What’s Included in the Model?
- 3-Statement Financial Model: Automated P&L, Balance Sheet, and Cash Flow statements.
- Revenue Modeling: Flexible setup for SaaS revenue model (MRR, ARR, new vs recurring).
- Customer Metrics: Track CAC, LTV, churn rate, retention, and more.
- Cohort Analysis: Understand customer behavior over time.
- MRR/ARR Forecasting: Plan for monthly and annual recurring revenue growth.
- Expense Forecasting: Detailed breakdown of OPEX, salaries, and marketing.
- Burn Rate & Runway Calculator: Know how long your cash will last.
- Valuation Model: Pre- and post-money valuation scenarios for fundraising.
- SaaS Financial Dashboard: Clean, visual dashboard to track real-time performance.
Who Is This For?
This SaaS startup financial projection template is built for:
- SaaS Founders & CEOs
- Early-stage Startup Teams
- CFOs & Financial Analysts
- Startup Incubators & Accelerators
- Investors & Venture Capital Analysts
Key Features & Benefits
- 100% Editable in Microsoft Excel or Google Sheets
- Pre-built SaaS financial forecast for up to 5 years
- Includes SaaS CAC and LTV model and KPI tracking
- Designed for SaaS startups with subscription, freemium, or hybrid models
- Plug-and-play: No finance background needed
- Works great for both pre-revenue and growth-stage companies
Why You Need a Solid SaaS Financial Plan
Investors and VCs expect SaaS startups to clearly present their financial plan, understand unit economics, and be able to answer questions about their SaaS burn rate, runway, and long-term scalability. This model equips you to do just that — backed by real data, clear assumptions, and actionable insights which help in thier startup fundraising.
Download the Financial Model for SaaS Company Today
Ready to impress investors, secure funding, and scale your startup the smart way? Download our SaaS financial modeling Excel template and build your financial forecast with clarity and confidence.
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