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DocsFinancial projections

Financial projections

Build investor-ready financial models using a guided 4-step workflow. Create revenue forecasts, unit economics, and cost structures that stand up to VC scrutiny.

Overview

Investors expect financial projections, but most founders struggle to create models that are both ambitious and credible. Pitchkit guides you through building projections that tell a compelling story backed by real assumptions.

Assumptions

Define your pricing, growth, and costs

Revenue

3-5 year revenue projections

Unit economics

CAC, LTV, and payback period

Cost structure

Breakdown of expenses by category

The 4-step workflow

Building financial projections can be overwhelming. We break it down into four manageable steps.

1

Input assumptions

Define your pricing model, average contract value, growth rates, churn, and cost assumptions. These are the building blocks of your model.

2

Review projections

See your revenue forecasts, customer growth, and financial trajectory. Visualize the story your numbers tell.

3

Unit economics

Calculate your CAC (Customer Acquisition Cost), LTV (Lifetime Value), and payback period. These metrics are critical for investors.

4

Sync to pitch

Export your projections directly to your pitch deck financials section with one click.

Key assumptions

Your projections are only as good as your assumptions. We help you define realistic inputs.

Revenue assumptions

  • Pricing model: Subscription, usage-based, one-time
  • ACV/ARPU: Average contract or revenue per user
  • Growth rate: MoM or YoY customer growth
  • Churn: Monthly or annual customer churn rate

Cost assumptions

  • CAC: Cost to acquire each customer

Unit economics explained

Unit economics show whether your business model is sustainable. Investors focus heavily on these metrics.

CAC (Customer Acquisition Cost)

Total sales and marketing spend divided by new customers acquired. Include salaries, ads, tools, and events. A rising CAC is a red flag.

LTV (Lifetime Value)

Average revenue per customer multiplied by customer lifetime. For SaaS: ARPU x Gross Margin x (1 / Churn Rate). LTV should be at least 3x CAC.

Payback period

Months until you recover CAC from a customer. CAC divided by monthly gross profit per customer. Under 12 months is good; under 6 is great.

Target benchmarks

Revenue projection models

We support different projection approaches based on your stage and data.

Bottom-up model

Start with customers and ACV, grow based on acquisition rate. Best for early-stage with some traction.

Revenue = Customers x ACV

Cohort model

Track customer cohorts with expansion and churn over time. Shows net revenue retention.

NRR = (Start + Expansion - Churn) / Start

Sync to your pitch

Once you have built your projections, sync them directly to your pitch deck.

Auto-populate financials section

Your projections flow into the Financials section of your pitch with key metrics highlighted.

Keep projections in sync

Update your assumptions and re-sync anytime. Your pitch always reflects the latest numbers.

Investor-ready format

Numbers are formatted for pitch context with growth rates and key metrics called out.

Common mistakes to avoid

  • Hockey stick fantasy: Projecting exponential growth without explaining how you will get there
  • Ignoring churn: Showing only new customers without accounting for losses
  • Unrealistic CAC: Assuming CAC stays flat as you scale (it usually increases)
  • No hiring plan: Projecting revenue growth without the team to support it
  • Missing COGS: Showing revenue without cost of delivery

Get started

Ready to build your financial projections? Start with your pitch and we will guide you through each step.

Create projections

Related resources

Market analysis

Build bottom-up market sizing

Financials Slide Guide

How to present financials to investors

Unit Economics Glossary

CAC, LTV, and payback explained

Pitch builder

Build your complete pitch deck

Previous: Market analysisNext: Term sheet analyzer
COGS: Cost of goods sold / gross margin
  • Headcount: Hiring plan and salary costs
  • OpEx: Infrastructure, tools, office
  • Tip: Use actual data where possible. If you have paying customers, use real ACV and churn. If pre-revenue, base assumptions on comparable companies and be prepared to defend them.

    LTV:CAC > 3:1

    Healthy unit economics

    Payback < 12 months

    Capital-efficient growth

    Gross margin > 70%

    SaaS benchmark