Fintech Startup Financial ModelsPage 2

Fintech startup financial model examples in Excel, covering payment volumes, transaction fees, banking income, and recurring software revenue. Explore revenue forecasts, operating costs, and the cash needed to grow.

revolut_Financial_Model.xlsx
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2026
2027
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Revolut logo

Revolut

$66.0M raised

Mobile "personal money cloud" for fee-free cross-currency spending, sending, and exchange.

front-series-d_Financial_Model.xlsx
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2026
2027
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Front (Series D) logo

Front (Series D)

$65.0M raised

Front is a customer communication hub that replaces email and ticketing tools for customer-facing teams, combining inbox UX with real-time collaboration, automation, and analytics.

griffin_Financial_Model.xlsx
Metric
2026
2027
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GR

Griffin

$65.0M raised

Griffin is a UK bank providing API-based banking and embedded finance infrastructure.

airbase_Financial_Model.xlsx
Metric
2026
2027
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Airbase logo

Airbase

$60.0M raised

Unified non-payroll spend management platform (corporate cards, AP/bill pay, expense reimbursement, approval workflows) for mid-market companies.

squire_Financial_Model.xlsx
Metric
2026
2027
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EBITDA
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Squire logo

Squire

$59.0M raised

Vertical SaaS + payment processing platform built exclusively for barbershops and men's salons.

pennylane_Financial_Model.xlsx
Metric
2026
2027
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EBITDA
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Pennylane logo

Pennylane

$57.0M raised

All-in-one financial platform serving as both an accounting production tool for chartered accountants and a real-time financial steering tool for their SME clients.

chiper_Financial_Model.xlsx
Metric
2026
2027
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CH

Chiper

$53.0M raised

B2B e-commerce platform digitizing inventory replenishment for independent corner stores (tiendas) in Latin America.

signpost_Financial_Model.xlsx
Metric
2026
2027
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EBITDA
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Signpost logo

Signpost

$52.0M raised

Automated CRM and marketing platform for local businesses - captures customer data and drives reviews, repeat business, and referrals with zero merchant effort.

altruist_Financial_Model.xlsx
Metric
2026
2027
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EBITDA
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Altruist logo

Altruist

$50.0M raised

Vertically integrated all-in-one platform for registered investment advisors (RIAs) - combining custodial, portfolio management, practice management, and client acquisition tools.

complyadvantage_Financial_Model.xlsx
Metric
2026
2027
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ComplyAdvantage logo

ComplyAdvantage

$50.0M raised

AI-powered AML compliance SaaS platform providing real-time financial crime data (sanctions, PEPs, adverse media) and transaction monitoring/screening to banks and fintechs via API.

pinwheel_Financial_Model.xlsx
Metric
2026
2027
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EBITDA
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Pinwheel logo

Pinwheel

$50.0M raised

API platform providing payroll data connectivity (direct deposit switching, income/employment verification) to fintech companies

primarybid_Financial_Model.xlsx
Metric
2026
2027
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EBITDA
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PR

PrimaryBid

$50.0M raised

B2B2C platform that plugs retail investors into institutional equity fundraisings (IPOs, ABBs) in real time via broker/exchange API integrations.

casai_Financial_Model.xlsx
Metric
2026
2027
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Casai logo

Casai

$48.0M raised

Tech-enabled boutique apartment rental operator targeting Latin America, blending hotel consistency with Airbnb-style local authenticity.

novo_Financial_Model.xlsx
Metric
2026
2027
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EBITDA
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Novo logo

Novo

$40.7M raised

Novo is a neobank offering business checking accounts for small online businesses, built on proprietary banking infrastructure.

xpanceo_Financial_Model.xlsx
Metric
2026
2027
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XPANCEO logo

XPANCEO

$40.0M raised

Deep tech startup developing a smart contact lens that delivers augmented/extended reality directly on the eye, replacing all screens.

studentfinance_Financial_Model.xlsx
Metric
2026
2027
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EBITDA
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StudentFinance logo

StudentFinance

$39.0M raised

Fintech infrastructure platform offering income-share-agreement (ISA) / BNPL financing for reskilling and upskilling, combined with a talent-matching marketplace and career-data API.

elopage_Financial_Model.xlsx
Metric
2026
2027
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EBITDA
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Elopage logo

Elopage

$38.0M raised

All-in-one SaaS + payments platform for digital entrepreneurs to create, sell, and scale digital products, courses, memberships, and subscriptions.

morty_Financial_Model.xlsx
Metric
2026
2027
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EBITDA
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Morty logo

Morty

$36.5M raised

Digital mortgage marketplace connecting consumers to lenders via API-driven B2B2C partnerships

ageras-group_Financial_Model.xlsx
Metric
2026
2027
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EBITDA
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Ageras Group logo

Ageras Group

$34.0M raised

B2B SME ecosystem - marketplace connecting SMEs with accountants + cloud accounting/payroll software + embedded financial services (lending, factoring, banking)

ryse-health_Financial_Model.xlsx
Metric
2026
2027
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Ryse Health logo

Ryse Health

$34.0M raised

Tech-enabled, office-based + virtual endocrinology practice focused on type 2 diabetes management.

sylvera_Financial_Model.xlsx
Metric
2026
2027
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EBITDA
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Sylvera logo

Sylvera

$32.6M raised

Independent data and ratings infrastructure for voluntary carbon markets

anrok_Financial_Model.xlsx
Metric
2026
2027
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EBITDA
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Anrok logo

Anrok

$30.0M raised

SaaS sales tax compliance platform - nexus monitoring, calculation, registration, filing, and remittance - built specifically for SaaS companies.

spring-labs_Financial_Model.xlsx
Metric
2026
2027
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SL

Spring Labs

$30.0M raised

Secure data exchange protocol and product suite enabling financial institutions to share sensitive data without exposing the underlying data.

cobalt_Financial_Model.xlsx
Metric
2026
2027
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Cobalt logo

Cobalt

$29.0M raised

SaaS-enabled marketplace for penetration testing - replaces legacy consulting with an on-demand platform connecting vetted pentesters to customers.

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