Financial Model, Financial Services, Mobile Apps, Online Businesses, SaaS

10-year Financial Projections, 5-year Financial Projections, Annual Recurring Revenue (ARR), Budgeting, Business Valuation, Cap Table, Cash Flow Analysis, Cash Flow Projections, CFO, Churn, Customer Acquisition Costs (CAC), Customer Lifetime Value, DCF Model, Excel, Financial Feasibility, Financial Model, Financial Modeling, Financial Planning, Financial Projections, Financial Ratios, Financial Statements, Forecast, Forecasting, Income Statement, Investment Multiple, IRR (Internal Rate of Return), Know-How, KPIs (Key Performance Indicators), Monthly Recurring Revenue (MRR), NPV (Net Present Value), Private Equity, Pro-Forma, Profitability Analysis, Return on Invested Capital (ROIC), Return on Investment (ROI), Revenue Projections, Scenario Analysis, Sensitivity Analysis, Startup Financial Models, Subscribers, Subscriptions, Template Bundle, Terminal Value, Three Statement Model | Three Financial Statements, Valuation, Venture Capital

A package of financial models for Software as a Service (SaaS) businesses and its related sectors in Excel. This bundle includes the following financial model templates:

5-Year Enterprise SaaS Financial Model – A dynamic financial model to forecast a SaaS company’s monthly and annual customers/revenues/expenses.
SaaS Financial Model (Basic startup with up to 4 pricing tiers for 5 years) – This is driven directly from a starting monthly user count and grows/churns from there. It is a good high-level model to get some idea of P&L and cash flows of the operating business.
Website App Financial Model with Recurring Revenue Services (SaaS traffic-driven) – This is a more complex SaaS model. You have equity split between owner/investors with more comprehensive cash requirements / IRR / distribution summary views.
Freemium SaaS Financial Model (LTV to CaC ratio) – This model has unique revenue logic to plan for traffic that converts to a free pool and then a conversion rate from the free pool to a paid service.
Lending Platform Financial Model (LaaS) – This model is designed specifically for anyone looking to start a platform that facilitates lending between individual entities.
Hiring Plan for SaaS Business Model (Hiring planner per future revenue) – This model is structured to deal with scenarios more common to SaaS business logic
SaaS Ratio Planner (LTV, CaC, and CaC Payback) – This model helps calculate the key metrics of relevance to a Software as a Service (SaaS) company such as the Lifetime Value (Value of customer lifetime sales), CaC (Customer Acquisition Costs), and the CAC Payback Period.
Product as a Service (PaaS) Model – Models the addition of a subscription revenue service on top of your product by testing various conversion rates, unit sales counts, and churn against expected costs. A 5-year monthly and annual forecast.
Alarm and Security Monitoring Services – This model is a 5-year startup financial forecast designed for a security monitoring services company.
Ratio-based SaaS Model (Smarter Scaling Logic) – Scale you SaaS business smarter with this ratio-driven forecast.
Rolling Revenue SaaS Forecasting Tool – This template will help the majority of SaaS companies forecast their revenue (MRR / ARR) at any point in time i.e. monthly/quarterly/annually or however often they need to perform a forecast based on existing customers and expected new customers.
SaaS customer margin analysis – Design your ideal SaaS customer with all relevant terms configurable, including all initial costs/revenues/contract length/value/on-going costs/more.
General Mobile App with in-app purchases – If you or your organization is looking to launch a mobile app or any service that has an ‘in-app’ or ‘in-platform’ purchase scheme, this financial model will help by producing a 5 year performance output based on a range of assumptions.
Transactional Marketplace – A great tool for marketplace startups that want to create a 5-year monthly and annual financial forecast based on bottom-up assumptions. includes a 3-statement model.
Professional Services / Agency – A 5-year financial model for starting your own consultancy firm. Includes 3-statement model integration.
Ad Network Financial Model – This 5-year monthly and annual financial model was built to fit revenue drivers directly related to an ad network.
Marketplace w/ 3 Subscription Tiers – A 5-year financial model with a 3 Statement model using best-in-practice customer retention logic for subscription tiers w/ varying terms.
Product + Subscription Model – for businesses selling products and then up-selling a subscription service directly related to using that product.
Property Management Business – Create a wide range of scenarios for the financial forecasting of a property management business. Includes an integrated 3-statement model.
Subscription Box Financial Model – Up to 72 Months, Test many variables as it includes up to six pricing tiers with advanced retention configurations.
Cohort Modeling Framework for SaaS (Historical Data Analysis) – A simple framework for any recurring revenue business (SaaS or otherwise) to drop in their historical customer purchase data in order to see spending/retention patterns.
Data-as-a-Service Financial Model – If you have valuable data to monetize, this template will allow for price testing, variable cost analysis, and producing financial statements.
Function-as-a-Service (FaaS) Financial Model – (full version) This is a recurring revenue business that can be monetized through monthly subscriptions or usage.
SaaS CFO Dashboard: Advanced Analysis – (full version) Track your YTD SaaS key metrics with this simple dashboard. Includes MRR, CaC, LTV, and more financial analysis.
AI SaaS Platform 5-Year Financial Model – A financial model framework designed for an AI platform that charges recurring monthly and/or annual fees.
SaaS Calculator: Annual Churn Rate – A tool to analyze your annual churn rate with three different methodologies. Includes a write-up on each type and a framework for modeling vs actuals.
Startup SaaS Model for AI-agentic Businesses– A compact, founder-friendly SaaS template to test pricing, growth, and fundraising strategies for AI-native startups. Includes 60-month projections, investor waterfalls, and real-time return metrics. All driven from a single input sheet.

The value of this product bundle is USD 2,124, while the offering price is USD 289 (at more than 85% Price Discount!)

All finance models above are Excel files.

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