For traditional SaaS companies with consumer and/or SME customers. There is no model like this on the internet. Features highly granular revenue forecasting with monthly cohort level modeling. Choose from 3 built in pricing models, professional services, as well as expansion revenue. A full stack of marketing options from paid to channel sales, drive leads/registrations for consumer and SME customers. 3 years (36 months) of detailed P&L for actual, forecast and combined, as well as cash based analysis. Manually plan out your hiring of staff and automate sales and support staff depending on how you scale. Charts, KPIs, all your COGS mapped out. Unique source and use sheet illustrates your plan for your pitch deck. And a lot more…
Video introduction to the model
Are you a SaaS company with monthly and/or annual customers?
Do you automatically onboard customers, or use a sales team to support the conversion of leads to trials? Do you have consumer/SME offerings to disparate customers?
As the CEO or CFO (or sole founder…) are you wondering how the hell you can model all this for your fundraising?
You should be concerned… because it’s hard as hell. Trust me. Sure, you might find a free template (I’m happy to send you links to the free models online), but something actually complete and useful that just works? Forget it.
I know, because I had to do it myself.
I was raising for one of my SaaS companies and there just wasn’t anything out there good enough. So I blew a few weeks and made something it turns out others think is fairly nifty.
“How long did it take you to build this? It’s incredible!”
Investor at Insight Venture Partners, USA
“OMG, thank you! This model is amaaaaazing!”
Mitch Harris, Napalm Death band member and to-be founder, USA
“You’re really good.”
Dan, founder of I-Inside, France
“I am very happy with the SaaS model, I find it very useful to prepare financial and operational projections.”
Jesús Santín, Founder of visiocargo, Spain
It’s also worth noting that every time I build a new model and figure out some improvement, all 50Folds models get updated with the new learnings and features. I recently shipped a new version upgrade for the SaaS model and here’s what one happy customer had to say:
“Alexander, I wanted to take a moment to say I really appreciate the updates. Sometimes, people put out things and never come back to nurture the product over time. Really appreciated. BTW, index/match and sumproduct are waaaayyy better then vlookup, so kudos!
I don’t build these models for kids. There are a granular assumptions and you need to understand high-level details of your business. But if you know what your pricing is, what you think a reasonable churn rate is… you don’t have to code one formula! And you get a serious result.
This is the only model on the internet which can serve all your needs SaaS needs. If someone had built it before, I sure as hell would not have taken the very deep pain to do so.
The 50Folds consumer and SME SaaS financial model is the most comprehensive and powerful fundraising excel model available for SaaS founders. Nothing else comes close. If you are looking to impress investors with a thoughtful plan, this is it.
If you truly want to understand your operations in detail, then download it now.
Are you growing like a rocket and don’t have the time to fill out the model, but want the results? No stress. We’ll build it for you.
This model comes with 20 minutes of consulting to help you get the most out of it.
Below we will look at the high level features of the model, screen shots on each sheet, there’s a video on each of the sheets (Note: Model has been updated with some new features and sheets such as for sales staff) and some further descriptions. There is also a benchmark on SlideShare I have added on all your key metrics.
Kindly note this price is low just for founders raising. If you need models for a professional reason, please reach out regarding licensing at [email protected]
If you have questions about the model, feel free to ask.
Details on the model
Want this model in a different currency? Now you can!
This model uses formatted currencies in $. I often get asked if it is available in other currencies such as €? So I made an Excel PC addin to do that (It was hard!)
At the press of a button you can now convert the model into 17 different currencies. You just need to purchase the productivity addin.
Here are the currencies you can use with the macro:
|Currency list||The format you will see|
More than likely, you aren't a huge Excel nerd like me, so you probably don't know about macros? These are hacks to make modeling in Excel much more faster and less painful. I love them!
I've been making models for years, so you can be sure I know what is useful and what is not. I decided to not just make the currency conversion macro, but add in all my most used hacks. You just hit a button and it will do handy things.
What can you do?
- Automatically format your cells so they have 'investment banking' standard black, blue and green
- Change the zoom and cell position of every sheet so it looks great when others read it
- Save a backup of your model (v1, v2, v3) at the push of a button so you never get a corrupt model
- Add error checks to your formulas
- And a whole bunch of other nerdy things you'll understand when you are making models yourself!
