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Cash Flow Projection

When does the money run out if nothing changes? When does it break even if everything goes right?

Business Alignment

QuestionAnswer
What venture is this for?[name]
What's the starting cash position?$[X]
What's the monthly burn before revenue?$[X]
What conviction level are growth assumptions?HIGH / MEDIUM / LOW / NONE
What's the kill signal?[runway < X months with no traction]

Growth Assumptions

State each assumption with conviction. No number without a reason.

AssumptionValueBasisConviction
Month 1 customers[X][how acquired]
Monthly customer growth rate[X]%[channel, evidence]
Monthly churn rate[X]%[retention data or comparable]
ARPU (avg revenue per user)$[X][from unit economics]
Monthly fixed costs$[X][itemized below]
Monthly variable costs per customer$[X][from unit economics]

Fixed Costs (Monthly)

CostAmountCategoryCan cut?
Infrastructure (hosting, DB, CI)$[X]Tech
Subscriptions (tools, APIs)$[X]Tech
Contractors / wages$[X]People
Marketing spend$[X]Growth
Legal / compliance$[X]Ops
Other$[X]
Total fixed$[X]

12-Month Projection

MonthCustomersRevenueCOGSGross ProfitOpExNet CashCumulative
1$0$0$0$[X]-$[X]-$[X]
2
3
4
5
6
7
8
9
10
11
12

Key Milestones

MilestoneMonthWhat triggers itConviction
First dollar[X][specific event]
Break-even month[X]Revenue = OpEx
Positive cumulative[X]Cumulative turns positive
Runway exhausted[X]If no revenue at all

Scenarios

ScenarioGrowth RateBreak-even12-month CashProbability
Bear[X]%Month [X]-$[X][X]%
Base[X]%Month [X]$[X][X]%
Bull[X]%Month [X]$[X][X]%

Kill Criteria

SignalThresholdAction
Runway below [X] monthsNo revenue tractionPivot or pause
Growth rate below [X]% for 3 monthsStallingChange channel or offer
Churn above [X]% for 2 monthsProduct-market fit failingStop acquiring, fix retention
CAC rising while LTV flatEconomics degradingCut paid, double down on organic

Questions

At what point does optimism become dishonesty — and how do you tell the difference in a projection?

  • Which month is the most dangerous — and what's your plan for surviving it?
  • If bear case is most likely, does the venture still deserve resources?
  • What's the cheapest experiment that would move a LOW conviction to MEDIUM?