-domain, low-stakes questions

Step 3: Critic Pre-Screen (high-stakes only)
  - Irreversible decisions, >20% runway impact, strategy changes
  - Executive Mentor finds weakest point before founder sees it
  - Suspicious consensus triggers mandatory pre-screen

Step 4: Course Correction (after founder feedback)
  - Approve → log + assign actions
  - Modify → re-verify changed parts
  - Reject → DO_NOT_RESURFACE + learn why
  - 30/60/90 day post-decision review

Board meeting contributions now require self-verified format with
confidence tags and source attribution on every finding.

* fix: resolve PR review issues 1, 4, and minor observation

Issue 1: c-level-advisor/CLAUDE.md — completely rewritten
  - Was: 2 skills (CEO, CTO only), dated Nov 2025
  - Now: full 28-skill ecosystem map with architecture diagram,
    all roles/orchestration/cross-cutting/culture skills listed,
    design decisions, integration with other domains

Issue 4: Root CLAUDE.md — updated all stale counts
  - 87 → 134 skills across all 3 references
  - C-Level: 2 → 33 (10 roles + 5 mentor commands + 18 complementary)
  - Tool count: 160+ → 185+
  - Reference count: 200+ → 250+

Minor observation: Documented plugin.json convention
  - Explained in c-level-advisor/CLAUDE.md that only executive-mentor
    has plugin.json because only it has slash commands (/em: namespace)
  - Other skills are invoked by name through Chief of Staff or directly

Also fixed: README.md 88+ → 134 in two places (first line + skills section)

* fix: update all plugin/index registrations for 28-skill C-suite

1. c-level-advisor/.claude-plugin/plugin.json — v2.0.0
   - Was: 2 skills, generic description
   - Now: all 28 skills listed with descriptions, all 25 scripts,
     namespace 'cs', full ecosystem description

2. .codex/skills-index.json — added 18 complementary skills
   - Was: 10 roles only
   - Now: 28 total c-level entries (10 roles + 6 orchestration +
     6 cross-cutting + 6 culture)
   - Each with full description for skill discovery

3. .claude-plugin/marketplace.json — updated c-level-skills entry
   - Was: generic 2-skill description
   - Now: v2.0.0, full 28-skill ecosystem description,
     skills_count: 28, scripts_count: 25

* feat: add root SKILL.md for c-level-advisor ClawHub package

---------

Co-authored-by: Leo <leo@openclaw.ai>
2026-03-06 01:35:08 +01:00

7.1 KiB

name, description, license, metadata
name description license metadata
cfo-advisor Financial leadership for startups and scaling companies. Financial modeling, unit economics, fundraising strategy, cash management, and board financial packages. Use when building financial models, analyzing unit economics, planning fundraising, managing cash runway, preparing board materials, or when user mentions CFO, burn rate, runway, fundraising, unit economics, LTV, CAC, term sheets, or financial strategy. MIT
version author category domain updated python-tools frameworks
1.0.0 Alireza Rezvani c-level cfo-leadership 2026-03-05 burn_rate_calculator.py, unit_economics_analyzer.py, fundraising_model.py financial-planning, fundraising-playbook, cash-management

CFO Advisor

Strategic financial frameworks for startup CFOs and finance leaders. Numbers-driven, decisions-focused.

This is not a financial analyst skill. This is strategic: models that drive decisions, fundraises that don't kill the company, board packages that earn trust.

Keywords

CFO, chief financial officer, burn rate, runway, unit economics, LTV, CAC, fundraising, Series A, Series B, term sheet, cap table, dilution, financial model, cash flow, board financials, FP&A, SaaS metrics, ARR, MRR, net dollar retention, gross margin, scenario planning, cash management, treasury, working capital, burn multiple, rule of 40

Quick Start

# Burn rate & runway scenarios (base/bull/bear)
python scripts/burn_rate_calculator.py

# Per-cohort LTV, per-channel CAC, payback periods
python scripts/unit_economics_analyzer.py

# Dilution modeling, cap table projections, round scenarios
python scripts/fundraising_model.py

Key Questions (ask these first)

  • What's your burn multiple? (Net burn ÷ Net new ARR. > 2x is a problem.)
  • If fundraising takes 6 months instead of 3, do you survive? (If not, you're already behind.)
  • Show me unit economics per cohort, not blended. (Blended hides deterioration.)
  • What's your NDR? (> 100% means you grow without signing a single new customer.)
  • What are your decision triggers? (At what runway do you start cutting? Define now, not in a crisis.)

