AI-Powered 5-Year Financial Model
Generate investor-ready financial models in minutes, not weeks. Powered by AI, grounded in your real revenue data.
CAPABILITIES
Everything You Need to Model Your Future
From AI-driven generation to investor-ready exports, the Financial Model Builder covers the full financial planning workflow.
AI-Powered Model Generation
Guided 8-step interview wizard that auto-fills from your live DealARR data. Claude AI generates comprehensive 5-year models with Bear/Base/Bull scenarios in minutes, not weeks.
3-Scenario Planning
Every model generates Bear, Base, and Bull cases simultaneously. Compare side-by-side growth trajectories, churn rates, headcount plans, and investment levels across all scenarios.
Sensitivity Analysis
Understand how changes in growth rate, churn, headcount, and marketing spend impact your key financial outcomes with detailed sensitivity drivers.
Goal Seek
Work backwards from your targets. Reverse engineer the assumptions needed to hit specific ARR, profitability, or runway milestones.
Formula-Driven Excel Export
Export investor-ready Excel workbooks with 8 interconnected sheets featuring live formulas, McKinsey-style color coding, and professional formatting.
Shareable Links
Generate secure share links for stakeholders, board members, or investors. They can view the full model with all tabs without needing a DealARR account.
MODEL OUTPUT
8 Comprehensive Tabs
Every generated model includes 8 interconnected views covering every aspect of your financial plan.
Executive Summary
ARR bridge, Rule of 40 score, key risks, opportunities, and AI-generated funding recommendations.
Revenue Model
5-year ARR projections, monthly MRR breakdown, cohort analysis, and benchmark comparisons.
Unit Economics
LTV/CAC trends, payback periods, NRR tracking, and percentile benchmarking against industry peers.
P&L Statement
Full profit & loss with revenue, COGS, OpEx breakdown, EBITDA margins, and net income projections.
Headcount Plan
Department-level hiring plan, sales capacity model, cost allocation, and revenue-per-employee tracking.
Cash Flow
Operating cash flow, free cash flow, fundraising events, runway analysis, and burn rate projections.
Scenarios
Side-by-side Bear/Base/Bull comparison cards with sensitivity drivers and color-coded value ranges.
Assumptions
Complete assumptions register organized by category with confidence levels, sources, and benchmark references.
HOW IT WORKS
From Interview to Investor-Ready Model
Start Interview
Launch the guided wizard. Your DealARR metrics auto-fill the financial inputs.
Review & Customize
Adjust growth rates, churn, hiring plans, and investment assumptions across 8 sections.
AI Generates Model
Claude AI builds your 5-year model with Bear/Base/Bull scenarios in parallel.
Share & Export
View in the interactive viewer, export to Excel, or share a link with stakeholders.
USE CASES
Built for Revenue Leaders
Fundraising Preparation
Build a board-ready financial model before your next raise. Show investors you understand your unit economics, path to profitability, and key growth levers.
Board Reporting
Share scenario-based financial projections with your board. Export to Excel or share a live link so board members can explore the model interactively.
Strategic Planning
Model different growth strategies, hiring plans, and investment scenarios. Use sensitivity analysis to understand which levers matter most for your business.
CFO Decision Support
Give your CFO or finance team a comprehensive 5-year model grounded in real data, not spreadsheet guesswork. Auto-populated from your actual DealARR metrics.
5-Year Financial Model
Available as an add-on to any Base or Founder/CFO Hub subscription. No per-seat pricing — one flat monthly fee for your entire organization.
What's Included
Stop Building Models in Spreadsheets
Let AI do the heavy lifting. Generate your first financial model in under 10 minutes.