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.
'As-a-Service' Models:
- B2C SaaS for AI-Powered Platforms - 4 tiers, free pool, dynamic retention, add-on revenue.
- Function-as-a-Service (FaaS) - Scaling assumptions for function usage, pricing, costs, more.
- Data-as-a-Service (DaaS) - Scaling for multiple revenue streams, variable costs, and more.
- Subscription Box - Up to 6 tiers, dynamic retention, terms, promotion logic, and more.
- B2B/B2C SaaS - Varying contract terms per pricing tier and CS/AE scaling logic.
- Marketplace + Subscription - Includes subscription and marketplace assumptions.
- 5-Tier SaaS Model - Each tier has its own growth/churn rate/pricing assumptions.
- Freemium - Specific logic to convert traffic from a free to paid service.
- Product-as-a-Service (PaaS) - Customers pay a monthly fee for product / service access.
- Ratio Driven SaaS - SaaS model driving by headcounts and AE signup performance.
- B2C SaaS - 4 pricing tiers with one-time onboard fee option.
- Security/Alarm System Services - Up to 3 subscriptions for security monitoring service.
- Product + Subscription - Model product sales + subscription upsells.
- Mobile App - Configure assumptions for acquisition, in-app purchases, and freemium.
- Bonus SaaS Template - Only included in bundle, up to 21 tiers, B2C/D2C and B2B combo.
Membership Models:
- Fitness Studio Scaling - 36 tranches, unlimited studio counts, dynamic capex / debt.
- EV Charging Station Provider - Up to 3 unit types, 120 tranches, pricing/cost assumptions.
- Car Wash - Revenue from one-time washes and memberships for varying wash types.
- Private Golf Course - Revenue based on initial sign-up and ongoing fees.
- Gym / Fitness Center - Capacity model for maximum members per station counts.
Fee-based Models:
- Buy Now, Pay Later Firm - 3 merchant types, dynamic scaling assumptions, 3-statment model.
- Data Center - Up to 10 rack types, monthly rent, usage fees, and dynamic capacity.
- Cleaning Service - Configure up to 3 tiers for recurring contracts and/or fixed fee jobs.
- LaaS - Revenue earned from interest generated by P2P loan facilitation.
- Marketplace (transactional-based) - Configure transaction counts / growth and platform fees.
- Professional Services / Agency - Earn a fee on work done by professionals.
- Property Management Business - Earn a fee based on rent or units under management.
- Ad Network - Estimate publisher and advertiser assumptions and fees earned from activity.
SaaS Calculators:
- Annual Churn Rate Calculator - 3 methodologies used, includes model and actuals version.
- SaaS CFO Dashboard - Track up to 3 MRR tiers, YTD framework, and KPI visuals.
- Cohort Modeling - Analyze up to 60 months of historical data and produce valuable insights.
- SaaS MRR Calculator - Calculator to figure out current MRR and ARR + valuation.
- SaaS Pricing Simulator - Cohort sensitivity analysis for pricing, CAC, retention, and more.
- Rolling Revenue Forecast - SaaS revenue forecasting (existing and future customers).
- Ad Spend Guide - Framework for mobile apps or SaaS businesses to understand ad spend.
Bonus Templates:
- Hiring Plan - Based on MRR Forecast and headcount ratios (5-year Plan).
- AE Performance + Quota - Forecast revenue from one-time deals, quota and AE count.
- Customer Purchase and Retention Model - Revenue projection based on customer behavior.
- 3-statement Financial Model - Plug in income statement data and auto-populate the rest.
- Pitch Deck Visualizations - General template to create clean visualizations for financials.
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
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).
Check out all financial model templates in one bundle here. There are also great discounts when buying by category.
