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CODITECT Financial Model - Complete Data Export

Model Overview

File: CODITECT_Financial_Model_Final.xlsx
Sheets: 7 (Dashboard, P&L, Assumptions, Revenue, Expenses, Unit Economics, Cash Flow)
Projection Period: Aug 2025 - Feb 2030 (60 months)
Model Type: SaaS B2B Financial Projection


1. Dashboard Summary

Funding Structure

RoundAmountMonth
Initial Funding$00
Angel Round$500,000Month 2
Seed Round$10,000,000Month 6
Total Funding$10,500,000

Key Metrics at Month 60

MetricValue
MRR$68,164,589
ARR$817,975,066
Customers~700,000
Burn Rate$50,000
Runway210 months

Quarterly ARR Progression

QuarterARR ($M)
Q3 2025$0.001
Q4 2025$0.050
Q1 2026$0.418
Q2 2026$1.874
Q3 2026$5.275
Q4 2026$10.200
Q1 2027$17.228
Q2 2027$27.493
Q3 2027$38.033
Q4 2027$49.389
Q1 2028$54.915
Q2 2028$62.362
Q3 2028$71.340
Q4 2028$81.022
Q1 2029$90.280
Q2 2029$99.623
Q3 2029$107.820
Q4 2029$115.539
Q1 2030$121.430
Q2 2030$126.356

2. Pricing Model

Tier Structure

TierMonthly PriceAnnual DiscountEffective Annual
Individual$1520%$144/year
Team$25020%$2,400/year
Enterprise$1,30020%$12,480/year

Customer Mix Evolution

PeriodIndividual %Team %Enterprise %
Month 150%40%10%
Month 1280%16%4%
Month 2475%20%5%
Month 36+70%VariableVariable

3. Growth Model

Customer Growth Rates (Monthly)

PeriodGrowth Rate
Months 1-3250% (2.5x)
Months 4-6150% (1.5x)
Months 7-10100% (1.0x)
Months 11-1550%
Months 16-2140%
Months 21-3030%
Month 31+25%

Customer Progression (Selected Months)

MonthNew CustomersTotal CustomersMRR
11010$75
6638977$20,175
129,76319,789$368,715
1822,61567,084$1,278,150
2441,804154,655$3,016,215
3045,481234,707$4,681,930
3661,024354,310$7,142,790
4888,432634,918$12,881,015
6091,095909,298$18,489,995

4. Unit Economics

By Customer Tier

MetricIndividualTeamEnterprise
Price/month$15$250$1,300
CAC$10$200$1,000
Monthly Churn33.3%16.7%10%
LTV$45$1,500$13,000
LTV/CAC4.5x7.5x13.0x
Payback (months)0.780.940.90

Churn Improvement (Month 24+)

TierInitial ChurnImproved ChurnRetention Improvement
Individual33.3%20%3→5 months
Team16.7%12.5%6→8 months
Enterprise10%10%No change

5. P&L Summary

Gross Margin

  • COGS Rate: 15% of revenue
  • Gross Margin: 85% (constant)

Monthly P&L Progression

MonthRevenueCOGSGross ProfitOpExEBITDA
1$75$11$64$439$(375)
6$20,175$3,026$17,149$112,891$(95,742)
12$368,715$55,307$313,408$322,510$(9,102)
13$467,680$70,152$397,528$373,724$23,804
18$1,278,150$191,723$1,086,428$940,800$145,627
24$3,016,215$452,432$2,563,783$1,927,152$636,631
36$7,142,790$1,071,419$6,071,372$4,151,660$1,919,712
48$12,881,015$1,932,152$10,948,863$6,907,015$4,041,848
60$18,489,995$2,773,499$15,716,496$9,642,580$6,073,916

Profitability Milestones

  • Breakeven Month: 13 (September 2026)
  • EBITDA Positive: Month 13 ($23,804)
  • First $1M EBITDA Month: Month 27 ($986,686)

6. Expense Structure

Headcount Plan

PeriodHeadcountMonthly Payroll
Months 0-42$13,000
Months 5-108$100,750
Months 11-168$130,000
Months 17-2813$211,250
Month 29+18$292,500

Compensation

ParameterValue
Initial Founder Salary$60,000/year
Average Employee Salary$150,000/year
Benefits Multiplier1.3x (30% on top)
Full Loaded Cost$195,000/year

Operating Expense Categories (as % of Revenue)

CategoryCalculation
Marketing35% of revenue
R&D3.75% of revenue
G&A10% of revenue
Cloud Storage5% of revenue
OfficeFixed + scaling
SubscriptionsFixed tiers

7. Cash Flow

Funding Deployment

MonthStarting CashNew FundingOperating CFEnding Cash
0$0$0$(400)$(400)
2$(775)$500,000$(14,237)$484,988
6$358,973$10,000,000$(95,742)$10,263,231
12$9,929,550$0$(9,102)$9,920,448
13$9,920,448$0$23,804$9,944,252
24$12,533,394$0$636,631$13,170,025
36$23,395,455$0$1,919,712$25,315,168
48$50,456,789$0$4,041,848$54,498,637
60$93,245,123$0$6,073,916$99,319,039

Burn Rate Evolution

PeriodMonthly BurnRunway
Month 1$3752 months
Month 5$99,1783.6 months
Month 12$9,1021,090 months
Month 13+$0 (profitable)Infinite

8. Key Model Relationships

Revenue Formula

MRR = (Individual Customers × $15) + (Team Customers × $250) + (Enterprise Customers × $1,300)
ARR = MRR × 12

Customer Growth Formula

New Customers[t] = Total Customers[t-1] × Growth Rate[period]
Total Customers[t] = Total Customers[t-1] + New Customers[t] - Churned[t]
Churned[t] = Σ(Customers by tier × Churn rate by tier)

OpEx Formula

Total OpEx = Salaries + (Revenue × 35% Marketing) + (Revenue × 3.75% R&D) 
+ (Revenue × 10% G&A) + Office + Cloud + Subscriptions

9. Sensitivity Drivers

High Impact Variables

  1. Growth Rate - 10% change → ~50% revenue impact by Year 3
  2. Churn Rate - 5% improvement → ~20% LTV increase
  3. Pricing - $5 Individual price increase → ~$3M ARR impact Year 3
  4. Customer Mix - Enterprise shift → higher ARPU, lower churn

Model Dependencies

  • Month 1 customers (seed value): 10
  • Starting cash: $0
  • Angel timing: Month 2
  • Seed timing: Month 6

Export Date: February 5, 2026
Author: Hal Casteel with assistance from Claude 4.5
Source: CODITECT_Financial_Model_Final.xlsx