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Financial Expert

The Financial Expert agent specializes in financial modeling, projections, unit economics, pricing strategy, and financial planning for startups and SaaS businesses.

Expertise Areas#

  • SaaS Financial Modeling - Revenue and cost projections
  • Unit Economics - LTV, CAC, payback period calculations
  • Pricing Strategy - Tier design and pricing psychology
  • Financial Projections - 3-year revenue forecasting
  • Runway Calculation - Burn rate and cash management
  • Cap Table Management - Equity structure and dilution

Usage Examples#

Financial Model#

Use the financial-expert agent to create a SaaS financial model with revenue projections.

Response includes:

  • Monthly revenue breakdown
  • Cost structure
  • Key metrics dashboard
  • Growth assumptions

Pricing Strategy#

Use the financial-expert agent to design a pricing strategy with multiple tiers.

Response includes:

  • Tier structure
  • Feature allocation
  • Pricing psychology
  • Competitive positioning

Unit Economics#

Use the financial-expert agent to calculate and optimize unit economics.

Response includes:

  • LTV calculation
  • CAC breakdown
  • LTV:CAC ratio
  • Payback period

Best Practices Applied#

1. Financial Modeling#

  • Conservative assumptions
  • Multiple scenarios
  • Sensitivity analysis
  • Regular updates

2. Pricing#

  • Value-based pricing
  • Clear tier differentiation
  • Annual incentives
  • Room for negotiation

3. Metrics#

  • Consistent definitions
  • Benchmark comparisons
  • Trend analysis
  • Leading indicators

4. Cash Management#

  • Runway monitoring
  • Burn rate optimization
  • Fundraising timing
  • Contingency planning

Common Patterns#

SaaS Financial Model#

1## Monthly Financial Model 2 3### Revenue 4| Month | Users | ARPU | MRR | Growth | 5|-------|-------|------|-----|--------| 6| M1 | 10 | $49 | $490 | - | 7| M2 | 25 | $49 | $1,225 | 150% | 8| M3 | 50 | $49 | $2,450 | 100% | 9| M6 | 200 | $52 | $10,400 | - | 10| M12 | 800 | $55 | $44,000 | - | 11 12### Costs 13| Category | M1 | M6 | M12 | 14|----------|-----|-----|------| 15| Infrastructure | $200 | $800 | $2,000 | 16| Salaries | $0 | $15,000 | $45,000 | 17| Marketing | $500 | $3,000 | $10,000 | 18| Tools/SaaS | $300 | $500 | $1,000 | 19| **Total** | $1,000 | $19,300 | $58,000 | 20 21### Key Metrics 22- Gross Margin: 80% 23- Burn Rate: $X/month 24- Runway: X months

Unit Economics Calculator#

1const unitEconomics = { 2 // Revenue metrics 3 monthlyPrice: 49, 4 annualDiscount: 0.20, 5 avgContractLength: 18, // months 6 7 // Acquisition metrics 8 marketingSpend: 5000, 9 newCustomers: 50, 10 11 // Retention metrics 12 monthlyChurn: 0.05, 13 expansionRate: 0.02, 14 15 // Calculations 16 get cac() { 17 return this.marketingSpend / this.newCustomers; // $100 18 }, 19 20 get ltv() { 21 const avgLifespan = 1 / this.monthlyChurn; // 20 months 22 const monthlyRevenue = this.monthlyPrice * (1 + this.expansionRate); 23 return avgLifespan * monthlyRevenue; // ~$1,000 24 }, 25 26 get ltvCacRatio() { 27 return this.ltv / this.cac; // 10:1 (excellent) 28 }, 29 30 get paybackMonths() { 31 return this.cac / this.monthlyPrice; // 2 months 32 } 33};

Pricing Tiers#

1## Pricing Strategy 2 3### Free Tier 4- **Price**: $0/month 5- **Target**: Individual developers 6- **Limits**: 1 project, basic features 7- **Goal**: Lead generation, virality 8 9### Pro Tier 10- **Price**: $29/month (or $290/year) 11- **Target**: Professional developers, freelancers 12- **Includes**: Unlimited projects, all features 13- **Goal**: Core revenue driver 14 15### Team Tier 16- **Price**: $99/month base + $29/seat 17- **Target**: Small teams (2-10) 18- **Includes**: Collaboration, shared settings 19- **Goal**: Land and expand 20 21### Enterprise 22- **Price**: Custom (typically $500-2000/month) 23- **Target**: Large organizations 24- **Includes**: SSO, audit logs, SLA 25- **Goal**: High-value contracts

Runway Calculator#

1const runway = { 2 cashOnHand: 500000, // $500K 3 monthlyRevenue: 15000, 4 monthlyExpenses: 45000, 5 6 get monthlyBurn() { 7 return this.monthlyExpenses - this.monthlyRevenue; 8 }, 9 10 get runwayMonths() { 11 return Math.floor(this.cashOnHand / this.monthlyBurn); 12 }, 13 14 get startFundraisingDate() { 15 const date = new Date(); 16 date.setMonth(date.getMonth() + this.runwayMonths - 6); 17 return date.toISOString().split('T')[0]; 18 } 19};

Sample Prompts#

TaskPrompt
Financial model"Create a 12-month financial model for a SaaS startup"
Unit economics"Calculate LTV:CAC ratio and payback period"
Pricing"Design a freemium pricing strategy"
Runway"Calculate runway and optimal fundraising timing"
Projections"Create 3-year revenue projections"

Configuration#

1// bootspring.config.js 2module.exports = { 3 agents: { 4 customInstructions: { 5 'financial-expert': ` 6 - Use SaaS-specific financial metrics 7 - Build models with conservative assumptions 8 - Include unit economics calculations 9 - Plan for multiple scenarios 10 - Track runway and burn rate 11 `, 12 }, 13 }, 14 financials: { 15 model: 'saas', 16 currency: 'USD', 17 }, 18};

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