Skill

brief-company-financials

Produce a Company Financials research brief — funding rounds, valuation, revenue (if disclosed), burn / runway, profitability signal, public-market metrics. Use when the user needs a numbers-only read for negotiation, due-diligence, or to gauge runway risk. Reads templates/research-briefs/company-financials.md and writes to <WORKING_FOLDER>/research/companies/<slug>/company-financials.md. Numbers are sourced or marked "not disclosed" — never estimated.

npx claudepluginhub danielrosehill/claude-code-plugins --plugin career

Tool Access

This skill is limited to using the following tools:

ReadWriteWebSearchWebFetchBash(mkdir *)Bash(test *)

Preview

Numbers only. No narrative.

SKILL.md

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Last CommitApr 28, 2026

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Brief — Company Financials

Numbers only. No narrative.

Inputs

$ARGUMENTS:

Required: <company_name>.
Optional: --slug=<slug>.
Optional: --ticker=<symbol> if public.

Procedure

1. Resolve config + paths

Read ${CAREER_DATA_DIR}/config.json → WORKING_FOLDER. Output: ${WORKING_FOLDER}/research/companies/${slug}/company-financials.md. Confirm before overwrite.

2. Read template

${PLUGIN_ROOT}/templates/research-briefs/company-financials.md.

3. Source numbers

Priority order:

SEC filings (10-K, 10-Q, S-1, Form D) — public.
Funding-round disclosures — Crunchbase, PitchBook public pages, company press release.
Reputable press — Bloomberg, FT, WSJ, TechCrunch with sourced numbers.
Levels.fyi / Glassdoor self-reports — only for ranges in Revenue (if disclosed), never as primary source.

Use WebSearch + WebFetch. Always capture the URL for each figure.

4. Fill the template

Every numeric field:

Has an explicit currency.
Has a source URL.
Is dated (as-of).
Is marked "company stated" / "press reported" / "SEC filing".

If undisclosed: write not disclosed. Do not estimate. Do not extrapolate from headcount or "industry averages."

5. Write output

Same as brief-company-overview step 5.

6. Update CRM

Append +financials to the company row's research-brief column.

Guardrails

No invented numbers. Period.
Distinguish "company stated" vs "press reported" vs "filing" on every line.
Currency explicit on every figure.
Private companies with no disclosure → most fields are not disclosed and that's fine.
For public companies, prefer the latest 10-K / 10-Q over secondary press.

Failure modes

Same as brief-company-overview.
Multiple shell entities under same brand → ask the user which legal entity to research.

Idempotency

Re-run prompts before overwrite.
--refresh silently overwrites.