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Standard Model

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New Standard Financial Model

A quick teardown of the main differences between the previous v4 and the new v5 Standard Financial Model.

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.

How to Model Ecommerce using the Standard Financial Model

An overview of how to use the Standard Financial Model to model ecommerce businesses.

How to Model Marketplaces using the Standard Financial Model

An overview of how to use the Standard Financial Model to model marketplace businesses.

Standard Financial Model

for all revenue types

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 funding forecasts.

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.

The Breakdown sheet goes beyond financial analysis to provide additional management analysis on the performance of the business, by automatically creating a profit and loss statement with each user-defined business segment in its own column.

How to use the prebuilt Budget sheet to do variance comparisons between the forecast and actual results.

A quick note on the Changelog sheet in each model.

Forecasting Drivers

How to use the prebuilt Forecasting Drivers to easily create dynamic forecasts.

Setting Timescales

By default, the models are built by month for either 3 or 5 years. Here's how to extend them if you need to model more periods.

The Forecast sheet is the core sheet for entering expenses, creating a hiring plan, reporting revenues and billings, fundraising, and all the root calculations. Here's an explainer on how it works.

Get Started is the core input sheet for all Foresight Models. Here's how it works.

How to use the Hiring Plan and Forecast sheets to detail new hires, employees, and a staffing plan, including salaries, benefits, taxes, bonuses, commissions, and other expenses.

Using Actual Financials

How the models uses historical financials to create budget variances and rolling forecasts.

The Key Reports sheet consists of prebuilt charts for burn, runway, cash, sources and uses, and many other key metrics.

The default revenue model in the Standard Financial Model is prebuilt to handle a wide variety of business models. Here's an explainer on how it works.

How to analyze scenarios using scenario tables and simulation add-ons.

A key part of creating a fundraising ask is understanding and communicating how the money will be raised. A sources and uses chart is a fairly standard way to communicate it, and a summary of the key expenses helps to tell the full story. Here's how I do it.

The Statements sheet contains the Income Statement, Balance Sheet, and Statement of Cash Flows.

The Summary sheet is the first place to view to communicate the key insights about the business to the intended audience of the model.

Understanding Taxes

How Foresight's models calculate taxes, and considerations in handling your actual tax responsibilities.

How to use the Unit Economics sheet to model and communicate margins, breakeven, and lifetime value on a per-unit basis.

Valuing early-stage companies can be more of an art than a science. Here I'll explain the basics behind discounted cash flow (DCF) and multiple-based valuation, and detail how they are implemented in Foresight's models.

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