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Best for building comprehensive financial and operational forecasts for businesses with a mixture of SaaS (B2C and SMB B2B), ecommerce, subscription, marketplace, and/or advertising revenue models, complete with financial statements, funding needs, cap table, and valuation. Instant download, use in Microsoft Excel™, Google Docs™, and other spreadsheet programs.
  • New · 2017 best seller Are you starting a business or have an ongoing business and need to forecast your operations and financials? Do you need to understand your costs, revenues and key metrics better for your own business planning or to present to investors? Build a complete set of financial projections for your business in hours using the Standard Financial Model v2. The Standard Model is the base for building a model for any type of business.
  • The model is built to give you all the structure you need to build operational and financial forecasts for your business, whether your revenue model is based on subscriptions, transactions, or advertising - SaaS, ecommerce, marketplaces, apps, advertising, hardware, software, and more (note: if you have a simple business model and want to build a model faster, use the Starter Financial Model). The forecast is done monthly, quarterly and annually over a 5 year period. And, it can all be modified to add in your own unique revenue calculations, as all formulas and cells are completely open and unlocked. Purchase one-time, customize however and whenever you want, and updates to the model are automatically distributed for free.
  • All businesses, startups to growth-stage, tech and non-tech.
  • Works for companies starting from scratch as well as companies with multiple years of historical operational and financial data that they want to use in reporting and forecasting.
  • Create anything from a simple 12 month cost budget up to a detailed, 6+ year forecast of users, revenues, financial statements, valuation, capitalization, and exit.
  • Works for multiple types of business models, but can also be adapated to your specific business needs.
  • Subscription-based businesses (SaaS, enterprise SaaS, B2C SaaS, subscription commerce, content subscriptions, etc.)
  • Transaction-based businesses, including direct retailers, apps, for one-time or recurring transactions.
  • Marketplaces, including marketplaces like Etsy and services marketplaces like Uber.
  • Advertising-based businesses like website publishers selling ads directly or through ad exchanges.
  • Combinations of the above, including hardware companies with software subscriptions (Fitbit and others), subscription services with ecommerce add-ons (Harry’s, Amazon Prime, and more), companies with free advertising-supported freemium levels alongside paid subsciptions and potentially additional transactions, etc.
  • I created the financial models behind Foresight so early-stage entrepreneurs can spend less time on finance and more time on their products. I’ve been building and helping entrepreneurs build financial models for startups since 1998. More about my story here.
  • The completely redone v2 features a brand new architecture for forecasting your costs and hiring plan in a simpler yet more powerful way than before, to create a cost budget simpler and faster.
  • Assumptions are structured on one page, with the option to alter them on individual time periods on each calculation sheet (overview here).
  • User acquisition is broken out by channels, sources and mediums, and can be mapped to your Google Analytics data.
  • User retention is modeled by cohorts, subscriptions, and straight manual inputs if desired.
  • Revenue forecasts for subscription, SaaS, ecommerce, marketplaces, advertising, and app-based businesses.
  • Full financial statements, metrics and charts already built in.
  • Cashflow analysis, including external funding forecasts, is integrated into the model with a capitalization table, forecasting out investment rounds, dilution and ownership (optional).
  • Valuation is aided with built-in structures for discounted cash flow, VC Method, and market comparables valuation methodologies.
  • All formulas and sheets are open for editing, anything is open for editing. I don’t believe that models should be locked, everything should be open for you to edit so that you can model your business exactly as you want.
  • 1. README. Description of model, layout, and how to use it.
  • 2. Outline, How To - Model, and How To - Assumptions. Three sheets that detail the model and how calculations flow, explaining how each sheet works and explaining each assumption.
