Most startup financial models live in Excel files no one opens twice.
So I designed an interactive dashboard instead, and used AI to build it.
The target user wasn’t a CFO. It was a SaaS founder in the early stages who knows their product and customers, but has never calculated LTV:CAC in their life.
So everything was designed around that.
You move a slider (MRR, churn, burn rate, CAC) and every metric updates instantly. No formulas to write. No cells to reference.
Every metric is color-coded: green means healthy, yellow means watch it, red means fix this before you talk to investors. And every number has a tooltip, what it means in plain English, how it’s calculated, and exactly where to find it in your billing platform, P&L, or bank statement.
When you’re ready, one button sends everything to the Claude API, plus 5 short questions about your business, and returns an investor-ready assessment. Specific to your numbers.
The decisions that took the most time weren’t technical. Which metrics matter. How to make benchmarks readable at a glance. How to make it usable for someone who has never opened a financial model.
The financial logic came from years of reading P&Ls and decks. Claude helped me with the code.
Domain knowledge defines what to build. AI removes the barrier to building it.