Claude as Your CFO
The exact prompts a founder uses to run a finance function without hiring one
The CFO function is 40 hours a month of mechanical work: pulling data, reconciling numbers, explaining variances, building scenarios, formatting reports. At earlier stages, none of it requires a seasoned finance executive.
Claude can run most of that layer. The setup takes less than an hour.
📚 This guide covers the context setup, the weekly finance check, month-end close, rolling forecast, scenario modeling, strategic decisions and investor updates with the exact prompts for each.
Inside you will find:
How to Build Your CFO Context in 20 Minutes
How to Run Your Weekly Finance Check
How to Close the Month Without a Finance Team
How to Build and Update a Rolling Forecast
How to Model Scenarios
The Strategic Decisions Prompts
How to Write Investor Updates
👋 Just a quick note before you continue!
Building great AI systems and agents is quickly becoming one of the most important advantages a startup can have. So we’ve been building non-stop and this will become a much bigger part of PMF going forward.
From now on, as a premium subscriber, you’ll get access not just to the best resources on fundraising and growth (160+ Playbooks, 65+ Success Stories, 30+ Pitch Deck Collections, 25+ Investor Resources), but also:
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We’re already 70,000+ founders and operators inside!
The rest of the article is only available to premium subscribers.
Let’s begin!
