SaaS financial model, 3 statement model, startup valuation, MRR forecast, ARR model, cap table template, cash flow tracking, investor-ready report
SaaS 3(S) Financial Model Template
Most SaaS startups and businesses struggle with accurate financial projections, valuation, and cash flow management, making investor discussions difficult. The SaaS 3(S) Financial Model Template streamlines financial planning, allowing founders to focus on scaling their business while ensuring financial clarity.
Key Features & Benefits
📊 3-Statement Model: Includes Profit & Loss, Balance Sheet, and Cash Flow projections.
🔁 Automated Revenue Forecasting: Built-in logic for MRR, ARR, churn rate, and growth tracking.
💰 Valuation Insights: Instantly calculate investor-ready valuations based on past/future earnings.
💸 Cash Flow & Burn Management: Visualize runway, expenses, and optimize financial health.
📊 Investor-Ready Cap Table: Track equity, funding rounds, and ownership percentages with ease.
⚙️ Dynamic Assumptions: Customize pricing, CAC, churn, and more without breaking the model.
🧩 Smart Layout Script: Columns auto-resize for maximum readability and presentation.
📈 Scalable for Any SaaS: Whether you’re pre-seed or scaling, this model grows with you.
How It Works (4 Easy Steps!)
1️⃣ Download & Open – Access your Google Sheets file instantly after purchase.
2️⃣ Customize Assumptions – Input your own pricing, customer churn, and other variables.
3️⃣ Review Automated Calculations – The template dynamically updates all financial statements.
4️⃣ Analyze & Present – Use professional reports for investor meetings, strategy planning, or internal insights.
FAQs
Q: Is this template beginner-friendly?
A: Yes! No advanced finance skills are needed—just input your numbers, and the model does the rest.
Q: Can I customize the formulas and structure?
A: Absolutely! The template is fully editable and designed to fit different SaaS business models.
Q: Will this work for a non-SaaS business?
A: While optimized for SaaS, it can be adapted for other recurring revenue models.
Q: Does it include customer support?
A: Yes, we provide email support for setup and minor adjustments.
📜 Terms of Use
✔ This is a digital product – No physical item will be shipped.
✔ Personal & Business Use Only – Redistribution or resale is not allowed.
✔ Due to the nature of digital downloads, all sales are final (but we’re happy to assist with any issues!).
Why Choose SaaS 3(S) Financial Model Template?
✅ Designed for SaaS Businesses – Tailored specifically for subscription-based revenue models.
✅ Investor-Ready & Professional – Perfect for funding rounds and financial strategy.
✅ Saves Time & Effort – No need to build from scratch—everything is structured for easy use.
✅ Lifetime Access & Updates – Get future improvements and enhancements at no extra cost.
📧 Need Assistance?
We’re here to help! If you have any questions, feel free to reach out, and we’ll assist you in getting the most out of your financial model.
Here's what you get in the package