For large, complex SaaS companies with enterprise, consumer and SME customers. There is no model like this on the internet. Features highly granular revenue forecasting with monthly cohort level modeling. A full stack of marketing options drive leads/registrations for consumer and SME customers. Forecast enterprise clients down to a product basis and magically observe the exact month revenue will come according to payment schedules. 5 years (60 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 overview of the model
I downloaded the enterprise model. So far so good – I’m needing to modify a few aspects to adapt it for our business and will let you if have any further queries.
It’s an awesome tool and saved me days (probably weeks) of work trying to build my own
I’ve trolled the internet and nothing that comes close to providing the modelling granularity I was looking for in terms of logic and outputs from which to scenario plan and manage the macro financial/economic aspects of our early stage venture
VincentVincent Rizzo, Sentia Corp
Super impressed with the model. Glad we have time on for tomorrow so I can get this dialed in.
Again, the model is fantastic. Really great work.
The datageek in me is LOVING it.Melissa Koch, InFront Compliance, Inc., a Techstars backed company
Are you a complex SaaS company with both enterprise and consumer/SME offerings to disparate customers?
As the CEO or CFO 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 normal SME model, but enterprise? Forget it. I know, because I had to do it myself. Well, actually your business model is so complex, I have made models for different SaaS business models and pulled them all together to achieve this maxed out version.
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. Just the enterprise revenue forecasting aspect took me a solid month. I was paid $15k to do it whilst raising a $20m round. Paying someone to make this whole model will easily cost you $50k (If you could find someone). There’s just so much involved in it.
I don’t build these models for kids, it’s for pros. There are a granular assumptions and you need to understand key details of your business (including sales cycles etc). But. You can achieve very impressive things with it!
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 Enterprise, 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 running a large company and don’t have the time, but want the results? No stress. We’ll build it for you.
This model comes with 20 minutes of free 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 (coming soon!) and some further descriptions. There is also a benchmarks 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
Profit and loss (Actual, forecast and combined)
Depreciation and Tax
Source and use
Staff and support staff
Expenses and professional services
SME revenue calculations
SME pricing and revenue summary
SME expansion revenue
Enterprise summary and charts
Enterprise revenue assumptions
Enterprise tech staff
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|
|ENT – Graphs||Summary graphs on your enterprise revenues by categories|
|ENT – Rev Summary||Summary and calculations of your revenue, bookings and billings, and clients/projects. Add actuals to aggregate totals|
|ENT – Rev assumptions||The labels and assumptions that drive the enterprise logic|
|ENT – Rev forecast||The mechanics to forecast your enterprise revenue, includes further assumptions|
|ENT – Staff – Tech||Forecasts the technical staff requirement for delivering on your enterprise projects|
|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|
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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