MOMomentum Financial Model
Dev Tools Startup Financials (Free Excel Download)
No-code collaboration platform that operationalizes enterprise sales motions inside Slack + Salesforce.
professionals from Deloitte
Used by professionals from
About this model
Momentum is a no-code workflow platform for sales teams, offering deal rooms, meeting plans, playbooks, deal-desk tools, and deal assistance. It integrates Slack for live collaboration and Salesforce for automatic CRM updates, helping representatives work deals without continuously opening Salesforce.
The product targets mid-market and enterprise teams with complex, multi-stakeholder sales processes. It is subscription SaaS, likely seat- or team-based, sold through direct enterprise sales. Twingate cited a reduction in deal closure from two months to two weeks, but the deck does not disclose pricing or contract value.
ARR is redacted and the early-traction charts have no extractable values; Twingate and Hopin are the named customer references. The model should forecast logos, seats, workflow adoption, ACV, expansion, renewal, churn, sales productivity, support, and net retention.
A turnkey financial model
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.
About Momentum
momentum.io
How to build a detailed financial model for Momentum
A complete walkthrough of the business, drivers, and assumptions behind the downloadable Momentum model - distilled from its pitch deck and publicly available information.
Product & value proposition
- No-code platform letting sales teams build automated workflows ("recipes") around deals - deal rooms, meeting game plans, deal playbooks, deal desk, deal assist.
- Core integration: Slack (real-time collaboration channel per deal) + Salesforce (CRM sync - next steps, amounts auto-updated).
- Four pillars: real-time collaboration, sales-first building blocks, turn-key recipes (pre-built best practices), highly customizable.
- Value prop: close deals faster (Twingate quote: "two weeks vs. two months"); reps can work deals from Slack without opening Salesforce.
Market
- Salesforce Sales Cloud market: $16B.
- Low-code application development platforms market: $13.8B (source: Gartner).
- Framing: "Low code for sales is a huge opportunity" - positioned as the intersection of these two markets.
Revenue model
- SaaS subscription (ARR metric referenced throughout deck).
- Sold to enterprise sales teams - implied seat-based or team-based pricing (no explicit per-seat price disclosed).
- Target customer: mid-market to enterprise companies running complex, multi-stakeholder sales cycles.
- Channels: direct sales (sales team led by Head of Revenue Zhenya Loginov, ex-Miro; CRO Oliver Jay, ex-Asana).
Traction & metrics
- Slide 12 title: "Early Traction is Promising".
- ARR: explicitly redacted in deck image - slide shows "ARR redacted" callout.
- Bar charts on traction slide show two sets of metrics (3 bars left, 5 bars right) but all labels and values are blurred/redacted - no numbers extractable.
- Named customers: Twingate (VP of Sales quoted), Hopin (mentioned in Slack channel in slide 10 product screenshot - "Lending Bank Team License" also visible).
- No revenue, customer count, growth rate, or retention figures disclosed.
Competition / moat
- Competitive positioning: Not explicitly named in deck.
- Implied differentiation: no-code (vs. custom Salesforce dev), Slack-native (vs. switching to CRM), pre-built "recipes" for best practices.
- Why now: distributed/remote work normalizing Slack as work OS; SaaS sales increasingly multi-stakeholder and online.
- Moat signals: workflow customization depth, Salesforce integration, named enterprise customer logos.
Team & funding ask / use of funds
- Team:
- Santiago Suarez Ordonez - CEO
- Moiz Virani - CTO
- Ashley Wilson - COO
- Zhenya Loginov - Head of Revenue (ex-Miro)
- Oliver Jay - CRO (ex-Asana)
- Investors: BSV, South Park Commons.
- Raise: $4M.
- Runway: 18 months.
- Use of funds: continue building the product; target milestone = $1M ARR.
- Implied burn: ~$222K/month ($4M ÷ 18 months).
Recommended financial model
- Archetype + why: SaaS ARR model. Business is subscription B2B with ARR as the stated KPI and $1M ARR as the explicit milestone. Classic new logo + expansion + churn waterfall is the right structure.
- Forecast horizon & granularity: Monthly for 18–24 months (matches the raise runway), with quarterly rollup. Extends to a 3-year annual view to show the path past $1M ARR milestone.
- Key drivers & assumptions:
| Driver | Value |
|---|---|
| Starting ARR | Unknown - redacted |
| ARR target (18-month milestone) | $1,000,000 |
| Avg ACV (per customer) | $30,000–$60,000/yr |
| New logos per month | 2–4 in year 1, ramping |
| Net revenue retention (NRR) | 110–120% |
| Gross churn | 5–10% annual |
| Gross margin | 70–75% |
| Headcount burn | ~$180K–$220K/month |
| Sales cycle length | 30–90 days |
| CAC | $15,000–$40,000 |
- Scenarios (Base / Bull / Bear - which variables flex):
- Base: 2–3 new logos/month, 110% NRR, reach $1M ARR at month 18.
- Bull: 4–5 new logos/month, 120% NRR, faster expansion, hit $1M ARR at month 12.
- Bear: 1–2 new logos/month, 5% gross churn, $1M ARR target slips to month 22–24; may require bridge.
- Required sheets / outputs:
- Assumptions - all drivers in one place, clearly tagged
- ARR Waterfall - new ARR, expansion ARR, churned ARR, net new ARR, cumulative ARR (monthly)
- P&L - revenue, COGS (gross margin), OpEx by department (R&D, S&M, G&A), EBITDA
- Headcount - team plan by role, salary, start month; drives OpEx
- Cash - opening cash (raise proceeds), monthly burn, ending cash, months of runway
- KPI Summary - ARR, MRR, customers, ACV, NRR, LTV/CAC, gross margin, burn multiple
- Dashboard - ARR ramp chart, burn waterfall, scenario toggle
Frequently asked
Is the Momentum financial model free?+
Yes. The Momentum model is a free Excel (.xlsx) download with live formulas. Sign up with your email and the workbook is yours to keep, review, and edit.
What's included in the model?+
A 5-year monthly forecast with P&L, cash flow and runway, valuation (exit multiple plus a DCF cross-check), MOIC/IRR returns, and unit economics, with live formulas throughout.
How was this model built?+
It was built from Momentum's pitch deck and publicly available information, then structured to investment-banking standards as a fully editable Excel model.
Can I change the assumptions?+
Yes. You can change assumptions and the live formulas will recalculate in the downloadable Excel model.
Have more financial modelling questions? Contact us
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.
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