Financial Model Builder
PROBuild professional financial models with AI — 3-statement models, DCF valuations, SaaS metrics, LBO analysis, revenue forecasts, and sensitivity analysis.
Example Usage
“I’m building a financial model for my B2B SaaS startup for our Series A fundraise. We have $50K MRR across 3 pricing tiers ($99/$299/$999 per month). Current metrics: 20% monthly growth, 5% monthly churn, $500 CAC, 70% gross margin. I need a 5-year projection with a 3-statement model, SaaS metrics dashboard, DCF valuation, and sensitivity analysis on growth rate and churn. Build this in Excel/Google Sheets with formulas.”
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Suggested Customization
| Description | Default | Your Value |
|---|---|---|
| My business type or industry | B2B SaaS startup with monthly subscriptions | |
| What I need the model for | Series A fundraising — need to show 5-year projections to investors | |
| My current revenue and pricing | $50K MRR, $99/mo starter plan, $299/mo pro plan, $999/mo enterprise plan | |
| The assumptions I want to model | 20% monthly growth, 5% monthly churn, $500 CAC, 70% gross margin |
Research Sources
This skill was built using research from these authoritative sources:
- Types of Financial Models (Corporate Finance Institute) Comprehensive overview of DCF, LBO, M&A, and other model types
- 3-Statement Model Complete Guide (Wall Street Prep) Step-by-step guide to building integrated 3-statement models
- SaaS Financial Modeling Overview (CFI) SaaS-specific metrics and model structure
- SaaS Metrics 2.0 (For Entrepreneurs) Definitive guide to SaaS metrics including MRR, churn, CAC, LTV
- Sensitivity Analysis in Financial Modeling (Wall Street Prep) Excel-based sensitivity and scenario analysis techniques
- Financial Modeling Best Practices (The Algebra Group) Financial modeling and valuation tutorial with 2026 best practices
- LBO Modeling Steps (Corporate Finance Institute) Step-by-step LBO model construction methodology