Template · 20 min setup

SaaS Financial Plan 2.0 (Christoph Janz's downloadable model)

Christoph Janz (Point Nine Capital) · SaaStr Free Intermediate

This is the data-room number, not the slide: a free, download-and-fill spreadsheet from a Point Nine partner that builds MRR movements, churn, CAC payback, LTV, a headcount-driven cost plan, and a monthly cash position. Build the shape of your business here, then lift the three to five headline numbers onto your traction slide and hand this whole file over when an investor asks for the proof.

  • Free Excel download (openable in Google Sheets) with a summary dashboard of the core metrics investors probe
  • Models MRR movements, expansion, churn, CAC payback, and cash position month by month
  • Endorsed by Jason Lemkin, who flags the classic founder error of assuming 100% gross margins
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The question it answers

  1. What financial numbers actually belong on the deck versus the data room?

Read with it

  1. This is a working Indian seed VC (Blume backed Unacademy, Purplle, Slice) writing down what it actually looks for, slide by... Blume Ventures Article · 20 min read High Pitched Assessments: the exhaustive list of what makes a good pitch deck Blume Ventures
  2. CRV is a top-tier US fund, and this piece draws the exact line your question asks about: it states plainly that detailed... CRV Article · 15 min read What Investors Look For in a Pitch Deck (Seed & Series A) CRV
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