The Ultimate Financial Plan for SaaS & AI Startups 🤖🚀
In 2025, every company is a SaaS company, and every SaaS company is becoming an AI company 🤖
👋 Hey, Linas here! Welcome to a special issue of my daily newsletter. Each day, I focus on 3 stories that are making a difference in the financial technology space. Coupled with things worth watching & most important money movements, it’s the only newsletter you need for all things when Finance meets Tech. If you’re reading this for the first time, it’s a brilliant opportunity to join a community of 355k+ FinTech leaders:
Building a SaaS startup was already tough. Now add artificial intelligence into the mix, and the financial stakes get even higher.
But the truth? Whether you’re scaling a SaaS platform or an AI-native startup, your survival depends on one thing: a rock-solid financial plan.
Most founders underestimate this. They obsess over product, growth hacks, or fundraising - but without financial clarity, even the best ideas collapse.
That’s why today I’m sharing a proven, investor-ready template (born at Zendesk, refined by top VCs) that every SaaS and AI founder needs.
Here’s what’s inside:
A full revenue breakdown (by category)
Detailed cost analysis so you know where the money really goes
A sales team hiring strategy that scales with your ARR (yes, you still need sales in the AI age)
Step-by-step instructional guide
Visual charts for all key metrics, and more!
Plus, you will unlock full access to the ultimate list of resources for building billion-dollar companies in 2025, a finance toolkit for every CEO, the ultimate B2B growth playbook for 2025, top 2025 Seed investors, and the list of top 20 AI Agent startups of 2025.
This isn’t just another theory you can find elsewhere. It’s the exact framework the best investors expect you to master before writing a check.
So if you’re serious about building a SaaS or AI startup that lasts, this is the blueprint. Let’s dive in:
