Financial Model, Online Businesses, SaaS

5-year Financial Projections, Business Valuation, Cash Flow Projections, Excel, Financial Model, Financial Planning, Financial Projections, Startup Financial Models, Subscriptions, Three Statement Model | Three Financial Statements, Valuation

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 labeled), 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 focuses 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 – guidance and context for each input
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)

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