Founder Fundraising Bundle, SaaS Financial Model and Investor CRM Excel Templates

Combine a 36-month SaaS financial model with an investor CRM, fundraising pipeline, follow-up controls and data-room checklist.

INSTANT DIGITAL DOWNLOAD — no physical item will be shipped.

WHAT YOU RECEIVE

- AI-SaaS-Financial-Model-OS-v1.0.1.xlsx

- Capital-Raise-Pipeline-OS-v1.0.1.xlsx

- individual quick-start guides

- single-entity bundle license

FINANCIAL MODEL

- 36-month customer, revenue, cost and cash forecast

- Base, Downside and Upside scenarios

- cash-runway months and first cash-out month

- dashboard, charts, sources and integrity checks

FUNDRAISING PIPELINE

- 100-investor CRM and 250-row interaction log

- weighted pipeline, commitments and follow-up controls

- round targets, dashboard and data-room checklist

- validation lists, overdue flags and integrity checks

COMPATIBILITY

Excel-format XLSX files. LibreOffice Calc 26.2.5.2 was locally runtime-tested; Microsoft Excel runtime was not independently verified. Other LibreOffice versions were not verified.

LICENSE

One purchase licenses use and internal modification of both workbooks by the purchaser or one legal entity controlled by the purchaser. Redistribution, resale, sublicensing, publishing the templates, sharing outside the licensed entity, and use as competing template products are prohibited.

IMPORTANT

These are educational and operational planning templates, not legal, securities, accounting, tax, financial or investment advice. No fundraising, profitability or investment outcome is promised.

Creation disclosure: This original product was developed by Unwell Collective with AI-assisted drafting/design and human-directed editing, testing and validation.