research-finance

Topics in the source

• research-finance
• Purpose
• When to use
• Workflow
• Scripts
• Onboarding & customization
• Optimize with autoresearch (opt-in)
• References

Financial management of internal R&D programs and portfolios: program budgeting with F&A, burn/runway tracking, and capitalize-vs-expense routing. Every number ships with its assumptions block, and accounting-treatment calls route to a named finance owner — this skill never books an entry. R&D finance partners, program controllers, and operations leads manage money that has already been allocated or raised — not the corporate close, not the next funding round, not finding a grant. This skill structures three recurring decisions: Three deterministic tools: 1. programbudgetplanner.py — Builds a multi-period budget from work-package line items, applies the F&A (indirect) rate to an MTDC-style eligible base, and rolls up direct / F&A / fully-loaded cost per period with an explicit assumptions block. 2. burnrunwaytracker.py — Computes average + trailing burn, runway in periods/months, and whether each value-inflection milestone is reachable before cash runs out. Flags accelerating burn and below-threshold runway. 3. capexvsopexrouter.py — Scores each R&D cost item against the IAS 38 development-phase criteria (or flags US GAAP ASC 730 expense-as-incurred) and routes it to CAPITALIZE-CAN

This is an excerpt. Refer to the complete source and its current requirements.