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Cash Flow Projection

What breaks the model: delivery hours, not demand.

$0

Starting Cash

Bootstrapped

$800

Monthly Burn

Fixed costs

M4

Break-even

Base case

$25.8K

M12 Cumulative

Base case

AssumptionValueConvictionRisk If Wrong
New customers/month0.5-1.0 (ramp)LOWSlower ramp = longer runway burn
Monthly growth rate25% MRR growth after first clientLOWLinear growth more likely
Churn rate15%/month (6-month avg retention)MEDIUMHigher churn = no compounding
ARPU (Trail Builder)$2,500/monthMEDIUMPrice elasticity untested
Fixed costs$800/monthHIGHKnown: tools + hosting + insurance
Variable cost/client$1,000/month (delivery labor)LOW2x hours = $2,000 = kill scenario
ItemMonthlyAnnualPriority
Tools (CRM, analytics, email)$200$2400KEEP
Hosting (Vercel, domain)$50$600KEEP
Insurance (professional liability)$150$1800KEEP
Content tools (AI, design)$100$1200KEEP
Accounting/admin$150$1800CUT FIRST
Reserve/misc$150$1800CUT FIRST
Total$800$9,600

12-Month Projection (Base Case)

Month 2 assumes one Berley Audit ($1,500). Retainer clients start Month 4. All numbers projected.

MonthClientsRevenueCOGSOpExNetCumulative
10$0$0$800$-800$-800
2(1 Berley Audit)0$1,500$600$800+$100$-700
30$0$0$800$-800$-1,500
4(First retainer)1$2,500$1,000$800+$700$-800
51$2,500$1,000$800+$700$-100
6(Break-even)2$5,000$2,000$800+$2,200+$2,100
72$5,000$2,000$800+$2,200+$4,300
82$5,000$2,000$800+$2,200+$6,500
93$7,500$3,000$800+$3,700+$10,200
103$7,500$3,000$800+$3,700+$13,900
114$10,000$4,000$800+$5,200+$19,100
125$12,500$5,000$800+$6,700+$25,800

Three Scenarios

All assume 60% gross margin. If delivery hours run 2x, margin drops to 20% and conservative never breaks even.

MetricConservativeBaseBull
Month 6 MRR$2,500$5,000$7,500
Month 12 MRR$5,000$12,500$20,000
Month 6 Clients123
Month 12 Clients258
Gross Margin45%60%65%
Founder hrs/wk403530
Break-evenMonth 8Month 4Month 2
12mo Revenue$30,000$75,000$135,000

Milestones

First dollar

First Berley Audit paid

Month 2

Break-even (monthly)

Revenue exceeds OpEx

Month 4

Positive cumulative

Cumulative cash turns positive

Month 6

Freedom threshold

$15,000 MRR (replaces salary)

Month 12+

Cumulative cash still negative at Month 8

Threshold: Below conservative scenario

Action: Reduce scope or reprice

Delivery cost exceeds 80% of revenue

Threshold: Gross margin below 20%

Action: Stop taking clients, templatize

Zero revenue at Month 4

Threshold: No audit or retainer sold

Action: Re-evaluate demand hypothesis

Monthly burn exceeds $1,200

Threshold: 50% above plan without revenue

Action: Cut discretionary costs

Questions

Which assumption, if wrong by 2x, kills the business fastest?

  • If conservative is reality, is $5,000 MRR still worth pursuing?
  • At what client count does hiring a junior become cash-positive?
  • Does the $100/hr opportunity cost belong in the cash flow or only in the decision?