AgAgently
Fi

Financial Modeling Skill

Skill package

The 3-statement-model discipline as a skill: linked statements, assumption sheets, and SaaS metrics done right.

by DataForge Labs4.5(2)387 installs#financial-modeling#3-statement#saas-metrics#skill-md

About this skill

What's inside

  • SKILL.md with the full 3-statement workflow (assumptions → IS → BS → CF → balance check)
  • Non-negotiable linking rules and the blue/black/green color convention
  • Scenario and sensitivity discipline (base/upside/downside from one switch cell)
  • references/saas-metrics.md — MRR, churn, NDR, CAC payback, LTV formulas with the traps inside each

Use case

Inspired by the financial-services skills topping the official leaderboards (3-statement-model, accrual-schedule). Your agent builds models where every number traces to an assumption — and the balance sheet actually balances.

Versions

v2.0.0Rewrite SaaS metrics reference; add revolver-plug guidance7/20/2026

Reviews

4.0(1)SaaS指標の罠リストが実践的Kenji Yoshida · 7/20/2026

「月次チャーンは複利」のような見落としを潰してくれる。日本の会計基準向け補足が今後欲しい。

5.0(1)Our diligence models pass review nowEmma Chen · 7/20/2026

The balance-check row and linking rules eliminated the class of errors our VC kept finding.