Upward Insights/SaaS Financial Model Template
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SaaS Financial Model Template

This is a comprehensive financial model template for a SaaS business. It focuses on cash flows and can be investor-facing. Project user growth and cash flow from renewals quickly and easily.
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Is This Relevant?

  • Valued at $5K+

  • Specialized for SaaS businesses

  • Predicts cash flows

  • Powerful capabilities and features

  • Prevent days worth of spreadsheet building work. 

    • Template takes 30-50 hours to build, depending on experience and ability

Model Features

Ease of Use

  • Under 1 hour expected to complete (with existing plan on hand)
  • Minimal Inputs Required
  • All Input Cells Highlighted everything else autocalculates
  • Complex Formulas Autopopulate without your management
  • Instructions Provided
  • Dashboard

Analytics

  • 10+ Key Autopopulating Graphs Included
  • Cash Position Graphed by Quarter & Month
  • User Analytics Included
  • P&L Summary On Dashboard

Technical Features and Capabilities

  • Accurately Models User Renewals for 3 years (with exact renewal timing) - AUTOMATICALLY
  • Accurately Models User Growth for 3 years
  • Accurately Models Cash Inflow for 3 years
  • Accurately Models Cash Opex Outflow for 3 years
  • Accurately Models Payroll Costs
  • Accurately Models Hiring Timeline
  • Able to Manage up to 6 licenses with independent user growth and churn
  • User Renewal Interval Capabilities: Monthly, Quarterly, Annual
  • Opex Budgeting Capabilities: Monthly, Quarterly, Annual
  • Opex Budgeting Auto-Increase Capability: Annual
  • User Growth and Churn Methodology Capabilities: Percentage and Nominal
  • Proprietary Analytics Driven Chart of Accounts Set Up

Contents

Financial Model - SaaS - Cash Basis - Investor Facing.xlsx
  • 444 KB