Market Opportunity
Startups pitching investors need financial models (revenue projections, burn rate, unit economics). Small businesses need cash flow forecasts. AI can now build complex financial models from plain-English descriptions. A service that delivers investor-grade models without the consulting price tag wins.
The Idea
Build financial models and forecasts for startups and small businesses. Use AI to translate business assumptions into spreadsheet models: revenue projections, expense forecasts, hiring plans, cap table management, and scenario analysis. Deliver clean, well-documented Google Sheets models. Charge per model ($1k–5k) or fractional CFO retainer ($1k–3k/mo).
Key to Success
- Create model templates for common scenarios: SaaS startup, e-commerce, marketplace, service business
- Use AI to write Excel/Google Sheets formulas — but always sanity-check outputs manually
- Add scenario planning (best case, base case, worst case) to every model — this is what investors and boards want
AI Tools to Leverage: ChatGPT, Google Sheets, Excel, Causal, LivePlan