Five year financial model template for SaaS businesses with prebuilt three statements - income statement, balance sheet, and statement of cash flows - and key charts, summaries, metrics, and funding forecasts. Easy to use for consumer, SMB, and enterprise SaaS, with cohort-based revenue forecasting.
CEO, The Sill
Five year financial model template for fundraising and business planning for startups and entrepreneurs.
Built for SaaS and subscription businesses, and easy to add additional non-SaaS revenue streams.
Forecast revenues, operating expenses, hiring plans, cash and runway, financial statements, funding needs, cap table, valuation, and more. Creates summaries and key reports using industry-standard metrics to help you clearly communicate your business.
Made for founders, executives — CEO, CFO, COO, VP of Finance — or advisors, mentors, or consultants that need to create a model for an idea-stage, pre-seed, seed, A, or B stage company.
Prebuilt revenue model that can be used for SaaS, subscriptions, and many types of revenue models. Add in any custom revenue stream and use the prebuilt operational drivers to easy create new revenue streams.
Prebuilt to handle paid and organic acquisition methods, conversion rates, seasonality adjustments to growth rates, conversion rates, and revenues, retention and churn, any contract cycle and billing cycle (to handle contract and payment cycles), revenue recognition and deferred revenues.
Prebuilt to handle bookings and billings, MRR and ARR, and creates standard SaaS reporting charts (MRR movements, subscriber growth, and more).
The model offers an extensive structure for forecasting costs, allowing you to input specific costs, one-off and repeating costs using growth rates, and driver-based forecasts, calculating expenses from financial and operational metrics. Each expense line can be selected, through dropdowns, into preset (but editable) SG&A and Cost of Sales categories for reporting purposes.
Create hiring plans by inputting specific roles and hires, or let hires be determined by other metrics (e.g. employees in a certain function, users, customers, many more options).
Input all your expenses, and select the accounting treatment, and the model will handle how the expense is handled in the financial statements, as well as any resulting effects like depreciation, repayment schedules, and more.
The model creates consolidated financial statements - income statement (profit and loss, or P&L), balance sheet, and statement of cash flows - on a monthly basis, summarized into annual reports. Applicable worldwide, independent of GAAP or IFRS accounting methods. Equity, debt, and grant funding can be input, and creates sources and uses reports and burn and runway charts automatically.
Model handles corporate taxes and value-added taxes (VAT) automatically, with options for different accrual and payment schedules. Depreciation, accounts receivable, deferred revenues, and other balance sheet calculations have prebuilt logic, change if necessary.
Track Actual Financials by pulling in Quickbooks, Xero or other (manual data pull or requires third-party integrations) to create rolling forecasts and budget v. actual variances over different time periods.
Assign expenses and revenues to separate business lines and automatically create a P&L that details expenses and margin profile per segment.
Questions, happy to assist, contact anytime. Here's how I provide support →
Check out the Resources sheet in the model for other resources for building financial models, and contact me if you have any questions or specific needs. I also provide custom model services for 50-100 companies per year.
Show all 25 screenshots >
5 star reviews
4 star reviews
3 star reviews
2 star reviews
1 star reviews
5 star reviews
4 star reviews
3 star reviews
2 star reviews
1 star reviews
Taylor was extremely organized and made efficient use of time while covering a complex topic. He comes prepared with a wealth of tools and templates that allow one to continue learning and practicing independently after the course.
Very impressive. Incredibly comprehensive. Taylor is quick to respond to any queries.
Very useful, gives clear ideas on key concepts, specially for VCs that are so worried on how a new round affects exit values etc. and clear instructions on how an exit waterfall works. Fantastic models people can use to build own models in real life work.
Rebuilding our financial model starting with a Foresight template — and layering in Taylor’s consulting — saved me a considerable amount of time and resulted in a far more sophisticated model. Working with Taylor allowed me more time to focus on my business and my fundraising. I would recommend a Foresight template to any business owner.
Worth every penny! Purchased the Saas Model two years ago, and Taylor *still* swiftly responds to every email any time a question or need arises. He is extremely fair + generous with rates for providing additional support throughout the customization process.
Very logically laid out and very flexible. Easy to "bring your own model". Lines can be inserted to expand the number of attributes, for example different operational metrics. And the support is great. Highly recommend.
Taylor was remarkably helpful in taking the templated model and customizing it so that it worked for our specific and very complicated use case. It was a smooth process that would not have been possible with someone who was equally great at spreadsheets but lacked Taylor's deep knowledge of venture capital.
Foresight's model is very professionally constructed, thorough and flexible. It gave us the clarity we needed as an early stage startup to pitch investors with a solid understanding of our financial needs and possibilities. Thanks to Taylor's help and the model we were able to successfully raise capital for our business.
The [Venture Investor] model is very in depth and chances are, if you have an issue the model can handle it. If you do need to make modifications and aren't sure exactly what you to do, Taylor is incredibly helpful and responsive over email. He helped me make a few unusual changes to the model and even looked through my changes.
