Preview
Built for the questions VCs ask in the first meeting
Pre-filled with Acme SaaS Startup sample data. Replace with your numbers — the charts, scenarios, and KPI scores update automatically.
Revenue Model
KPI Dashboard
P&L Forecast
Cash Flow
Cap Table
Fundraise
Board Data
| KPI Metric | Your Co. | Series A Median | Status | Notes |
|---|---|---|---|---|
| ARR Growth (YoY) | 187% | >100% | ● Green | Strong growth trajectory |
| Net Revenue Retention | 108% | >100% | ● Green | Expansion exceeding churn |
| Gross Margin | 72% | >65% | ● Green | SaaS benchmark met |
| LTV : CAC | 2.8× | >3× | ◐ Watch | Improving; 2 cohorts to target |
| Burn Multiple | 1.4× | <2× | ● Green | Efficient growth signal |
| Rule of 40 | =ARR_Growth+Gross_Margin | >40 | ● 44 — Green | Auto-calculates |
Sample — Acme SaaS Startup. Replace with your numbers in 2–4 hours.
What's included
Seven tabs. Everything a Series A investor opens.
Each tab is a complete, standalone module with linked formulas. Change a revenue assumption on Tab 1 and every downstream model updates — P&L, cash flow, KPI scores, and board deck data.
01
Revenue Model
MRR/ARR built on cohort logic — new, expansion, contraction, churned MRR each month. SaaS subscription model with plan tiers, upgrade rates, and churn curves.
MRR Waterfall
Cohort Retention
Expansion Revenue
Churn Curve
Series A input
02
P&L Forecast
3-year monthly P&L with SaaS-specific line items: COGS, gross margin, sales & marketing (CAC), R&D, G&A. Operating leverage tracked quarter by quarter.
3-Year Monthly
CAC by Channel
Gross Margin %
Operating Leverage
LTV built in
03
Cash Flow Projection
Monthly cash flow with fundraise timing scenarios baked in. Links to P&L automatically. Shows runway pre- and post-raise for any scenario you select.
Monthly Cash
Runway Auto-Calc
Fundraise Timing
Links to P&L
04
Cap Table
Pre-money and post-money ownership, option pool impact, and dilution calculation for your Series A round. Shows all existing shareholders with percentage ownership pre/post.
Pre/Post Money
Option Pool Shuffle
Founder Dilution
VC ownership %
05
Fundraise Scenarios
Toggle between $2M, $5M, and $10M raise targets. See valuation, runway, dilution, and post-raise burn rate for each scenario side by side. Built for partner meeting prep.
$2M / $5M / $10M toggle
Valuation Range
Runway Impact
Dilution Matrix
06
KPI Dashboard
Auto-calculates Rule of 40, burn multiple, LTV:CAC, NRR, CAC payback period, and quick ratio. Each metric benchmarked against Series A medians with green/yellow/red status.
Rule of 40
Burn Multiple
LTV:CAC
NRR
CAC Payback
07
Board Deck Data
Pre-formatted summary tables designed to paste directly into the $99 Board Pack Template. Eliminates manual number copying before board meetings. Fully linked to upstream tabs.
Copy-Paste Ready
Pairs with Board Pack
Linked Formulas
Value comparison
$199 vs. the alternatives
Hire a consultant
$5,000–15,000
20–40 hours of work
Best value
Startup Financial Model
$199
2–4 hours to customize
Build from scratch
$0
20+ hours, no benchmarks
Who this is for
Built for founders raising Series A
Designed specifically for companies at $500K–$5M ARR preparing a Series A fundraise in the next 6 months, and the fractional CFOs who support them.
Series A Founders
You're preparing for partner meetings and need a model that answers every financial question a VC asks — without hiring a full-time CFO.
Fractional CFOs
Your clients are raising Series A. This is your starting template — customize the inputs, white-label the output, deliver in under a day.
Investors
Due diligence on a Series A portfolio company? Use this as the reference model to check their assumptions and stress-test their projections.
Early users
What founders say
★★★★★
"Our lead investor asked for a cap table showing three raise scenarios during the first Zoom. I had this open on another screen and answered in real time. That meeting moved to a term sheet."
Co-founder & CEO · $2.1M ARR SaaS · Series A closed
★★★★★
"I use this as my Series A model base for every new client. The KPI benchmarks tab alone saves me 3 hours of research per engagement. At $199 it's effectively free."
Fractional CFO · 6 portfolio companies · $8M–$40M ARR
Questions
Frequently asked
What format is the model?
Google Sheets. After purchase you receive a link to make a personal copy directly to your Google Drive. Fully editable — no locked cells except auto-calculated formula fields. If you need Excel, use File → Download → Microsoft Excel from Google Sheets.
Is this a template or a custom model?
It's a professional template pre-built for SaaS/subscription startups raising a Series A. It ships with Acme Startup sample data so you can see the structure immediately. Replace the inputs with your numbers — most founders take 2–4 hours. A fractional CFO familiar with the model typically takes under an hour per client.
Does this work for non-SaaS companies?
The model is optimized for SaaS/subscription businesses — the revenue model, KPI metrics (NRR, burn multiple, LTV:CAC), and benchmark data are all SaaS-oriented. It can be adapted for marketplace or fintech, but you'll need to restructure the revenue model tab. If your business is primarily SaaS, it works as-is.
Do I need an account to buy?
No account required. Pay with any card via Stripe Checkout. You'll receive the Google Sheets link on the confirmation page and by email immediately after payment.
Can I use this for multiple clients?
Yes. One purchase has no usage restrictions. Fractional CFOs commonly use a single purchase as their Series A fundraising template base across multiple client engagements.
How does this pair with the $99 Board Pack Template?
Tab 7 (Board Deck Data) produces pre-formatted summary tables designed to paste directly into the Board Pack Template slides. The two products are designed to be used together — the model builds the numbers, the deck presents them. You can buy both or use the model standalone with any slide deck.
What is the refund policy?
7-day full refund. If you open the model and it's not what was described, email support@cfotechstack.ai within 7 days for an immediate refund. No forms, no questions.