Term Sheet Analysis
Analyze and compare term sheets — valuation, liquidation preferences, anti-dilution, board composition, protective provisions, and option pool dynamics. Use when the user asks about analyzing a term sheet, comparing term sheets, understanding liquidation preferences, modeling exit outcomes, or evaluating board and control provisions.
Accounts Payable Management
Manages the full accounts payable workflow including vendor invoice intake, approval routing, payment scheduling, vendor reconciliation, AP aging tracking, and DPO optimization. Use when the user mentions paying vendor invoices, scheduling payments, managing AP aging, reconciling vendors, approving invoices for payment, or asks about accounts payable workflows and vendor payment strategies.
Cap Table Management
Manage the capitalization table — track all equity holders, SAFEs and convertible notes, model dilution scenarios, and maintain a fully diluted view. Use when the user asks about updating the cap table, modeling dilution, converting SAFEs, managing the option pool, or understanding ownership percentages.
Scenario Planning
Runs multi-scenario financial planning — best/base/worst case, sensitivity analysis, trigger events, and contingency planning for startup financial resilience. Use when the user mentions "scenario planning," "best case worst case," "sensitivity analysis," "what if revenue drops," "contingency plan," or asks about "how much runway each scenario gives us.
Budget Creation Management
Creates and manages operating budgets — annual plans, quarterly refreshes, and rolling forecasts at department-level granularity, with variance tracking and budget-vs-actual analysis. Use when the user mentions "create a budget," "annual plan," "OpEx run-rate," "departmental budget," "budget vs actuals," "re-forecast," or asks about "allocating budget to departments.
Transaction Processing
Processes daily financial transactions including invoices, expenses, receipts, credit card charges, and reimbursements with proper categorization, duplicate detection, anomaly flagging, and general ledger posting preparation. Use when the user mentions processing transactions, categorizing expenses, entering receipts into the books, uploading CSV exports from Stripe or QuickBooks, or asks about t…
Social Profile Discover
Discover social media profiles for a person or company using search engines, platform-specific searches, and website extraction — returns canonical profile URLs across LinkedIn, X, Instagram, Facebook, TikTok, and YouTube.
Crisis Respond
Detect negative comments, trolls, and PR issues early — draft calm, professional responses with clear escalation guidelines for what the agent handles vs. what goes to the founder.
Crm Social Bridge
Map a CRM prospect list into a social engagement priority queue — scores each prospect for social fit, identifies which platforms to target, and generates a ranked outreach-ready worklist with draft engagement angles.
Influencer Outreach
Identify micro-influencers and creators in the niche, draft personalized collaboration outreach DMs, and manage outreach tracking for authentic partnerships.
Thread Create
Create multi-tweet X threads that hook hard, deliver escalating value across 6-10 tweets, and close with a clear CTA — optimized for X's format, algorithm, and reading behavior.
Tax Compliance Management
Manage the full tax compliance lifecycle — calendar management, federal and state filings, payroll taxes, sales tax, corporate income tax, R&D credits, and multi-state nexus tracking.
Engagement Poll
Design polls and audience questions for X, LinkedIn, and Instagram Stories — audience research disguised as engagement, with post templates and follow-up strategies.
Banking Relationship Management
Manages banking relationships — account optimization, fee negotiation, credit facility oversight, treasury yield, and fraud prevention. Use when the user mentions banking setup, bank fees, credit facility, treasury yield, investing excess cash, opening new accounts, or asks about banking architecture, account optimization, or fraud prevention.
Ab Test Analyze
Analyze A/B tests across hook variations, posting times, content formats, and CTAs — declare statistical winners, document learnings, and build an always-on optimization engine.
Mention Monitor
Monitor brand mentions across all platforms, reply within 2-4 hours, categorize by sentiment and priority, and log unanswered mentions for follow-up.
Content Pillars
Define 3-5 content pillars and a topic taxonomy that translates brand positioning into repeatable content categories the agent can generate against every week without running out of ideas.
Subscription Management
Track, analyze, and optimize all SaaS subscriptions — renewals, usage analysis, cost optimization, vendor consolidation, and cancellation workflows.
