A professional AI investment advisory agent that replaces traditional financial services with automated project assessment and fundraising support.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install finance-analyst
2. Manual Installation
Copy the skill folder to one of these locations
~/.openclaw/skills/ <project>/skills/ Priority: Workspace > Local > Bundled
3. Prompt Installation
Copy this prompt to OpenClaw to install it automatically.
Help me install finance-analyst using Clawhub. If Clawhub is not installed, install it first (npm i -g clawhub).
Prefer to download?
Get the raw skill files in a ZIP archive.
What is FA Advisor?
FA Advisor is a sophisticated financial analyst skill built to support the high-stakes environment of primary market financing. It functions as a digital consultant that helps startup founders prepare for fundraising rounds and assists investors in conducting thorough due diligence. By integrating this into your suite of Openclaw Skills, you gain access to a tool capable of synthesizing complex business data into actionable investment readiness scores and professional-grade documentation.
The skill bridges the gap between raw business metrics and investor expectations. It handles everything from the initial gathering of company data to the generation of complex financial models, ensuring that all deliverables align with industry standards for venture capital and private equity.
FA Advisor Use Cases
- Founders preparing for Pre-seed, Seed, or Series A fundraising rounds seeking professional documentation.
- Venture capitalists and angel investors needing rapid investment memos and risk-factor assessments for potential deals.
- Entrepreneurs requiring objective valuation analysis using multiple industry-standard methodologies.
- Startups looking for data-driven investor matching and personalized outreach strategies to improve funding success rates.
How FA Advisor Works
- Intent Identification: The agent determines if the user is a founder seeking capital or an investor evaluating a project.
- Conversational Data Gathering: It collects essential information regarding product features, market size (TAM/SAM/SOM), team background, and financial projections.
- Service Execution: The skill runs specialized modules for project assessment, valuation (Berkus or Scorecard methods), or investor matching.
- Deliverable Generation: It produces structured Markdown outputs including pitch deck outlines, business plans, and investment readiness scores.
- Iterative Refinement: Users can adjust assumptions or provide additional traction data to update the financial models and recommendations in real-time.
FA Advisor Setup
To integrate this financial agent into your environment, ensure you have Python 3 installed and follow these steps:
# Clone the repository
git clone https://github.com/ZhenRobotics/openclaw-finance-analyst
# Navigate to the directory
cd openclaw-finance-analyst
# Install the skill in editable mode
pip install -e .
FA Advisor Data Schema & Taxonomy
This skill utilizes a structured metadata taxonomy to ensure high-fidelity financial analysis. Data is organized into the following logical objects:
| Object | Metadata Included |
|---|---|
| Project | Company name, industry, business model, and location |
| Product | Stage (MVP/Scaling), key features, and unique value proposition |
| Market | TAM/SAM/SOM calculations, CAGR, and competitive differentiation |
| Team | Founder backgrounds, current team size, and hiring roadmap |
| Financials | ARR/MRR, burn rate, runway, and 3-year revenue projections |
| Fundraising | Target amount, target valuation, and use of funds breakdown |
FA Advisor Advanced Features
- Multi-Method Valuation Engine: Simultaneously calculates value using Scorecard, Berkus, Risk Factor Summation, and Comparable Companies methods.
- Investor Matching Algorithm: Filters potential investors based on industry focus, geographic location, and typical investment range.
- Automated Investment Memos: Generates deep-dive analysis for investors, including SWOT analysis and due diligence checklists.
- Outreach Strategy Generation: Creates prioritized investor tiers and customized email templates for fundraising campaigns.
- Flexible Service Modules: Allows users to run standalone analyses (e.g., valuation only) or complete fundraising packages within the ecosystem of Openclaw Skills.
SKILL.md
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