This Best Practice includes:

1 Financial forecast template Excel workbook download

£85

A dynamic 5-year SAAS forecasting template for fundraising.

This easy to use Financial Model template enables you to model your SAAS business in an intuitive way. 

This is a dynamic model where you can change assumptions (clearly labelled) and the updates will flow through the model. The model has a clear and consistent structure and format and follows international accounting rules. 

This model has been used to secure over £50m (c.$65m) in seed/series A funding.

The well-designed model focusses on building your key revenue drivers, designing the value tier packages, understanding the number and size of your finance rounds and giving you a business valuation (multiples and perpetual growth methods) – pitch ready and everything an investor needs to quickly and easily evaluate your SAAS business. 

The model also includes:

💪   Assumption walkthrough – click on an assumption for guidance context

💪   Run up to five scenarios – build your base, best and conservative cases

💪   Full financial statements (Income statement, balance sheet and cash flow statement)

💪   Financial and customer KPIs

💪   Full investor and founder returns 

Number of model tabs simplified and reduced to:

1.  Introduction – clear instruction on how to use the model

2. Inputs – all the model inputs in one tab (no more jumping between tabs) and test scenarios

3. Calculations – the engine of the model, all the calculations in one place

4. Investor road map – understand your cash shortfall, investment rounds, dilution analysis, and round valuations

5. Financial Statements – income statement, balance sheet, cash flow statement – all providing insight into the business 

6. Financial Summary – key financial and customer KPIs

7. Valuation & Returns – Business valuation, investor returns (IRR / MOIC)

This Best Practice includes:

1 Financial forecast template Excel workbook download