enterprise saas

Enterprise SaaS, consumer and SME financial fundraising model in excel

For large, complex enterprise 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 enterprise SaaS model

Hi Alexander,
I downloaded the enterprise SaaS 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
Best regards
VincentVincent Rizzo, Sentia Corp
Thanks, Alex.
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 Enterprise 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.

Training videos

I've made 10 videos to take you step by step through each sheet to understand it. It's the the most powerful model on the internet, so I'm making sure you can get the most out of it.

Details on the Enterprise SaaS 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
EUR
USD $
GBP £
YEN ¥
INR
Krone kr
BAHT ฿
RUB
Peso
BRL R$
RM RM
Rp Rp
HKD HK$
ILS
KPW
RMB ¥
CHF CHF

Productivity addin

Image

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!

NOTE:

  • 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)

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.

€359

Download now + blank version

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

€409
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Model Q&A

Model screenshots

Profit and loss (Actual, forecast and combined)

Charts

Depreciation and Tax

Source and use

KPI

Staff and support staff

Sales 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

Marketing

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’
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

 

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.

€359

Download now + blank version

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

€409

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