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B2B SaaS Financial Model v3.1
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www.senovo.vc
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https://twitter.com/senovoVC
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https://medium.com/senovovc
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This financial model helps you create a healthy business plan for your SaaS business or SaaS-enabled marketplace and continuously keep track of your actual performance to enable you to effectively steer your company.
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Below you find some notes & explanations on how the different tabs.
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Creating a budget:
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SaaS - Budget
This tab is the starting point & core of this financial model. Here you can model your sales funnel & customer acquisition, headcount & cash flow.
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>>> SaaS - Churn
After filling in the SaaS - Budget sheet, the next step is to model the behavior of your existing customers.
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>>> SaaS - Upselling
This can be done in three separate tabs - one for churn, one for upselling and one for downselling.
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>>> SaaS - Downselling
The existing customer behavior you model in those tabs automatically feeds back into your Budget.
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>>> Marketplace - Budget
This tab is only relevant for companies that run a marketplace on top of their SaaS business.
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Similarly to the 'SaaS - Budget' tab, it is there to model customer acquisition, headcount & cashflow for the marketplace.
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>>> Combined Financials - Budget
This tab gives you a combined overview of both the SaaS and marketplace budgets.
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Tracking actual company performance:
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>>> SaaS - Actuals
After having developed a healthy budget, you can use this tab to insert & track your actual metrics & KPIs.
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>>> SaaS - Budget vs. Actuals
This tab is calculated automatically after you have entered your actual numbers and gives a summarized overview of the most important KPIs and numbers from your budget and actuals.
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>>> SaaS - Dashboard
This tab serves as a management dashboard and gives a quick overview of the company’s overall performance.
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For more information on how the model works, please also refer to our blog posts:
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SaaS - Budget:
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Marketplace - Budget:
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SaaS - Actuals/Dashboard:
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Do you run / know a cool SaaS startup? We're investing in early stage B2B SaaS across Europe & we'd love to hear from you!
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We're also super keen to hear comments, feedback or any questions regarding our financial model!
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You can reach us at
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markus@senovo.vc
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