plan better.
FP&A and RevOps for SaaS teams who hate guesswork.
Stop guessing. Start Planning like a pro.
We help Saas companies unlock clarity, speed, and control in financial planning - without hiring a full time team.
Forecasts that don't break
Board packs that actually matter
Dashboards that explain themselves
FP&A
Retainers
Monthly reporting + insights
RevOps Dashboards
CAC, LTV, NRR, funnel health
Financial Model Builds
Forecast that scale with you
Get your numbers under control.
Let's start with a free financial planning health check.
Services
We provide a full range of commercial finance support on an outsourced basis, get in touch to discuss your exact requirements.
FP&A Retainers
Forecasting without the headcount
Rolling forecasts, BvA tracking, budget ownership, and investor reporting delivered inside your stack. Everything you'd expect from a first finance hire, minus the FTE.
KPI Dashboards
See the ups and downs of your business. Fast.
Live dashboards for CAC, NRR, funnel conversion, payback, and cohort metrics. Customised to your CRM, GTM model, and growth stage - delivered in Looker, GSheets, or Tableau.
Financial Models
Raise-ready & founder friendly models
Flexible 3-statement models with SaaS KPI logic, scenario trees, and sensitivity toggles. Ideal for board meetings, investor decks, and Series A/B prep. Clean, auditable, and fast to update.
Fundraising Support
Packaged professionally for investor credibility
From model validation to slide input and due diligence, we help founders present financials that stand up to scrutiny. Includes KPI curation, valuation logic, and data room setup.
Cash, Burn & Runway
Track burn, plan for runway, stay in control
We build dynamic cashflow forecasts that give you visibility into spending, burn rate, and how long your cash will last under multiple scenarios - no surprises, no panic.
Pricing & Profitability
Align pricing, commissions, and margin with growth
We help structure commission plans, pricing frameworks, and discounting rules that scale, then monitor gross margin performance so growth doesn’t erode profitability.
About
Plan Consulting is built for SaaS founders who need financial clarity before hiring a full-time CFO.We bring plug-in FP&A, financial modelling, and RevOps to early stage teams focusing on what matters: forecasts that hold up, metrics that investors care about, and dashboards that tell a story.We work inside your stack - connecting tools like Salesforce, Xero, and BambooHR into a single, automated data flow.We integrate AI and modern tools into our workflows to help surface anomalies, trends, and compare to industry benchmarks, while dashboards, models, and board decks stay live and always investor-ready.Run by a qualified FP&A leader with fundraising and exit experience, we’re fast, technical, and fluent in SaaS metrics from day one. Based in London, working with SaaS teams across the UK, Europe, and beyond.
Insights
Insights coming soon.For now, we're sharing teardown notes, template models, and benchmark dashboards via email.Email us at [email protected] to get added.
Request a free financial planning health check (or just get in touch)
Get a no commitment 60-minute teardown of your forecast, model, or dashboard - no prep needed. We'll walk you through what’s working, what’s missing, and where to focus next.Already sorted? Use the form for anything else - questions, ideas, or just to say hi.
© 2025 Plan Consulting Ltd
Based in London · Serving clients globally
📧 [email protected] 🔗 LinkedIn