SaaS Financial Model Template (Excel)
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This template helps SaaS founders build clean, compelling financial forecasts that investors trust. Whether you’re pre-revenue or scaling monthly recurring revenue (MRR), this model gives you the tools to raise capital, understand your numbers, and confidently pitch your vision.
Perfect For:
· SaaS founders preparing for pre-seed or seed investment
- Bootstrapped founders who want planning clarity
- Startup advisors or consultants building SaaS forecasts
- Early teams looking to confidently model user, revenue, and burn scenarios
- Dashboard: MRR, runway, churn, CAC: LTV, and total revenue
- Assumptions: Growth rates, user segments, CAC, pricing
- Revenue Forecast: Subscription-based revenue by cohort
- Expenses: Operating costs, salaries, infrastructure, marketing
- Cash Flow: Linked, month-by-month cash runway and inflows
- P&L and Balance Sheet: Pre-built and formatted for clarity
What’s Included
- Fully editable Excel file
- SaaS-specific revenue logic: MRR, churn, CAC, and LTV
- Monthly + Annual forecast breakdowns for 3 years
- Integrated Cash Flow, P&L, and Balance Sheet
- Dashboard summary built for investor pitch decks
- Editable assumptions for user growth, pricing, churn, and more
Why Choose Us
Professionally Designed
At StartupHQ, every template is built with precision by experienced professionals who understand real business needs. Our templates are more than just spreadsheets — they are practical tools designed to help you manage, plan, and grow your work efficiently. Clean layouts, smart formatting, and advanced formulas ensure ease of use and effectiveness.
Save Time, Work Smarter
Creating spreadsheets from scratch can take hours and errors are common. From setting up formulas to formatting cells, it’s time-consuming and often frustrating. we’ve done the heavy lifting for you. Our ready-to-use templates are pre-built with smart formulas, clean layouts, and intuitive structures to help you work faster and smarter.
Instant Access, Lifetime Use
No delays, no subscriptions. Once you make a purchase, the files are yours — instantly. Download and start working within minutes, without needing to sign up for recurring plans or wait for approval. Whether you’re on a tight deadline or just want to get organized fast, our instant delivery ensures you never lose momentum. Plus, you get lifetime access to your files.
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