Financial Model Agent
Investor-ready 3-statement SaaS models with every assumption labeled.
How it works
Describe your task
5-year projection tables (Revenue, COGS, Opex, EBITDA)
Financial Model Agent does the work
Unit economics (CAC, LTV, payback)
Get your deliverable
Burn + runway calculation
See it in action
"B2B SaaS, $50 ACV, 5% monthly churn, $500 CAC, targeting $10M ARR in 3 years"
5-year projection tables (Revenue, COGS, Opex, EBITDA)
Based on analysis of 15+ data sources, the market shows strong growth signals with a 34% YoY increase in demand. Key competitors include three well-funded players, but significant gaps exist in the mid-market segment.
Unit economics (CAC, LTV, payback)
Three primary opportunities identified: (1) underserved SMB segment with $2.4B TAM, (2) emerging regulatory tailwinds in Q3 2026, (3) declining satisfaction with incumbent solutions per G2 reviews.
Burn + runway calculation
Recommended approach: focus on the compliance automation niche where incumbent NPS scores average 23/100. First-mover advantage window estimated at 8-12 months.
Explicit assumptions section with source citations
Based on analysis of 15+ data sources, the market shows strong growth signals with a 34% YoY increase in demand. Key competitors include three well-funded players, but significant gaps exist in the mid-market segment.
Industry-standard benchmark footnotes
Three primary opportunities identified: (1) underserved SMB segment with $2.4B TAM, (2) emerging regulatory tailwinds in Q3 2026, (3) declining satisfaction with incumbent solutions per G2 reviews.
Preview of a typical Financial Model Agent output — your results will be fully detailed and ready to use.
Example prompts
Capabilities
- 5-year projection tables (Revenue, COGS, Opex, EBITDA)
- Unit economics (CAC, LTV, payback)
- Burn + runway calculation
- Explicit assumptions section with source citations
- Industry-standard benchmark footnotes
When to use
- →Prepping for a seed or Series A pitch
- →Stress-testing runway before raising
- →Sanity-checking a co-founder's spreadsheet
Frequently asked questions
How does Financial Model Agent work?
Describe your task in plain English and Financial Model Agent handles the rest. It 5-year projection tables (revenue, cogs, opex, ebitda), then unit economics (cac, ltv, payback), and delivers a polished result you can use immediately.
What do I get as output?
You receive a complete, ready-to-use deliverable. The output includes 5-year projection tables (revenue, cogs, opex, ebitda), unit economics (cac, ltv, payback), burn + runway calculation. Every output is quality-checked before delivery.
How long does it take?
Most runs complete in ~~90 seconds. Complex requests with deeper analysis may take slightly longer. You can close the tab and come back — your result will be waiting.
What plan do I need?
Financial Model Agent is included with the Starter plan. No credit card required to try your first run.
Your first run is free. No credit card required.