- This is for PC. Gates hates Mac so.... All the plugins other than 'check sheet sizes' work in Mac, but I don't warrant anything if you are on Mac (Sorry). I'm trying to find a developer to rewrite the code for Mac so the images, tips etc work too
- Currency conversion only works on 50Folds models. It won't on any other model (My code looks for certain cells... There is a hack- ask if you want to know)
Profit and loss (Actual, forecast and combined) + Depreciation and tax
KPI Sheets (General and SaaS) + Source and Use Analysis
General, Sales and Support Staff
Expansion Revenue and Professional Services
Core SaaS Pricing and Revenue Forecast Calculations
Marketing (All paid and organic channels)
MRR Analysis and Charts
The sheets in the model
|Formatting||Input your model start dates and basic formatting assumptions|
|P&L Forecast||Detailed forecast P&L of your startup. Output of all your assumptions|
|P&L Actual||This is the P&L of your actual numbers. Put in your actuals and they get represented in your combined P&L|
|P&L Combined||This combines the forecast and actual sheets together|
|D&A – Tax||Calculate your depreciation (there is no amortisation) and your tax simply|
|P&L for Deck||This combines the summary forecast and actual sheets together for the first 12 months and for 3 years annual to insert in your pitch deck|
|KPI||A detailed summary of all your KPIs|
|Source and Use||Use this to figure out how much to raise and to present your ‘sources and use’ of money you raise in your ‘ask’ slide|
|Charts-General||Summary of charts from across sheets other than SaaS metrics|
|Charts-SME SaaS||Charts of SaaS metrics. All the ones David Skok (Matrix) recommends are in it|
|Staff||Forecasts for all staff (Other than customer support related staff), and all the related staff and G&A costs|
|Expense calcs||Calculates your customer care related and technology costs, which aren’t calculated directly in the Staff sheet|
|SME – Support Staff||Calculates for internal engineering, customer support & success staff automatically on the basis of customer forecasts|
|Sales Staff||Forecasts your sales staff requirement automatically on the basis of your sales forecasts|
|SME – Expansion Revenue||Calculate the expansion revenue using either by an additional seats, or new modules basis|
|SME Prof Services||If you have professional services, calculate the cost and revenue. Can use if you want to have onboarding costs alternatively|
|SME Pricing||Input your pricing assumptions for revenue. Pick from different business models|
|MRR & Cust Summary||A summary of your MRR and Customer calculations (The calculations in the monthly and annual sheets are long)|
|SME Conversion assump||All the assumptions that drive your for SME revenue calculations|
|SME Calcs – Monthly||Calculate the normal, monthly portion of your MRR/Bookings for SME revenue|
|SME Calcs – Annual||Calculate the annual, up-front payment portion of your MRR/Bookings for SME revenue|
|Marketing||Centralises the marketing data and applies conversion rates to create ‘trial users’ of your site (Which then buy). This is only for SME revenue. There is no link to enterprise revenue per se|
|Paid & organic||Organic growth and paid traffic to the site. Feeds to the traffic build in ‘Marketing’|
|Calculates the sign ups to your email database. Feeds to the traffic build in ‘Marketing’|
|Blog & Social||Calculates the traffic that comes from promotion activities by blogging and social media. Feeds to the traffic build in ‘Marketing’|
|Channel Sales||Calculates the leads from channel partners and supporting staff costs. Feeds to the traffic build in ‘Marketing’ under leads and in the staff costs|
|Benchmarks||Some publicly available SaaS metrics to use to benchmark your assumptions as an FYI|
Video training course
There is a video on every sheet of the model to explain how it works and to fill it in.
To reduce the length of this sheet I’ve put them on a separate page.
Benchmarking for your financial model
This is a fantastic presentation to use when forecasting in your financial model and making sure your metrics are in line with reality. Flick through the deck as you work through each section of the model and check you are trending towards these numbers. It’s perfectly ok for your numbers to look a little crazy in the early days (When you have a few customers and little revenue, no metrics/ratios will make sense). What matters is how you evolve.
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