Numberly - Software Model Specs

Tell us about your business 🚀

Your model specs form
Hey founder,

Filling in this model spec form will allow us to build your model successfully.

Please use the chat box at the bottom of the form anytime you have questions or comments. We'll be using it too to communicate with you so that everything is kept in one place 🙏

Thanks so much,

Team Numberly 👋
The basics
1. My name is:

First NameLast Name
2. The name of my business is:
3. My website is:
www.mywebsite.com
We have a product/service that we can sellWe have paying customersWe are profitableWe are looking for (more) fundingWe have investorsWe are looking to scale our businessWe are pre-revenueOther
I hate ExcelI just know how to use it (open, read, save)I am comfortable with reading and writing basic formulasI can build more complex stuff like pivot tables and macros
6. These are the main questions I'm trying to answer with a financial model:
About my business
7. How I would describe my startup in a paragraph:
8. Please fill in the blanks: When I target new customers,

The people I go after are type here
The people who use my product are type here
The people who make the buying decision are type here.
9. Please fill in the blanks:

This is what customers pay me for: type here
How they pay me: type here
How often they pay me: type here
How much they pay me: type here
9. When I target new customers, the people I go after are ..., the people who use my product are ..., the people who make the buying decision are ...., and the people who pay the bill are ...:
For example, if the people who pay for your product aren't the same people who will be using your product, please tell us everything we should know.
10. This is (1) what customers pay me for, (2) how they pay me, (3) how often they pay me, and (4) how much they pay me:
Please talk a little bit about your payment process and payment terms. Walk me through the customer and user journey in as much detail as possible.
10. Do customers have the option of buying different products/services OR can they buy only one type of product/service.
Please elaborate.
11. Within those product(s)/service(s), do customers have the option to buy different tiers:
For example if you sell ice cream, you'd sell different size cones at different prices. Or is it just a single product type that you offer?
12. Other than my core product, can customers buy any upsells or other products/services from me:
If so, please elaborate on how customers buy these other products and how they pay for them.
13. Do we charge any kind of a set up or implementation fee when a new customer joins:
If yes, please elaborate
Getting new customers
I will use our network, LinkedIn, word of mouthI will pay for ads on social media and Google adsI have/will have a sales teamI expect existing customers to refer othersOther
I want to set lead targets, which determines the number of customers and what my marketing budget should beI want to set customer targets, which determines the number of leads and what my marketing budget should beI want to set a marketing budget, which determines the number of leads and customers
Forecast Customers -> Leads: I want to tell the model the number of customers I have and the model will tell me the number of leads I need to generateForecast Leads -> Customers: I want to tell the model the number of leads I'll generate and the model will tell me how many customers that gets me
Other information
18. This is how I think about my main fixed and variable costs:
RentAccountingInsuranceLegalMarketingAdvertisingBanking feesUtilitiesTravelHostingOther
Tech stackITMobile phonesCRMOther
18. Your chatbox with Numberly (leave comments and questions here anytime):
IMPORTANT: Are you a later stage startup? Please upload a copy of your actuals data below so that we can match the way you structure your financials 🙏
19. Any relevant documents I want to share (e.g. pitch deck, current financials, etc):

Browse Files

Cancelof
20. A copy of this form can be sent to my email address:
example@example.com
Filled in by Numberly
Estimated budget range (in USD):
Expected draft model delivery date:

MonthDayYear
Date format: MM-DD-YYYY
Draft & final model comments:
Should be Empty:

Tell us about your business 🚀