Fundraising3,800+ downloads
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Financial Model Template

SaaS/B2B model ready for due diligence

Complete 5-year financial model with monthly projections, unit economics, and fundraising scenarios. Used by +3,800 startups for their fundraising.

Google Sheets / Excel
12 tabs
Updated: December 2024
(4.8)

Ideal for:

Seed / Series A fundraisingAnnual business planningBoard meetingsFinancial due diligenceValuation negotiation

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What's included

✓60-Month Projections

Revenue, costs, cash flow with monthly granularity for the first 2 years, quarterly thereafter

✓Complete Unit Economics

CAC, LTV, Churn, MRR, ARR, Gross Margin with automatic formulas and industry benchmarks

✓3 Fundraising Scenarios

Bootstrap, Seed ($500K-$1M), Series A ($2-5M) with impact on runway and valuation

✓Investor Dashboard

Summary view with automatic charts for VC presentations

Detailed content

Tabs Included

  • •1. Dashboard - KPIs and key charts
  • •2. Assumptions - Modifiable assumptions
  • •3. Revenue Model - Revenue projections
  • •4. Cost Structure - Fixed and variable costs
  • •5. Team Plan - Hiring plan
  • •6. Unit Economics - CAC, LTV, Payback
  • •7. Cash Flow - Cash flow statement
  • •8. Fundraising Scenarios - 3 scenarios
  • •9. Cap Table - Capitalization table
  • •10. Sensitivity Analysis - Sensitivity analyses
  • •11. Monthly Detail - Month by month detail
  • •12. Charts - Exportable graphs

Automatic Formulas

  • •MRR/ARR with expansion and contraction
  • •Cohort analysis for churn
  • •Automatic runway based on burn rate
  • •Indicative valuation by method
"VCs were impressed by the quality of my financial model. It clearly made the difference in due diligence."
M
Marie L.
CFO @ FinTech (Seed $1.3M)

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