VC-grade SaaS Financial Model- (tier/flat-rate/per user pricing)

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About this service

Summary

If you're having issues with your B2B SaaS financial model - Trust me, I don't blame you; because they're the most complex kind. Luckily, you can now FORGET STRUGGLING with that spreadsheet - because I can handle the intricacies of formulas, calculations, macros, charts, dashboards, KPIs for you, with precise ATTENTION TO DETAIL.

I may not be a right fit for all, but we can collaborate perfectly IF YOU'RE THINKING:

“There’s millions at stake, and I want to make EVERY DECISION COUNT.”

“Finance is NOT MY FORTE, and I’m too busy to wrestle with spreadsheets.”

"I know my product and my business, but I'm not sure about WHAT VCs WANT from me."

“Past financial projections resulted in an embarrassing pitch, & I don’t want that again.”

“HOW MUCH CASH do I need to raise and WHEN do I raise it?”

“I need numbers that tell my company’s story RIGHT, leaving NO ROOM FOR DOUBT.”

To add proper value, I take a distinct approach to SaaS financial modeling than most. First, I incorporate the Pricing plan (be it Tiered, Freemium, per-user based, or flat-rate pricing) into the Customer-Acquisition Funnel and then I move onto the revenue model and build everything on top of it. This helps to accurately translate your overall SCALABILITY and PROFITABILITY into some meaningful KPIs (NDR, MRR, ARR, CMGR, churn rate, LTV:CAC, Burn Multiple etc.), which your investors would LOVE to see.

I'm all about results. So, instead of staring hopelessly at some numbers, if you want your financial model to SPEAK to you with result-oriented ACTIONABLE PLANS, I'm your guy.

What's included

  • Operational Models

    CUSTOMER-ACQUISITION FUNNEL, COHORT MODELS, REVENUE MODEL, CAPITAL BUDGET, CAPEX & DEPRECIATION, SENSITIVITY (RISK) ANALYSIS

  • Financial Statements (Future-proofed)

    INCOME (P&L) STATEMENT, BALANCE SHEET, CASH-FLOW STATEMENT

  • KPIs, Dashboard, Charts

    MRR, ARR, CAC, LTV, NDR, CHURN, BURN MULTIPLE, CASH RUNWAY etc.

  • Fundraising specifics

    VALUATION, RIGHT-FIT INVESTMENT VEHICLES


Skills and tools

Financial Advisor
Financial Consultant
Business Consultant
Microsoft Excel
PowerPoint
Quickbooks
Tableau

Industries

SaaS
B2B
Software

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