Financial Projections for Series A: How to Build a Model Investors Trust

Learn how to build a financial model that demonstrates your understanding of the business and gives investors confidence in your planning ability.

Last Updated: December 2024|18 min read

Your financial model is one of the most important documents in your Series A fundraise. It's not just about the numbers—it's about demonstrating that you understand your business deeply enough to predict where it's going.

Investors know your projections won't be exactly right. What they're evaluating is your thinking: Are your assumptions reasonable? Do you understand your unit economics? Can you articulate the key drivers of your business?

This guide walks you through building a financial model that will hold up to investor scrutiny. For the broader context on Series A preparation, see our Complete Guide to Series A Readiness.

The Goal of Your Model

Your model should answer three questions: (1) How will you deploy the capital you're raising? (2) What results will that capital produce? (3) How does this set you up for the next raise?

Why Financial Projections Matter

A strong financial model serves multiple purposes in your fundraise:

Demonstrates Understanding

Shows you understand the levers that drive your business and can think strategically about resource allocation.

Supports Valuation

Gives investors a basis for valuing your company based on projected future performance.

Aligns Expectations

Creates shared understanding of what you'll accomplish with the capital and what milestones to expect.

Enables Scenario Planning

Allows you and investors to stress-test assumptions and understand risks.

What Investors Evaluate

  • Assumption quality: Are your growth rates, conversion rates, and efficiency metrics realistic?
  • Internal consistency: Do all the pieces fit together logically?
  • Historical connection: Do projections build sensibly from your actual results?
  • Capital efficiency: Does the use of funds make sense for the projected outcomes?
  • Path to next round: Will you hit the milestones needed to raise Series B?

Model Structure & Components

A well-structured model is organized into clear tabs that flow logically. Here's the recommended structure:

1

Assumptions Tab

All key inputs in one place. Growth rates, pricing, conversion rates, hiring plans, and other assumptions should be clearly labeled and easy to modify for scenario analysis.

2

Revenue Build Tab

Bottom-up revenue model showing how you get from leads to customers to revenue. Should include cohort logic for retention and expansion.

3

Headcount Tab

Detailed hiring plan by role, department, and timing. This drives the majority of your expense base and shows how you'll deploy capital.

4

P&L Tab

Monthly P&L pulling from revenue and expense builds. Standard format with revenue, COGS, gross profit, operating expenses by function, and EBITDA.

5

Cash Flow Tab

Cash flow projection showing operating cash flow, working capital impacts, and runway calculations. Critical for understanding timing of future raises.

6

Metrics Dashboard

Key SaaS metrics calculated from the model: ARR growth, net retention, LTV:CAC, burn multiple, etc. Makes it easy to see the story.

Time Horizons

  • Historical: 12-24 months of actual results for context
  • Year 1: Monthly detail for the next 12-18 months
  • Years 2-3: Quarterly or annual projections
  • Total horizon: 3 years is standard; 5 years only if specifically requested

Revenue Modeling

Revenue should be modeled bottom-up from the activities that drive it. Top-down models ("we'll capture 1% of a $50B market") don't impress investors.

SaaS Revenue Build Example

Marketing Spend$50,000/month
Cost per Lead$100
Leads Generated500/month
Lead to Opportunity Rate20%
Opportunities100/month
Win Rate25%
New Customers25/month
Average Contract Value$24,000/year
New ARR per Month$600,000

Revenue Components to Model

New Business

Leads → Opportunities → Closed Won → New ARR. Build from marketing spend and sales capacity.

Expansion

Upsells, cross-sells, and seat expansion from existing customers. Model as percentage of existing ARR or per-customer rate.

Churn

Customer losses and downgrades. Model by cohort or as rolling percentage of ARR. Be realistic—investors check.

Net Revenue

New + Expansion - Churn = Net New ARR. Your net retention rate emerges from these components.

Avoid Hockey Sticks

Projections that show flat growth for 6 months then sudden acceleration raise red flags. Growth should build logically from the activities you're planning (hiring, marketing spend, product launches).

Expense & Headcount Planning

For most startups, 70-80% of expenses are people costs. Your headcount plan is the core of your expense model and the primary use of funds.

