An investor-grade SaaS model, ready for the room.
Driver-based ARR, cohort retention, unit economics, and three-statement output structured the way investors expect to review it.
SaaS Investor Financial Model Pro is a complete financial planning model for subscription businesses. It links customer acquisition, retention, and pricing assumptions to ARR, cash flow, and the full three-statement output — so a change to churn or CAC flows through the entire plan instantly.
The structure follows the conventions investors and boards already use: cohort-based retention, ARR bridge, CAC payback, LTV to CAC, magic number, and runway. Diligence questions can be answered live in the meeting rather than deferred to a follow-up.
For founders and finance leaders, it converts fundraising and planning from a scramble into a repeatable process. The same model supports the raise, the board pack, and the operating budget.
Models built quickly under deadline break under investor scrutiny.
ARR, churn, and CAC are calculated differently in each deck and report.
Blended retention hides which customer segments are actually performing.
Cash-out date changes with every hiring decision but is not modelled.
Standard SaaS conventions and transparent formulas withstand diligence.
Every report draws from the same definitions, so numbers reconcile.
Retention modelled by cohort exposes the real health of the customer base.
Change an assumption and see the effect on ARR, margin, and runway immediately.
Revenue built from customers, pricing, and expansion rather than a growth percentage.
Monthly cohorts tracked for retention, expansion, and contraction.
New, expansion, contraction, and churned revenue reconciled period to period.
CAC, LTV, LTV:CAC, and CAC payback calculated from underlying spend.
Linked P&L, balance sheet, and cash flow generated from the operating model.
Hiring plan by function that drives payroll cost automatically.
Base, upside, and downside cases compared side by side on one screen.
Months of runway under each scenario, updated with every assumption change.
Rule of 40, magic number, gross and net revenue retention in one view.
A concise investor-facing output suitable for a data room.
Track real performance against the plan once the raise is closed.
No hidden logic — every calculation is visible and explained.
A model structured the way investors expect to review it.
Respond to board questions in the meeting rather than afterwards.
Hiring and spend decisions made against a live cash-out date.
The same model becomes the operating budget and board report.
Present a defensible plan and answer diligence questions from a single model.
Produce a consistent metrics pack every quarter from live actuals.
Build the operating plan from the same drivers used in the investor case.
Investors use the structure to stress-test a target's assumptions.
Representative interface previews. [Replace with final product screenshots.]
Systems designed by practitioners who have built reporting for real operating businesses.
Executive presentation quality — output that can be shown to a board without reformatting.
Every view answers a decision, not merely displays a number.
Direct, personal email support from the person who built the system.
Current modelling and reporting conventions, delivered in familiar tools.
Built to be used on Monday morning, not admired in a demo.
SaaS Investor Financial Model Pro is built for Microsoft Excel (Windows and macOS, Microsoft 365 or Excel 2019+) and opens in Google Sheets with equivalent functionality preserved wherever possible.
There is no installation. After checkout you download the workbook, open it, and replace the sample inputs with your own. A quick-start guide walks through first-time setup in a few minutes.
Yes. Improvements and new versions are published to the same Gumroad purchase, so you can re-download the latest release at any time at no extra cost.
A commercial licence for use inside your own business or client engagements. Redistribution or resale of the files as a product is not permitted.
Direct email support at umeadiobed@gmail.com. Questions on setup, formulas, and adapting the model to your business are answered personally.
Completely. Nothing is locked or password-protected — every input, formula, chart, and layout is open and editable. Custom build requests can be discussed on a consultation call.
Because this is an instantly delivered digital product, refunds are handled case by case through Gumroad. If the product does not work as described, contact support and it will be resolved.
SaaS Investor Financial Model Pro is best suited to teams that already hold the underlying data but lack a structured, repeatable way to turn it into decisions and reporting.
Driver-based ARR, cohort retention, unit economics, and three-statement output structured the way investors expect to review it.