The Definitive SaaS Financial Model Template for Startups

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!

Cheers,
Darren Spurgeon

I’m an ex-M&A banker and VC, and I’ve literally spent months of 100 hour weeks modelling to be able to make this model available to you. Feel free to ask your M&A buddy to build something for you for a few grand. I’ve been sent those models (as I’ve been asked to make a new one after). They’re not terrible, but they don’t make sense as they don’t understand how startup works.

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

Download now

The model will be immediately emailed to you. Payment is secured with Stripe. This would cost you $40k to build... if you could find someone who understood what you do.

€169

Download now + blank version

This version includes two models, both an example and blank version. Do you value your time?

€219
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Model Q&A

Model screenshots

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’
Email 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.


Download now

The model will be immediately emailed to you. Payment is secured with Stripe. This would cost you $40k to build... if you could find someone who understood what you do.

€169

Download now + blank version

This version includes two models, both an example and blank version. Do you value your time?

€219

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