Most of the section is Phase 1: High-level business model, KPIs, and detailed financial models. Detailed sales pipeline and cohort analysis sometimes is put into Phase 2 if customer data is highly confidential.
Describe how you make money: pricing model, contract structure, unit economics rationale.
[Business model description - SaaS, hardware + software, licensing, usage-based, etc.]
High-level operational plan including revenue targets, key milestones, and resource allocation.
[Upload 24-month business plan]
Provide a clear snapshot of the metrics that matter for your business. Adapt metrics to the DNA of your business (if not SaaS)
| KPI | Current | 12 Months Ago | 24 Months Ago | Target 12M Forward |
|---|---|---|---|---|
| ARR or Revenue | [X] | [X] | [X] | [X] |
| YoY Revenue Growth | [X%] | [X%] | [X%] | [X%] |
| Gross Margin | [X%] | [X%] | [X%] | [X%] |
| Net Dollar Retention | [X%] | [X%] | - | [X%] |
| CAC | [X] | [X] | - | [X] |
| LTV | [X] | [X] | - | [X] |
| LTV/CAC Ratio | [X] | [X] | - | [X] |
| Payback Period (months) | [X] | [X] | - | [X] |
| Burn Multiple | [X] | [X] | - | [X] |
| Runway (months) | [X] | - | - | - |
Detailed financial model including at minimum the past 3-5 years of actuals (or since inception) and forward projections. Share the same forecast you use internally - investors respect consistency.
[Upload financial model - Excel or Google Sheets]
Required for Series B+. Show customer retention and revenue expansion by cohort over time.
[Upload cohort analysis]
Current pipeline with deal stages, expected close dates, and weighted values. Also okay to upload as Excel / Sheets file.
| Account | Stage | Deal Size | Expected Close | Probability | Weighted Value |
|---|---|---|---|---|---|
| [Company] | [Stage] | [X] | [Date] | [X%] | [X] |