Standard Financial Model


  • All B2C and B2B businesses (repeat, one-time and recurring revenue)
  • 2 spreadsheets (Excel and Google Sheet)
  • Free support
  • Updated April 2021

What's inside the Standard Financial Model?

The standard financial model is a highly modular template suitable for a variety of business models (SaaS, marketplace, ecommerce, hardware, services, etc.) as it combines 2 different conversions with each 3 revenue streams: recurring, repeat or one-time transaction revenue.

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 start date. In this tab, you also choose which revenue model suits your business, for instance whether you have 1 or 2 different conversions (for instance if you sell a subscription but also one-time purchases), and how these conversions are defined (are there generated by B2B Sales acquisition or B2C paid marketing?).

Exhaustive list of metrics and their evolution (CAC, LTV, ARPU, etc.)

This tab includes all your key metrics displayed with charts (cash burn, CAC, Revenue, LTV, etc.)

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.

In this tab we calculate your acquisitions, you can choose up to 3 different separate growth channels: organic and paid traffic (B2C businesses) or outbound/Sales Reps acquisition (B2B businesses).

Because this template gives you the ability to choose up to 2 conversions, here we calculate the number of conversions for these 2 categories (here "Accounts" and "Customers") out of the top of the funnel acquisition source (here "Users")

Here we calculate revenue separately for the 2 conversions, using for each of them, one of the 3 revenue streams (recurring/subscription, one-time or repeat transactions)

The expenses tab include key standard expenses such as hosting, customer support, team expenses (ongoing and one-time) but also a set of 10 available expenses categories you can set yourself to fit your business.

Detailed list of all employees per team (Management, Engineering, Marketing, etc.) and salary costs. Here you can set, for each role, their start date, leaving date, bonus payment and timing, benefits and contributions and which team they fall into. Flows through the Operating Model.

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


Time scale 5 years
Fully editable
Free email support
1 hour video No
Cash burn analysis
Consolidated 3 financial statements
IFRS & GAAP compliant
Metrics report and charts
Acquisition Inbound & Outbound (Organic, Paid Marketing and Sales Reps)
Revenue streams 2 (can be either recurring, repeat or one-time transactions)
Salary increase & indexation
Employees bonuses (annual, quarterly and monthly)
Tax losses carryforward


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
  • 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.

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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.

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