Headcount Planning Framework

DepartmentKey DriverPlanning Approach
SalesARR targetsQuota capacity model (reps × quota = capacity)
MarketingPipeline needsBased on leads needed to hit sales targets
Customer SuccessCustomer countCSM ratio (e.g., 1 CSM per 30 customers)
EngineeringRoadmapBased on product priorities and technical debt
G&ATotal headcountScales with company size (HR, finance, ops)

Non-Headcount Expenses

  • Software & tools: Model per-employee costs or specific line items
  • Marketing spend: Based on lead generation needs from revenue model
  • Infrastructure: Hosting, cloud services—often scales with usage
  • Professional services: Legal, accounting, recruiting fees
  • Facilities: Office costs if applicable

Use of Funds

Be specific about how you'll deploy the capital you're raising:

Example: $10M Series A Use of Funds

Sales & Marketing Team (12 hires)$4.0M (40%)
Engineering & Product (8 hires)$3.0M (30%)
Marketing Programs$1.5M (15%)
G&A (3 hires)$1.0M (10%)
Buffer$0.5M (5%)

Key Assumptions to Document

Your assumptions tab should clearly document every key input. Investors will scrutinize these and ask about your justification.

Revenue Assumptions

  • Average contract value (ACV) and expected trends
  • Sales cycle length
  • Lead-to-opportunity and opportunity-to-close conversion rates
  • Quota per sales rep and ramp time
  • Churn rate by segment (monthly or annual)
  • Net revenue retention target
  • Expansion revenue as percentage of base

Cost Assumptions

  • Average salary by role and department
  • Benefits load (typically 20-30% of salary)
  • Time to hire for each role
  • Marketing cost per lead
  • Commission rates for sales
  • Infrastructure costs per customer or usage

Justification Matters

For each assumption, be prepared to explain: What's this based on? Historical performance, industry benchmarks, or your best estimate? Investors respect founders who say "we don't know yet, so we assumed X based on Y."

Building Multiple Scenarios

Include at least three scenarios to show you've thought through different outcomes:

Upside Case

Things go better than expected. Higher conversion, faster sales cycles, lower churn.

Typically 20-30% above base case

Base Case

Your best estimate based on current trajectory and planned initiatives. Should be ambitious but achievable.

The case you present as your target

Conservative Case

Things don't go as planned. Lower conversion, longer sales cycles, higher churn.

Typically 20-30% below base case

Downside/Survival Case

What if things go wrong? How do you preserve cash and extend runway?

Shows you can manage through adversity

Sensitivity Analysis

Beyond full scenarios, be able to quickly show what happens if key assumptions change:

  • What if ACV is 20% lower than projected?
  • What if sales cycle doubles?
  • What if churn is 50% higher?
  • What if hiring takes 2 months longer than planned?

Common Mistakes to Avoid

Hockey Stick Growth

Projections that show modest growth then sudden acceleration aren't credible. Growth should build logically from your planned activities.

Top-Down Market Sizing

"We'll capture 1% of a $50B market" isn't a model. Revenue should build from bottoms-up drivers you can actually influence.

Unrealistic Efficiency

Projecting dramatic improvements in CAC, churn, or conversion without explaining what will drive those improvements.

Ignoring Ramp Time

New salespeople don't produce at full quota from day one. Model realistic ramp periods (typically 3-6 months to full productivity).

Circular References

Technical issue: ensure your model calculates correctly without circular dependencies that can break or create errors.

Missing Historical Bridge

Projections should connect to your actuals. If you grew 8% last month, explain why you'll grow 15% next month.

Questions Investors Will Ask

Be prepared to answer these questions about your model:

Revenue Questions

  • "Walk me through your revenue build."
  • "What drives the 15% MoM growth assumption?"
  • "How did you arrive at these conversion rates?"
  • "What's the path to $XM ARR by end of Year 2?"

Cost Questions

  • "Why do you need X salespeople?"
  • "What's driving the marketing spend?"
  • "How did you prioritize engineering hiring?"
  • "When do you expect to be cash flow positive?"

Scenario Questions

  • "What if sales cycles are 50% longer?"
  • "What's your path to profitability if needed?"
  • "How much runway do you have in the downside?"
  • "What are the key risks to this plan?"

Path Forward

  • "Where will you be at Series B?"
  • "What milestones will you hit with this capital?"
  • "When do you expect to raise your next round?"
  • "What ARR do you need for Series B?"

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