Saas - sme user fundraising financial model

The Definitive SaaS Financial Model Template for Startups

AN AWESOME EXCEL MODEL FOR STARTUPS

Forecast a B2B/B2C SaaS company

  • marketplace financial model overview
  • marketplace financial model overview
  • marketplace financial model overview
  • marketplace financial model overview
  • marketplace financial model overview
  • marketplace financial model overview
  • marketplace financial model overview
  • marketplace financial model overview
  • marketplace financial model overview
  • marketplace financial model overview
  • marketplace financial model overview
  • marketplace financial model overview
  • SaaS

    SaaS startup with monthly and annual contracts. Self-onboard and sales supported customers. Think Buffer, Zapier, Hubspot, or Xero. Cohort model with all the capability you expect including expansion revenue, churn and full marketing funnel.

  • Massive and complete

    195,479 formulas across 29 sheets

  • Heavy lifting done for you

    You only need to input your assumptions into the yellow boxes. The model is fully integrated across sheets with smart automations inbuilt to help you to scale up and down

  • For those that want to impress

    This is larger than your CFO or investor has ever seen. You will level up your SaaS KPI knowledge as you learn to get the most out of it

  • This is NOT for wannabees

    This is for grown ups that want to take their SaaS company seriously. If you want a model to quickly fill in "because an investor asked for one" don't go here

  • It is 100% worth every cent

    2 reasons: 1/ you couldn't even hire someone to make this, 2/ it's not a model- it's a structured learning process. You need to use it to understand what I'm saying

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...
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Excel

Unlocked

Integrated

  • Excel financial model
  • Built for PC and Mac
  • Not for Google Sheets
  • Entire model is editable by you
  • Nothing is locked or restricted
  • Fully integrated model
  • Each sheet acts as a module connected to each other which update immediately
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Updates

No modeling needed

Easy to maintain

  • Model is updated with new features
  • I'll email you updates when they're done
  • Everything works out of the box
  • Just input your assumptions
  • Designed to be easy to update monthly
  • Just change the forecast month then add in you new month of actuals
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Support

Simple & Detailed

Automations

  • If you're really stuck, ping me an email or catch me if I'm online and I'll help you figure out what to do for free
  • You can hire me per hour if you need a lot of help on whatever it is you need
  • Staff and marketing sheet have a simple and detailed version with a switch
  • Do things quickly, or in a lot of detail
  • Sheets also have on/off switches is you don't want to use a sheet
  • Support and sales staff added as you need them based on your assumptions
  • Payments, tech, and other costs scale to your forecasts. Set and forget
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FOR ALL TYPES OF B2B/B2C SAAS STARTUPS

Model designed for all non-enterprise focused clients (With a long sales cycle).

zendesk saas model
slack saas model
box saas model
salesforce saas model
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Piers chen startup feedback saas
saas model recommend
Thank you
Jesus santin feedback
Dan Toktokdoc
Eric reiner feedback
Saas financial model feedback
Kirsten saas feedback
saas fundraising model feedback
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2 pricing options

Get a filled in model or the filled in model + a blank version of the file.

Filled in model

Filled in + blank

  • The base model has been populated with numbers so you can see how it works
  • You can edit it however you want
  • This version comes with 2 Excel files
  • In addition there is a blank version of the file with no assumptions in it to save you time
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Quick walkthrough

Here's me explaining the video fairly briefly and pretending to enjoy it

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Who the heck is hawking me a financial model!?

Hey! It's me Alexander Jarvis. I like Excel and I love SaaS.

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  • I'm the #1 seller of startup financial models in the world
  • Worked in M&A (Lazard financial institutions group)
  • I intimately know startup and what VCs care about having done both for over 10 years
  • TEDx, Top Quora Writer, accelerator mentor, fund advisor etc
  • I don't like bragging, so just read my blog and download free tools to see if I know what I'm talking about
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Free training course

I've made an 24 part training course to help you hit the ground running (It's also free)

saas model cohorts
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Staff and general costs

There are a lot of cool features under the hood

An insightful and useful model needs to work for you, not against you.