Revenue Forecasting
Builds revenue forecasts — cohort-based, pipeline-driven, or SaaS metric-driven models with top-down and bottom-up approaches, growth scenarios, and revenue composition analysis. Use when the user mentions "revenue forecast," "model revenue growth," "forecast ARR," "project pipeline revenue," "growth rate," or asks about "expansion revenue vs new logo revenue.
Cfo Orchestrator
Routes CFO and financial operations requests to specialized sub-skills based on user intent matching, task classification, and multi-skill chain assembly. Use when the user mentions startup CFO tasks, financial operations, reporting, fundraising questions, cash management, financial planning, strategic advisory, or asks about running any CFO-related workflow.
Internal Controls Design
Design and maintain internal controls — segregation of duties, approval matrices, process documentation, audit trails, and a startup-appropriate control environment to prevent fraud and errors.
Blog To Thread
Repurpose a blog post or newsletter into a high-performing X thread — extract top insights, write a scroll-stopping hook, and structure for maximum engagement.
Financial Statement Generation
Generates the three core financial statements — P&L (income statement), balance sheet, and cash flow statement — with proper formatting, classifications, and period-over-period comparisons. Use when the user mentions financial statement generation, producing a P&L, creating a balance sheet, formatting a cash flow statement, or asks about consolidated financials.
Asset Format
Enforce platform-specific image and video dimensions — X 16:9, Instagram 4:5 or 1:1, LinkedIn 4:5, TikTok 9:16 — plus safe zones, resolution targets, and file format guidance.
Cross Post Adapt
Adapt one piece of content into platform-native variants for X, LinkedIn, Instagram, and TikTok — no copy-paste. Each version feels purpose-built for its platform.
Investor Relations
Manage investor communications — monthly/quarterly updates, board meeting preparation, investor portals, ad-hoc requests, and relationship nurturing. Use when the user asks about drafting an investor update, preparing for a board meeting, responding to investor questions, or managing investor communications.
Trending Briefing
Compile a daily or weekly "what's trending" briefing for the founder — concise, scannable summary of topics, formats, news, and opportunities the brand should know about.
Unit Economics Analysis
Analyzes startup unit economics — CAC, LTV, payback period, contribution margin by segment, cohort profitability, and efficiency metrics. Use when the user mentions "CAC," "LTV / CAC ratio," "payback period," "unit economics," "customer profitability," or asks about "which customer segments are most profitable" or "are we making money on each customer.
Dm Respond
Draft DM responses to inbound messages with categorization and appropriate tone — sales, support, collaboration, spam — and escalation rules for the founder.
Presence Refresh
Optimize and refresh social bios, rotate pinned posts when high-performing content drops, update header/banner images, and manage link-in-bio pages for maximum conversion.
Pricing Strategy Advisory
Advise on pricing strategy — competitive analysis, willingness-to-pay research, tier design, price increase modeling, discount frameworks, and packaging optimization for startup monetization.
Fundraising Process Management
Plan and manage the end-to-end fundraising process — timeline, target list, outreach sequencing, pipeline tracking, round structure, and close coordination. Use when the user asks about planning a fundraise, building an investor target list, tracking a fundraising pipeline, or sequencing investor outreach.
Accounts Receivable Management
Manages the full accounts receivable workflow including customer invoicing, payment collection and matching, DSO calculation and trend analysis, AR aging reports, collections escalation, and bad debt reserve recommendations. Use when the user mentions invoicing customers, collecting payments, tracking DSO, AR aging analysis, collections follow-up, reconciling customer payments, or asks about acco…
Trend Monitor
Monitor trending topics, viral formats, and emerging hashtags in the startup/tech/AI space daily — score each trend and identify which the brand can authentically engage with.
Positioning Statement
Craft an elevator pitch, niche positioning, and contrarian take that every social post ladders up to — ensuring all content reinforces a single clear message about who the brand serves and why it matters.
Thread Structure
Manage X thread structures — hook tweet first, proper sequencing, auto-plug link timing (after X likes or Y minutes), visual placement, and cross-tweet flow.
