Series B Startup Financial ModelsPage 3

145 Series B startups with a free, downloadable Excel model - investor-ready 5-year forecasts, valuation, and returns.

endpoint_Financial_Model.xlsx
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2026
2027
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Endpoint logo

Endpoint

$52.0M raised

Digital title and escrow platform that modernises the real estate closing process via web, iOS, and Android.

ai-rudder_Financial_Model.xlsx
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2026
2027
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AI Rudder logo

AI Rudder

$50.0M raised

AI Rudder provides multi-lingual conversational AI for B2C customer engagement - automating outbound and inbound voice/chat interactions at scale.

altruist_Financial_Model.xlsx
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2026
2027
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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.

anybotics_Financial_Model.xlsx
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2026
2027
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ANYbotics logo

ANYbotics

$50.0M raised

ANYbotics builds and sells autonomous legged inspection robots (ANYmal) for industrial facilities, targeting oil & gas, chemicals, power, offshore, mining, and manufacturing sectors.

datagen_Financial_Model.xlsx
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2026
2027
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DA

Datagen

$50.0M raised

Cloud-based self-service synthetic data generation platform for computer vision AI teams.

pinwheel_Financial_Model.xlsx
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2026
2027
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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

render_Financial_Model.xlsx
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2026
2027
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RE

Render

$50.0M raised

Fully managed, end-to-end cloud platform for application developers - an abstraction layer above raw cloud infrastructure (compute, networking, storage, databases).

studocu_Financial_Model.xlsx
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2026
2027
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StuDocu logo

StuDocu

$50.0M raised

Global crowdsourced study-document platform (freemium + subscription) for university students.

supermetrics_Financial_Model.xlsx
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2026
2027
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SuperMetrics logo

SuperMetrics

$50.0M raised

#1 marketing data integration solution - connects 70+ marketing data sources to spreadsheets, BI tools, and data warehouses.

supportlogic_Financial_Model.xlsx
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2026
2027
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SU

SupportLogic

$50.0M raised

AI-powered Support Experience (SX) platform that extracts signals from unstructured support data to predict escalations, reduce churn, and improve agent performance.

securitize_Financial_Model.xlsx
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2026
2027
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Securitize logo

Securitize

$48.0M raised

End-to-end blockchain-based platform for issuing, servicing, and trading digital private securities (security tokens).

symend_Financial_Model.xlsx
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2026
2027
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Symend logo

Symend

$48.0M raised

Digital engagement platform using behavioral science and AI to help enterprise clients recover past-due bills before accounts reach third-party collections

anyroad_Financial_Model.xlsx
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2026
2027
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AnyRoad logo

AnyRoad

$47.0M raised

Enterprise SaaS platform for managing, measuring, and optimising branded experiential marketing.

bramble-energy_Financial_Model.xlsx
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2026
2027
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BE

Bramble Energy

$47.0M raised

UK deep-tech company commercialising a PCB-based hydrogen fuel cell stack (PCBFC™) for portable power and mobility applications.

unmind_Financial_Model.xlsx
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2026
2027
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Unmind logo

Unmind

$47.0M raised

B2B SaaS platform providing workplace mental health tools to employees via enterprise employer contracts.

avo_Financial_Model.xlsx
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2026
2027
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Avo logo

Avo

$45.0M raised

Building amenity and office perk platform delivering same-day grocery/pantry/goods to residential and commercial tenants via a white-label marketplace.

carrum-health_Financial_Model.xlsx
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2026
2027
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CH

Carrum Health

$45.0M raised

Value-based care marketplace connecting self-insured employers to top-tier surgical and oncology Centers of Excellence (COEs) via all-inclusive bundled payments.

castor_Financial_Model.xlsx
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2026
2027
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Castor logo

Castor

$45.0M raised

SaaS platform enabling self-service decentralized clinical trials (DCT) for pharma, biotech, and research institutions.

safegraph_Financial_Model.xlsx
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2026
2027
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SafeGraph logo

SafeGraph

$45.0M raised

SafeGraph is the definitive data set for physical places - selling raw location/POI data via subscription to enterprises.

jobox_Financial_Model.xlsx
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2026
2027
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JO

Jobox

$42.0M raised

Operating system + managed marketplace for home-service field professionals ("Pros"), replacing fragmented lead generators and back-office tools with a single app.

brightinsight_Financial_Model.xlsx
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2026
2027
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BrightInsight logo

BrightInsight

$40.0M raised

Regulated digital health platform-as-a-service for biopharma and medtech companies to build, launch, and maintain compliant connected-drug and medical-device software products.

ergeon_Financial_Model.xlsx
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2026
2027
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ER

Ergeon

$40.0M raised

Tech-enabled residential outdoor construction company (fences, hardscaping) that owns the full consumer-to-contractor-to-materials value chain.

seedtag_Financial_Model.xlsx
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2026
2027
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Seedtag logo

Seedtag

$40.0M raised

AI-powered contextual advertising platform that targets consumers based on content relevance rather than personal data.

sirona-medical_Financial_Model.xlsx
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2026
2027
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SM

Sirona Medical

$40.0M raised

Sirona is building a unified cloud SaaS platform replacing fragmented on-prem Radiology IT (PACS, RIS, viewer, reporter, worklist) for US radiology practices.

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