Financial model spreadsheet example

SaaS Startups Financial Model Template

Google Sheets & Excel

Google Sheets + Microsoft Excel Template

With our SaaS Startups Financial Model you'll be able to:
  • Estimate growth based on cost of acquisition, subscriptions, MRR and churn/retention.
  • Track standard SaaS KPIs such as churn, LTV, CAC, CAC to LTV and SaaS Quick Ratio.

Three financial modes in one

We built a spreadsheet that works for any SaaS business, from marketing-led growth to sales led by a business development team. All three customer acquisition channels can be enabled and combined.

For users who sign up and convert to a subscription without the need of a sales team (for example, a platform like Netflix).

This model uses a paid marketing budget and organic traffic to scale the sign ups to the platform. You'll be able to track KPIs such as Cost of Acquisition, Landing Page Conversion, and Sign Up to Paid Conversion.

For companies that collect leads on their website,
and then move them to conversion with a sales team.

This model allows you to estimate the cost per lead, your sales commissions, as well as how many inbound sales agents you need to manage your deal flow.

Upward arrow indicating growth or progress.
SaaS Dashboards

Custom SaaS Dashboards to track MRR and churn metrics every month.

Financial Model preview

Color-coded sheets that cover the basic expense and revenue categories for any financial model.

Financial Model preview
Cap table icon
Cap Table

Estimate equity and convertible note rounds of funding, from Pre-Seed to Series C.

Financial Model documentation preview
Book icon
Documentation & Support

A complete knowledge base, and phone support available from our financial analysts.

A B2C and B2B
SaaS Financial Model Template

Available in Microsoft Excel
and Google Sheets format

Avatar gesturing toward a finance chart

Need a custom model?

Financial Model Consulting

Our team can help customize your spreadsheet and train you on how to use it to run projections. We've helped hundreds of companies create models, from mobile apps, to crypto and real estate.
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