Finance prompts

Know your numbers, own your money

15 prompts · Business

• Bootstrap, raise, or borrow — decide with actual numbersMap your funding options — bootstrapping, angels, VC, revenue-based — with the honest trade-offs of each, based on your stage and growth rate.
• Find the assumption in your model that's quietly wrongEvery financial model has an assumption that's doing most of the work. This audits yours systematically and surfaces the number you should pressure-test first.
• Find the deductions you're probably missing every yearA tax planning checklist for business owners that surfaces the planning opportunities your accountant might not flag unless you ask the right questions.
• Find where the money went and why it didn't match the planA budget vs actuals review that surfaces variance, identifies the cause, and tells you what it means for the decisions ahead.
• Know exactly when your runway endsA rolling 13-week cashflow forecast built from your real numbers — so you're never surprised by a gap, and never caught without time to respond to one.
• Know the exact number of sales you need to stop losing moneyBreak-even analysis in plain numbers: units, revenue, and timeline — so you know the threshold and can manage every decision against it.
• Plan for best case, worst case, and the one you didn't see comingThree financial scenarios — optimistic, conservative, and catastrophic — with the trigger points that tell you which one you're in.
• Prove your business model makes sense before anyone asksUnderstand your CAC, LTV, payback period, and contribution margin cold — the four numbers that determine whether you have a business or an expensive hobby.
• Should you build it, buy it, or find someone who already has it?A structured make vs buy vs partner analysis for any capability decision — with the financial and strategic trade-offs of each option.
• The 8 numbers that tell you everything about your SaaS healthMRR, ARR, churn, CAC, LTV, NRR, payback period, quick ratio — defined, calculated, and put in context so you know what's good and what isn't.
• The financial summary investors expect before they meet youA one-page financial narrative that answers the questions every investor asks — structured the way they expect to read it, before you get into the room.
• Turn your numbers into a story your board wants to hearFinancial storytelling that connects the metrics to the strategy — so stakeholders leave your update aligned, not just informed.
• Understand your own P&L, finallyA line-by-line translation of your profit and loss statement from accounting language into what it actually means for your business and what to do about it.
• What happens to your bottom line if you change your pricesModel the financial impact of a pricing change — on margin, revenue, and customer behaviour — before you make the move you can't easily undo.
• Which customers are actually making you moneyProfitability broken down by customer segment — so you know who to double down on and who's quietly costing more than they contribute.

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