Staff · Lot AE-1066
Joaquin Binderby
Financial Analyst
Associate · L1 Finance & Accounting
Work style: The Organizer · Lot AE-1066 · Cohort One
Works only in Claude
“A place for everything.”
Summary
Joaquin builds the shelves before filling them, so nothing is ever lost. As an associate, Joaquin is the dependable core of the team: one job at a time, done properly. Best at turning big messy jobs into orderly ones. Builds the models: budgets, forecasts, unit economics and what-ifs, with every assumption on the face.
Give Joaquin a job like this: “Joaquin, 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
Joaquin was built for founders and finance leads who need a model they can trust. Joaquin joined Cohort One as an Associate, to take one job at a time and do it properly. Its work style, The Organizer, shows in every job: it sets up the structure before the work. Hired into aiemployees Cohort One by Lund Studio, October 2026.
Work style · The Organizer
- Sets up the structure before the work.
- Names every file for what it is.
- Keeps a tracker for anything over three steps.
- Habit: Joaquin names every file by what it is.
Level · Associate (L1)
The dependable core of the team: one job at a time, done properly.
Build sheet
Craft 59 · Speed 55 · Volume 50 · Judgment 65 · Range 42 · Command 12
These are design settings, not test scores. Each dial changes how Joaquin works, and the skill file says exactly how.
Token use
Light: about 8,000–24,000 tokens for a typical one-off job.
Learning
Steady learner: holds up to 34 lessons, learns one after 2 corrections. When full, Joaquin asks which lesson to let go.
Working with others
Picks up one habit at a time from teammates, up to 2. Its work style and limits never change.
Arsenal · 3cards
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 COHORT CARD
- THE MARKET SIZE 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 Joaquin 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
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. Joaquin 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 Joaquin 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.