SAAS Financial Model Template
Originally published: 27/01/2021 08:54
Last version published: 27/04/2021 15:42
Publication number: ELQ-41282-5
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SAAS Financial Model Template

Dynamic 5-year SAAS forecast template for fundraising

Description
This easy to use Financial Model template enables you to model your SAAS business in an intuitive way. This is a dynamic model where you can change assumptions (clearly labelled) and the updates will flow through the model. The model has a clear and consistent structure and format and follows international accounting rules. This model has been used to secure over £50m (c.$65m) in seed/series A funding.

The well-designed model focusses on building your key revenue drivers, designing the value tier packages, understanding the number and size of your finance rounds and giving you a business valuation (multiples and perpetual growth methods) - pitch ready and everything an investor needs to quickly and easily evaluate your SAAS business.

The model also includes

💪Assumption walkthrough - click on an assumption for guidance context
💪Run up to five scenarios - build your base, best and conservative cases
💪Full financial statements (Income statement, balance sheet and cash flow statement)
💪Financial and customer KPIs
💪Full investor and founder returns

We have reduced the number of model tabs to just :

1/ Introduction - clear instruction on how to use the model
2/ Inputs - all the model inputs in one tab (no more jumping between tabs) and test scenarios
3/ Calculations - the engine of the model, all the calculations in one place
4/ Investor road map - understand your cash shortfall, investment rounds, dilution analysis and round valuations
5/ Financial Statements - income statement, balance sheet, cash flow statement - all providing insight into the business
6/ Financial Summary - key financial and customer KPIs
7/ Valuation & Returns - Business valuation, investor returns (IRR / MOIC)

This Best Practice includes
1 Financial forecast template Excel workbook

Acquire business license for $49.00

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Further information

To enable SAAS business founders and owners to understand their metrics and build their forecasts. The financial model is a management tool to be constantly updated and revised to support business decisions. The template is designed to be easy to use, well-formatted and bankable. This template will save the user time and money while enabling them to understand the context of the inputs and the outputs.

Reviews

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  • Davis N(last updated: 20/04/2021 06:23)
  • walid washaban(last updated: 24/03/2021 09:44)
  • KJ 445(last updated: 16/03/2021 20:00)
    Got me out of a bind
    Needed to quickly do some financial forecasts for my investor meeting - this was spot on. Thanks!
  • alval101(last updated: 16/03/2021 15:38)
    Super fin model template!
    This is an excellent dynamic business model. Well presented with clear guidance. I would consider it quite advanced but perfect for my saas client - thanks Almax

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5.0 / 5 (4 votes)

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