Newsletter To Posts
Repurpose a newsletter edition into 3-5 standalone posts across X, LinkedIn, and Instagram — extracting individual insights, stories, or frameworks as native social content.
Ledger Management
Maintain the general ledger — chart of accounts design, journal entries, month-end adjustments, account reconciliations, and trial balance production.
Meme Create
Create platform-relevant meme concepts adapted to the brand voice — with text overlay, format reference, and posting context — for X, Instagram, and TikTok.
Visual Plan
Plan visual assets for social content — carousel slide-by-slide copy, banners, quote cards, and mock demos — including layout specs, color/font guidance, and AI image prompt generation.
Image Prompt
Write precise AI image generation prompts for Midjourney, DALL-E, and Stable Diffusion/SDXL — with style references, composition guidance, and platform-appropriate aspect ratios.
Fundraising Financials
Build the financial models and narratives for fundraising — 3-statement projections, SaaS metrics, use of funds, valuation analysis, and investor Q&A prep. Use when the user asks about building a fundraising model, creating pitch deck numbers, modeling use of funds, valuation targets, or preparing for investor Q&A.
Podcast To Clips
Extract podcast episode transcripts into quote tweets, Instagram Reels copy, LinkedIn highlight posts, and TikTok script hooks — turning 60-minute conversations into 5-8 social assets.
News Response
Scan for industry news, product launches, and competitor announcements — write quick-response posts within 1 hour with the brand's unique perspective or commentary.
Cash Forecasting
Builds and maintains a 13-week rolling cash forecast — models inflows, outflows, scenario analysis, and forecast-vs-actual accuracy tracking. Use when the user mentions cash forecast, 13-week forecast, liquidity projection, cash runway, or asks about modeling cash under different scenarios or when cash runs out.
Impersonator Monitor
Monitor for brand impersonators, fake accounts, and phishing attempts — draft platform report copy and escalation guidance for takedown requests.
Content Calendar
Generate weekly and monthly content calendars with day-by-day plans including content pillars, specific topics, formats, hooks, and platform-specific posting times. Works with X, LinkedIn, Instagram, and TikTok.
Board Reporting
Prepares board meeting materials including executive summary, financial review, KPI dashboards, variance analysis, strategic commentary, and action tracking. Use when the user mentions board deck preparation, board meeting materials, financial review for the board, or asks about what to present to the board.
Strategic Initiative Modeling
Model strategic initiatives and expansion scenarios — market entry, partnerships, M&A, new product lines, platform plays — building financial projections and strategic rationale for major company moves.
Risk Management
Identify, assess, and manage financial and operational risks — concentration risk, compliance risk, market risk, operational risk, and insurance coverage recommendations for startup resilience.
Audit Preparation
Prepare for financial audits — schedules, reconciliations, documentation, walkthroughs, PBC (prepared by client) lists, and finding resolution for annual financial statement audits.
Draft Review
Create and maintain a draft review queue with founder sign-off checklist — categorize drafts by readiness, flag issues, track approvals, and minimize review friction.
Prospect Social Audit
Given a company name and website, discover their social media presence across platforms, evaluate activity levels, and score engagement potential — bridges CRM prospecting with social engagement workflows.
Performance Report
Generate weekly and monthly performance summary reports — top/bottom posts, content type analysis, pillar performance, follower growth, conversion tracking, and actionable recommendations.
Profitability Analysis
Analyze profitability by dimension — product line, customer segment, channel, geography, cohort — identifying profit drivers and margin improvement opportunities for strategic decision-making.
Business Case Modeling
Builds business cases and ROI models — NPV, IRR, payback period, and break-even analysis for new initiatives, product launches, market expansions, and capital allocation decisions. Use when the user mentions "business case," "ROI," "NPV," "should we invest in," "payback period," "build vs buy," or asks about "is this partnership worth it" or "compare these two growth initiatives.
Apology Draft
Draft apology and correction posts with tone calibration for the situation — from minor correction to serious mea culpa — with founder review and approval gating.
Cash Monitoring
Monitors daily cash position across all accounts, flags anomalies, tracks burn rate, and produces a daily cash snapshot. Use when the user mentions cash position, daily cash check, burn rate, bank balance, or asks about unusual transactions or cash alerts.
