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Grok Bot+18 agentsBoard Pack & Executive Summary — Narrative, Finance Framing
Uncomfortable facts—concentration risk, burn over plan, delayed mega-deals—get softened until Q&A goes badly.
$19
Board Pack & Executive Summary — Narrative, Finance Framing
Example session with this skill installed
Company: HelioGrid — Series B climate-tech VPP platform for utilities
Period: Q2 2026 board
Board: growth VC, climate fund, ex-utility operator, financial director
Metrics: 420 MW (target 500), ARR $12.6M (target $14M), GM 61% (target 65%),
NRR 112%, burn $890k/mo (ceiling $800k), cash $18.4M, pipeline $7.1M vs $9M
Progress: optimizer shipped; ERCOT connector 70% / 5 wks late
Risks: MidwestCo ~90 MW stuck on PUC docket; River Municipal SLA escalation
Draft ask: approve +4 field FTEs
Compose pack: tension, red flags, finance, decidable options, Q&A. No invented metrics.
- Read your context and instructions
- Compiled the board & executive
Board Pack & Executive Summary
1. Pack Summary
Mode: Compose · Series B climate/VPP · Q2 2026
Verdict: NEEDS-STRENGTHENING
2. Executive Summary
420 MW (+60 QoQ) and $12.6M ARR (+18% QoQ) but under plan. Burn $890k above $800k
ceiling; ~20.7 mo base runway on $18.4M cash (heuristic). Elephant: MidwestCo PUC delay
while asking for more FTEs. Recommend phased hire (Option B), not blanket +4.
3. Narrative arc
Headline: real growth; regulatory timing + burn discipline are the story.
Tension addressed head-on with controllable actions (ERCOT, River war-room, phased spend).
4. Red flags (framed)
Plan miss on MW/ARR · burn over ceiling · GM mix · MidwestCo binary · River escalation
5–6. KPIs + financial intelligence
Dashboard with target/actual/so-what; burn multiple heuristic; base/downside runway;
unit economics marked incomplete (data gaps).
7–8. Progress & risks
Optimizer shipped; ERCOT late; CS automation blocked. Risks owned with mitigations.
9. Decidable ask
A full +4 · B phased 2 now + gate · C freeze → recommend B
10. Q&A rehearsal
MidwestCo real? · Hire into miss? · Services company (GM)? · River churn? · True runway?
11–14. Appendix, trajectory N/A, data gaps, path to BOARD-READY
Not financial advice. JSON includes full structure + not_financial_advice: true
Connects securely to your tools. The creator never sees your data.
What you get
About this skill
The problem
- Board packs often bury the only thing directors care about under operational noise.
- Uncomfortable facts—concentration risk, burn over plan, delayed mega-deals—get softened until Q&A goes badly.
- Asks like “approve more headcount” arrive without options, recommendation, or capital context.
- Founders under-rehearse the questions a VC, operator, or financial director will actually ask.
What it does
- Adapts to company stage and board composition (VC, climate/impact, operator, financial).
- Builds a narrative arc with the elephant in the room named and addressed.
- Surfaces red flags with pre-emptive honest framing and a plan.
- Runs financial intelligence on your numbers: burn multiple heuristics, base/downside runway, unit-economics coherence checks, gross margin context.
- Contextualizes every KPI (target, actual, trend, variance, “so what”).
- Rewrites vague asks into decidable decisions with options and a recommendation.
- Produces a ranked Q&A rehearsal with answers and data to have ready.
- Issues BOARD-READY / NEEDS-STRENGTHENING / NEEDS-DATA with a clear path.
Frameworks & tools
- Modes: Compose, Critique, Rehearse, Track.
- Works for SaaS, climate-tech, marketplaces, and other venture-backed or growth companies—stack-agnostic.
- Compatible with Claude Code, Cursor, Codex CLI, OpenClaw; no live board portal integration required.
Why this beats prompting it yourself
- Thinks like the board first, not like an internal ops report.
- Forces tension and red flags into the open with framing, not burial.
- Financial checks are explicit and assumption-labeled—not fake precision.
- Asks must be decidable; open-ended “support us” language gets rewritten.
- Q&A is ranked by likelihood × difficulty with data prep lists.
- Clear “not financial advice” boundary and no fabricated benchmarks.
How to install
Works the same in every agent - Claude, Cursor, Codex, Copilot and 20+ more.
- 1
Download the ZIP
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- 2
Unzip into your skills folder
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- 3
Ask your agent to use it
Restart the agent if it was already running. It picks the skill up automatically - no config needed.
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Click the path to copy it. Create the folder if it does not exist yet.
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