Enterprise SaaS Financial Model

€149 (Expert)

  • All B2B and B2C subscription businesses
  • 1 hour video included
  • 2 spreadsheets (Excel and Google Sheet)
  • Free support
  • Updated April 2021

What's inside the Enterprise SaaS Financial Model?

Navigate through the main tabs of the model template below

Lists key assumptions that flow through the model. This is your a simple tab where you can modify key inputs such as corporate tax rate, fiscal year end or first forecasted month without modifying any other tab. P&L, cash flow statement, balance sheet and metrics will automatically update accordingly in their respective tabs.

Exhaustive list of metrics and their evolution.

This tab includes all your key metrics. The charts give you a clear representation of the key financials and metrics specific to SaaS businesses.

Main tab, this is where all the different tabs flow though. Here you find the operating model i.e. the P&L, cash flow statement and balance sheet. All the following tabs flow through this sheet.

This tab calculates the number of new users coming from either outbound (Sales Reps) or inbound acquisition (paid marketing and organic traffic), or both. We give maximum flexbility when it comes to adjusting growth acquisition, and related expenses. Here you can input assumptions around number of closings per month per Sales Rep (incl. a ramp-up), marketing budget, cost-per-click and conversion rates. Flows through the Revenue tab.

Here we calculate your Monthly Recurring Revenue (MRR) with up to 4 product packages (including a freemium). You can play with the breakdown of new users, but also upsell, downsell and churn for each of the different product tiers. You also have the ability, for each of the 4 different product tiers, to set their launch dates (when you start to acquire users and monetize), which is especially helpful if you need to account for product development. Flows through the Operating Model.

This tab calculates all expenses related to the business, both COGS and SG&A, and their evolution based on a series of editable assumptions. Expenses are specific to SaaS businesses and include, among others, hosting, payment fees, customer support, sales commissions, etc. Flows through the Operating Model.

Detailed list of all FTEs per team (Management, Engineering, Business Development, Marketing, etc.) and salary costs. Flows through the Operating Model.

This tab analyzes your runway and cash burn and your runway.

How does it compare vs. the Basic & Advanced templates?

SaaS (Basic) SaaS (Advanced) Enterprise SaaS (Expert)
Price €49 €99 €149
Time scale 3 years 5 years 5 years
Fully editable
Free email support
1 hour video
Cash burn & fundraising analysis
Consolidated 3 financial statements
IFRS & GAAP compliant
Metrics report and charts
Billing cycle Monthly only Annual & Monthly Annual & Monthly
Subscription tiers 2 4 4
Salary increase & indexation
Inbound acquisition (Paid Marketing + organic) Paid Ads & Organic traffic only Paid Ads, Organic, Email & Social Media Paid Ads, Organic, Email & Social Media
Outbound acquisition (Sales Reps)
Product launches flexible start dates
Employees bonuses (annual, quarterly and monthly)

How does it work? I show you how

Not everyone is an Excel wizard, nor a CFO.

That's why each Advanced financial model template comes with a 1 hour video where we walk you through, step by step, all the assumptions you can play with to build your own.

Any other questions?

We provide free email support for all templates purchases. Ask anytime.


4.8/5 (217 reviews)

Made by a 6+ years Investment Banker & Entrepreneur


Rémi Goncalves

Founder of Ventures Advisory

  • 5+ years London M&A investment banking Associate
  • Co-founder of www.nakipower.com
  • Founder of Ventures Advisory

Frequently Asked Questions

This model is designed for entrepreneurs, startup founders or CFOs to forecast their financials for budgeting, valuation and/or fundraising purposes. It is a dynamic, complex and investor-friendly model template, with pre-built metrics and reports designed to be used in companies or investor presentations.

Our model templates are built so anyone with minimum knowledge of excel modelling, yet a good grasp of basic spreadsheet functions, can use the model and adapt it to their own business.

The model is pre-built with assumptions which can be changed by editing formulas. The assumptions will then flow through the rest of the model and the other tabs and update the dashboard, tables and charts automatically.

Once downloaded on your computer, the model can be used either with Microsoft Excel or Google Sheet.

Absolutely, the model is fully editable. Assumptions and input cells are indicated by a colour code included in the Read tab, yet all the formulas are freely editable so you can adapt and change the model as you like.

Yes, we provide unlimited email support for both Basic and Advanced model templates, you can email me anytime and I'll make my best to respond within 24 hours. The Advanced template also includes a free optional 30mn. onboarding as well. Should you need further support, such as personal screensharing walkthrough or support to edit the model further, please contact me via our contact form.

Absolutely. I would love to help, please go to the Contact section and leave me a message detailing your request and I will respond within 24 hours to form a proposal.

Yes. Whilst you can use my templates to build and adapt your financial projections to your business, I can help you build a fully customized financial model as per your requirements. Please go to the Contact section and leave me a message detailing your request and I will respond within 24 hours to form a proposal.


Yes. Usually I help founders and startups build a financial model to include within their investor presentation. Please go to the Consulting page to schedule a free 15mn. call with us so we can form a proposal for your project.

Click on the Buy Button at the top of the page. You will then be redirected to our partner website SendOwl where you will be able to enter your billing and payment information. We accept all major international debit and credit cards such as Visa, Mastercard or Paypal.

Yes. We accept all major credit cards, debit cards, Apple Pay, and PayPal. Payments are powered by Stripe and Paypal. All transactions are secured and your card payment information encrypted and sent directly to Stripe and Paypal, no payment details are stored on our website.

Unfortunately no. Unlike a physical product where you can send it back to the seller, because it is a digital product you can still use it after refund which makes it quite difficult for me to manage honest refunds requests. If you have any questions about the model templates and whether it is suitable for you and your business, please contact me via the Contact page ahead of purchase so I can guide you, answer any questions you have, or schedule a demo.

No, we do not charge VAT.