Finance4.9 · 508 ratings

Financial Model Builder

Build a 3-year financial model for [business type]

Role-Based

Prompt

Build a 3-year financial model for [business type]. Assumptions: Revenue: [drivers]. COGS: [%]. Headcount plan: [growth]. Capex: [list]. Starting cash: [X]. Build: (1) Revenue model with unit economics. (2) P&L (monthly year 1, quarterly years 2-3). (3) Cash flow statement. (4) Balance sheet. (5) Key metrics dashboard (CAC, LTV, payback, burn rate, runway). (6) Break-even analysis. (7) Sensitivity table (best/base/worst case). Provide as structured data I can enter into Excel.

How to use this prompt

  1. 1

    Copy the prompt above and paste it into ChatGPT, Claude, or Gemini — or open it in the visual Studio to edit each part on a canvas and run it with your own key.

  2. 2

    Replace any bracketed placeholders with your specifics. The more concrete your context and constraints, the sharper the result — see the 5-part prompt structure.

  3. 3

    Run it, then refine. Ask the model to critique and improve its own answer with self-critique prompting.

Techniques in this prompt

Role-Based

Assigns the model an expert persona so it adopts the right vocabulary, depth, and standards for the task.

Learn this technique

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Build on this prompt

Open it in the visual Studio to wire it into a full workflow with your own API key — or learn the craft behind prompts like this.

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