Series D Startup Financial Models

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

cmr-surgery_Financial_Model.xlsx
Metric
2026
2027
Revenue
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EBITDA
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CS

CMR Surgery

$600.0M raised

CMR Surgical builds Versius, a portable modular robotic surgery system designed to make minimally-invasive keyhole surgery accessible to more patients worldwide.

medable_Financial_Model.xlsx
Metric
2026
2027
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EBITDA
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Medable logo

Medable

$304.0M raised

Cloud platform for decentralized clinical trials (DCTs) connecting patients, sites, and sponsors remotely

hinge-health_Financial_Model.xlsx
Metric
2026
2027
Revenue
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EBITDA
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Hinge Health logo

Hinge Health

$300.0M raised

Digital musculoskeletal (MSK) clinic delivered via app + wearable sensors to employer and health plan members

papaya-global_Financial_Model.xlsx
Metric
2026
2027
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EBITDA
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Papaya Global logo

Papaya Global

$250.0M raised

Cloud-native global workforce management platform covering payroll, Employer of Record (EOR), contractor management, and HR admin across 140+ countries.

starburst_Financial_Model.xlsx
Metric
2026
2027
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EBITDA
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Starburst logo

Starburst

$250.0M raised

Enterprise data analytics platform ("Analytics Anywhere") built on open-source Trino/PrestoSQL - lets companies query data across any source without centralising it first.

ownbackup_Financial_Model.xlsx
Metric
2026
2027
Revenue
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EBITDA
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OwnBackUp logo

OwnBackUp

$240.0M raised

SaaS data backup, archiving, and sandbox-seeding platform purpose-built for the Salesforce ecosystem, with an expanding multi-SaaS vision.

dispatchhealth_Financial_Model.xlsx
Metric
2026
2027
Revenue
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EBITDA
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DI

DispatchHealth

$200.0M raised

On-demand, in-home acute and advanced care platform replacing ER/hospital visits with mobile clinical teams.

nium_Financial_Model.xlsx
Metric
2026
2027
Revenue
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EBITDA
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Nium logo

Nium

$200.0M raised

Global embedded payments infrastructure provider delivering pay-in, pay-out, and card issuance via a single API

paddle_Financial_Model.xlsx
Metric
2026
2027
Revenue
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EBITDA
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PA

Paddle

$200.0M raised

All-in-one revenue infrastructure (checkout, payments, subscriptions, tax/compliance) built exclusively for SaaS companies.

nexthink_Financial_Model.xlsx
Metric
2026
2027
Revenue
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EBITDA
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Nexthink logo

Nexthink

$180.0M raised

SaaS platform that gives IT departments real-time endpoint telemetry, employee sentiment data, and automated remediation to manage Digital Employee Experience (DEX).

honeybook_Financial_Model.xlsx
Metric
2026
2027
Revenue
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EBITDA
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HoneyBook logo

HoneyBook

$155.0M raised

All-in-one business management platform for independent service-based businesses (freelancers and small service businesses).

claroty_Financial_Model.xlsx
Metric
2026
2027
Revenue
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EBITDA
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Claroty logo

Claroty

$140.0M raised

Industrial cybersecurity platform that identifies, manages, and protects OT, IoT, and IIoT assets.

databricks-series-d_Financial_Model.xlsx
Metric
2026
2027
Revenue
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EBITDA
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DS

Databricks Series D

$140.0M raised

Databricks is the unified analytics platform (Serverless Spark PaaS + Data Science Workspace SaaS) that bridges the gap between big data infrastructure and AI/ML applications.

vtex_Financial_Model.xlsx
Metric
2026
2027
Revenue
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EBITDA
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VTEX logo

VTEX

$140.0M raised

VTEX is a cloud-based enterprise e-commerce platform (SaaS/PaaS/DaaS) enabling unified commerce across B2C, B2B, and marketplace channels.

apollo_Financial_Model.xlsx
Metric
2026
2027
Revenue
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EBITDA
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Apollo logo

Apollo

$130.0M raised

Apollo builds and sells an enterprise "data graph" platform (powered by GraphQL) that sits as a unified API layer between frontend apps and backend microservices.

ardoq_Financial_Model.xlsx
Metric
2026
2027
Revenue
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EBITDA
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Ardoq logo

Ardoq

$125.0M raised

Cloud-native Enterprise Architecture (EA) SaaS platform that helps large enterprises navigate digital transformation through automated data collection, graph-based architecture modelling, and change impact analysis.

agbiome_Financial_Model.xlsx
Metric
2026
2027
Revenue
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EBITDA
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AG

AgBiome

$116.0M raised

AgBiome is a microbial-platform agtech company that discovers, develops, and commercialises biological crop protection products (and licences the platform across adjacent markets).

vidmob_Financial_Model.xlsx
Metric
2026
2027
Revenue
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EBITDA
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VidMob logo

VidMob

$110.0M raised

VidMob is an AI-powered creative intelligence platform that helps marketers, agencies, and platforms improve ad performance through data-driven creative analytics, production workflow, and scoring.

filevine_Financial_Model.xlsx
Metric
2026
2027
Revenue
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EBITDA
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Filevine logo

Filevine

$108.0M raised

Cloud-based legal work platform (case/matter management, document generation, e-signature, CLM, billing) for law firms and corporate legal teams.

amperity_Financial_Model.xlsx
Metric
2026
2027
Revenue
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EBITDA
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Amperity logo

Amperity

$100.0M raised

Enterprise Customer Data Platform (CDP) that unifies first-, second-, and third-party customer data across siloed systems to power personalization, analytics, and marketing activation.

ladder_Financial_Model.xlsx
Metric
2026
2027
Revenue
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EBITDA
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Ladder logo

Ladder

$100.0M raised

Digital-native, full-stack life insurance carrier using proprietary ML underwriting to deliver instant, fully underwritten term life policies online.

onfido_Financial_Model.xlsx
Metric
2026
2027
Revenue
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EBITDA
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ON

Onfido

$100.0M raised

AI-powered identity verification platform enabling businesses to verify real-world identities digitally in seconds via document and biometric checks.

aisera_Financial_Model.xlsx
Metric
2026
2027
Revenue
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EBITDA
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Aisera logo

Aisera

$90.0M raised

AI Service Experience platform that automates IT, HR, and customer service workflows via conversational AI and automation.

carta-series-d_Financial_Model.xlsx
Metric
2026
2027
Revenue
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EBITDA
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CS

Carta Series D

$80.0M raised

Carta (formerly eShares) is a SaaS platform that digitizes cap table management, equity issuance, and ownership tracking for private companies, venture firms, and limited partners.

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