As-a-Service

The 'as-a-service' business model has run wild and for good reason. You can create a lot of wealth and prosperity by running a successful 'as-a-service' business. The following templates are all based on this notion of recurring revenue from subscribers. They all work in a bit of a different way and approach the strategy with different logic.


Pricing
All the below templates are included in the purchase above. I will manually e-mail you the download link and it will be available on your purchase page as well.

1. Standard SaaS - 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.

2. Ratio Driven SaaS - 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.

3. PaaS (Product-as-a-Service) - This is the most recent template that has been done out of all of these and offers the most interesting strategy 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.

4. Security/Alarm System and Services - 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.

5. Mobile App / Website Driven SaaS - This is a more refined version of a business model where you have income 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 above include driving user acquisition from a given conversion rate of traffic and advanced distribution summaries for potential investor financing. The expenses are also more dynamic and robust.

6. Freemium - 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.

7. LaaS (Lending-as-a-Service) - 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.

8. LTV and CaC Payback planner - 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.

9. Marketplace - 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.

You may also find use out of this 3-statement financial model template. It is included in the purchase above.