Product Market Fit

Product Market Fit

AI Agent Templates

Claude for Finance: The Opus 5 Skill Stack

The Skills that Turn Opus 5 Into the Finance Team a Founder Never Hired

Guillermo Flor's avatar
Guillermo Flor
Jul 28, 2026
∙ Paid

Opus 5 shipped on July 24: near Fable 5 intelligence at half the price, with a real jump on numerical reasoning, tables, and financial modeling, the exact work a founder without a finance team keeps getting wrong.

At Startup School, Boris Cherny, the creator of Claude Code, said they deleted more than eighty percent of Claude Code’s system prompt for Opus 5 → His advice even to non-builders: every six months, delete your skills and config and see what happens. It might surprise you.

23-boris-caption-top-1-percent-users.jpg

So this instead of being a pile of prompts, is six reusable Skills you build once and Opus 5 loads on its own.

📚 In this guide you’ll get copy-and-paste Skills to:

  • Compare actuals to budget and prior month, explain every variance and list what to investigate

  • Break down unit economics by channel and cohort, decompose gross margin and show which channel or cohort actually loses money

  • Model a price change under different churn responses, give you the break-even churn and flag the segments that are underpriced

  • Build a 12-month rolling forecast as an Excel file, run base, bear and bull scenarios, and tell you which single assumption moves your runway most

  • Size the raise off your forecast, model the dilution across the cap table including the option pool, and check your target valuation against comparable rounds

  • Build a live KPI and runway dashboard that pulls from your connected tools and generate the answer-first monthly investor update from the same numbers


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Inside you will find:

  1. How to Set Up Your Finance Skills So Opus 5 Runs on Your Real Numbers

  2. How to Close the Month and See Where You Actually Stand

  3. How to Find Where Your Unit Economics Leak Money

  4. How Much Room You Actually Have to Raise Prices

  5. How to Build a Forecast and Stress It Before You Bet on It

  6. How to Size the Raise and Model the Dilution Before the First Meeting

  7. How to Track the Numbers Live and Tell the Story Investors Trust


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Here’s a good place to start:

🤖 AI Agent Templates
↳ The McKinsey Slide Playbook for Claude — how to build consulting-grade presentations in minutes.

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↳ The AI Founders Playbook — lessons from Sequoia, OpenAI, Nvidia, and LangChain on building AI startups from zero.

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💰 Investor Database & Tools
↳ The Family Office List — 1,000 family offices actively writing cheques. Used by 5,000+ founders raising their round.

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