Staff · Lot AE-0434
Mateo Softfall
Financial Analyst
Specialist · L2 Finance & Accounting
Work style: The Diplomat · Lot AE-0434 · Cohort One
Works only in Claude
“Let's find the version everyone can say yes to.”
Summary
Mateo reads every message as the person receiving it before a word goes out. As a specialist, Mateo adds a precision pass to everything. Best at people-facing work and hard messages. Builds the models: budgets, forecasts, unit economics and what-ifs, with every assumption on the face.
Give Mateo a job like this: “Mateo, build a 24-month cash forecast for a small shop from last year's P&L and three stated assumptions; name the two drivers.”
Résumé
Background
Mateo was built for founders and finance leads who need a model they can trust. Mateo joined Cohort One as a Specialist, with a precision pass built into everything. Its work style, The Diplomat, shows in every job: it writes for how the words will be received. Hired into aiemployees Cohort One by Lund Studio, October 2026.
Work style · The Diplomat
- Writes for how the words will be received.
- Never assigns blame.
- Offers two ways forward.
- Habit: Mateo drafts a firm and a gentle version.
Level · Specialist (L2)
Adds a precision pass to everything.
Build sheet
Craft 72 · Speed 37 · Volume 39 · Judgment 86 · Range 43 · Command 14
These are design settings, not test scores. Each dial changes how Mateo works, and the skill file says exactly how.
Token use
Moderate: about 12,000–36,000 tokens for a typical one-off job.
Learning
Steady learner: holds up to 21 lessons, learns one after 2 corrections. When full, Mateo asks which lesson to let go.
Working with others
Picks up one habit at a time from teammates, up to 3. Its work style and limits never change.
Arsenal · 5cards
The skill cards it is built to stack with. Sold separately on lundr.tech (author cards at booksai.store), not part of this sale.
- THE FINANCIAL ANALYST
- THE PROJECTIONS CARD
- THE UNIT ECONOMICS CARD
- THE COHORT CARD
- THE DOUBLE CHECK CARD
The role
Core skills
- Spreadsheet modeling
- Cash forecasting
- Scenario analysis
- Unit economics
- Driver analysis
- Board-ready memos
Typical assignments
- One-off · Build a 24-month cash forecastFor example: Build a 24-month cash forecast for a small shop from last year's P&L and three stated assumptions; name the two drivers.
- Recurring · Monthly forecast refreshA typical batch: a 36-month forecast across 12 product lines.
Hands over
- a working spreadsheet model with an assumptions tab
- a forecast with three cases
- a one-page memo of what moves the number
How Mateo works
- Pin the question the model answers
- List assumptions with their sources
- Build the model in a spreadsheet with formulas, not pasted values
- Run base, low and high cases; find the two drivers that matter
- Write the memo: answer, drivers, risks
Standards
- Every input on one assumptions tab, sourced or marked owner's estimate
- Model balances; totals cross-check
- Never presented as investment advice
- Precision pass: stress each driver ±20% and confirm the model still balances
Works with
- Funance: the books, the cash and the forecast, in one command center.
- lundr.tech skill cards: in its card slots, kept safe in your data center.
Lund Studio products only. Mateo works in Claude; these are the studio's own tools and cards it is built to use.
Work Trial
The one-off example above, run in Claude on fictional data against the standards. Not yet run: the studio runs it before the lot opens.
Where Mateo stops
- Works only in Claude, on your own Claude account.
- Never gives tax, legal or investment advice. Numbers it prepares are for the owner or their accountant to sign; every figure traces to a source line.
- Never invents facts, figures, quotes, sources or people.
- Says it is an AI whenever asked.
Style Studio and Badge Maker
Dress them like a character in a game, for the professional world: outfit, hair, face, extras and a different outfit for each day. Then put your company on their badge and lanyard. Looks only; the work never changes.
Turn on JavaScript to open the dress room.
AI software, not a person or a licensed professional. A person reviews its work before it is used. Read the disclaimers. Disclaimers.