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Walkthrough SaaS Business Financial Model in Excel
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This video provides a walkthrough of the updated SaaS Business Financial Model Template from www.eFinancialModels.com. • The corresponding version of this SaaS Business Financial Model Template in Excel is 8.0. The file is available here: • https://www.efinancialmodels.com/down... • The Contents of this Video for easy access: • 00:43 Model Logic • 01:38 Model Structure • 02:18 Assumptions • 02:44 New Users - Sources of Traffic • 03:10 Paid Ads • 03:30 New Users from Referrals • 04:28 Free Users (Trial Offer) - Conversion to Paid Users • 05:08 Subscribers • 05:41 Payment Plans • 06:06 Churn and Retention Rates • 06:32 Subscription Plans • 07:34 Revenue Accounting • 09:27 Direct Costs • 09:55 Structure of the Income Statement • 10:46 Affiliate and Referral Programs (Costs) • 12:08 Employee Costs and OPEX • 13:13 CAPEX And Intangible Investment Costs • 14:12 Exit Assumptions • 15:35 Funding Assumptions and Funding Rounds (Seed, Series A, Series B, …) • 18:31 Shareholder Structure and Cap Table • 19:02 VC Valuation • 21:27 Financial Plan Summaries • 23:41 Customer Acquisition Costs and ROAS • 26:31 Customer Lifetime Value • 30:18 Break-Even Analysis • 31:13 Financial Feasibility Metrics • 31:48 Investor Metrics • 32:33 Scenario Analysis • The goal of this spreadsheet template is to prepare a budget and financial plan for a Software-as-a-Service (SaaS) business for a forecast period of 5-10 years into the future so that all key decision-makers can use this template as a valuable tool to understand the likely financial scenario based on a set of assumptions inputted into the model. • The Excel spreadsheet model estimates new user sign-ups to from different traffic sources (organic and direct traffic, paid aids, referrals from word of mouth. and affiliate partners) and models the conversion from trial users into paying subscribers. • Subscribers then are assumed to sign up to 4 different price tiers and 2 different payment plans (monthly or yearly payment) from which revenue projections can be derived. Projections are calculated on a monthly basis and then aggregated to their yearly totals. The model then also forecasts all the relevant cost positions and prepares a detailed financial statement forecast, including Income Statement, Balance Sheet, Cash Flow Statement and Free Cash Flows. • The financial plan then calculates all the relevant metrics to better understand the economics and value drivers of the SaaS Business. The Excel spreadsheet template also calculates the required funding needs and provides a tool to structure the planned fundraising from equity investors. • Summary sheets provide deep insights into the economics of the SaaS Business by providing easy access to a monthly Budget Forecast as well as a Multi-Year Financial Plan. Scenario inputs allow us to easily simulate different scenarios based on changes in key assumptions. • The corresponding version of this SaaS Business Financial Model Template in Excel is 8.0. The file is available here: • https://www.efinancialmodels.com/down... • #excel #spreadsheet #model #template #financialmodel #saas #startup #subscription #subscribers #mrr #arr #lifetimevalue, #software-as-a-service, #fundraising
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