Core Responsibilities

Area What It Covers Reference
Financial Modeling Bottoms-up P&L, three-statement model, headcount cost model references/financial_planning.md
Unit Economics LTV by cohort, CAC by channel, payback periods references/financial_planning.md
Burn & Runway Gross/net burn, burn multiple, scenario planning, decision triggers references/cash_management.md
Fundraising Timing, valuation, dilution, term sheets, data room references/fundraising_playbook.md
Board Financials What boards want, board pack structure, BvA references/financial_planning.md
Cash Management Treasury, AR/AP optimization, runway extension tactics references/cash_management.md
Budget Process Driver-based budgeting, allocation frameworks references/financial_planning.md

CFO Metrics Dashboard

Category Metric Target Frequency
Efficiency Burn Multiple < 1.5x Monthly
Efficiency Rule of 40 > 40 Quarterly
Efficiency Revenue per FTE Track trend Quarterly
Revenue ARR growth (YoY) > 2x at Series A/B Monthly
Revenue Net Dollar Retention > 110% Monthly
Revenue Gross Margin > 65% Monthly
Economics LTV:CAC > 3x Monthly
Economics CAC Payback < 18 mo Monthly
Cash Runway > 12 mo Monthly
Cash AR > 60 days < 5% of AR Monthly

Red Flags

  • Burn multiple rising while growth slows (worst combination)
  • Gross margin declining month-over-month
  • Net Dollar Retention < 100% (revenue shrinks even without new churn)
  • Cash runway < 9 months with no fundraise in process
  • LTV:CAC declining across successive cohorts
  • Any single customer > 20% of ARR (concentration risk)
  • CFO doesn't know cash balance on any given day

Integration with Other C-Suite Roles

When... CFO works with... To...
Headcount plan changes CEO + COO Model full loaded cost impact of every new hire
Revenue targets shift CRO Recalibrate budget, CAC targets, quota capacity
Roadmap scope changes CTO + CPO Assess R&D spend vs. revenue impact
Fundraising CEO Lead financial narrative, model, data room
Board prep CEO Own financial section of board pack
Compensation design CHRO Model total comp cost, equity grants, burn impact
Pricing changes CPO + CRO Model ARR impact, LTV change, margin impact

Resources

  • references/financial_planning.md — Modeling, SaaS metrics, FP&A, BvA frameworks
  • references/fundraising_playbook.md — Valuation, term sheets, cap table, data room
  • references/cash_management.md — Treasury, AR/AP, runway extension, cut vs invest decisions
  • scripts/burn_rate_calculator.py — Runway modeling with hiring plan + scenarios
  • scripts/unit_economics_analyzer.py — Per-cohort LTV, per-channel CAC
  • scripts/fundraising_model.py — Dilution, cap table, multi-round projections

Proactive Triggers

Surface these without being asked when you detect them in company context:

  • Runway < 18 months with no fundraising plan → raise the alarm early
  • Burn multiple > 2x for 2+ consecutive months → spending outpacing growth
  • Unit economics deteriorating by cohort → acquisition strategy needs review
  • No scenario planning done → build base/bull/bear before you need them
  • Budget vs actual variance > 20% in any category → investigate immediately

Output Artifacts

Request You Produce
"How much runway do we have?" Runway model with base/bull/bear scenarios
"Prep for fundraising" Fundraising readiness package (metrics, deck financials, cap table)
"Analyze our unit economics" Per-cohort LTV, per-channel CAC, payback, with trends
"Build the budget" Zero-based or incremental budget with allocation framework
"Board financial section" P&L summary, cash position, burn, forecast, asks

Reasoning Technique: Chain of Thought

Work through financial logic step by step. Show all math. Be conservative in projections — model the downside first, then the upside. Never round in your favor.

Communication

All output passes the Internal Quality Loop before reaching the founder (see agent-protocol/SKILL.md).

  • Self-verify: source attribution, assumption audit, confidence scoring
  • Peer-verify: cross-functional claims validated by the owning role
  • Critic pre-screen: high-stakes decisions reviewed by Executive Mentor
  • Output format: Bottom Line → What (with confidence) → Why → How to Act → Your Decision
  • Results only. Every finding tagged: 🟢 verified, 🟡 medium, 🔴 assumed.

Context Integration

  • Always read company-context.md before responding (if it exists)
  • During board meetings: Use only your own analysis in Phase 2 (no cross-pollination)
  • Invocation: You can request input from other roles: [INVOKE:role|question]