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Product & Service Subscription: Startup Financial Model   Excel template (XLSX)
$75.00

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Product & Service Subscription: Startup Financial Model (Excel XLSX)

File Type: Excel template (XLSX)

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This subscription model was crafted by a Financial Modeler and Accountant with over 10+ years of global experience. He has served 750+ clients, from small family offices to billion-dollar corporations, across a multitude of industries.
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DESCRIPTION

This product (Product & Service Subscription: Startup Financial Model) is an Excel template (XLSX), which you can download immediately upon purchase.

Recent Updates: Added monthly and annual financial statement outputs (3-statement integrated), cap table, dynamic inventory purchasing schedule, and improved global control assumptions.

This sort of financial model has so many different variations. Having a template that lets the user tinker with prices / margins / general running expenses is a great way to dive into the idea of running a hybrid business model.

I am talking about Product + Subscription Add-on and that means the production of some device (product) that is available for purchase and is accompanied by some sort of recurring revenue service.

Think of a workout machine that you buy and then also pay a monthly fee for. There are all kinds of use cases here though. It could be a service that is required in order to use the product or the service could just be an add-on that is not necessary to use the product.

All kinds of strategies are used in this space and no matter what it is, this can be a powerful way to maximize growth and a financially healthy positioned organization. In this model, the user can configure up to 8 component costs per unit, as well as the maximum annual production.

Shipping costs are also defined per year based on the number of shipments expected / cost per shipment. Finally, to arrive at a selling price for the product portion, simply define the desired profit margin per unit. This will back into selling price based on the predefined cost per unit.

Seasonality is also accounted for, and in the same logic, capacity attained. For each of the 5 years in the forecast, the user can configure the percentage of max annual sales that happened in each month as well as the percentage of produced units that get sold.

Based on all of the above, we know the total user acquisition stream that can happen based on the total units produced. This assumes a user can only sign up for the recurring revenue service if they have bought the product.

To determine how many customers that bought the product will sign up for the subscriptions service, a percentage is defined. Also, there is functionality to configure up to three pricing tiers and a percentage of signups that fall into each pricing tier as well as the average monthly churn of each tier.

All of these assumptions can be adjusted in each of the five years. Final output summaries included a comprehensive pro forma on a monthly and annual basis that gets down to EBITDA and after-tax cash flow. Taxes are defined manually if so desired, or you can leave that blank to just get pre-tax cash flow.

An Executive Summary shows all the high level financial line items on an annual basis as well as IRR/ROI/equity multiple on the project level / investor level / owner equity level, spending on how funding / exit were configured. A cash distribution / DCF Analysis also was built on its own tab for each. Lots of visuals and traditional SaaS KPIs are displayed.

Got a question about the product? Email us at support@flevy.com or ask the author directly by using the "Ask the Author a Question" form. If you cannot view the preview above this document description, go here to view the large preview instead.

Source: Best Practices in Integrated Financial Model, Subscription Excel: Product & Service Subscription: Startup Financial Model Excel (XLSX) Spreadsheet, Jason Varner | SmartHelping


$75.00
This subscription model was crafted by a Financial Modeler and Accountant with over 10+ years of global experience. He has served 750+ clients, from small family offices to billion-dollar corporations, across a multitude of industries.
Add to Cart
  

OVERVIEW

File Type: Excel xlsx (XLSX)
File Size: 641.1 KB


ABOUT THE AUTHOR

Author: Jason Varner | SmartHelping
Additional documents from author: 151

I graduated in 2011 with a Bachelors degree in Accounting. From there, I worked at a few small businesses doing financial reporting and some bookkeeping. After a few years of that, I started doing freelance financial consulting work on Elance and Upwork.

After over 400 jobs completed with a 100% success rate, I now run my own modeling/consulting practice and continue to build new financial models every few weeks. [read more]

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