Investor Ready SaaS Financial Model Templates

For a Software-as-a-Service (SaaS) founder, your spreadsheet is more than just a document—it is the roadmap for your company’s survival and growth. Whether you are preparing for a Seed round, managing a Series A expansion, or simply trying to extend your runway, a SaaS financial model template is the most critical tool in your arsenal.

At Excel Business Resource, we provide specialized Financial Models for SaaS companies that bridge the gap between complex data and actionable strategy. Our templates don’t just track numbers; they tell the story of your business to investors, stakeholders, and your internal team.

Choose Saas financial model template According To Your Niche

Browse our collection of SaaS Financial Models and find the one that best suits your business needs.

  • Sale! B2B SaaS Financial Model Spreadsheet

    B2B SaaS Financial Model & Valuation Spreadsheet

    Original price was: $200.0.Current price is: $99.0.

    Fully editable B2B SaaS Financial Model & Valuation Template in Excel, designed to provide a detailed and professional 5-year financial plan tailored for B2B SaaS startups. This pre-built model offers extensive features to streamline financial forecasting, investment analysis, and strategic planning.

    • Detailed Driver’s Assumptions i.e. Investment, Revenue & Cost Assumptions
    • Upto to 5 Year Forecasting Model
    • Financial Projections With P&L, Cash Flow, Balance Sheet
    • Detailed Headcount, Expenses & CAPEX Planning
    • Advance Valuation i.e. DCF Valuation, EBITDA & Revenue Multiple Valuation, Investor Valuation, Pre & Post Money Valuation.
    • Breakeven Analysis, NPV, IRR, consolidated and each project
    • Sensitivity Analysis, KPIs & Metrics, Burn Rate, Cash Runway
    • Fully editable
    Add to cartDone
  • Sale! Buy Now Pay Later (BNPL) – Fintech Financial Model Template

    Buy Now Pay Later (BNPL) – Fintech Financial Model Template

    Original price was: $350.0.Current price is: $110.0.

    Fully editable Buy Now Pay Later (BNPL) – Fintech Financial Model Template in Excel, designed to provide a detailed and professional 5-year financial plan tailored for SaaS fintech startup. This pre-built model offers extensive features to streamline financial forecasting, investment analysis, and strategic planning.

    • Detailed Driver’s Assumptions i.e. Investment, headcount, Revenue & Cost Assumptions
    • Upto to 5-Year Forecasting Model
    • Financial Projections With P&L, Cash Flow, Balance Sheet
    • Detailed Headcount, Expenses & CAPEX Planning
    • Detailed Valuation i.e. DCF Valuation, EBITDA & Revenue Multiple Valuation, Investor Valuation, Pre & Post Money Valuation.
    • Breakeven Analysis, NPV, IRR, consolidated and each project
    • Sensitivity Analysis, KPIs & Metrics, Burn Rate, Cash Runway
    • Fully editable
    Add to cartDone
  • Sale! Download B2C SaaS Financial Model Template

    Detailed B2C SaaS Financial Model Template

    Original price was: $250.0.Current price is: $99.0.

    Fully editable B2C SaaS Financial Model & Valuation Template in Excel, designed to provide a detailed and professional 5-year financial plan tailored for B2C SaaS startups. This pre-built model offers extensive features to streamline financial forecasting, investment analysis, and strategic planning.

    • Detailed Driver’s Assumptions i.e. Investment, Revenue & Cost Assumptions
    • Upto to 5 Year Forecasting Model
    • Financial Projections With P&L, Cash Flow, Balance Sheet
    • Detailed Headcount, Expenses & CAPEX Planning
    • Advance Valuation i.e. DCF Valuation, EBITDA & Revenue Multiple Valuation, Investor Valuation, Pre & Post Money Valuation.
    • Breakeven Analysis, NPV, IRR, consolidated and each project
    • Sensitivity Analysis, KPIs & Metrics, Burn Rate, Cash Runway
    • Fully editable
    Add to cartDone
  • Sale! EdTech Financial Model & Valuation Template

    EdTech Financial Model & Valuation Template

    Original price was: $180.0.Current price is: $99.0.

    Fully editable Edtech Financial Model Template in Excel, designed to provide a detailed and professional 5-year financial plan tailored for Edtech startups. This pre-built model offers extensive features to streamline financial forecasting, investment analysis, and strategic planning.

    • Detailed Driver’s Assumptions i.e. Investment, R&D, Revenue & Cost Assumptions
    • Upto to 5-Year Forecasting Model
    • Financial Projections With P&L, Cash Flow, Balance Sheet
    • Detailed Headcount, Expenses & CAPEX Planning
    • Detailed Valuation i.e. DCF Valuation, EV/R&D Valuation, EBITDA & Revenue Multiple Valuation, Investor Valuation, Pre & Post Money Valuation.
    • Breakeven Analysis, NPV, IRR, consolidated and each project
    • Sensitivity Analysis, KPIs & Metrics, Burn Rate, Cash Runway
    • Fully editable
    Add to cartDone
  • Sale! Comprehensive AI startup financial model template in Excel featuring automated P&L, DCF valuation, token utilization tracking, and investor dashboards.

