Collection

SaaS

Financial model templates, best practices, and assistance in understanding and modeling SaaS companies.

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Building an Early-Stage SaaS Financial Model

Discussing the core building blocks of an early-stage SaaS financial model with Mosaic.

How to Model SaaS using the Standard Financial Model

An overview of how to use the Standard Financial Model to model consumer, SMB, and enterprise SaaS.

SaaS Forecasting Tool

revenue model only

Financial model template for a SaaS or subscription business for consumer, SMB, midmarket, or Enterprise SaaS. Operational assumptions - growth rates, churn rates, average subscription, and more - and creates a revenue forecast plus SaaS reports such as MRR and ARR.

Get help building your model

Talent Collective

Experienced professionals to help you with financial models, business plans, pitch decks, and more.

Enterprise SaaS Forecasting Template

pipeline revenue forecast

Forecast an Enterprise SaaS, subscription, services, or consulting business by detailing a specific set of customers and contracts using an sales pipeline approach, to calculate bookings, billings, revenues and more.

Standard Financial Model for SaaS

for B2C and B2B

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.

FlowCog is an opionated forecasting app for SaaS companies, and provides onboarding and modeling assistance if needed.

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Ben Murray offers a range of live and on-demand courses on modeling and understanding SaaS at The SaaS Academy.

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Ben Murray has a SaaS Financial Model that is targeted for startups and SMBs and is well-designed for SaaS. He also offers a course on understanding key SaaS concepts at The SaaS Academy.

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SaaS Financial Plan 2.0

Christoph Janz has a solid and well-liked financial model for SaaS businesses that he has evolved over the years, and informed by his experience as an entrepreneur and VC.

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Metrics platform built for B2B SaaS

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