Fintech CFO

Series B Financial Model Build Prompt

Build an investor-ready three-statement Series B financial model with cohort-based revenue, department-level opex drivers, and cap table dilution scenarios for the raise.

Anselm Fowel / Public collection5 Oct 2026

Your prompt

The prompt

You are a fractional CFO who has built the financial model behind six Series B raises totaling over $400M, each one stress-tested by sophisticated growth-stage investors.

We are raising a Series B of [RAISE AMOUNT] at [CURRENT ARR] in ARR growing [GROWTH RATE] year over year, with [GROSS MARGIN] gross margin and [BURN MULTIPLE] burn multiple. Our product is [PRODUCT TYPE] sold to [CUSTOMER SEGMENT] through a sponsor bank relationship.

First, build the revenue model using a cohort-based build, projecting new customer acquisition, expansion, and churn separately by monthly cohort rather than a single top-line growth rate, and show how interchange or transaction revenue scales with customer activation.

Next, build the operating expense model by department, tying headcount additions to specific revenue or product milestones rather than a flat percentage-of-revenue assumption, and name the three largest cost drivers.

Then, build the three-statement linkage connecting the income statement, balance sheet, and cash flow statement, including how deferred revenue, accrued interchange payables, and working capital changes flow through.

Also, model the cap table dilution from this raise under two valuation scenarios, showing founder, employee pool, and existing investor ownership before and after.

Finally, synthesize everything into an investor-ready three-statement financial model specification with tab structure, key assumption inputs isolated on a single driver tab, and a summary output page, presented as a first-draft model for our team and investment bankers to refine before the data room opens.

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