SaaS Financial Modelling
The model investors
actually believe.
Most SaaS founders go into investor conversations with a spreadsheet. Investors see through it in minutes. Our investor-grade 3-statement models are built by Big Four-trained CFOs who have sat on both sides of the table.
From £3,500
Fixed Fee + VAT
5–10
Day Delivery
Big Four
Trained CFOs
£40m+
Capital Raised
What’s Included
Everything investors expect to see.
Built to withstand due diligence from Seed through Series B. No templates. No shortcuts.
3-Statement Model
Fully integrated P&L, balance sheet and cash flow statement. Linked and dynamic — changes in one sheet flow through automatically.
MRR Waterfall
New MRR, expansion, contraction, churn and reactivation modelled separately. The waterfall investors look for from day one of DD.
Cohort Analysis
Monthly or quarterly cohorts showing retention curves, LTV development, and payback period by acquisition channel.
Scenario Planning
Base, upside and downside cases. Toggle assumptions to show investors you understand your own sensitivities.
Runway & Burn Analysis
Dynamic runway calculator linked to headcount plan and operational spend. Shows exactly when you need to raise and how much.
Headcount Plan
Role-by-role hiring plan with start dates, salaries and on-costs. Drives P&L and cash flow automatically — no manual updates.
Board-Ready Dashboard
Summary tab with KPIs, ARR bridge and key charts. Copy-paste ready for board packs and investor updates.
Assumptions Log
Every assumption documented and sourced. Investors will ask. You’ll have the answer ready.
Two Rounds of Revisions
Included as standard. If your assumptions change mid-raise, we update the model. No surprise fees.
Model Specification
Built for how SaaS businesses actually work.
36-month monthly forecast with annual summary tabs
Revenue split by product line, geography or customer segment
Unit economics: CAC, LTV, payback period, magic number
COGS build including hosting, support and CS costs
Rule of 40 tracking and gross margin bridge
Working capital and deferred revenue modelling
Google Sheets or Excel — your choice
Fixed Fee
£3,500 +VAT
Starting from. Agreed before work begins.
Delivered in 5–10 business days
Two rounds of revisions included
Partner-led, not delegated
NDA signed before kick-off
Why It Matters
Investors judge the model before they judge the business.
The Problem
Founders build their own models in a weekend. Investors have seen thousands. A weak model signals weak CFO thinking — before you’ve said a word.
The Signal
A tight, well-structured model tells investors you understand your unit economics, your risks, and how capital will be deployed. It de-risks the round.
The Outcome
Investors move faster. Due diligence goes smoother. You walk into every Q&A ready — because you built the model with the people who know what investors will ask.
FAQ
Common questions.
Your Fractional CFO
Kishen Patel ACA
ICAEW Chartered Accountant · Big Four Trained · London
Kish is the founder of Consult EFC and the CFO behind SaaSFractionalCFO.co.uk. He is an ICAEW Chartered Accountant (ACA) with over 12 years of experience across Big Four audit, investment banking, and corporate finance advisory.
He has worked with over 100 UK businesses — from pre-revenue SaaS startups raising their first SEIS round to established software companies preparing for Series B and exit. Every engagement is led personally by Kish. Your work is never passed to a junior.
As a regulated ICAEW member, Kish is held to the highest professional and ethical standards in UK accountancy — the same standards that FTSE 100 boards and global investors rely on.
12+
Years finance leadership
100+
UK businesses advised
£40m+
Capital raised
Big 4
Trained
Get Started
Tell us about your model.
We’ll confirm scope and fee within one business day.