SaaS Startup Business Plan | Financial Model | Pro Forma | Startup Budget


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Saas Startup Financial Model/Business Plan Excel Template

Pitch Deck Template For PowerPoint, Keynote & Google Slides

Business Plan Guide and Business Plan Template in MS Word Format

Financial Dashboard in Excel To Track Your Business Performance





Highly versatile and user-friendly Saas Startup Financial Model for the preparation of a profit and loss forecast template, statement of cash flows, and Balance Sheet with a monthly and annual timeline. Works for a startup or existing saas startup business. Use saas startup pro forma financial statements template excel before acquiring saas startup business, and get funded by banks or investors. Unlocked - edit all.


This well-tested, robust, and powerful saas startup financial excel template is your solid foundation to plan a saas startup business model. Advanced users are free to expand and tailor all sheets as desired, to handle specific requirements, or to get into greater detail.



Our saas startup financial modeling excel template is designed to help you make informed principal business and financial decisions bases on accurate reporting. The saas startup business plan financial template contains all relevant statements and tables.


If you are considering entering in saas startup market, you need to have an accurate financial estimation and projection to show to potential lenders and investors. Our versatile saas startup Business financial model template for business plan, designed and developed by our team, will provide you the assistance to compute the startup summary, detailed monthly and yearly profit loss projection, and KPI to measure business performance in detail.


This model contains the three financial statements and the cash flows and calculates the relevant KPI’s, Financial Ratios, Diagnostic Tools, Cash burn analysis, Investment and Debt service coverage ratio, etc. The finance options for the business include a business bank loan and also equity funding from investors. Based on the Input and sheet and revenue sheet, this model will automatically calculate the further projections and estimations.



All in One Place

Our financial projection template is fully customizable, and you change the core parameters such as accounting financial statement, operating costs, hiring plan, seed valuation, pro forma cap table, and reporting as per your needs. This financial model template for startup also allows you to alter the projection that suits your business; even you can add new projections.
In addition, you can add new assumptions and forecasting methods in our flexible business plan forecast template that suits your business. Our templates are fully customizable, and you can edit every cell and formula as per your needs and tailor the whole financial model in excel template for your business needs.

SaaS Startup Cash Flow Projection Excel Template All In One


Our financial plan template has a dashboard feature that consolidates all information from all the other spreadsheets and proforma statements in the startup financial plan. With this dashboard, you can choose and set your key performance indicators (KPIs), and our dashboard will do the rest for you, including gathering information from the company financial reporting and automatically calculating them for the time period you specified. You can customize the dashboard as you like it, with core financial information on a month-by-month or year-on-year basis and change it any time you need to.

SaaS Startup Cash Flow Projection Excel Template Dashboard

Business Financial Report

Our business projection template features consolidated financial reporting templates in excel: the forecasted income statement, the balance sheet forecast, and the cash flow forecast spreadsheet.
These excel financial reporting can be delivered on a monthly or annual basis. Users may also construct rolling projections by combining current excel financial report and reports from Quickbooks, Xero, Freshbooks, and other accounting applications.

SaaS Startup Financial Model Excel Template Summary Financial Statements

Sources And Uses Table

Sources And Uses Template statement is a part of our business plan forecast template. It shows the company's stakeholders where all the fund sources for a company come from. This statement also shows how the company uses these funds.

SaaS Startup Financial Projection Excel Template Sources and Uses Breakdown Report

Break Even Excel

Our business plan financial template has a worksheet integrated with the rest of your startup financials template to automatically pull data from your statements and perform the break-even analysis. The break even chart excel calculation helps the company's management understand when the company is expected to become profitable. This worksheet will automatically generate the break-even sales level, break-even units, and return on investment of the company.

SaaS Startup Cash Flow Forecast Excel Template Break Even Chart

Top Revenue

Clearly see the breakdown per annum of revenue streams, when you use our financial modeling for startups. Not only does the Top Revenue tab show financial information based on each offering, but thanks to the financial model excel spreadsheet, users can also see the revenue depth and revenue bridge breakdowns.

SaaS Startup Financial Forecast Excel Template Top Revenue

Small Business Top Expenses List

You may create a summary cost report on the Top Expenses tab. It's an internal report that breaks down the costs of running a firm. Expense reports may be used to keep track of spending by category and arrange tax time. You may, for sure, plan your business financial model template for future times based on this information.
Expense reports allow you to see your total expenses for a given reporting period, which is usually a month, quarter, or year. You may also see if overall expenses were greater or lower than predicted, examine the data, and use these indicators to analyze development prospects and plan your business development.

SaaS Startup Financial Plan Excel Template Top Expenses




Our three statement financial model helps you plan ahead. It allows you to prepare financial projections and expense budgets for up to 5 years. You will see cost trends from period to period as you need them, with the use of preliminary parameters such as income percentages, payroll, present costs, recurring costs, and so on.
Costs are properly and meticulously categorized into major groups: Variable or Fixed Expenses, COGS, Wages, and startup budget, which allows companies to perform a deeper analysis into business costs and the amount of financing needed to operate and sustain the company.

SaaS Startup Business Plan Excel Template Cost Of Services Sold Inputs

CAPEX Budget

This financial modeling for startups is needed to calculate CAPEX forecast, as well as to make capital expenditure forecasts. It helps to calculate high startup costs as well as the amount of capital costs. With its help it is possible to maintain the balance of capital expense budget.

