Official NHATGIA public repo: https://github.com/NHATGIA/ai-cfo-advisory
Status: Public feedback draft
Data: Fake sample only
Purpose: Invite comments from CFO, investment, M&A, project review, data, and workflow practitioners
We are building an AI-powered CFO & Investment Advisory company focused on financial review, project FS modeling, investment analysis, M&A support, and automated department workflows.
This public pack is a safe, fake-data version of one small workflow pattern: how teams separate facts, assumptions, risks, missing items, and decision conditions before a project moves to a higher review stage.
This pack is intentionally small. It does not include protected business material, live records, formulas, production instructions, access material, organization names, or client names.
The broader company vision is to help business owners, investors, and operating teams make better decisions through structured CFO workflows and AI-assisted analysis.
Core service areas:
- Financial statement review
- Project FS model preparation
- Investment memo support
- M&A screening and transaction support
- Business performance review
- Data room readiness checks
- Department workflow automation
The operating model is designed as a set of specialized workflows, not one general chatbot.
| Workflow Area | Public Description |
|---|---|
| CFO & Finance Review | Turns structured inputs into review notes, model checks, and decision-ready summaries |
| Investment Analysis | Separates facts, assumptions, risks, missing items, and conditions before recommendation |
| Pipeline & Data Stewardship | Tracks missing documents, owner responsibility, review status, and next actions |
| M&A Support | Helps structure early screening, diligence requests, and transaction readiness |
| Market & Project Review | Organizes comparable data, project assumptions, and review questions |
| Management Reporting | Converts working analysis into board or management-ready outputs |
Potential partners can use this public pack to understand the working style before discussing a private engagement.
Good-fit collaboration areas:
- Run a project FS model from structured assumptions
- Review financial statements before an investment decision
- Prepare an investment review memo
- Build a project review checklist
- Structure an M&A screening workflow
- Automate repetitive finance or review processes by department
- Turn scattered documents into an evidence-first review workflow
I am open to a free initial consultation for founders, investors, project owners, and operators who want to clarify a finance, investment review, project FS modeling, M&A screening, or department workflow automation problem.
The free consultation is intended to:
- understand the problem type
- identify missing information
- suggest a safe first review structure
- clarify whether a deeper private engagement is useful
Please do not post private records, client names, private figures, access material, or private attachments in public GitHub issues. Start with a public-safe problem description only.
Please comment on:
- What fields are missing from the input schema?
- Which risk categories should be separated more clearly?
- What validation rules would prevent weak review output?
- What output format would be easiest for a review team to use?
- What edge cases should an assisted review workflow handle?
Please do not ask for or share:
- live project records
- private organization information
- client names
- private status updates
- private attachments
- formulas or decision methods
- production instructions
- access material
- advice on a specific live matter
For live project or advisory work, please start with a private business conversation. Do not post private materials in public GitHub issues.
| File | Purpose |
|---|---|
sample_project_fake.json |
Fake sample project for discussion |
project_review_input_schema_public.json |
Minimal public schema for feedback |
public_review_checklist.md |
Generic review checklist |
community_posts.md |
Ready-to-use GitHub/LinkedIn post drafts |
.github/ISSUE_TEMPLATE/feedback.md |
GitHub issue template for structured comments |
.github/ISSUE_TEMPLATE/partner-inquiry.md |
Public-safe partner inquiry template |
Use this structure in your comment:
ROLE:
Process / Data / Review / Workflow / Operations / Other
WHAT IS MISSING:
WHAT IS UNCLEAR:
WHAT RISK WOULD YOU ADD:
WHAT VALIDATION RULE WOULD YOU ADD:
WHAT WOULD MAKE THIS MORE USEFUL:
A review workflow should not mix verified facts with assumptions. If evidence is incomplete, the default decision should be conditional or pending, not final.
If you want help with CFO review, project FS modeling, investment analysis, M&A screening, or department workflow automation, open a public-safe inquiry or connect privately for a free initial consultation. Public comments should describe the problem type only, not the private facts.