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Basic SaaS Startup Model: 4 Pricing Tiers (Excel XLSX)
Excel (XLSX)
VIDEO DEMO
DESCRIPTION
How much is a SaaS customer worth? How long does a SaaS customer take to repay their acquisition costs? At what price does the MRR received from subscriptions allow for stabilized profit and growth? This model will help enlighten one in regards to those questions.
Recent Updates: Integrated 3-statement model, capitalization table, contribution / distribution summary with DCF Analysis / IRR, and lots of formatting changes for a more professional view.
This is a very simple-to-use and understandable SaaS financial model. It has four basic pricing tiers. The user can configure subscriber assumptions and OpEx in a way that anyone can figure out and input accurately without messing up much.
COGS is defined as a percentage of total revenue per year. The model drives down to EBITDA and cash flow as well as has a basic DCF Analysis and terminal value.
Subscriber Inputs:
• Up to 4 tiers
• Start month
• Starting sub count
• Average monthly value per subscriber per tier
• Monthly CAGR of subscribers per tier
• One-time setup fee per tier
• Average monthly churn rate per year per tier
Advanced KPI metrics are derived from the pro forma on a monthly basis. This is possible because the total Sales and Marketing costs per year are definable and measuring that against the total added subscribers per month results in a CaC.
Also, the churn rate allows for an average life of a subscriber and the resulting revenue in that time to be calculated as well as the LTV to CaC ratio.
This is a simplified model that was built to be a quick tool to use for any business that has month-to-month subscriber pricing tiers. One sensitivity analysis that is shown is the valuation per a given run rate based on final year run rate x a sales multiple.
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Source: Best Practices in Integrated Financial Model, SaaS, Subscription Excel: Basic SaaS Startup Model: 4 Pricing Tiers Excel (XLSX) Spreadsheet, Jason Varner | SmartHelping
ABOUT THE AUTHOR
I graduated in 2011 with a Bachelor's degree in Accounting and began my career as a financial analyst at a small chain of auto repair shops. After gaining valuable experience, I launched my own practice specializing in real estate underwriting, later expanding into general business modeling.
I honed my spreadsheet modeling expertise by completing over 400 projects on Upwork with a 100% success
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