📊 Free Excel Template

Series A Financial ModelComplete 3-Year Excel Model

The comprehensive financial model template used by our clients who raised $500M+. Includes unit economics, cash flow projections, scenario planning, and investor-grade reporting.

What's Included

Everything you need for sophisticated financial planning and investor presentations

Model Components

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Revenue Model

Multiple revenue streams, pricing tiers, and growth scenarios

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Unit Economics

CAC, LTV, payback period, and contribution margin analysis

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P&L Statement

3-year monthly and annual profit & loss projections

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Cash Flow Model

Detailed cash flow with runway calculations and burn rate

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Balance Sheet

Assets, liabilities, and equity projections

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Scenario Planning

Conservative, base case, and optimistic scenarios

Model Worksheets

Dashboard
Executive summary with key metrics
Excel
Assumptions
Input all your business assumptions
Excel
Revenue Model
Customer acquisition and pricing
Excel
Unit Economics
CAC, LTV, and cohort analysis
Excel
Headcount Plan
Hiring timeline and compensation
Excel
P&L Statement
Monthly and annual financials
Excel
Cash Flow
Working capital and cash runway
Excel
Balance Sheet
Assets and equity structure
Excel
Scenarios
3-scenario sensitivity analysis
Excel
Investor View
Clean summary for presentations
Excel

Built-in Metrics Dashboard

$2.1M
Monthly Recurring Revenue
+15% MoM
$1,200
Customer Acquisition Cost
Improving
$6,400
Lifetime Value
5.3x CAC
24 months
Cash Runway
Base case

Trusted by Funded Startups

See what founders say about our financial model

DataViz Pro
Sarah Chen, CEO
$10M Series A

"The unit economics section was exactly what our investors wanted to see. Saved us weeks of work."

CloudSecure
Mike Johnson, CFO
$15M Series A

"Three scenarios helped us negotiate better terms. VCs appreciated the thorough financial planning."

EcomFlow
Lisa Wang, Founder
$8M Series A

"The cash flow projections were spot-on. We've used this model for ongoing financial planning."

Download Your Free Financial Model

Get instant access to the complete Excel model + setup guide

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Bonus Materials Included

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Setup Guide

Step-by-step instructions for customizing the model

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Formula Documentation

Explanation of all calculations and assumptions

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Investor Presentation

Clean summary slides for investor presentations

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KPI Dashboard

Pre-built dashboard with key startup metrics

Complete Your Fundraising Toolkit

Complement your financial model with these essential resources