For AI SaaS founders raising their first round
Investor-grade math, in plain Excel.
A 17-sheet financial model built for the AI-economics of 2026. Variance buffer on inference costs. Heavy-user multiplier. HITL as COGS, not OpEx. 87 cited benchmarks. From purchase to VC-ready in roughly 90 minutes.
Instant download · 5 files · No subscription
Available now on Gumroad
You know the VC will ask for a model. You also know that a generic SaaS template falls apart in the AI-economics questions.
Token prices fluctuate. Power users hit 20× the median. Background tasks consume tokens nobody is paying for. Most templates pretend this does not exist.
Eighty hours building a model you may delete after the first VC call is not a good use of founder time. A fractional CFO at €5K/month is not in the budget yet.
AI SAAS FINANCIAL
MODEL
Five files. One ZIP. Delivered by email after checkout via Gumroad.
01 · .xlsx
17 sheets. ~140 inputs across 7 sections. Four pricing components (Per Agent · Per Activity · Per Output · Per Outcome) with hybrid support. P&L, cash flow, balance sheet, cap table to exit, valuation, cohort. 6 built-in Model Health Checks.
02 · .xlsx
The same 17-sheet model fully populated for a hypothetical AI customer-support agent company. Hybrid pricing. Three customer segments. Three-year forecast. Use as a reference while filling your own model.
03 · .pdf
25 pages. 36 terms in 5 categories. Each term has Classical SaaS meaning, AI Twist, Impact on your model, and Benchmark 2026 ranges. 87 verifiable benchmark datapoints sourced to a16z, Bessemer, High Alpha, Carta, Stripe.
04 · .pdf
6 pages. The 5-step workflow. Color legend. Pricing-model decision tree. Section-by-section guide with common mistakes. Reading the outputs. The 5-minute pre-VC stress test. FAQ and troubleshooting.
05 · .xlsx
Full bibliography for the 87 benchmark datapoints. Each row: which benchmark, link to the report or quote, date of publication. So when the VC asks "where is this number from", you have the answer in the same row.
From purchase to VC-ready in roughly ninety minutes.
Variance Buffer, Heavy User Multiplier, HITL, % Autonomous, AI Resolution Rate — separate input cells, not buried assumptions.
Per Agent · Per Activity · Per Output · Per Outcome — independent toggles. Mix them. Modern AI-SaaS pricing structure for 2026.
87 datapoints with bibliography. When the VC asks "where is this number from", you have a citation in the same row.
A 5-minute checklist that turns the Excel file into a "VC preparation kit" — what a senior CFO would check before greenlighting.
ACMA / CGMA, MBA Manchester, 25 years of fractional CFO work — credentials that go beyond the template-marketplace baseline.
17 sheets balanced: P&L · Cash Flow · Balance Sheet · Cap Table · Cohort · Valuation · Investor Summary. Not a P&L-only quick fix.
Five files delivered as a ZIP after purchase: the 17-sheet Excel financial model template, a fully populated DEMO model for "Helix AI", a 25-page Glossary PDF with 36 AI-SaaS finance terms and 87 cited benchmarks, a 6-page User Manual PDF, and a Benchmark Sources Excel for full bibliography.
Yes. Buyers of v1.x receive all v1.x updates for free, delivered via the same Gumroad download link. Major version upgrades (v2.0+) are not included.
Yes — the AI-specific layers (Variance Buffer, Heavy User Multiplier, HITL) can be neutralised by setting them to 1.0 / 0%. The model then behaves as a classical SaaS template. But if you are not building AI SaaS, generic SaaS templates may serve you better.
All sales are final after delivery. Refunds remain available in five specific situations: product defects, delivery failure, fraud, mandatory consumer rights, and platform decisions by LemonSqueezy or Gumroad. By completing the purchase, you expressly consent to immediate delivery and acknowledge that the standard 14-day EU withdrawal right does not apply once supply has begun (Article 16(m) of EU Directive 2011/83/EU). Full details in the Refund Policy.
The model is designed for Microsoft Excel 2019 and later, and Microsoft 365. It may also function in Google Sheets, LibreOffice Calc, or Apple Numbers, but we do not warrant compatibility, feature parity, or correct output outside the Microsoft environment. Certain advanced features (data validation, conditional formatting in scenarios, the scenario engine) may behave differently or require minor adjustments in non-Microsoft applications. See the Terms of Sale §5 for details.
The model is designed for pre-seed and seed rounds. Series A is a stretch — you can use it but will likely outgrow it for cohort modeling and revenue waterfall granularity. Series B onwards needs a custom model.
The bundle includes comprehensive built-in documentation: the User Manual covers the 5-step workflow, common mistakes, and troubleshooting; the Financial Glossary covers AI SaaS finance terminology with cited benchmarks. No additional technical support, advisory services, custom modelling, or training is included in the price. Custom modelling and fractional-CFO engagements are separate services under separate agreements — see the About page.
Once watermarking is implemented (planned for a future release), each delivered copy of the Licensed Product will contain buyer-specific identifiers tied to your order ID and email — for intellectual-property protection only. This processing is described in the Privacy Policy §3(d) and §5(d) under our legitimate-interest basis, and you may object on grounds relating to your particular situation (GDPR Art. 21). Removing, altering, or obscuring watermarks is a material breach of the License Agreement (§4(h), §4(i)).
The model is a learning and structuring tool. Numbers it produces are projections based on your inputs, not financial guarantees or audited statements. For regulated reporting, valuations, or investment decisions, consult a licensed CFO or auditor. Full terms in the Disclaimer.
Five files. One €147 payment. Delivered to your inbox in under a minute.
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Available now on Gumroad