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Junior Analyst · Founder Finance Basics Mission Pack

Ship Clean Analysis: Junior Analyst Guide to Founder Finance

Turn your analysis into approved execution. Simple steps for clear recommendations.

Who This Helps

This is for junior analysts who want to ship clean analysis with clear recommendations. You crunch numbers, but stakeholders need decisions, not data dumps. The Founder Finance Basics Mission Pack helps you turn your work into action.

Mini Case

Meet Ben. He runs a startup. Revenue is up 20%, but cash is flat. He needs a one-page unit economics truth. You run the numbers: CAC is $150, LTV is $600, payback is 4 months. But growth spend is unsafe at current burn. You recommend pausing one channel. Ben approves. That's your win.

Do This Now (5 Steps)

  1. Open the Unit Economics Snapshot mission. It's your first anchor. It gives you a one-page truth card.
  2. Pull your top three channels. List CAC, LTV, and payback for each. Use real numbers.
  3. Find the unsafe channel. If payback exceeds 12 months, flag it. Ben's example: channel B has 18-month payback.
  4. Write one recommendation. Example: "Pause channel B. Save $5k/month."
  5. Share your snapshot card. Present it in your next standup. Keep it to one page.

Avoid These Traps

  • Don't hide bad news. Ben needs the truth, not a smoothed number.
  • Don't skip the recommendation. Analysis without action is noise.
  • Don't overcomplicate. One page. Three metrics. One decision.
  • Don't forget the runway. Cash is king. Always tie your analysis to runway impact.

Your Win by Friday

By Friday, you'll have a unit economics snapshot card that Ben can use to make a calm decision. You'll know which channel to pause and why. Your analysis will be approved, not ignored. And you'll feel like the smart teammate who just saved the company $5k.

Fun fact: Ben will probably buy you coffee. That's a win too.