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This area is still in development. The product marks Modeling as WIP: screens, labels and behavior described here can change, and some steps may not work yet.
Building a financial model from a blank page is slow, and it’s easy to miss a cost line or a pricing mechanic that changes the whole picture. In Vector you start from a template instead: a working model with realistic assumptions already in place, which you adjust to your own product. Each model is a project — a separate experiment with its own numbers, actuals and snapshots.

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Choose a template

Open Templates to see what’s available. Every workspace gets the same built-in templates, including ones added after the workspace was created.
  • Notetaker — a per-seat SaaS model: acquisition funnel, customer base, team, flat subscription pricing and standard SaaS costs.
  • AI SaaS — Token Economics — the same funnel, customer base, team and cash mechanics, built around an AI product. It replaces flat per-seat pricing with a usage-quota tier, and counts the AI infrastructure around your model calls, not only the inference itself, in the cost of serving customers.
Templates you’ve made yourself are marked custom, next to the built-in ones. You can delete a custom template; built-in ones can’t be deleted.

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Create a project

1

Start a new project

Open Modeling and click + New project.
2

Name it

Give it a Name, and under Description say what you’re testing — for example, a new pricing idea.
3

Pick the template and the starting numbers

Choose the Template (model). If it offers more than one Starting preset — a named set of starting numbers — pick one. The template decides how the model is built; the preset decides which numbers it opens with. The built-in templates have a single preset, so the choice doesn’t appear for them.
4

Create

Click Create. The project opens straight away, fully calculated from the template’s numbers.
Nothing is left blank: every assumption, chart and KPI shows a value from the start, and you change any of them afterwards. See Assumptions and dashboard.

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Keep a project on the latest template version

Templates are versioned, and a project stays on the version it was created from — editing a template never changes existing projects. The project shows which version it’s on under its name. When a newer version is out, a banner at the top of the project says so. Upgrade to v… moves the project to it and carries over your values and actuals, with nothing lost.

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Save your model as a template

Once you’ve shaped a project into something you’d reuse, click Save as template at the top of the project, and give the template a name and description. It joins the list, ready for the next project — with your project’s numbers as a starting preset.

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Compare two approaches

Both built-in templates share the same funnel and team structure. Create one project from each on comparable numbers to see, side by side, how AI-specific costs and pricing change the economics compared with a plain per-seat SaaS model. See Scenarios.

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Where to go next

Set up your workspace

Where modeling sits in the setup checklist.

Record actuals and forecast from them

Bringing real numbers into the model.