Corporate Finance Primer
skill icon Skill
Corporate Finance 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.
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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.
                    ---
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`

                  
                    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.