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SaaS | Subscription Financial Model Template

19.00
USD
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.

An article on building a financial model for SaaS is available on the blog:
Financial Model for SaaS Product: 3 Ways of Customers Acquisition