Investor-Grade SaaS Financial Model UK | 3-Statement | SaaS Fractional CFO

Financial Infrastructure

Investor-Grade
SaaS Financial Models.

A spreadsheet is not a model. We build fully integrated 3-statement financial models with cohort revenue builds and dynamic headcount planning, designed specifically to survive Series A and B due diligence.

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Inside the Model

Everything an institutional investor expects to see. Clean, auditable, and driven by your actual SaaS metrics.

Integrated 3-Statement

P&L, Balance Sheet, and Cash Flow. We accurately map the timing differences between ARR bookings, deferred revenue, and actual cash collections.

Cohort Revenue Build

We don’t use flat growth rates. Revenue is modelled from the bottom up by customer cohort, tracking expansion, contraction, and gross churn metrics precisely.

Dynamic Headcount

Automated hiring triggers based on revenue milestones. Fully loaded costs including NI, pensions, bonuses, and seat-based software licensing.

Scenario & Sensitivity Control

A central assumptions dashboard allows you (and investors) to instantly stress-test the model. Toggle between base, upside, and downside scenarios.

Case Study

How a clean model secured a £5m Series A

The Challenge: A fast-growing UK B2B HR Tech platform had reached £1.2m ARR but was burning £80k per month. Approaching their Series A, prospective VCs requested a deep-dive into historical cohort retention and a 3-year P&L forecast. The founders only had a static spreadsheet that couldn’t answer complex retention questions.

The Solution: We audited their historical Stripe data to build an accurate MRR waterfall. From this, we constructed a fully integrated 3-statement model featuring a dynamic cohort revenue build, CAC payback timelines, and three distinct hiring scenarios based on capital raised.

The Result: The company passed financial due diligence (FDD) with zero major findings. The clarity of the model allowed the founders to justify a higher valuation, successfully securing a £5m Series A while extending their modelled runway by 18 months.

£5m
Series A Raised
18 mo
Runway Extension Identified
Zero
Due Diligence Red Flags
Kishen Patel — ICAEW Chartered Accountant, Fractional CFO for SaaS
ACA · ICAEW

Model Built By

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 built financial models for over 100 UK businesses — securing over £40m in capital. Every model is built personally by Kish. Your architecture is never passed to an outsourced junior.

12+

Years finance leadership

100+

Models Built

£40m+

Capital raised

Big 4

Trained

View full profile at ConsultEFC.com

Get a quote for your model

One-off bespoke SaaS models start from £3,500 + VAT. Turnaround is typically 10-14 days.

Or call: +44 7767 629 008

Related Pages

Fractional CFO for SaaS Services SaaS Metrics Fundraising Readiness SME Business Valuation
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