Retention changes
Test slower renewals or lower expansion alongside the acquisition plan. Follow the effect through recurring revenue, delivery costs and the cash balance.
INDUSTRIES / SAAS & AI SOFTWARE
The business behind
your software.
Custom financial models, business plans and pitch decks for SaaS and AI software businesses. Connect acquisition, retention and recurring revenue to the cash your next stage needs.
SAAS & AI SOFTWAREOperating logic
START WITH THE DRIVERS
01Customers & seats
02Plans & pricing
03Retention & expansion
04Recurring revenue
Connected assumptions. A clear view of your business.
Built around your business.Explore all industries
01 / THE OPERATING REALITY
Your business has
its own moving parts.
B2B and B2C software, vertical SaaS, AI applications, usage-based platforms and hybrid subscription businesses.
01
Acquisition & retention
Separate new customers, churn, upgrades and expansion. Connect customer cohorts and sales capacity to a revenue forecast you can explain.
02
Delivery economics
Model hosting, customer support, implementation and payment costs. For AI products, include inference usage and the relationship between product activity and infrastructure spend.
03
Growth & runway
Connect hiring, go-to-market investment, billing terms and annual prepayments to monthly cash flow and funding milestones.
WHAT THE FINANCIAL WORK MAKES VISIBLE
The operating detail.
The decisions it supports.
Separate customer growth from revenue expansion and cash collection. Subscription terms, usage and the cost of serving customers can change the financial picture in different ways.
| What to track | What the model connects | What it helps you understand |
|---|---|---|
| Recurring revenue | Starting customers, new accounts, churn, plan changes and recurring prices. | Which part of growth comes from acquisition, retention or expansion. |
| Customer acquisition payback | Acquisition spend by channel and the contribution earned from customer cohorts. | How much cash the sales plan consumes before acquired customers recover their acquisition cost. |
| Cost to serve | Hosting, inference usage, support and onboarding requirements by customer type. | How product activity and customer mix affect delivery margins. |
| Cash runway | Billing frequency, collections, hiring, infrastructure spend and funding timing. | When cash is needed, including the difference between annual prepayments and monthly revenue. |
QUESTIONS I CAN HELP YOU TEST
How would your plan change?
Choose the uncertainties that matter to your business. I can connect alternative assumptions to the forecast and explain the differences in the plan or presentation.
Usage grows faster than revenue
For AI and usage-based products, compare activity and infrastructure costs with the pricing structure. See where a plan or customer segment needs a closer look.
Hiring moves ahead of sales
Compare the sales team’s ramp with the timing of new payroll. Make the funding impact of an earlier or staged hiring plan visible.
02 / WHAT WE CAN BUILD
The economics, the plan
and the presentation.
Agree the deliverables your project needs. Keep the assumptions consistent across the work.
01
Financial models
A driver-based subscription forecast with customer movements, operating costs, cash flow and relevant SaaS metrics.
Explore the service02
Business plans
A business plan connecting the target customer, product, route to market and operating milestones to the forecast.
Explore the service03
Pitch decks
A focused investor story linking the product, traction, business model, growth plan and funding request.
Explore the service03 / INSIDE THE DOCUMENTS
See the detail.
Understand the structure.
The financial-model and pitch-deck previews are selected for this industry. Open either image to inspect the detail, or follow its link to the matching FinancialModelsLab product. Each custom project follows its own business assumptions.
The customer tiers and subscription assumptions show why software revenue needs more detail than one growth rate. Acquisition, pricing and retention should remain visible.
Subscription plans, usage fees and setup charges behave differently. Showing them separately makes the commercial model easier to understand and connect to the forecast.
A PRACTICAL STARTING POINT
Bring what you know.
I’ll shape the brief.
These details help the work after our first conversation. You can start with the information you already have.
- Plans, pricing and billing terms
- Customer counts, churn and usage history if available
- Acquisition channels and sales assumptions
- Team plan and infrastructure costs
- Funding objective and product milestones
ILLUSTRATIVE PROJECT SCENARIO
A subscription business preparing for its next round
Compare a sales-led expansion plan with a slower hiring case. Show how acquisition, retention and annual billing affect cash runway and the size of the funding request.
Explore the project briefA FEW PRACTICAL DETAILS
Before we work together.
LET’S MAKE THE NEXT MOVE CLEARER
Let’s work through
your next move.
Three quick questions. Then choose a time to talk with Henry.