This SaaS Financial Model Has Raised Millions

The most downloaded Excel sheet in my circle. Used by founders to plan raises, extend runway, and close investors

It’s built for founders.
Not accountants. Not corporate CFOs.
Just you, trying to make good decisions and not run out of money.

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Why It Works

Unlike most templates, this one is:

• One single model — everything (revenue, cost, hiring, cash) flows together

• Input-light — just change yellow cells and the rest updates

• Unit economics-ready — it shows how every new customer affects your burn

• Battle-tested — used by founders who’ve raised from top-tier funds

It gives you clarity over your cash.
And clarity builds confidence, for you and your investors.

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What’s Inside the Model

Controls
Dates, currency, tax rate, share count: set your global assumptions

Revenue Drivers
3 customizable product lines: input logos, churn, pricing, and upsell

Cost Assumptions
Role-by-role hiring plan, salaries, opex buckets: all linked to runway and burn

Outputs
Monthly P&L, cash flow, balance sheet
Board-ready charts for growth, margins, headcount, and more

SaaS Metrics
CAC, LTV, Payback, Magic Number, Gross Margin, ACS: all live and auto-calculated

Benchmarks
Compare your metrics to industry medians for early-stage SaaS

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Who Should Use This

This model works best if you’re:

• A founder raising your first or next round

• A finance lead planning budgets or investor updates

• An investor or advisor pressure-testing a startup’s numbers

• A fractional CFO needing a plug-and-play framework for clients…

Whether you’re at pre-seed or Series B, this will help you understand and communicate your numbers like a pro.

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What You Can Do With It

• Forecast your next 18–24 months, or more

• Spot the drivers behind your burn

• Size your fundraise with actual math

• Drop charts and metrics straight into your deck

• Get to conviction faster, for you and your investors

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Download the SaaS Financial Model (Excel)👇

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