Understanding the ins and outs fund modeling is generally not a walk in park and can be convoluted. The resources from Foresight have been a huge help towards my learnings of portfolio construction, fund metrics and waterfall analysis.
Taylor's excel models are without question the best financial models. As someone who has done freelance financial modeling, I have a great appreciation for architecture and intuitive design. Taylor's work is amazingly powerful and customizable while remaining usable for those less experienced with Excel.
Great course for understanding the math and logic necessary to model cap tables and waterfalls. This coming from someone who had no prior experience.
Great course with extremely supportive instructor. We covered a lot of material in a very short span of time which was very impressive. I love that Taylor provides access to the material even after the course is done, allowing me the time necessary to fully absorb.
Both the [model] and Taylor are amazing! Definitely recommend.
Excellent course to get all the basics covered to build a cap table! Course material and contents are succinct. Above all, Taylor did a great job explaining every single step of creating a cap table! I will highly recommend this course to founders.
Taylor worked with us to create a custom model perfect for our unique business that helped us start off on the right foot and quickly plan for growth. I couldn't recommend it more!
Taylor provides a very detailed model. This was invaluable to us. The personal service and customisation work that was provided was of the highest level. We were up against a difficult deadline and Taylor worked with us to ensure this was met. We highly recommend the SaaS model, and personalisation work provided by Taylor.
I thoroughly enjoyed the course! Taylor made it incredibly interesting, yet still managed to keep it simple. Even though I'm familiar with funds and excel, I found it difficult to model everything accurately from scratch. However, the free templates that Taylor provided were incredibly helpful - they pushed me to go further than what I'm used to. The workshop was also great, Taylor's "start small and scale" approach really helped me to understand and appreciate the models.
As a startup coach and repeat entrepreneur myself, I spend a lot of time in spreadsheets. The Foresight tools that I’ve used are easy to understand, modify, and, perhaps most importantly, the formulas are correct! Beyond the actual spreadsheets, Taylor is a wealth of knowledge and an incredibly quick communicator. He has gone above and beyond what I expected to deliver value.
Taylor helped us with our financial model when we were planning to go raise capital. He was fast to respond and even walked us through all the dependencies of the model. When it came time to update the model a year later, he was very responsive to help and adjust it based off of our product updates. It was a great experience and am super thankful for the assistance.
Taylor delivers an effective and interesting sequence of lessons to model pre-seed, seed and letter rounds and the impact to outcomes by different instruments. I left the course feeling that I can absolutely model out a cap table for a series of fundraising rounds effectively and I have an excellent baseline with which to evaluate the result of different instrument choices when making tactical decisions while doing due diligence on deals. Can't recommend the class more!
Absolutely loved working with Taylor and Foresight as we built out the next iteration of our financial model - would continue to recommend him to any founder who is looking for a scalable financial model + excellent support with tailoring it to a company's specific needs.
I really enjoyed taking this course. Very knowledgeable instructor, and access to tons of resources. I think it's also important to note that depending on your baseline knowledge, you may need to dedicate time outside of the course to understanding and retaining the concepts.
Anyone can toss together a quick and careless excel spreadsheet but what is it really worth if it doesn't truly tell the story of the business? Taylor took the time to understand the ins and outs of our business and helped build a flexible model that made sense. His guidance and work helped secure us a loan from the bank (who thought it was one of the best models they've ever seen).
Foresight's Venture Model was extremely helpful for us as we mapped out our capital allocation strategy for both existing and forecasted funds. The model is more robust than anything we could have built in-house in such a short time period. It provides all the information we want, from a portfolio dashboard to operating forecasts and financial statements for our funds & management company alike. Taylor's published guidelines make it very easy to navigate the model, and in case that wasn't enough, his customer support has been exceptional -- he is prompt, thoughtful, and generously thoughtful with his responses to our questions. We look forward to continuing to use his products and services.
Great course for Cap Table 101. Taylor covered all the important concepts and explained them very well. Learned a lot - thank you!
These templates are worth their weight in gold. Hired Foresight for a few hours to customize the template and we moved mountains. Best money spent!
Extremely helpful tool that saved us countless hours.
Taylor is very clearly a seasoned expert and passionate teacher. The course is a great way to get your hands dirty building a venture model. I would recommend for emerging managers or those looking to augment their skillsets and up-level their thinking as it pertains to capital allocation, cash flow modeling and downstream impact of early decisions in fund formation.
I found this course to be very helpful and informative. Looking forward to building my first [cap] table!
There is a lot of information available on the web. Many tools solve part of the problem, some posts provide a small level of insight, others a slightly greater level. After 4 or 5 hours of research, I discovered Foresight. My only wish was to have discovered it earlier! This is the most effective, practical and well thought through modelling template. For such an important and foundational element of a business. to structure and optimise the agreements that are made at an early stage and forecast, with confidence, is a huge problem solved. Thank you!!
