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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