    Financial Model Template For AI SaaS Startups

    Original price was: $400.0.Current price is: $250.0.

    Fully editable Financial Model Template For AI SaaS Startups (Gen AI Or Agentic AI) in Excel, designed to provide a detailed and professional 5-year financial plan tailored for AI startups (Agentic AI & Generative AI). This pre-built model offers extensive features to streamline financial forecasting, investment analysis, and strategic planning.

    • Detailed Driver’s Assumptions i.e. Investment, R&D, Revenue & Cost Assumptions
    • Upto to 5-Year Forecasting Model
    • Financial Projections With P&L, Cash Flow, Balance Sheet
    • Detailed Headcount, Expenses & CAPEX Planning
    • Detailed Valuation i.e. DCF Valuation, EV/R&D Valuation, EBITDA & Revenue Multiple Valuation, Investor Valuation, Pre & Post Money Valuation.
    • Breakeven Analysis, NPV, IRR, consolidated and each project
    • Sensitivity Analysis, No. of Tokens Utilized, KPIs & Metrics, Burn Rate, Cash Runway
    • Fully editable
    Add to cartDone
  • Sale! Financial model for mobile app startup

    Founder Ready Mobile App Financial Model Template

    Original price was: $220.0.Current price is: $99.0.

    Fully editable Mobile App Financial Model Template in Excel, designed to provide a detailed and professional 5-year financial plan tailored for SaaS App startup. This pre-built model offers extensive features to streamline financial forecasting, investment analysis, and strategic planning.

    • Detailed Driver’s Assumptions i.e. Investment, headcount, Revenue & Cost Assumptions
    • Upto to 5-Year Forecasting Model
    • Financial Projections With P&L, Cash Flow, Balance Sheet
    • Detailed Headcount, Expenses & CAPEX Planning
    • Detailed Valuation i.e. DCF Valuation, EBITDA & Revenue Multiple Valuation, Investor Valuation, Pre & Post Money Valuation.
    • Breakeven Analysis, NPV, IRR, consolidated and each project
    • Sensitivity Analysis, KPIs & Metrics, Burn Rate, Cash Runway
    • Fully editable
    Add to cartDone
  • Sale! Mobile Game Development Financial Model Excel Template

    Mobile Game Development Financial Model Excel Template

    Original price was: $250.0.Current price is: $109.0.

    Fully editable Mobile Game Development Financial Forecasting Model in Excel, designed to provide a detailed and professional 5-year financial plan tailored for video gaming startups. This pre-built model offers extensive features to streamline financial forecasting, investment analysis, and strategic planning.

    • Detailed Driver’s Assumptions i.e. Investment, Revenue & Cost Assumptions
    • Upto to 5-Year Forecasting Model
    • Financial Projections With P&L, Cash Flow, Balance Sheet
    • Detailed Headcount, Expenses & CAPEX Planning
    • Detailed Valuation i.e. DCF Valuation, EBITDA & Revenue Mutliple Valuation, Investor Valuation, Pre & Post Money Valuation.
    • Breakeven Analysis, ROIC, NPV, IRR, Rule of 40, Equity Giveaway Analysis
    • Sensitivity Analysis, KPIs & Metrics, Burn Rate, Cash Runway
    • Fully editable
    Add to cartDone
  • Sale! Financial forecasting model dashboard for video streaming platforms, showcasing revenue projections, cost analysis, and user metrics for startups.

    Video Streaming – SVOD Financial Model & Valuation Template

    Original price was: $200.0.Current price is: $150.0.

    Fully editable Video Streaming – SVOD Financial Model & Valuation Template in Excel, designed to provide a detailed and professional 5-year financial plan tailored for Startups. This pre-built model offers extensive features to streamline financial forecasting, investment analysis, and strategic planning.

    • Detailed Driver’s Assumptions i.e. Investment, Revenue & Cost Assumptions
    • Upto to 5-Year Forecasting Model
    • Financial Projections With P&L, Cash Flow, Balance Sheet
    • Detailed Headcount, Expenses & CAPEX Planning
    • Detailed Valuation i.e. DCF Valuation, EBITDA & Revenue Mutliple Valuation, Investor Valuation, Pre & Post Money Valuation.
    • Breakeven Analysis, ROIC, NPV, IRR, Rule of 40, Equity Giveaway Analysis
    • Sensitivity Analysis, KPIs & Metrics, Burn Rate, Cash Runway
    • Fully editable
    Add to cartDone

Why Every Founder Needs a Robust SaaS Financial Forecasting Model

In the world of recurring revenue, traditional accounting often falls short. SaaS businesses operate on the “invest now, collect later” principle. This makes a standard P&L insufficient for understanding the health of your venture.

