All agents
Elite
Financial Tools
Financial Tools builds and stress-tests the numbers: projections, runway scenarios, cap table and exit waterfall, 409A analysis, and fundraising readiness.
When to use it
Use it before a raise, and again whenever the plan changes. Its scenario tools are what let you compare outcomes rather than argue about a single spreadsheet.
What you need first
- Revenue and cost assumptions, however rough
- Your cap table, if you want dilution modelled
Tools (10)
These tools work from your own company data and the shared context.
| Tool | Live search | Writes to shared context |
|---|---|---|
| Analyze financials | — | |
| Accounting setup | — | — |
| Exit waterfall | — | — |
| Term explanation | — | — |
| Fundraising readiness | — | |
| Sync cap table | — | — |
| 409A analysis | — | |
| 409A valuation | — | — |
| 409A explanation | — | — |
| Financial scenario | — |
What it contributes to Shared Context
4 tools write structured facts back into your project, which every later agent then reads. This is what stops you re-entering the same company details into sixteen separate tools.
Financial Tools produces models and analysis, not accounting or tax advice.
Works well with
Financial Tools is included in Elite.
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