SaaS Scale-Up Financial Model

Our most comprehensive financial model for growing SaaS businesses

F

PRE-SEED → SEED → SERIES A → SERIES B+

REVENUE MODELS: SAAS SUBSCRIPTION

SaaS Scale-Up Financial Model

⭑⭑⭑⭑⭑ (1 review)

£499.00 (inc. VAT) £415.83 ex. VAT

OVERVIEW

Financial model template for Microsoft ExcelTM (Microsoft 365 versions or Excel 2021) with integrated financial statements – income statement (P&L), balance sheet, direct and indirect cash flow statements.

Model up to 10 financial years (including actuals), with monthly and annual financials. Easily forecast multiple revenue streams, direct and indirect expenses, payroll, cash utilisation, funding requirements, financial analysis and much more. Includes pre-built dashboard, KPI charts, dynamic variables, historical data import and scenario analysis as standard.

Model customer growth using dynamic, funnel-based projections. Set up multiple products and pricing plans for both monthly and annual subscriptions. Easily adjust retention rates, churn rates and upgrade/downgrade assumptions across products. Review all key SaaS metrics your investors and stakeholders will want to see.

Suitable for growing SaaS businesses at Pre-Seed, Seed, Series A, Series B and beyond.

All purchases include a FREE onboarding call (30 mins) + revenue model customisation. Discounts available on advanced customisation at checkout.

Buy it now for £499

Includes FREE onboarding call (30 mins) + revenue model customisation

KEY FEATURES

  • Monthly and annual financial statements – P&L, balance sheet, direct and indirect cash flow statements
  • Flexible revenue mechanics for multiple income streams, including monthly and annual subscriptions across multiple products/pricing plans
  • Easily model retention, churn, upgrade/downgrade behaviour across multiple products/pricing plans
  • Easily model direct and indirect expenses, including hiring and payroll, using driver-based or custom calculations
  • Unlock key insights with our beautifully designed management dashboard, displaying the KPIs, SaaS metrics, reports, charts and financial analysis your stakeholders need
  • Best-in-class usability and UX; investor-ready, suitable for fundraising financial due diligence
  • Full model documentation provided within the financial model

USE CASES

  • Strategic (medium to long-term) business planning for growing SaaS businesses
  • Raising external investment for Pre-Seed, Seed, Series A and Series B+ rounds

IDEAL FOR

  • Growing SaaS or subscription-based businesses
  • Entrepreneurs and founders
  • CFOs
  • FP&A teams
  • Investors
  • Advisors and consultants
  • Training providers (contact us for bulk licensing)

QUESTIONS?

Check out our FAQs or contact us and we’d be happy to help.

If you’d like a demo before purchasing, just schedule a call at a convenient time and we can walk you through the model and answer any questions!

Buy it now for £499

Includes FREE onboarding call (30 mins) + revenue model customisation

Financial model immediately available for download after purchase. Compatible with Microsoft ExcelTM (Microsoft 365 versions or Excel 2021) on either Mac or Windows. Payments can be made by debit or credit card with Stripe, or with PayPal, with transactions processed through our Sellfy store. As digital content cannot be returned, refunds are only available on an exceptional, case by case basis. Prices quoted are inclusive of any VAT which may apply in the country of purchase (the relevant VAT rate will be automatically applied at checkout by our partner Sellfy).