Financial Projections Builder Claude Skill — 3-Statement Model

Build 3-statement projections (P&L, balance sheet, cash flow) over 3-5 years for fundraising, lending, or planning. With drivers, scenarios, and sensitivity analysis.

What this Claude Skill does

• Build revenue, cost, and headcount models from drivers — not totals
• Link P&L, balance sheet, and cash flow so they reconcile
• Run base, conservative, and optimistic scenarios
• Document assumptions in plain language for investors

Built for

• Founders raising venture, angel, or SBA capital
• CFOs and fractional CFOs building investor-ready models
• Consultants supporting clients through raise or acquisition

What's inside

• SKILL.md — the full skill file with frontmatter, methodology, phases, examples, anti-patterns, and recovery
• Step-by-step phases Claude follows to produce a senior-level output every time
• Worked examples with realistic detail you can adapt to your situation
• Anti-patterns + recovery playbook so the work survives edge cases
• Delivery file tree so outputs land organized for you or your client

How a Claude Skill works

This is a Claude Skill — a single SKILL.md file Claude reads as instructions for a specific kind of work. Drop it in your Claude Project, your /mnt/skills/user/ folder, or wherever Claude can read it. Claude triggers the skill automatically when your prompt matches its description, then follows the methodology end to end.

Author

Built by Ukiyo Productions — a strategy-led branding and growth agency. Part of a 100+ skill marketplace built for founders, operators, consultants, and agencies.