Learn Centre

Reviewing and Submitting

Review your answers, build the planning model, and decide whether to upgrade.

The Review Step

Step 4 of 4 is your chance to check the whole picture before the model is built.

Step 4 - review Market context, your goals, and the metrics they imply - with the CFO Review verdict on the right.

What You'll See

  • Market context - TAM, SAM, SOM, and your target as a % of SAM
  • Your goals - target revenue, pricing, projection period, next funding round
  • "To hit your goals, you'll need:" - the derived metrics: customers or buyers needed, volume required, customer lifetime value, and your acquisition budget
  • CFO Review - signals highlighting where the plan may be inconsistent or aggressive. Best case: "No major red flags - the targets look internally consistent based on the current assumptions."

Making Changes

Click Back to adjust any earlier step - your answers are never locked.

Building the Model

Click "Build Planning Model". Your model is saved to your account and generated in a few seconds.

The Planning Preview: "Your Planning Model is Ready"

A successful build lands on the planning preview page:

The planning preview The completion moment: your headline target, the defensibility score, and what you'll need to get there.

What's On the Page

  • Your headline - "You're targeting $364,500 platform revenue by Year 5 at Seed stage."

  • The defensibility score - e.g. "38/100 - 5 things an investor will challenge", listing each open item ("Cash insolvency on the plan", "Monthly GMV Growth Rate Below Benchmark"...) with a "Make it defensible" button that takes you to the Review tab. On the free tier some checks show a padlock - they unlock with Build It Yourself.

  • Your raise teaser - the suggested raise sized from your model:

  • Metric cards - "To get there, you'll need:" buyers needed, GMV needed, buyer lifetime value, acquisition budget

  • CFO Note - a plain-English observation about the riskiest part of your plan

Your Three Options From Here

  1. Save this model - return to it anytime from the Models Overview
  2. Download - the one-page planning summary PDF (free); the Excel workbook requires Build It Yourself
  3. Continue to investment model - start the upgrade to the investor-grade model (Build It Yourself; see Upgrading to an Investment Model)

You can always come back to download this model from your dashboard.

After Submission: A Quick Tour

Opening your saved model shows the three-step planning flow - Model Details → Review → Model - plus the model tour on first visit (skip it anytime). From there:

  • Adjust assumptions on Model Details
  • Work the flagged items on Review
  • Read your P&L on Model

All covered in Working with your model.

Congratulations - you've built your first model!