SaaS Startup Financial Model Excel Template Capital Expenditure Inputs

Loan opt-in

Our projected income statement template excel has a loan amortization schedule that will help users track everything related to their loans. You can find this template in the 'Capital' tab. The loan amortization schedule has proformas with pre-built formulas for internal calculations of the loans, interest, and equity.

SaaS Startup Financial Model Excel Template Debts Inputs



Profitability KPIs

Gross profit margin. The financial projections spreadsheet calculates the ratio profit margin for your business, representing the profitability of any business. The gross profit margin is obtained by dividing gross profit by net sales.

SaaS Startup Cash Flow Projection Excel Template EBIT EBITDA

Cash Flow Model Template

The cash flow projections excel reflects your projected income statement template excel ability to manage cash streams and generate enough cash to pay off liabilities. Banks want to be sure that your financial model template excel will have enough cash to pay off the loan.

SaaS Startup Financial Plan Excel Template Summary Cash Flow Statement

Business Benchmarks

Conduct a concise and in-depth benchmarking analysis with this startup costs spreadsheet, which has its own tab for benchmarking. By taking key financial and operating indicators of relevant comparable companies in the same industry, users can compare their own company's metrics against those of other players in the same industry. Otherwise known as benchmarking. This allows users to assess the competitiveness, productivity, effectiveness, and profitability of a company relative to other businesses in the same space.

SaaS Startup Cash Flow Forecast Excel Template Core 75 SaaS Metrics Benchmarks

Profit And Loss Forecast Template

The projected pro forma income statement statement ensures your saas startup business is profitable because this financial model excel is the best tool for forecasting the profit and losses of any business.
For those startup businesses who want to make big profits, projected forecast income statement statements are essential. Further, this 3 year financial projection template excel generates the annual projections depending upon your assumptions without missing any core Financial. Hence it is easy to get the profit details after paying tax and the net profit.

SaaS Startup Cash Flow Projection Excel Template Summary Profit and Loss Statement

Projected Balance Sheet Template Excel

Balance Sheet. Our bottom up financial model has the pro forma balance that allows users to build the company's three key financial statements and show the stakeholders the total assets, total liabilities, and shareholders' equity.

SaaS Startup Cash Flow Forecast Excel Template Summary Balance Sheet



Seed Stage Valuation

You'll get all the data your investors need with our pre-built startup valuation revenue multiple in the financial model template.
The weighted average cost of capital (WACC) will show your stakeholders the minimal return on capital invested in the enterprise's activities. The cash flow accessible to all investors, including shareholders and creditors, will be shown in a free cash flow valuation. The value of future cash flows will be reflected in discounted cash flow in proportion to the current period.

SaaS Startup Budget Excel Template DCF Valuation

Simple Cap Table

By using cap table for startups, a company increases its chances of success because it helps to keep track of all data regarding securities, such as common and preferred stock, warrants and options, as well as information about investors and their shareholdings in the company. Knowing where the money is going is the first key to the success of any business.

SaaS Startup Cash Flow Forecast Excel Template Capitalization Table



Simple and Incredibly Practical

Simple-to-use yet very sophisticated saas startup projected income statement template excel. Whatever size and stage of development your business is, with minimal planning experience and very basic knowledge of Excel you can get complete and reliable results.

Avoid cash flow problems

Cash flow, and especially cash flow proforma template from operations, is the lifeblood of your business - do not ignore it! The level of cash flow in your company dictates the decisions you can make and how quickly you can grow your business. So you should monitor and manage cash flow regularly. Monthly cash flow forecasting will give you a current view of the cash inflows and outflows within your business and also what the next period looks like. Regular startup cash flow statement forecasting can highlight where cash gaps will be in the future and where there could be improvements made. Most importantly, a cash flow forecast template excel will give you a good idea of the health of your business cash flow at a glance. Finding potential cash flow gaps ahead of time can save you and your business both time and money. You can make decisions and take actions before things get too bad, ensuring your cash flow excel sheet is maintained, based on your forecasts.

Graphical visualization in a convenient dashboard all in one

All necessary reports and calculations, including variable data for your easement, are displayed on a convenient startup financial model template excel dashboard tab. You do not need to move between sheets to compare important data - everything is visible immediately.


A very sophisticated saas startup startup financial model, whatever size and stage of development your business is. Minimal previous planning experience and very basic knowledge of Excel is required: however, fully sufficient to get quick and reliable results.

It is part of the reports set you need

It doesn't matter you are worried about cash or not, setting up, and managing saas startup financial projections spreadsheet should be a cornerstone of your reporting set. It's the main report of your business that must have in place to grow sustainably. Before you rush into rent more office space or making a new hire, you should always run a cash flow forecast scenario. You can model how that action would impact your cash balance in the nearest future. Knowing whether or not plans are possible is crucial to minimizing risk.



Gain Trust From Stakeholders With financial plan for business plan

Avoid Cash Flow Shortfalls With saas startup financial plan excel

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Identify Potential Shortfalls In saas startup Cash Balances

Sell Your Business With saas startup financial model in excel

Customer Reviews

Based on 2 reviews
Debra Qiu


Stephen Nguyen

Very helpful

Customer Reviews

Based on 2 reviews
Debra Qiu


Stephen Nguyen

Very helpful

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SaaS Startup Business Plan | Financial Model | Pro Forma | Startup Budget