AI/ML Pro Forma
Tech & Software Excel Template (Free Download)
Project an AI/ML company’s growth, usage economics, hiring plan, burn and valuation from customer adoption and model-serving assumptions.
professionals from Deloitte
About this pro forma
The full AI/ML Excel model drives the pro forma from customer acquisition and cohort retention through usage, pricing, cloud or inference cost, headcount and operating expenses. Changes in adoption, usage intensity and infrastructure efficiency flow into margins and cash.
Use the projected outputs to assess runway, funding requirements, break-even timing and valuation scenarios. Founders, AI operators, investors and FP&A teams can compare growth and efficiency choices.
What every model includes
Live formulas, no hardcoded values
Outputs are driven by live formulas, so the workbook updates from its assumptions instead of relying on hardcoded results.
All assumptions in one tab
Inputs are clearly marked in the Assumptions tab and separated from calculations, making it clear what to change and what to leave intact.
Statements always balancing
For integrated-statement models, the balance sheet, cash flow, and supporting schedules tie through properly.
Distinct schedules for clarity
Debt, working capital, taxes, and cash flow can get messy quickly. We group calculations in clear schedules, not across disconnected tabs.
No hidden macros or external links
There are no unexplained external workbook links or macros to undermine auditability or portability.
Changes flow through the model
Update a key driver and see the impact carry through the forecast, financing, and return outputs. We never use hardcoded numbers in formulas.
What's inside the AI/ML Pro Forma
- Customer acquisition, retention and cohort revenue projections
- Usage pricing and recurring revenue outputs
- Inference, cloud and cost-of-revenue projections
- Engineering, research, sales and G&A headcount forecast
- Gross margin, EBITDA, burn and runway outputs
- Funding, valuation and scenario comparison outputs
Formatted to IB standards
Named theme colors repaint the whole workbook in one click, on top of an investment-banking structure with clear input, output, and cross-sheet reference styling - brand-ready, institutional-grade, and fully auditable.
Created by ex-finance professionals
Hey, I’m Alex and I created Finamodel.
Over my years in the finance industry I kept building the same models over and over again. Same structure, same assumptions, different logo. So I started building frameworks to turn them into clean, reusable templates.
Every model here is one I’d actually use for a client, and I personally vet each one before it goes up.
I’m not an expert in every industry, but I’ve built enough models to know what belongs in one. And when something is completely foreign to me, I reach out to my network for experts to work on our models with us.
Having a template library on hand cuts a first build from hours to minutes.
Need help finding your model? You’ll find me in the Finamodel app!
Frequently asked
What does it project?+
It projects customer growth, usage revenue, serving costs, headcount, expenses, cash burn, runway and valuation.
Can I model retention?+
Yes. Customer cohorts carry distinct acquisition, retention, usage and monetisation assumptions.
Are infrastructure costs included?+
Yes. Cloud or inference costs are operating drivers, so usage and efficiency changes flow into gross margin.
Who is it for?+
AI/ML founders, operators, FP&A teams, investors and analysts evaluating growth and capital needs.
Have more financial modelling questions? Contact us
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