  • 3. Key Reports. Charts and tables of costs, active users (optional), cash on hand, revenue and revenue growth rate, net income and cumulative net income, margins, sources and uses, and more.
  • 4. Summary. Key operational and financial metrics organized in a clean summary, reported over twelve months and 3 years, built to be easily customizable for your key metrics and timeframes.
  • 5. Assumptions. Over 200 potential assumptions to use, more about assumptions structure here.
  • 6. Users and Revenues. Key user and customer calculations by monthly cohorts, subscriptions, or manual inputs, and revenue calculations for each available (and optional) revenue model.
  • 7. Statements. Consolidated financial statements, including income statement, balance sheet, and statement of cash flows. Use this only for forecasting or bring in your historical financials to show either a mix of the past and the future, or to compare budgets to forecasts.
  • 9. Cap Table. The cap table in the Standard Model v2 is the Cap Table Model integrated into the cash flows of the business, mapping forecasted expenses and net burn to needed fundraising to estimated funding rounds by size and date.
  • 10. Valution. Starting points for discounted cash flow, market multiples and VC Method valuations.
  • 11. Changelog. Details of all edits to the model since release, by version number.
  • The model includes over 200 assumptions around user acquisition, retention and activity, revenues, costs, funding, and valuation. For a detailed explanation of all the assumptions, click here. But as an overview, the key inputs include, but are not limited to:
  • Acquisition: User, customer or transaction acquisition by paid acquisition channels (Facebook, Google, etc.), content and SEO, partnerships, and business development
  • Retention: User retention and activity with your business, for subscription and non-subscription businesses
  • Revenues: many assumptions are optional, as you only need to use the ones for your type of business. Subscription and SaaS inputs include prices, contract lengths (any time period), one-time fees, COGS per subscription, seats per customers (for enterprise or SMB SaaS), and more. Ecommerce and transaction inputs include orders, repeat orders, and the products in an order, by prices, items per order, COGS, discounts, and more. Marketplaces include everything to calculate gross transaction value as well as marketplace take rate and seller forecasting, including new sellers, repeat sellers, liquidity, and more.
  • Hiring: staff hiring, salaries, roles, and when to hire, including flexible team-based hiring assumptions to calculate team sizes automatically based on company growth.
  • Costs: flexible inputs to calculate all costs based on per month, per employee, % of revenue, quarterly, annually, and more forecasting methods. Expenses can be allocated to SG&A, COGS, or CAPEX.
  • Funding: equity fundraising forecasting, number of months to raise capital, % of the company sold in investment round (premoney valuation).
  • Valuation: methods for discounted cash flow, multiples, and VC Method valuations.
  • Instant Download - one .xlsx Excel file. Immediately after purchase you will receive a download link and an invoice for your records.
  • Updates to the model are free, and the model can be re-downloaded at any time.
  • Credit/Debt Cards and PayPal accepted; all transactions are SSL secured and no payment details are stored by Foresight (see here to understand the details behind our transaction provider, their security and how they never store payment details).
  • All inputs and formulas are clearly labled; all formulas are open for editing and can be changed by user (i.e. no locked cells).
  • Works for any currency; Foresight models have been used by entrepreneurs from over 98 countries.
  • Use in Microsoft Excel™, Google Docs™, and other spreadsheet programs.
  • If applicable, VAT is extra.
  • Bulk license purchases available, details here.
  • Purchase signifies acceptance of terms and privacy policy.
“The Foresight Financial Model is very comprehensive and covers all the main drivers for a variety of business models. What I found really helpful too were the help guides and tips that Taylor included in the beginning of the model to help you reason through coming up with your assumptions and thinking about your business as a whole and what VCs look for. Finally, Taylor was great to work with. He picked up our business model very quickly and provided insight on business drivers and assumptions that I hadn’t thought through yet - which really helped me refine my thinking in order to create a more sophisticated and nuanced model.”

