Create a Commercialisation Assumptions Booklet and Financial Model

At the pre-seed/seed stage, investors expect credible logic, not forecast accuracy. What matters is that your assumptions make sense and your plan feels achievable.

This automated workflow helps demonstrate your commercialisation story, giving investors confidence in your plan. Once you’ve generated your Investment Pack, the next stage is to refine and iterate these documents, ready for investor meetings.

Read our Model Iteration guide here.

The below example shows the quick and easy process of creating a Financial Model and Commercialisation Assumptions Booklet using an existing Pitch Deck.

Frequently asked questions

Frequently asked questions

  • If you use the tool as fully self-serve (by attaching your pitch deck and other related documents and not engaging in back and forth conversation with the system), you could generate an output in under 15 minutes.

    But the most value will be found when founders take their time and engage with the model; generating first-drafts in an hour or so, before iterating and editing it over the coming weeks in preparation for due diligence.

    The better the quality of information you put into the model, and the better you engage with its questions and suggestions, the quicker and more indepth the output will be.

  • A fully formulaic Financial Model (Google Sheets) and a CFO-style Commercialisation Assumptions Booklet (Google Docs), shared securely from my Google business account in accordance with the privacy policy. Ownership can be transferred to you anytime.

  • Yes. All files stay within Google Workspace. No data is stored externally once your pack is generated.

  • Often yes, if it supports the commercial exploitation or investment-readiness part of your project. But please always consult your grant rules and confirm with your grant administrator.

  • Guided GPT support to help you understand your financial model, iterate assumptions, and prepare for investor and investment-committee discussions. Read our in-depth guide here.

  • No, the Deeptech CFO Financial Model and Assumptions Booklet is built for scientists, engineers, and entrepreneurs. Plain-language prompts turn your inputs into CFO and investor-grade outputs automatically.

    CFO validation is optional and a useful way to get an expert independent review and investor validation.

  • You can upload your current model to extract assumptions and benchmark to deeptech standards, but the Deeptech CFO tool will generate a financial model using its own template structure.

  • If you already have purchased GPT access, you can add CFO Validation as an upgrade (£500 + VAT).

  • No problem at all. You can renew quarterly for £495 + VAT to continue to have unrestricted access.