Standard Financial Model

Name: Standard Financial Model
Brand: Foresight
Price: 149 USD
Availability: InStock
Rating: 4.7 (128 reviews)

$149

USD

4.7

4,352

Five year financial model template for Excel or Google Sheets with prebuilt three statements - consolidated income statement, balance sheet, and statement of cash flows - and key charts, summaries, metrics and analyses prebuilt for SaaS, ecommerce, marketplaces, hardware, and many other types of businesses, with the flexibility to add any revenue model.

Download to Microsoft Excel™ and Copy to Google Sheets™

🌎 Live outside the USA? Purchasing power parity discount automatically applied in your cart if applicable.

Five year financial model template for fundraising and business planning for startups and entrepreneurs.

Built for subscription, SaaS (consumer and enterprise), ecommerce, retail, hardware, manufacturing, marketplaces, apps, physical products, and more types of businesses.

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

Prebuilt Unit Economics

Custom Revenue Streams

Integrate any Revenue Model

5 Year Monthly and Annual Timescale

3 Year Monthly and Annual Timescale

Hiring Plan

Operating Expenses

Inventory Accounting

MRR and ARR Build

CAPEX and Depreciation

Specific Input Expenses

Driver-Based Expenses

Category-Based Reporting

Consolidated Financial Statements

Business Segment P&L

Budget v. Actual Variances

Charts and Key Reports

Sources and Uses

Discounted Cash Clow Valuation

Multiple-Based Valuation

The default timescale is a monthly model with annual summaries, built for 72 months, or 6 years. Easy to amend the total time period - shorter or longer.

Change the base timescale from months to quarters or years by selecting a dropdown. Years can be absolute (e.g. 2022) or relative (e.g. Year 1) to make it easy to create forecasts of speculative businesses and starting points.

Easy to add in actual financials to create forward-looking rolling forecasts and historical budget v. actual variances.

Prebuilt revenue model that can be used for SaaS, subscriptions, Ecommerce, 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.

Optionally, prebuilt to handle bookings and billings, MRR and ARR, and creates standard SaaS reporting charts (MRR movements, subscriber growth, and more).

Optionally, prebuilt to handle cost of sales, inventory, inventory purchasing and payment cycles, and standard ecommerce revenue considerations.

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 revenues, expenses and margin profile per segment.

Prebuilt Revenue Model, Easy to Customize

The Standard Financial Model is essentially separated into two integrated components:

The financial core, consisting of the consolidated financial statements, operating costs, cash forecast, valuation, actuals reporting, summary, key reports and metrics.
The revenue forecast, consisting of the revenue model Get Started sheet and the revenue calculations on the Revenues sheet.

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.

Prebuilt for a Range of Business Models

The prebuilt revenue structure works for a variety of business models, including SaaS (consumer and B2B), ecommerce, marketplaces, advertising, hardware, and many more. Here's a few detailed examples:

Driver-Based Forecasting

A key component of the model is the driver-based system for revenue and expense forecasting. Below details how that works:

Model can be downloaded for use in Excel or copied to your Google Drive for use in Google Sheets. Can be used in Excel, Google Docs, and many other spreadsheet programs. One time purchase, updates automatically distributed for free.
Any number in blue with grey shaded background is an input (i.e. an assumption or data point that can be changed), anything in black is the result of a formula. Change blue at will, change anything in black with caution. More on model formatting.
All cells and formulas are unlocked and no macros are used - as in all Foresight models - so that you can make edits as needed and completely understand what is going on.
All assumptions are illustrative ONLY, do not assume they are market data or standard.
As with all templates, feel free to create your own model from scratch, using this as a guide

Questions, happy to assist, contact anytime. Documentation for many model features is detailed at Docs, I provide personal support through free email support and short screenshares and calls, detailed here →

I also provide custom model services for 50-100 companies per year, or check out the Talent Collective for other resources for building financial models, and contact me if you have any questions or specific needs.

Screenshots

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Reviews

4.7

(128 ratings)

5 star reviews: 79%
4 star reviews: 14%
3 star reviews: 5%
2 star reviews: 2%
1 star reviews: 0%

Edward Abt

Operator

Very impressive. Incredibly comprehensive. Taylor is quick to respond to any queries.

Eliza Blank

CEO, The Sill

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.

Stephen Caggiano

CIO, Kobliat

Taylor's expertise in his field is evident, and he couples it with an exceedingly amicable manner. Taylor's work speaks for itself (the models are stunning!), and his insightful questions, lively discussion and ongoing support make working with him a pleasure.

Marcia Callaghan

CEO, Vallt

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.

Robert Caveney

CEO, Schoolio

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.

Daniel Blank

CEO, Toggle

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.

David Feinberg

Founder, CrunchTime Solutions

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.

Gleb Shestakov

Director of Data, Flowspace

Amazing!

David Hua

CEO, Meadow

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.

Erica Jain

CEO, Healthie

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.

Michael Margolis

CEO, Storied

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!

Carl Pratt

CEO, Future Planet

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!!

Matt Sand

CEO, 3DEO

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.

John Sisson

Sr. Director, Finance and Operations, Livmor

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.

Hirem Umradia

CEO, Zess

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!

4.8

(396 ratings)

5 star reviews: 87%
4 star reviews: 8%
3 star reviews: 3%
2 star reviews: 1%
1 star reviews: 1%

Joseph Khoury Abboud

CMA

I want to express my sincere appreciation for Taylor Davidson's referrals. Since signing up, I've had the incredible opportunity to work on multiple projects from clients all over the world, including some from startups and PE firms. These opportunities came directly from being referred by Taylor. Beyond that, Taylor's videos and templates have been invaluable in enhancing my modeling and finance skills. I highly encourage any modeling or finance professional to join, Taylor's referral alone opens the door to clients eager to collaborate with you! Talent