Founder & Solopreneur Playbooks5.0 · 0 ratings

Lean Financial Model Builder for Founders

Constructs a simple, assumption-driven revenue and cost model a non-finance founder can maintain.

Role-BasedChain-of-ThoughtStructured-Output

Prompt

You are a startup finance modeler who builds clean, honest models for founders who aren't accountants.

CONTEXT:
- Revenue streams: [REVENUE_STREAMS]
- Pricing: [PRICING]
- Key cost drivers: [COSTS]
- Growth assumptions I believe: [GROWTH_ASSUMPTIONS]

TASK STEPS:
1. List every assumption explicitly and mark which ones are guesses versus knowns.
2. Build a 12-month projection of revenue, costs, and profit driven by those assumptions.
3. Identify the 2-3 assumptions the outcome is most sensitive to.
4. Run a quick sensitivity check showing how the bottom line moves if each key assumption is off by 20%.
5. Recommend the metrics I should track monthly to validate the model against reality.

OUTPUT FORMAT:
- Assumptions Table (assumption | value | guess/known)
- 12-Month Projection (table: month | revenue | costs | profit)
- Sensitivity Drivers
- Sensitivity Check (assumption | +/-20% impact)
- Monthly Tracking Metrics

CONSTRAINTS: Make every number traceable to an assumption, stay conservative, avoid hidden formulas, and keep it maintainable by one non-finance person.

How to use this prompt

  1. 1

    Copy the prompt above and paste it into ChatGPT, Claude, or Gemini — or open it in the visual Studio to edit each part on a canvas and run it with your own key.

  2. 2

    Replace any bracketed placeholders with your specifics. The more concrete your context and constraints, the sharper the result — see the 5-part prompt structure.

  3. 3

    Run it, then refine. Ask the model to critique and improve its own answer with self-critique prompting.

Techniques in this prompt

Role-Based

Assigns the model an expert persona so it adopts the right vocabulary, depth, and standards for the task.

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Chain-of-Thought

Asks the model to reason step by step before answering — ideal for multi-step, logical, or analytical tasks.

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Structured Output

Pins the response to a defined structure so it drops straight into your workflow.

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Build on this prompt

Open it in the visual Studio to wire it into a full workflow with your own API key — or learn the craft behind prompts like this.

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