My models do require thought on inputs, but there are 29 sheets to support you to derive all the outputs that you need without any coding. 

Model Architecture

29 sheets

There are lots of sheets in the model. Check out what they are so you can get an idea of what's in there.
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Want to know more?

Let's run through details and answer your FAQs

Details on the model

FAQ

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Want this model in a different currency? Now you can!

Convert all currencies in the model into one of 17 different currencies with a button mash

This model uses formatted currencies in $ (Why I use US Dollars). 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
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Part of the productivity addin

All my favourite hacks and time saving tools in one place

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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)
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2 pricing options

Get a filled in model or the filled in model + a blank version of the file.

Filled in model

Filled in + blank

  • The base model has been populated with numbers so you can see how it works
  • You can edit it however you want
  • This version comes with 2 Excel files
  • In addition there is a blank version of the file with no assumptions in it to save you time
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Purchase guide and note

Let's just get clear so you know how it works and what to expect

Buying models

Getting the model

  • Payment and delivery of the model is 100% automated!
  • It's hosted on SamCart and payment is via Stripe (Secure)
  • There are no refunds. These are digital goods you can't return
  • If you have questions ask me first in the chat or via email
  • If you aren't sure if this is the right model for you, ask me!
  • After you buy you get confirmation emails from SamCart
  • Delivery of the model is automated
  • Note: I don't know why, but occasionally it can take an hour
  • The file comes in a zip file. You need to unzip it (e.g. WinZip)
  • If you're really stuck, ping me an email or via chat box!
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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.

Periodic Table of SaaS Operations

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  4. Hi Thanks!

    How about Unearned revenue, when the company collects payment of 12 month-contract in January? do you realize all 12 month payment as Revenue in Jan or only in Jan and the rest going to Unearned revenue, which ll be realized monthly as monthly revenue?

    1. Post
      Author

      Hi Chinh-
      Love nerdy questions. I don’t know what I haven’t thought of. Maybe you find something!
      OK, I deal with annual contracts simplistically, though it is all modeled in a complex manner.
      There is date math for everything in the model.
      If you have an “annual” contract then the ARR is converted into MRR in the P&L on an accrued basis. I then adjust the monthly aspect into billings/bookings (same thing in this model) in the cash flow calculations so you book/bill annual contracts as you would on cash basis.
      Same thing happens for tax and bonus payments. I even adjust for discounts, bad debt etc to consider the cash effect of other variables to cash variations.
      The enterprise saas model deals with bookings/billings etc differently as the concepts matter there. When you only have annual and monthly contracts, bookings/billings are the same.
      I go as nerdy as you can imagine in my models and sometimes think it is too much for people to understand. I consider everything and model for “materiality”. There is a guy writing a blog on SaaS models and said I don’t do things… I don’t do things on purpose.
      To be clear, I don’t have an “unearned revenue” account in this model. The PL takes MRR (adjusts annual contracts – ARR – to MRR) and the adjusted cashflow adjusts for annual contract cash flow.
      I account for everything and try present as simply as is possible.
      Thanks for asking.
      Alexander

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  5. I’m looking to use Per User Pricing for a range of different online learning modules.

    Can that be incoporated into this model?

    1. Post
      Author

      Hi Wasif –
      What you would do is figure out the average pricing and use that. You can also treat them as expansion revenue products you release over time and a % of the customers will adopt, resulting in your pricing increasing.
      Ultimately each customer is going to pay you a monthly amount “on average” so you don’t have to overcomplicate things.
      If your business is a SaaS one, you can make it work.
      Alexander

  6. I told my business partner about spending $325 for this spreadsheet. “Is it worth it?!” he asked. “It’s underpriced,” I replied. I was about to buy something else, but then saw this. Glad I found it.

  7. Hello,

    I work for a multi-billion dollar, public corporation. We are looking for a model to value SAAS start-ups for potential funding opportunities. Could you contact me?

    Eric

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