A dedicated SaaS financial forecasting model allows you to:

  • Visualize Cash Runway: Know exactly when you need to raise your next round.
  • Optimize CAC/LTV Ratios: Determine if your customer acquisition strategy is sustainable.
  • Simulate Growth Scenarios: What happens if you double your marketing spend? What if churn increases by 2%?
  • Simplify SaaS Valuation: Use data-backed projections to defend your company’s worth during negotiations.

Understand:

SaaS Valuation: Navigating the Landscape of Valuing a SaaS Company

Calculate and Maximize Customer Lifetime Value for SaaS Business

Why Tracking Cash Runway is Crucial for Startups and VCs

Choose Your Niche: Tailored SaaS Financial Model Excel Templates

Not all SaaS businesses are built the same. A B2B enterprise platform with a 6-month sales cycle requires a completely different projection logic than a B2C mobile app or a FinTech “Buy Now Pay Later” service.

We offer a diverse collection of SaaS Financial Model Excel Templates tailored to your specific niche:

The Core Pillars of a Professional SaaS Financial Projection Model

1. Revenue & MRR Build-up

Monthly Recurring Revenue (MRR) is the heartbeat of your business. Our models break down your revenue into New MRR, Expansion MRR, and Churned MRR. This allows you to see exactly where your growth is coming from and where you are losing blood.

2. Deep Customer Churn Analysis

Churn is the silent killer of SaaS. Our models include cohort analysis to help you identify when users are leaving and why. By understanding your retention curves, you can make informed decisions about product development and customer success.

3. CAC & Payback Period Logic

The Financial Forecasting Model for SaaS Startups must prioritize the Customer Acquisition Cost (CAC). We help you calculate how many months it takes to “break even” on a new customer. If your payback period is under 12 months, you have a machine worth scaling.

4. Comprehensive Operating Expenses (OpEx)

From AWS hosting costs to the salary of your 10th engineer, our templates provide an itemized list of expenses. This ensures you never overlook the “hidden” costs of scaling a cloud-based infrastructure.

 

A financial modeling consultant, a SaaS startup founder, and a venture capitalist shaking hands over a spreadsheet.

5. SaaS Valuation & Investment Metrics

Are you “Investor Ready”? Our models automatically calculate the metrics VCs care about most:

Learn:

Pricing Model of SaaS Startups

Mastering SaaS Revenue Forecasting: Your Step-by-Step Guide

Why Capital Efficiency Important for SaaS Growth & Valuation

The Power of Scenario Planning: Preparing for the Unknown

A static budget is a relic of the past. Modern Financial Models for SaaS companies must be dynamic. Our templates include “Sensitivity Analysis” and “Scenario Planning” modules.

What happens if your cost-per-click on Google Ads spikes? What if a competitor forces you to lower your pricing tiers? With a few clicks, you can toggle between Best-Case, Base-Case, and Worst-Case scenarios. This level of preparation is what separates founders who panic from founders who pivot.

Designed for Clarity, Built for Trust

We understand that you might not be a CFO. That’s why our SaaS Financial Model Excel Templates are designed with a “Dashboard First” philosophy.

  • Visual Dashboards: Complex data is converted into clean, professional charts and graphs that are ready to be screenshotted and dropped directly into your Pitch Deck.

  • Audit-Ready Logic: No “hard-coded” numbers hidden in formulas. Our methodology is transparent and follows standard accounting principles (GAAP/IFRS), instilling confidence in potential investors during due diligence.

  • Expert Craftsmanship: These templates aren’t generated by bots. They are crafted by financial analysts with years of experience in the SaaS ecosystem.

Learn:

How to Build SaaS Financial Model Template

How to Write an Investor-Friendly Proposal

 

Frequently Asked Questions (FAQ)

Why should I use an Excel template instead of SaaS accounting software?

Accounting software (like QuickBooks) tells you what happened in the past. A SaaS financial projection model tells you what will happen in the future. You need the flexibility of Excel to build “what-if” scenarios that accounting software simply cannot handle.

Is this model suitable for a pre-revenue startup?

Absolutely. In fact, pre-revenue is the most important time to have a financial forecasting model for SaaS startups. It helps you determine how much capital you need to raise to reach your first 100 customers

How do I calculate my SaaS valuation using these templates?

Our templates use a combination of the Discounted Cash Flow (DCF) method and Revenue Multiples based on current market trends. This provides a realistic range for your SaaS valuation during seed or bridge rounds.

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Need Help deciding which SaaS valuation & projection model will be best for your startup?

We’ll guide you to the model that serves you best.

Contact Us

Take Control of Your Financial Future Today

Don’t leave your startup’s survival to guesswork. Optimize your business, impress your investors, and gain the peace of mind that comes with knowing your numbers inside and out.

Browse our collection of SaaS Financial Model Templates above and find the niche-specific solution that fits your venture.

Learn:

How a Financial Modeling Consultant Can Help SaaS Startups Raise Capital??

How to Do Startup Valuation Using 8 Different Methods

How to do Startup Valuation Using a Discounted Cash Flow Model (DCF Valuation)

What is the First Chicago Method for Startup Valuation?