Smart templates. Serious clarity.

Build Your Financial Plan with Confidence

BMDNA-powered templates that connect your vision, your numbers, and your investor story.

Financial Planning

  • Align your pitch deck with your financial plan.
  • Adapt easily when your business model evolves.
  • Save time with clean, ready-to-use logic.
  • Cover all key financial statements and outputs.
  • Help communicate your startup story clearly.
  • Keep you investor- and accelerator-ready.
  • Built using the BMDNA framework trusted by startups.

Pick your template

Tailored Templates for Your Startup Business Model

B2B SMB SaaS Template

Investor‑ready, plug‑and‑play financial model that lets B2B SaaS founders for SMBs forecast customers, revenues, MRR, ARR and calculate P&L, cash flows, charts, financial metrics, plan vs. actuals etc.

B2B Enterprise SaaS Template

Investor‑ready, plug‑and‑play financial model that lets B2B SaaS founders for enterprises forecast customers, revenues, MRR, ARR and calculate P&L, cash flows, charts, financial metrics, plan vs. actuals etc.

B2B SMB and Enterprise SaaS Template

Investor‑ready, plug‑and‑play financial model that lets B2B SaaS founders for SMBs and enterprises forecast customers, revenues, MRR, ARR and calculate P&L, cash flows, charts, financial metrics, plan vs. actuals etc.

Custom Template

Investor‑ready, plug‑and‑play financial model specifically tailored to your individual business (B2C, B2B, B2G, B2B2C etc.) to forecast customers, revenues, and calculate P&L, cash flows, charts, financial metrics, plan vs. actuals etc.

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You Need Help With Your Financial Plan?

A Selection of

Teams Using my BMDNA-based Templates

BITEFEX
GreenForest Solutions
heartland
claida.ai
kettufy
promiseQ
regpit
VREED
TechQuartier
berlin innovation agency
SIBB
REAKTOR.BERLIN

Learn more about the templates

Frequently Asked Questions (FAQ)

What software do I need to use the templates?

The templates open natively in Microsoft Excel and is Google Sheets compatible. All formulas are fully visible: no macros, add‑ins, or third‑party plugins required.

How much can I change without breaking the model?

The templates are fully modular—once you grasp the underlying logic you can edit everything — customer segments, acquisition channels, revenue models, pricing, head‑count plans, operational expenses, funding rounds — while its backbone keeps all P&L, cash‑flow and KPI calculations intact. Need help? Join a live AMA session or book 1‑on‑1 support.

Do the templates include the metrics investors care about?

Absolutely. It auto‑calculates customers, revenues, financial metrics, funding needs, and rolls everything into linked P&L, cash‑flows, financing needs, charts, reporting, plan vs. actuals, and dashboard views — the exact data points VCs and angels expect to see.

Can I get a customized template for my specific business?

Yes. I can quickly built a financial plan structure matching exactly your individual business model mechanism based on my modular template builder. Just order a custom financial plan template or book an free intro call here.