Obra CFO

A local-first MCP server that makes you funding-ready. You install it in your own Claude. It reads your pitch materials on your machine and runs the investment committee on you before a real one does. Nothing is uploaded.

This is the free preview of Obra's role lineup, and it stays free and local. It is the sibling of the Obra CTO: the CTO proves your build, the CFO turns that proof into a funding case. The full playbook, the deep committee, and the templates that fix each gap live in the Build with Obra community.

Why local-first

A tool that reads your deck, plan, and financials should not ship them somewhere. This server makes no network calls. Your materials stay where they are. You can read every line of this server before you run it, which is the point of keeping it open.

Two modes

Build. If you have no deck yet or a weak one, deck_blueprint hands your Claude the framework for a fundable deck at your stage: the slide structure with an evidence bar for each, the research to run first, and the artifacts to produce before the deck exists (business plan, pricing, go-to-market). Each piece is a paste-in prompt you give your own Claude. You build it on your machine; we give the framework, not the finished writing.

Rank. When the deck exists, prepare_assessment reads your materials and hands your Claude a rigorous rubric. Your Claude separates facts from assumptions, extracts your thesis, rates each dimension with evidence and confidence, finds your weakest load-bearing assumption, and runs a six-persona investment committee. Then score_funding_readiness turns that into a stage-calibrated dashboard.

What a dashboard looks like

# Obra CFO: funding readiness
## 74 / 100 · Promising, diligence required

| Signal | Reading |
|---|---|
| Investment score | 74 / 100 |
| Confidence in assessment | 61% |
| Venture return potential | High |
| Execution risk | Medium |
| Market risk | Medium |
| Team risk | Low |
| Technical risk | Low (from Obra CTO: 88/100, grade A) |
| Recommendation | Proceed to targeted diligence |

Under it: your facts/assumptions/opinions ledger, your weakest assumption, what must be true, the unknowns register, and the committee views. Calibrated to your stage, not a one-size score.

The Obra CTO handoff

The CFO reads the Obra CTO's report from .obra/cto-report.json if it is there. A verified, tested build is grade-A technical evidence that a deck alone can never claim, and it feeds the Technical Reviewer and your Moat slide. If the report is missing, the CFO tells you to run the CTO first, because without it your technical claims rest on assertion (grade D) and an investor's diligence will cap them exactly the same way.

Tools

• deck_blueprint returns the fundable-deck framework and the prompts to build it.
• prepare_assessment reads your materials and returns the assessment rubric for your Claude to work through.
• score_funding_readiness turns your Claude's structured assessment into the dashboard.

A normal run is: build the deck (blueprint) or point at your existing one, prepare the assessment, then score.

Install

Add it to your Claude MCP config (Claude Desktop or Claude Code):

{
  "mcpServers": {
    "obra-cfo": {
      "command": "npx",
      "args": ["-y", "obra-cfo"]
    }
  }
}

Then ask your Claude: "Give me the Obra CFO pitch deck blueprint for seed stage," or "Assess my funding materials in ./fundraise with Obra CFO."

Prefer to run from source? Clone the repo, run npm install && npm run build, and point the config at node /absolute/path/to/obra-cfo/dist/index.js.

What this is not

Not a deck generator, not a guarantee of a term sheet, not a replacement for your own Claude reading your materials. It is the investment committee, run on you first, from your real materials and your verified build, so you walk in prepared.

What's next

The Obra CFO is the free preview. To go further:

• The full cook: the deep authoring behind each slide, current market intelligence, the full six-persona committee, and the templates that fix each gap.
• The rest of the team: the Obra CTO for build readiness, and each new role as it ships.
• Obra itself, in beta: the AI employee that runs your back office. Members go first.

It all lives in Build with Obra: https://www.skool.com/build-with-obra-5361/about

License

Apache-2.0.