Liked the way theory and practice were presented. Taylor really walked us through a lot of scenarios, and was clear in his explanations and always open to questions.
Taylor is my go-to for anything that has to do with financial models. He has the experience and perspective to help understand business challenges and develop winning business models.
Excellent course. It is a difficult topic to present as attendees will have different experience levels - and Taylor did a great job making this work for all attendees.
Your model is outstanding, both from an organizational standpoint but also from a technical perspective (coming from a fellow excel nerd). You saved our startup considerable time vs. starting from scratch.
Taylor is a true expert who knows how to simplify complex concepts and communicate them with excitement and authority. As a guest speaker in my Maven venture capital course, Taylor had the difficult assignment of teaching the fundamentals of capitalization tables and portfolio construction in 90 minutes. He was fantastic! He covered a ton of material and patiently answered students' questions as they arose. He offered a wealth of free or easily-accessed resources, and he even stayed longer than he had promised so he could engage with students. Taylor collaborated extensively with me on the design of the session, and he was very well prepared to teach the class. I would definitely work with him again.
This course was amazing - it really laid out the foundations of learning a Cap Table and built up from there. I liked the scenario-style of learning, it allowed me to go over everything in my own time. Taylor's teaching also built my confidence by breaking everything down into easy to understand concepts.
Taylor was extremely helpful and provided a service that far exceeded our expectations. The model was very well structured and I was able to modify it to my needs. Taylor helped me along the way to make sure I understood the model well. We had great feedback from investors, which is great because it was my first time putting together a financial model!
Taylor's SaaS model has helped me quickly and easily build a financial model. It allowed me to easily capture the assumptions about my business model and discuss them with my investors. Allowing me to close a high six-figure seed round in record time.
There is no other way to put it; Taylor knows his stuff. From his financial model (which I have been using for years) to this course, his work always exceeds expectations. This course covers everything I expected and much more. The detail on SAFES, option pools, and exit waterfalls was the refresher I needed. Overall feel like I am now equipped for any cap table scenario.
If you have used this model, please share your thoughts >
The Standard Financial Model for SaaS is identical to the Standard Financial Model, as the Standard Model works well for SaaS businesses by default, with no edits required, and is easy to customize for specific requirements for different types of SaaS businesses around growth channels, conversion funnels, and business model mix. The video above details the acquisition, conversion, retention, revenues, and billings structure and how to use it for different types of SaaS businesses, and you can read more at How to model SaaS using the Standard Financial Model
For an alternative, simpler revenue build for SaaS, consider the SaaS Forecasting Tool, which handles revenue forecasting only (meaning, it does not include expenses, financial statements, and the comprehensive view of the Standard Model).
The Standard Financial Model for SaaS is essentially separated into two integrated components:
Get Startedsheet and the revenue calculations on the
The revenue forecast feeds into the financial core through the
Forecast sheet, which exposes the key integration points into the financial core of the model and allows you to feed any revenue forecast into the financial model without having to figure out all the integration points. Any revenue or expense items can be linked into the Revenues and Expenses section on
Forecast. Any operational metrics (clients, customers, subscribers, etc.) can also be linked into the
Forecast sheet, as well as any actual historical financials you may want to use. This process turns the typically hours-long process of customizing a model into minutes. Read more how to use and extend the model at Bring Your Own Model.
A key component of the model is the driver-based system for revenue and expense forecasting. Below details how that works:
Taylor Davidson, Founder, Foresight
I created the financial models behind Foresight so early-stage entrepreneurs can spend less time on finance and more time on their products. I care about financial modeling because I believe that financial models can help us make critical business decisions even if the models themselves are not “always right”. Financial models can help even the earliest entrepreneurs if we build “minimum viable models” to focus on the decisions that matter most.
You will have the option to download a Microsoft Excel .xlsx file and copy a Google Sheet file immediately after purchase or submission or your email, and anytime through the link in your email receipt, as well as by logging into my transaction provider at Gumroad and creating an account.
Foresight's spreadsheet models can be used in both Excel and Google Sheets interchangeably; simply upload the Microsoft Excel model template from Foresight into Google Sheets, or download the Google Sheets to Excel, and everything will structurally work fine.
The models are originally built in Google Sheets, and the formatting is a bit better in Google Sheets; in Excel you may want to adjust the row spacing, fonts, and chart formatting to get the aesthetics you want.
We accept credit cards, debit cards, and PayPal. The transmission of your billing information is encrypted using secure socket layer technology (SSL/TLS) and will be processed by Gumroad. Foresight does not have access to your payment details (why it's safe).
You'll get a payment receipt by email immediately after purchase. Note, you will see Gumroad, not Foresight, on your payment card or PayPal statement.
License and Terms apply on all downloads, purchases, services bookings, and courses.
Get help buying. Call (or text, WhatsApp, et.al.) 1-646-770-0052.