financial-model-review

Review financial models for assumption risk and decision readiness.

Updated Apr 4, 2026
One-click install
npx skills add https://github.com/robwestz/ob1_workspace --skill financial-model-review-robwestz
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: financial-model-review
Source: https://github.com/robwestz/ob1_workspace/tree/main/skills/financial-model-review
Command: npx skills add https://github.com/robwestz/ob1_workspace --skill financial-model-review-robwestz

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill helps you evaluate whether an existing financial model is trustworthy enough to support a real decision, instead of merely looking polished or complete.

Core Features & Use Cases

  • Assumption Review: Checks whether growth, margin, pricing, churn, and timing assumptions are supported.
  • Structure and Logic Audit: Flags missing drivers, hidden hard-codes, inconsistent periods, and unsupported roll-forwards.
  • Scenario and Downside Testing: Looks for break cases, weak sensitivities, and absent downside scenarios.
  • Use Case: Use it when reviewing a startup forecast, operating plan, fundraising model, or deal model before writing a memo or making a decision.

Quick Start

Review the attached financial model and tell me which assumptions are fragile and whether it is decision-ready.

Frequently Asked Questions about financial-model-review

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I review a financial model to check if it is decision-ready?▼

To review a financial model for decision readiness, audit its structure and assumptions to identify fragile drivers, hidden hard-codes, and missing downside scenarios before making a decision.

What is the best way to stress-test startup forecast assumptions?▼

Stress-testing startup forecast assumptions involves evaluating growth, margin, and churn drivers against scenario sets to flag unsupported roll-forwards and identify break cases in the model.

How do I audit a financial model for hidden hard-codes and missing drivers?▼

Auditing a financial model for hidden hard-codes requires checking the forecast structure and logic to flag inconsistent periods, unsupported roll-forwards, and absent sensitivity scenarios.

Can I use this to review an operating plan for investor diligence?▼

Yes, you can review an operating plan for investor diligence by evaluating the model export to check whether timing and pricing assumptions are supported and if the model is decision-ready.

When should I stress-test a deal model for downside scenarios?▼

You should stress-test a deal model for downside scenarios before writing a memo to identify break conditions, evaluate weak sensitivities, and ensure the assumption set supports a real decision.

What do I need to evaluate scenario sets and break conditions in a financial model?▼

To evaluate scenario sets and break conditions, you need a faithful model export or assumption set with visible structure and outputs to properly assess unsupported drivers and decision readiness.