You will get a Professional SaaS Finacial Model and 12- Month Revenue Forecast
Project details
Expert SaaS Financial Modeling & Cohort Analysis
Are you a SaaS founder looking to raise capital, manage burn rate, or predict future growth with precision? A generic spreadsheet isn't enough. You need a dynamic financial engine built on professional standards.
With a Master’s degree in Finance and a background at Ernst & Young (EY), I build investment-grade financial models specifically designed for software companies. My models don’t just show numbers; they tell the story of your business logic.
What you will get:
• Dynamic Revenue Forecasting: Integrated with MRR, Churn, and ARPU drivers.
• Cohort Analysis: Visualized retention heatmaps to understand user lifecycle value.
• Three-Statement Integration: Fully linked Income Statement, Balance Sheet, and Cash Flow.
• Scenario Planning: Toggle between Optimistic, Realistic, and Pessimistic cases instantly.
• Investor-Ready Dashboards: Clean, professional visuals that make complex data easy to digest.
I focus on accuracy, scalability, and clarity. Whether you are preparing for a Series A round or internal budgeting, I provide a tool that grows with your business.
Are you a SaaS founder looking to raise capital, manage burn rate, or predict future growth with precision? A generic spreadsheet isn't enough. You need a dynamic financial engine built on professional standards.
With a Master’s degree in Finance and a background at Ernst & Young (EY), I build investment-grade financial models specifically designed for software companies. My models don’t just show numbers; they tell the story of your business logic.
What you will get:
• Dynamic Revenue Forecasting: Integrated with MRR, Churn, and ARPU drivers.
• Cohort Analysis: Visualized retention heatmaps to understand user lifecycle value.
• Three-Statement Integration: Fully linked Income Statement, Balance Sheet, and Cash Flow.
• Scenario Planning: Toggle between Optimistic, Realistic, and Pessimistic cases instantly.
• Investor-Ready Dashboards: Clean, professional visuals that make complex data easy to digest.
I focus on accuracy, scalability, and clarity. Whether you are preparing for a Series A round or internal budgeting, I provide a tool that grows with your business.
Language
English, Albanian, ItalianBusiness Type
StartupPlan Format
ExcelPlan Purpose
Investors Roadshow, Loan Approval, Partnerships/Joint Ventures, Personal UseWhat's included
| Service Tiers |
Starter
$80
|
Standard
$200
|
Advanced
$450
|
|---|---|---|---|
| Delivery Time | 3 days | 5 days | 7 days |
Number of Revisions | 1 | 2 | 4 |
Executive Summary | |||
Company Description | - | ||
Industry & Competitor Analysis | - | - | |
SWOT Analysis | - | - | |
Customer Analysis | - | ||
Tailored Marketing Plan | - | - | - |
Review & Critique | - | ||
Financial Forecast | |||
Investor List | - | - | - |
Outreach Email Copy | - | - | - |
Optional add-ons
You can add these on the next page.
Fast Delivery
+$30 - $150
Additional Revision
+$30
1-Hour Strategy & Model Walkthrough
+$100Frequently asked questions
About Patris
Senior Operations Director & Business Analyst | Big Four Experienced
Tirana, Albania - 9:44 pm local time
With a background in Finance (Bachelor’s & Master’s) and hands-on experience as a Brand Manager, I am specialized in market research, financial analysis, and structured data management.
I have built and scaled a cross-border business, managed international suppliers, and worked with complex data across multiple markets. This allows me to understand not just numbers—but the business behind them.
What I can help you with:
• Market research & competitor analysis
• Financial analysis & reporting
• Data collection, cleaning, and organization
• Excel models & business insights
• Supply chain & operations analysis
• Contacting suppliers, brokers, or stakeholders (email/phone)
I am detail-oriented, reliable, and focused on delivering accurate, high-quality work. I take deadlines seriously and communicate clearly throughout every project.
If you need someone who combines analytical thinking with real business experience, I’m ready to help.
Steps for completing your project
After purchasing the project, send requirements so Patris can start the project.
Delivery time starts when Patris receives requirements from you.
Patris works on your project following the steps below.
Revisions may occur after the delivery date.
Discovery & Data Gathering
A deep dive into your business requirements and historical data to ensure the model reflects your specific reality.
Core Model Build & Logic Setup
Building the dynamic engine, including revenue drivers, expense forecasting, and three- statement integration ( Income Statement, Balance Sheet, Cash Flow)