Jude Chiy, Founder, HelloHealthy

Jude Chiy
Founder, HelloHealthy

Packages

Model
  •  Model, downloadable immediately.
  •  One-time purchase, model updates are free.
  •  Free email customer support.
$150
Model
+
Video Course
  •  Model, downloadable immediately.
  •  One-time purchase, model updates are free.
  •  Free email customer support.
  •  Video Course. Targeted for beginners to financial modeling that want to learn the concepts of how to create a financial model, the video course is not a “how-to” for the model, but a deep dive into the fundamentals of building a financial model for startups in general. Preview here
  •  Course is sold for $99 on its own, only $50 in package with a model.
$200
Model
+
Get Started
  •  Model, downloadable immediately.
  •  One-time purchase, model updates are free.
  •  Free email customer support.
  •  1 Hour of assistance in completing the model, customization and review. Focus is on structuring and adjusting inputs for your business, and refining unit economics, cost budget, financial statements, and financing strategy.
  •  Additional customization may be necessary depending on your business; to be determined and billed separately.
$425
  •  Model, downloadable immediately.
  •  One-time purchase, model updates are free.
  •  Free email customer support.
  •  Model, downloadable immediately.
  •  One-time purchase, model updates are free.
  •  Free email customer support.
  •  Video Course. Targeted for beginners to financial modeling that want to learn the concepts of how to create a financial model, the video course is not a “how-to” for the model, but a deep dive into the fundamentals of building a financial model for startups in general. Preview here
  •  Course is sold for $99 on its own, only $50 in package with a model.
  •  Model, downloadable immediately.
  •  One-time purchase, model updates are free.
  •  Free email customer support.
  •  1 Hour of assistance in completing the model, customization and review. Focus is on structuring and adjusting inputs for your business, and refining unit economics, cost budget, financial statements, and financing strategy.
  •  Additional customization may be necessary depending on your business; to be determined and billed separately.
$150
$200
$425

All transactions are SSL secured and no payment details are stored. Refunds, returns and exchanges terms here.

Need a custom model?

Need help forecasting your business? Looking to fundraise but don’t know how much to raise or where to start with building a financial model? Need help taking your current fundraising deck or a financial model to the next level?

I work with startups and investment funds, assisting with financial models for fundraising, capital planning, and market development strategy. I have experience from both sides of the table as a venture capitalist and a part-time CFO, and I’ve worked with thousands of companies throughout my career.

How it Works

  • Download Instantly

    The model is available instantly after purchase; you will get an instant download link as well as an email with a download link. The model is a Microsoft Excel ™ file that can be used with many spreadsheet programs, including Google Sheets ™. Re-download the model anytime; and additionally, any new updates to the model will be emailed to you automatically, for free.
  • Input your most important assumptions

    Each model is already customized to be a good fit for your standard business. Start using the model by inputting the 50 most important assumptions for a standard business, and the model will create a set of financial and operational projections instantly based on a set of normal metrics for a business of your type.
  • Refine your Projections

    After you have input your most important assumptions, go into the detailed assumptions to fine-tune your model. Every input - variables with modifiers, growth rates, or manual inputs - can be modified and the model will update instantly. All formulas are open and editable, and thus the model can be customized further by changing how certain calculations are performed, and you can add in calculations for items specific to your business. In this way, the model is easy enough for someone with no knowledge of spreadsheet modeling to use, but can be infinitely customized by one with knowledge of Excel and spreadsheet modeling.
  • Understand your Forecasts

    The model automatically creates summaries and graphs of key financial and operational metrics, including growth rates, profitability ratios, CAC, LTV, ARPU, MRR (or ACV or TCV), churn, and many more. Review the summaries and forecasts to understand what they say about your business, and use them for pitch and presentation materials.
  • Need Help?

    New how-to videos and explainers are regularly added to Learn, I also provide email customer support for free at hello@foresight.is to answer questions on how to use the model, explaining the structure and its results. If you would like more help on getting started, I also offer coaching and customized advisory services to help you prepare and complete your model. Details →

Screenshots

Learn Financial Modeling

In 5 free lessons I share what I’ve learned from helping more than 18,050 early-stage entrepreneurs from over 98 countries learn financial modeling.

How can I help?

Hi, this is Taylor. Is there anything I can do to help? I’m happy to explain more about the models or services and help determine what you need. Just call +1 646.770.0052 or email hello@foresight.is

Looking for a discount code?
Use THANKYOU at checkout for $30 off.