SaaS Financial Model Template
The comprehensive Excel model that VCs expect. Build realistic 3-year projections with all the metrics investors care about.
MRR Growth
Monthly Recurring Revenue tracking
CAC & LTV
Customer acquisition cost vs lifetime value
Burn Rate
Monthly cash consumption
Runway
Months until cash depleted
Unit Economics
Per-customer profitability
Cohort Analysis
Customer retention patterns
What's Inside the Model
Assumptions
Input your key business assumptions
- -Pricing tiers
- -Growth rates
- -Conversion rates
- -Churn rates
- -Cost structure
Revenue Model
MRR, ARR, and revenue projections
- -New MRR
- -Expansion MRR
- -Churned MRR
- -Net MRR growth
- -ARR forecast
Cost Structure
Operating expenses breakdown
- -Team costs
- -Marketing spend
- -Infrastructure
- -G&A expenses
- -R&D costs
Cash Flow
Cash in/out and runway analysis
- -Monthly burn
- -Cash position
- -Runway months
- -Break-even point
- -Funding needs
Unit Economics
Per-customer metrics
- -CAC by channel
- -LTV calculations
- -Payback period
- -Contribution margin
- -CAC/LTV ratio
Dashboard
Key metrics visualization
- -Growth charts
- -Burn analysis
- -Scenario planning
- -Investor metrics
- -KPI summary
Sample Output Metrics
How to Use This Model
Input Assumptions
Enter your pricing, growth rates, and costs
Review Projections
Model automatically calculates all metrics
Test Scenarios
Adjust variables to see different outcomes
Share with Investors
Export charts and tables for your pitch
Why Investors Love This Model
- +Shows you understand unit economics
- +Demonstrates realistic growth assumptions
- +Includes all standard SaaS metrics
- +Easy to update and share
- +Professional presentation-ready charts
Perfect For
- -Pre-seed and seed fundraising
- -Board reporting and updates
- -Annual planning and budgeting
- -Scenario and sensitivity analysis
- -Team alignment on targets
Get Your Free Financial Model
Download the exact Excel template used by successful SaaS startups. Fully customizable with all formulas included.
100% free · No email required · Compatible with Excel & Google Sheets