SaaS

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. They all work in a bit of a different way and approach the strategy with different assumption layouts. Best-in-practice retention logic is utilized.

$289.00 USD - Bulk SaaS Template Purchase

About These Startup SaaS Business Financial Models:


All the templates will be immediately available for download after purchase. 
Let me know if you have questions: jason@smarthelping.com. You can upload these to Google Sheets if desired.

Templates Included (all templates here have been updated with a 3-statement model (monthly and annual Income Statement, Balance Sheet, Cash Flow Statement) and a capitalization table, capex, and depreciation schedule:

1. Enterprise SaaS ($175)- The main difference in this model compared to the other SaaS builds is having a varying contract term for each customer tier (in months) and the ability to define expansion revenue accurately. The dynamic nature of revenue forecasting in relation to dealing with enterprise clients is second to none here.

2. Standard SaaS ($75) - This startup model was the first build I ever did and it has been one of the most popular. You can adjust assumptions for user growth, churn, expected costs, and potentially having a one-time setup fee. This is the more simplistic version compared to the ones that follow, but because of that simplicity, many have found it useful. 

3. SaaS Pricing Simulator ($75) - Adjust up to 10 customer configurations to see what is feasible and possible. This simulation is really important to understand for any SaaS startup or on-going operation that wants to tighten up their pricing or test new pricing strategies out and compare the resulting customer lifetime flows.

4. Rolling Revenue Forecast ($75) - Great for creating up to a 60-month revenue forecast for SaaS companies based on existing and new customers.

5. Ratio Driven SaaS ($125) - This is a comprehensive and auto-scaling 5-year financial model geared more towards startups. The model all starts with the number of SDRs hired per month. Then, the user can define the number of Account Executives (AE) to exist per SDR over time and the quota of deals an AE is planned to close per month as well as the % of quota attainment a given AE achieves in their first 12 months (in 3-month increments). There are assumptions for debt/equity as well as plenty of visuals. Customer Service reps drive off the number of active users and new users added per month. Engineering has two types and is driven off a % of revenue.

6. PaaS (Product-as-a-Service) ($75) - This financial model offers one of the more interesting strategies in my opinion. It involves turning the sales of products into a subscription service that runs on top of the product. The logic for manufacturing/sales/subscribers/expenses is the most advanced from all the things I have done as of yet. You will see some really interesting CaC, LTV, and LTV to CaC results as you play with all the assumptions and timing of things.

7. Security/Alarm System and Services ($125) - The big addition in this model was including expansion MRR and negative churn. Those are some of the most important metrics for any recurring revenue services business. This also includes all the standard calculations of CaC, LTV, and LTV to CaC. It has over 20 visuals as well. There are assumptions for a contribution/distribution summary driven from the possibility of taking on investor equity.

8. Mobile App / Website Driven SaaS ($125) - This is a more refined version of a business model where you have incoming subscribers that pay a monthly fee. The logic for revenue and expenses is more sophisticated and it has a toggle to adjust key assumptions to a low/base/high value. The main differences of it from the standard SaaS model (#2 above) is include driving user acquisition from a given conversion rate of traffic and advanced distribution summaries for potential investor financing as well as including a free user pool. The expenses are also more dynamic and robust.

9. General Mobile App - In-App Purchases/Ad Revenue ($75) - This is dedicated to just starting a mobile app and nothing else. There are three revenue streams here and it is all focused on logic that pertains to this specific business model. Focus here is on user retention (most accurate and advanced methodology used).

10. Freemium ($75) - Here is a bit of a different direction. You still have users coming in from a traffic source, but now there is specific logic to convert that traffic from free to a paid service in exchange for no ads. That means it has logic for ad revenue via the free pool. This one has some nice logic for investor distributions as well.

11. LaaS (Lending-as-a-Service) ($75) - This is one of the more rare business types but still offers some interesting dynamics. It involves the business of having a platform where people or businesses can offer loans to other people and businesses (often called p2p lending). This shows the way a platform can make money by connecting the two via closing fees and a % of the interest revenue. You can plan on a wide range of loan types on the platform and derive all kinds of interesting things from the assumptions included.

12. LTV and CaC Payback planner ($75) - This model is more geared toward any business that has subscribers and some cost to acquire them. It is not a full model but rather focuses in on those metrics and the inputs required to see the most important aspects of a SaaS business.

13. Marketplace ($75) - This is not exactly a 'saas' business per se but it does involve getting users to use your platform. The model is focused on fee revenue that you earn by facilitating buyers/sellers to come together. There are advanced fee structures in the assumptions and I think this is really useful for any business looking to create a place for buyers and sellers to come together and transact anything.

14. Professional Services / Agency ($75) - Here you can model out the startup or continuance of a CPA or Law firm as it relates to financial projections, billable hours, and headcounts. This also works great for any kind of consultancy business where there are multiple consultants working under a single brand name. The revenue logic here is super unique and allows for more strategic planning that is more precise than you might see in a typical template.

15. Ad Network ($75) - This is not exactly a 'SaaS' business, but it kind of is because as a network that facilitates/connects buyers and sellers of ads, the way revenue is created is based on the on-going activity of participants that interact with the network. The software that facilitates this makes it fairly close to being in a 'SaaS' category.


This pitch deck visualization template is included free with the purchase of any template.

You may also find use out of this 3-statement financial model template. It is included in the purchase above. Another good tool to check out is this customer curve and retention curve model.

You can buy all financial model templates and tools from smarthelping.com in one large bundle here: https://www.smarthelping.com/p/excel.html (see 'buy in bulk' dropdown at the top of the page there)