By business model

Choose your B2B planning path.

One decision, then the right model.

B2B covers very different economics. Tell us how you sell and we'll point you to the specialist model, sales-led software, services and consulting, or a platform, each with the pipeline, cycle, and renewal math that actually fits.

Plan my B2B revenue See a pitch deck example

Model

Pipeline-to-revenue

Scenario

sales cycle slips a quarter

Output

board-ready GTM model

Trust

every number links to an assumption

Startup Suite is an AI planning workspace that helps B2B founders choose the right planning path and model pipeline, sales cycle, expansion, and renewals.

This page is forB2B founders deciding how to plan, sales-led software, services, or platform revenue.

Revenue drivers

Weighted pipeline & ACV
Seat expansion & upsell
Renewals / NRR

Cost drivers

Sales & success headcount
Onboarding & security
Long-cycle cash timing

Key outputs

Pipeline-to-revenue model
Board-ready GTM model
Investor-ready funding pack

Relevant features

Scenario Workbench
Forecast Engine
AI mentors

Sound familiar?

You shouldn't need a finance team to answer this

The everyday questions this module makes simple.

Long cycles break the forecast

Deals slip a quarter and your whole revenue plan is suddenly wrong.

Expansion is hard to model

Land-and-expand is your story, but you can't put real numbers on it.

CS and security costs hide

Onboarding, support, and security spend quietly erode the margin on big accounts.

A founder working through one decision, then the right model.

Sample workspace · Interactive

Explore a board-ready B2B revenue model

Edit pipeline coverage and close rate and watch bookings, ACV, and quota attainment recompute, then test adding AEs or shortening the cycle.

B2B planning workspaceExample view · illustrative

Scenario

Pipeline

$2.4M

Weighted

Close rate

22%

Modelled

ACV

$28k

Average

Sales cycle

84 days

Average

Quota attain.

86%

Per AE

Turn weighted pipeline and close timing into bookings, then layer ACV, expansion, and renewals into a board-ready GTM model.

Assumptions
Model
Scenarios
Mentor Review
Outputs

AI mentorCurrent pipeline and cycle, bookings land on plan and quota attainment holds.

Get early access See a pitch deck example

The connected model

Not a dashboard, a model that connects end to end.

Editable assumptions change the model, scenarios expose the trade-offs, an AI mentor explains the risk, and the result is an output you can defend. Example view · illustrative.

01 · Input

Edit pipeline coverage and close rate

Editable assumption

02 · Model

Bookings, ACV, and NRR recompute

KPI impact

03 · Scenario

Compare base, +AEs, and a shorter cycle

Base / upside / downside

04 · Mentor

Flags the renewal revenue at risk

AI risk insight

05 · Output

Board-ready GTM model

What you can defend

PIPELINE

Weighted

TO REVENUE

SALES CYCLE

Modelled

QUARTERS, NOT WEEKS

NRR

Tracked

RENEWALS + EXPANSION

Illustrative, capabilities and typical targets, not guaranteed outcomes.

B2B revenue planning workspace showing sales pipeline, forecasting, scenarios, and board-ready outputs.

By business model

Why founders reach for this

One decision, then the right model.

Pipeline, ACV, expansion, and renewals, see the SaaS model below in 'Founders also explored'.

Sales-led software
Services & consulting
Platforms & marketplaces

Get early access

What you can do

Decisions you can make this week

Practical calls this module helps you get right, no finance background needed.

How much sales capacity

Size the team to the pipeline you can actually close.

When revenue really lands

Plan around realistic close timing, not best-case.

Where renewal risk sits

See the accounts and revenue most at risk each cycle.

What it does

The capabilities that earn the work.

Sales-led software

Pipeline, ACV, expansion, and renewals, see the SaaS model below in 'Founders also explored'.

Services & consulting

Utilization, rates, and capacity, see the services & local model.

Platforms & marketplaces

GMV, take rate, and liquidity, see the marketplace model.

Still deciding

Whatever the motion, model weighted pipeline, sales cycle, expansion, and NRR here first.

How it works

From signal to decision.

1
Connect the CRM
Pull pipeline, stages, and close dates.
2
Weight the pipeline
Stage probabilities and timing become revenue.
3
Add expansion & cost
Seats, upsells, onboarding, and security spend.
4
Model renewals
See NRR and the revenue at risk each period.

How it compares

More than a spreadsheet, more than a consultant

Feature comparison
Feature	Spreadsheetthe old way	Consultant$10k+ / model
Pipeline weighted by stage and timing	Manual
Long-cycle deals flow to revenue when they close	Hard
Expansion and renewals feed NRR	Tabs	On request
AI mentor explains the renewal risk		Hourly
Board-ready GTM model output

Spreadsheetthe old way

Pipeline weighted by stage and timing: Manual
Long-cycle deals flow to revenue when they close: Hard
Expansion and renewals feed NRR: Tabs
AI mentor explains the renewal risk
Board-ready GTM model output

Consultant$10k+ / model

Pipeline weighted by stage and timing
Long-cycle deals flow to revenue when they close
Expansion and renewals feed NRR: On request
AI mentor explains the renewal risk: Hourly
Board-ready GTM model output

Startup Suiteconnected workspace

Pipeline weighted by stage and timing
Long-cycle deals flow to revenue when they close
Expansion and renewals feed NRR
AI mentor explains the renewal risk
Board-ready GTM model output

Which model fits you?

Built for your specific model.

Sales-led software

Pipeline, ACV, expansion, and renewals, the SaaS model with a sales motion.

Output · ARR + pipeline model

See the Sales-led software model

Consulting & services

Utilization, rates, and capacity, model a billable services business.

Output · Utilization model

See the Consulting & services model

Agencies

Retainers, project margin, and staff cost, model agency economics and capacity.

Output · Agency margin model

See the Agencies model

Enterprise sales

Long cycles, security and onboarding cost, model multi-quarter deals without breaking the forecast.

Output · Pipeline-to-revenue model

B2B marketplaces

Two-sided B2B platforms, model GMV, take rate, and liquidity across buyers and suppliers.

Output · GMV & take-rate model

See the B2B marketplaces model

Advisors & consultants

Run models for many clients with portfolio oversight and branded outputs.

Output · Client-ready reporting

See the Advisors & consultants model

Good to know

Questions founders ask

Can it handle long enterprise sales cycles?+

Yes, pipeline is weighted by stage and timing, so multi-quarter deals flow into revenue when they realistically close.

Do you model expansion and renewals?+

Yes. Seat expansion, upsells, and renewal risk all feed net revenue retention, not just new-logo growth.

What is a B2B financial model?+

It turns weighted pipeline and close timing into bookings and revenue, then layers ACV, expansion, and renewals into NRR, built for deals that take quarters, not weeks.

Is this just a spreadsheet template?+

No. Edit pipeline coverage or close rate and bookings update live, scenarios compare side by side, and an AI mentor explains the renewal risk, then it produces a board-ready GTM model.

Which B2B model should I use?+

Sales-led software → the SaaS model; consulting or agencies → the services model; B2B platforms → the marketplace model. This page routes you to the right one.

Keep exploring