Cohort-based revenue models that connect acquisition assumptions to forward bookings. Built for SaaS, subscription, marketplace, and recurring-revenue businesses where the headline number is only as good as the cohort that produces it.
A 50% MoM growth assumption isn't a forecast — it's a guess in a spreadsheet. We replace flat-rate assumptions with cohort-driven models that decompose growth into acquisition, retention, expansion, and reactivation.
Board-approved revenue targets backed by capacity, hiring plan, and pipeline assumptions. Tied to OKRs so the plan is operationally executable.
3–5 year revenue projections with credible drivers. Defensible under "walk me through line 14" diligence questioning.
Model the impact of pricing changes, channel mix shifts, and segment expansion before committing real budget.
Channel-by-channel CAC, conversion funnel, and capacity-constrained acquisition build. Marketing spend ties to MQLs ties to closed-won.
Logo retention and net revenue retention by cohort. Triangle analysis of churn behavior against benchmarks for your stage and segment.
Upsell, cross-sell, and contraction modeled separately. Three scenarios (base / bear / bull) with sensitivity tables on every key driver.
Excel workbook with editable inputs, dashboard summary, and exportable charts. Delivered with assumption documentation and a walkthrough session.
Scope and complexity priced per engagement · Free 15-min scoping call
Book a 15-minute call. We'll review your current model and identify the assumptions that won't hold up.
Schedule a Free Consultation →A financial model integrates revenue with costs, balance sheet, and cash flow. A revenue forecast goes deeper on the top line — cohort retention, channel CAC, expansion math — and outputs feed into the broader financial model. Many engagements include both.
For revenue-stage companies: 12+ months of cohort data (signups, activation, retention, ARR by month), CAC by channel, sales cycle metrics. For pre-revenue: market sizing, ICP definition, pricing, expected conversion benchmarks. We adapt the framework to whatever you have.
Yes. Marketplaces use a take-rate × GMV decomposition with separate cohort builds for each side of the marketplace. Transactional businesses use frequency × ticket size × cohort retention. Same rigor, different driver set.
Excel is the default — it travels best to investors and boards. Google Sheets is available on request. For ongoing operational use, we can integrate the model with BI tools (Looker, Tableau, Mode) under a fractional CFO engagement.
