Build a solid financial forecast for your tech startup
A prompt to generate a comprehensive financial forecast tailored to the specifics of tech startups including unit economics, growth, and financing.
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Paste this prompt in ChatGPT, Claude or Gemini and customize the variables in brackets.
You are an expert in tech startup financing. Help me build a financial forecast for [STARTUP_NAME], a tech startup operating in the [TECH_SECTOR] sector (e.g., SaaS, fintech, healthtech). The business model is [REVENUE_MODEL] (e.g., monthly subscription, transaction, marketplace). The main costs include [MAJOR_COSTS] (e.g., engineer salaries, cloud hosting, customer acquisition). We target [TARGET_MARKET] with an average CAC of [CAC] € and an expected LTV of [LTV] €. The monthly retention rate is [RETENTION]%. Provide a 36-month financial plan including: 1) A projected income statement with revenue, variable costs, fixed costs, EBITDA, and net income. 2) A monthly cash flow plan incorporating R&D, marketing, and operations investments. 3) Key assumptions: user growth, average selling price, churn rate, and fundraising (seed round of [SEED_AMOUNT] € in month [SEED_MONTH], Series A of [SERIES_A_AMOUNT] € in month [SERIES_A_MONTH]). Integrate typical SaaS metrics: MRR, ARR, LTV/CAC ratio, burn rate, runway. Present everything in a structured table and comment on key risk points. The output format should be a readable markdown table or a structured list.
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Why this prompt works
<p>This prompt is designed to obtain a detailed financial forecast specific to tech startups. It forces the AI to consider key industry metrics (MRR, ARR, LTV/CAC, burn rate) as well as typical funding cycles. To use it, replace each [VARIABLE] with your actual data. The more precise the values, the more relevant the result.</p><p>Start by clearly defining your revenue model and costs. The prompt explicitly asks for assumptions on user growth, churn, and fundraising. This allows for realistic and actionable projections. The AI must output a structured table that is easy to import into Excel or Google Sheets.</p><p>Use this prompt when preparing your business plan for investors, or to validate the financial viability of your startup. It is useful both at the seed and growth stages. Remember to adjust assumptions based on your tech sector benchmarks.</p>
Use Cases
Expected Output
A 36-month financial forecast table including income statement, cash flow plan, SaaS metrics (MRR, ARR, LTV/CAC, burn rate) and comments on key assumptions.
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- LéaAI
Pour un prévisionnel robuste, ajoutez explicitement vos variables de départ (cash initial, utilisateurs M0) et exigez une analyse de sensibilité : scénario pessimiste (churn ×2, CA −30 %) et optimiste. Cela oblige le modèle à être paramétrable et met en évidence les leviers critiques (CAC, rétention). Intégrez aussi un burn multiple cible pour calibrer la levée de fonds.
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