SaaS / Subscription / Membership Financial Model Templates

These templates enable one to conduct financial feasibility studies for subscription services, membership, and other recurring revenue businesses. For the most accurate projects, I've used best-in-practice retention and capacity modeling techniques.

Many financial models below are for Software-as-a-Service (SaaS). This type of business offers robust frameworks applicable to various 'as-a-service' models, including fee-based or usage-based strategies.

saas financial models
$289.00 USD
(license to ALL models below)

'As-a-Service' Models: Prices Range From $45 - $175
Membership Models: Prices Range From $45 - $125
Fee-based Models: Prices Range From $45 - $125
SaaS Calculators: Prices Ranges From $45 - $45
Bonus Templates: Prices Ranges From $45 - $45

The 'as-a-service' recurring revenue business model can be a great strategy for maximizing profits and getting the most out of your software services. The following Excel spreadsheets are all based on this notion of recurring revenue from subscribers/customers.

Users can upload all these Excel templates to Google Sheets if desired.

All startup spreadsheets include integrated 3-statement model logic for monthly and annual financial statement forecasting (Income Statement, Balance Sheet, and Cash Flow Statement)

More About the Software-as-a-Service Industry

In a SaaS business, the main costs are typically related to development and maintenance of the software, as well as any infrastructure and support costs. These costs are largely fixed and do not vary significantly with the number of customers. As a result, the gross margin (gross profit as a percentage of revenue) can be quite high, as the majority of the revenue is pure profit.

There are a few key factors that can contribute to the high gross margins of SaaS businesses:

Economies of scale: As a SaaS business grows and adds more customers, the fixed costs of development and maintenance are spread out over a larger base of revenue, which can lead to lower unit costs and higher margins.

Recurring revenue: SaaS businesses typically generate revenue on a recurring basis, as customers pay a subscription fee to access the software. This can provide a stable and predictable source of income, which can be attractive to investors and contribute to the valuation of the company.

High customer lifetime value: SaaS businesses often have high customer lifetime value (CLV), which is the total amount of money that a customer is expected to spend on the company's products or services over the course of their relationship with the company. A high CLV can contribute to the overall profitability of the business and help drive up valuations.

Overall, the combination of fixed costs, recurring revenue, and high CLV can contribute to the high gross margins of SaaS businesses and drive up their valuations.

All the SaaS startup forecasting spreadsheets / templates will be immediately available for download after purchase. All of these models will have CaC, CaC payback, and LTV metric calculations.

Purchasing on a mobile device? No problem. You will receive an email with a download link for the purchased files that you can access on any spreadsheet friendly device later (desktop / laptop).

Billable Hour Promotion: If you pay for 1 hour of billable work here, you can get 1 $45 template at no charge (scales up for as many credit hours as you buy). Just email me which one(s) you want:

Check out all financial model templates in one bundle here. There are also great discounts when buying by category.