Hook Write
Generate 5-10 hook variations for any post, thread, or caption across X, LinkedIn, Instagram, and TikTok — using different styles (question, contrarian, statistic, story, observation, promise) so the best one can be tested or selected.
Payroll Processing
Run payroll end-to-end — gross-to-net calculations, tax withholding, benefits deductions, contractor payments, and compliance filings.
Metrics Track
Track post-level metrics across all platforms — impressions, engagement rate, profile clicks, follows, link clicks — with weekly aggregation and trend detection for performance analysis.
Forecast Accuracy Tracking
Tracks forecast accuracy over time — measures forecast vs actuals, identifies systematic biases, improves forecasting processes, and builds a culture of accountability. Use when the user mentions "forecast accuracy," "forecast vs actuals," "why were we off," "improve forecasting," "forecast bias," "MAPE," or asks about "how accurate were our forecasts" or "what's our forecast track record.
Schedule Queue
Queue approved posts to scheduling tools (Buffer, Hypefury, Typefully, native schedulers) with platform-specific formatting, optimized posting times, media attachments, and cross-platform coordination.
Caption Draft
Write Instagram and LinkedIn captions with scroll-stopping hooks, value-dense bodies, platform-appropriate CTAs, and strategic hashtag sets — optimized for each platform's reading behavior and visual context.
Headcount And Comp Planning
Guide headcount planning and compensation strategy — hiring prioritization, compensation benchmarking, burn impact modeling, equity grant frameworks, and hiring ROI analysis for strategic talent investment.
Cta Craft
Select and write the optimal call-to-action for any social post — follow, reply, DM, save, share, link, or signup — matched to platform, content type, content value, and audience psychology.
Cost Optimization
Identify and execute cost optimization opportunities — vendor renegotiation, tool consolidation, process automation, efficiency improvements, and structural cost reduction for startup efficiency.
Cadence Timing
Recommend posting frequency and per-platform best posting times based on audience activity patterns, industry benchmarks, and platform-specific algorithms. Covers X, LinkedIn, Instagram, and TikTok.
Monthly Close Process
Runs the full month-end close process end-to-end, including revenue recognition, accruals, reconciliations, journal entries, and the financial close checklist. Use when the user mentions month-end close, closing the books, revenue recognition, posting month-end accruals, or asks about running the close checklist.
Data Room Management
Build and maintain the investor data room — organize financials, metrics, legal docs, contracts, and customer references for fundraising due diligence. Use when the user asks about setting up a data room, organizing documents for due diligence, or preparing for an investor audit.
Profile Audit
Audit all social profiles for cross-platform consistency — name, photo, bio, link, banner, and branding — flag inconsistencies and generate a remediation plan.
Post Create
Write individual platform-native posts for X, LinkedIn, Instagram, and TikTok — with proper hooks, value-dense bodies, and CTAs optimized to each platform's format, audience, and algorithm.
Brand Voice System
Extract a brand's unique voice from existing content, build a do/don't guide with specific language rules, and maintain tone standards to detect drift over time. Works with X, LinkedIn, Instagram, and TikTok.
Working Capital Optimization
Optimizes working capital — improves DPO, accelerates collections, manages inventory, and negotiates payment terms to maximize cash efficiency. Use when the user mentions working capital, cash conversion cycle, DPO, DSO, or asks about improving payment terms, accelerating collections, or optimizing cash tied up in operations.
Bank Reconciliation
Reconciles bank accounts and credit cards monthly — matches every transaction to the ledger, resolves exceptions, tracks uncleared items, and documents the process. Use when the user mentions bank reconciliation, transaction matching, reconciling accounts, GL cash balance not matching the bank, or asks about month-end reconciliation or corporate card reconciliation.
Competitor Content Audit
Analyze a competitor's recent social content — extract what's working, what's not, their posting cadence, content mix, and voice patterns — feeds directly into brand-voice-system, content-pillars, and cadence-timing.
Comment Reply
Draft replies to comments on the brand's own posts and value-add comments on other accounts' posts — non-promotional, brand-voice consistent, and engagement-driving.