AI & SaaS
AI SaaS operating model
Scenario-driven revenue, cost, margin and community growth dashboard for an AI SaaS business.
Related service →Financial modeling, valuation & independent model review
Financial models for decisions that matter.
Financial modeling, valuation and FP&A for startups, growing businesses and investors. From operating forecasts to independent model reviews, every engagement is built on clear assumptions and defensible analysis.
ACCA membership certificate · FMVA® · Credit ratings, capital markets, FP&A and valuation experience
Shahzaib Khalid
Financial Modeling Expert · Fractional CFO support · Valuation & FP&A
- Startup, SaaS & AI models
- 3-statement, DCF & dashboards
- Independent technical verification
Actual workbook preview
One example of a scenario-driven pricing and unit-economics model built for AI software decision-making.
500+financial models delivered across sectors
$50M+reported client capital raised using model outputs
14+ yearsfinance, markets, ratings and modeling experience
What I build
Evidence of how I work.
Explore selected financial models and dashboards, showing the structure, level of detail and analytical approaches behind my engagements.
Dashboards
Power plant KPI dashboard
Interactive Excel dashboard showing operational performance, gross efficiency and plant status by area.
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Valuation
SaaS valuation + DCF
Operating forecast connected to discount-rate assumptions, FCFF and terminal value.
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HealthTech
MedTech SaaS operating dashboard
MedTech SaaS dashboard showing D2C sales, B2B revenue, referral channels and operating profitability.
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Real estate
Mix-use development model
Integrated development model combining hotel, apartments, retail, financing and investor returns.
Related service →Pricing
AI pricing & unit economics
Tier mix, conversion, ARPU bridge and AI cost per user validation for subscription pricing.
Related service →Selected screenshots are sample workbook views supplied by Shahzaib Khalid for portfolio use. Sensitive client information should only be displayed with permission.
Work across multiple model types
Support from operating models to valuation and reporting.
Typical assignments cover business planning, fundraising, pricing, cash flow, real estate feasibility, dashboards, costing and independent model review.
01 / STARTUPS & SAAS
Fundraising & growth models
Revenue drivers, retention, pricing, headcount, runway, scenario analysis and board-ready outputs.
Explore startup models →02 / FP&A
Cash flow & management reporting
Three-statement models, budgeting, 13-week cash flow and dashboards for management decisions.
Explore FP&A work →03 / VALUATION
DCF & valuation analysis
FCFF, WACC, terminal value, sensitivities, comps support and valuation logic that can be explained.
Explore valuation work →04 / AI PRODUCT FINANCE
Pricing & unit economics
Tier design, AI cost curves, conversion assumptions, ARPU rebuilds and scenario comparison.
Explore pricing work →05 / REAL ESTATE
Development & investment models
Sources and uses, construction phasing, operating assumptions, debt and investor return frameworks.
Explore real estate models →06 / REVIEW
Independent model review
Risk-based recalculation, discrepancy testing and concise technical reports with defined limitations.
Explore model review →Why clients hire me
Analysis built around your business decisions.
A model is only as valuable as the decisions it supports. Every engagement is structured around clear assumptions, transparent calculations and useful reporting.
- Build from business drivers rather than forced targets
- Link assumptions clearly across revenue, cost and financing
- Present dashboards and summaries for non-technical decision-makers
- Document limitations and areas requiring judgment
- Support external review with cleaner structure and traceability
Make your next decision with a stronger financial model.
Discuss your objectives, current information and the financial questions your model needs to answer.