A ready-to-use financial model template for subscription-based (SaaS) startups, built in Google Sheets and Excel. This template is designed specifically for SaaS founders at early and growth stages. Whether you're preparing for a seed round, refining your commercial strategy, or analyzing the unit economics of your product, this model helps you stay focused on what matters: traction, sustainability, and scalability. Choose from S, M, or L options based on your needs:
"S" option:
Flexible pricing setup with three plans, monthly and annual billing
Includes five acquisition channels: organic, paid, affiliate, partners, and cold outreach
Sales funnel logic with automated headcount planning based on KPI targets
Breakeven point & investment need calculated automatically
Revenue & expense projections tied to your company roadmap
Clean structure with separate input tabs for assumptions
Automated financial statements: P&L, Cash Flow, and Balance Sheet
Dynamic settings to control the growth rate of key metrics
Dashboard with visualized KPIs and charts
Compare different monetization strategies to identify the best model
"M" option:
All features of "S" option
In-depth Unit Economics analysis for SaaS products
LTV by plan and billing type, with blended LTV
CAC by channel, plus overall blended CAC
Revenue and profit forecast for 5 years, broken down annually
Ready-to-use tables and charts for the startup pitch deck
"L" option:
All features of "M" option
Investor Dashboard showing key metrics, revenue–market size linkage, capital requirements, and valuation in one view
Automated Capital Requirements for multiple funding rounds
Valuation using several early-stage startup methods
Cap Table: ownership stakes and their evolution across investment rounds
Dividend Calculations: set your policy and calculate distributions per shareholder
ROI Forecast for investors under various exit scenarios
This template is designed to match investor expectations and save you time when preparing financial materials for fundraising. Whether you're bootstrapping or preparing for seed investment, it's a powerful tool to understand and communicate your business model with clarity and confidence.
Start building your financial model today—no prior Excel modeling experience needed.