The SaaS Financial Model Every Founder Should Use
A simple Excel sheet that’s helped startups raise millions, extend runway, and close investors faster
If you run a SaaS startup, this model will save you hours of stress.
It’s not for accountants. It’s for founders: the ones trying to make smart decisions, stay alive, and not run out of cash.
I’ve seen this file passed between operators, investors, and fractional CFOs for years. It’s been used in fundraises that led to millions closed. The reason is simple: it’s not just a spreadsheet. It’s a fast, transparent way to understand how your business actually works.
Why It Works
Most models are bloated or fragile. This one’s different.
It connects every part of your business (revenue, cost, hiring, and cash) into one clean system.
You change a few yellow cells, and the entire plan updates automatically.
It shows how each new customer affects your burn and runway.
And it’s been battle-tested by early-stage founders who’ve raised from top-tier funds.
What you get is clarity. And clarity builds confidence — in your numbers, your strategy, and your next investor meeting.
What’s Inside
Inputs & Assumptions:
Global settings like currency, start month, and projection length. Revenue drivers (MRR, pricing, churn, expansion) and cost drivers (COGS, salaries, marketing, G&A).
Income Statement:
A full monthly view showing MRR flows, ARR growth, customer count, and profitability. You’ll see where money comes from, where it goes, and how long it lasts.
Dashboard:
A clean visual snapshot of your revenue, margin, and EBITDA trends — perfect for board decks or fundraising calls.
Who It’s For
This model works for:
Founders planning their next 18–24 months.
Finance leads building board packs or investor updates.
Investors and advisors pressure-testing startup assumptions.
Fractional CFOs who need something plug-and-play.
Whether you’re pre-seed or Series B+, this gives you an end-to-end plan you can explain in plain English.
What You Can Do With It
Forecast revenue and runway with simple assumptions.
Spot the drivers behind your burn.
Size your fundraise with actual math.
Drop investor-ready charts straight into your deck.
Sanity-check your plan in minutes, not days.
This is the kind of model founders keep open in the background every day.
Plan smarter. Raise faster. Sleep better :)
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