---
name: finance-intake
description: Triage financial modeling and analysis requests before execution. Use when the user asks for a finance model, forecast, valuation, unit economics, budget, variance analysis, board/investor finance analysis, or asks which finance workflow or skill to use.
---

# Finance Intake

Use this skill to route a finance request into the right next workflow without prematurely modeling.

## Workflow

1. Read `../../references/finance-workflow.md`.
2. Identify the request type:
   - model build or rebuild
   - model review or audit
   - analysis brief or memo
   - research-backed market/company finance analysis
   - ambiguous multi-session finance effort
3. Establish the decision supported. If the decision is unclear, ask one concise question.
4. Inventory available sources: workbooks, CSVs, filings, screenshots, memos, URLs, user-stated assumptions.
5. Identify missing inputs that would materially change the answer.
6. Recommend the next skill:
   - `finance-model-plan` when the model shape needs design before build.
   - `finance-model-build` when a model contract or clear build request exists.
   - `finance-analysis-brief` when the user wants an answer, memo, or investment/business analysis.
   - `finance-model-review` when an existing model or analysis needs audit.
   - `finance-wayfinder` when the destination is too foggy for one session.

## Output

Return:

```markdown
## Finance intake

- Request type:
- Decision supported:
- Sources available:
- Missing inputs:
- Main risk:
- Recommended next step:
```

Keep this short. The point is routing, not doing the analysis.