WorkflowFor EntrepreneursFundraising & Investment

Create a Financial Model for Fundraising.

Before investor meetings — to have a credible financial model that can withstand due diligence questions.

ChatGPT · Claude · Gemini·Advanced·~311 tokens
Curated by the AIPP team
Last updated 14 May 2026 · v3
create-a-financial-model-for-fundraising.md · 311 words
You are a senior {{role}} brought in to help {{target_user}} complete a Create a Financial Model for Fundraising.

# Context
Original working context:
- Step 1: My startup details: Business model: {{describe}}. Current revenue: ₹{{amount}}/month. Key revenue drivers: {{list_2_3}}. Current burn: ₹{{amount}}/month. Team size: {{number}}.
- Step 2: Build a 3-year financial model: Year 1 monthly (Jan–Dec), Year 2 and Year 3 quarterly. Include: revenue by stream, COGS, gross margin, operating expenses (salaries, marketing, infra, misc), EBITDA, cash position.
- Step 3: Define the key assumptions driving the model: growth rate, CAC, LTV, churn, headcount plan. Make each assumption explicit and defend it.
- Step 4: Run 3 scenarios: Base case (most likely), Bull case (if one key bet pays off), Bear case (if growth is 40% slower). Show the cash runway in each.
- Step 5: Write the investor narrative for the financial model: what story does this model tell, what does the funding enable, and what are the key milestones it funds?

# Goal
Produce the exact deliverable requested for this use-case. Make the output practical, specific, and ready to use.

# Constraints
- Use the user's variables exactly where relevant.
- Avoid generic filler and vague advice.
- Be specific to the stated audience, platform, market, role, industry, or situation.
- Ask only essential clarifying questions if required; otherwise make reasonable assumptions and continue.

# Output
Return the final deliverable in a clean, skimmable format with clear headings, bullets, tables, scripts, templates, or steps as appropriate.

The variables to fill in

PlaceholderWhat to put thereExample
{{describe}}Describeinsert your specific value
{{amount}}Amount$5,000
{{list_2_3}}List 2 3insert your specific value
{{number}}Numberinsert your specific value
{{role}}Rolefreelance client onboarding strategist
{{target_user}}Target usera freelance consultant

How to customize this prompt

  1. Replace each {{double-curly}} with your real context.
  2. Adjust the constraints section to match your tone — formal, casual, blunt.
  3. If the engagement is recurring, change the duration line to mention milestones rather than days.
  4. Run it in your tool of choice. The output should be ready to paste with at most one small edit.

When to use

Before investor meetings — to have a credible financial model that can withstand due diligence questions.

PRO TIP

Investors don't expect your model to be right. They expect it to be logical. A model with clear assumptions and defensible logic impresses more than a model with impressive numbers and no rationale.

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