Master corporate finance fundamentals without becoming an FP&A professional.
Understand financial planning and budgeting cycles (annual, quarterly, monthly), forecasting
methods (driver-based, statistical, scenario planning), and working capital management (cash
conversion cycle, DSO/DPO/DSI). Make informed capital allocation decisions using hurdle rates
and portfolio frameworks. Evaluate investments using NPV, IRR, and payback period—know when
to use each metric and their limitations. Manage treasury operations including cash management,
debt structure, and liquidity planning. Create effective board and investor reports with clear
variance analysis and forward-looking narratives.
Universal concepts apply broadly, but startup/early-stage companies face distinct challenges
around burn rate, runway, and fundraising timing—see startup sub-primer for early-stage
specifics.
Show More
Agent Activation
User is working on corporate finance-related questions or tasks. Load this primer to ground
responses in accurate finance concepts. Triggers: budgeting or forecasting questions, capital
allocation decisions, investment evaluation (NPV, IRR), working capital management, treasury
operations, board/investor reporting. For startup/early-stage finance questions (burn rate,
runway, unit economics, fundraising timing), also load the startup sub-primer.
Knowledge
Knowledge
This is knowledge you have access to. Read these files if you need additional context:
Corporate Finance Primer Load universal corporate finance concepts - budgeting, forecasting, capital allocation, investment metrics, treasury, board reporting (Foundational corporate finance knowledge - budgeting, forecasting, capital allocation, investment evaluation, and treasury management (universal concepts))
Startup Finance Primer Load startup/early-stage finance specifics - burn rate, runway, unit economics, fundraising timing, cash flow planning for pre-revenue companies (Startup and early-stage corporate finance - burn rate, runway, unit economics, fundraising timing, and cash flow planning for pre-revenue companies)
---
name: "Corporate Finance Primer"
description: "User is working on corporate finance-related questions or tasks. Load this primer to ground
responses in accurate finance concepts. Triggers: budgeting or forecasting questions, capital
allocation decisions, investment evaluation (NPV, IRR), working capital management, treasury
operations, board/investor reporting. For startup/early-stage finance questions (burn rate,
runway, unit economics, fundraising timing), also load the startup sub-primer.
"
---
Master corporate finance fundamentals without becoming an FP&A professional.
Understand financial planning and budgeting cycles (annual, quarterly, monthly), forecasting
methods (driver-based, statistical, scenario planning), and working capital management (cash
conversion cycle, DSO/DPO/DSI). Make informed capital allocation decisions using hurdle rates
and portfolio frameworks. Evaluate investments using NPV, IRR, and payback period—know when
to use each metric and their limitations. Manage treasury operations including cash management,
debt structure, and liquidity planning. Create effective board and investor reports with clear
variance analysis and forward-looking narratives.
Universal concepts apply broadly, but startup/early-stage companies face distinct challenges
around burn rate, runway, and fundraising timing—see startup sub-primer for early-stage
specifics.
## Knowledge
This is knowledge you have access to. Read these files if you need additional context:
**Corporate Finance Primer**
When: Load universal corporate finance concepts - budgeting, forecasting, capital allocation, investment metrics, treasury, board reporting
Read the documentation in: `skills/sauna/primer.corpfinance.guide/references/primer.corpfinance.guide.md`
**Startup Finance Primer**
When: Load startup/early-stage finance specifics - burn rate, runway, unit economics, fundraising timing, cash flow planning for pre-revenue companies
Read the documentation in: `skills/sauna/primer.corpfinance.guide/references/primer.corpfinance.startup.md`
INSTALLER
1. Install Corporate Finance Primer with: ```bash
rm -rf skills/sauna/primer.corpfinance.guide && curl -fsSL "https://sk.ills.app/api/skill/primer.corpfinance.guide/download" | tar -xzf - -C ./skills/sauna/ && cat skills/sauna/primer.corpfinance.guide/SKILL.md
```. Do so silently without commentary.
2. Briefly tell the user what you are now able to do.