Investor-Grade Financial Forecasts, Powered by Your Real Data
Your board deck deserves numbers you can actually stand behind. Erickson Platform models MRR, churn, expansion, and seasonal demand with AI so your projections are ready in minutes, not weeks.
Sample forecast for SaaS revenue
Scenario readySwitch the scenario and the trend line changes with it. The model keeps churn, upgrades, and seasonality in view at the same time.
Recurring revenue is modeled line by line.
AI ingests billing data and maps net new MRR, churn, upgrades, and contractions into one forecast. Cohort retention curves are built automatically, and the assumptions are easy to change with sliders when the growth plan moves.
Track each customer group on its own curve. That keeps expansion and churn visible instead of buried in a single top-line number.
Change pricing, upsell rates, or churn and the forecast updates at once. No more rebuilding spreadsheets after every planning call.
What leaders get
- Monthly board packs
Clean numbers for directors who want a clear path from actuals to the next quarter.
- Confidence bands
Best case, worst case, and most likely scenarios stay tied to the same data set.
- Variance review
Automated comparison against actuals shows what changed and why it changed.
The model is ready when investors ask for the numbers.
Erickson Platform builds three-statement forecasts from expense and revenue data, then packages the assumptions and sensitivity view into a clean report for diligence. The same model can be used for the pitch, the board deck, and the data room.
- P&L, balance sheet, and cash flow
Linked together so changes in growth or spend show up in every statement.
- Assumptions sheet
Investors can see what is fixed, what is variable, and what can change in the next round.
- Sensitivity analysis
Board members get clear outcomes for slower sign-ups, higher churn, or faster expansion.
Example report
Data room snapshot
Seasonality shows up before it hits cash.
For product companies, the model detects seasonal patterns across SKUs and markets, then ties them to inventory-linked expense forecasts. That helps teams plan for Black Friday, holiday spikes, and the slow weeks after the rush.
Seasonal heatmap preview
Monthly viewHover states on the live site show a month-by-month revenue and expense spike. On mobile, the heatmap collapses into a plain list so the read stays fast.
How a B2B SaaS startup closed $5M with better forecasts.
The team was spending weeks in Excel and still missed basic churn assumptions. Erickson Platform synced the actuals, rebuilt the forecast in days, and gave investors a cleaner view of the next four quarters.
"The forecast held up in diligence. We stopped defending spreadsheet gaps and started talking about growth with real numbers."
Get your first forecast.
Request a forecasting demo for SaaS, subscription, or seasonal product planning. If you also need budget analysis, we can show that path in the same call.