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SaaS Financial Model Template – 3 Tier Subscription (Excel XLSX)
Excel (XLSX)
BENEFITS OF THIS EXCEL DOCUMENT
- Business Planning and Forecasting
- Valuation and Fundraising
SAAS EXCEL DESCRIPTION
Introducing a comprehensive financial model template tailored for SaaS businesses employing a 3-tier subscription pricing strategy. Designed to assess financial feasibility, growth potential, and investor readiness, this template features a structured customer buildout schedule that accounts for churn, ensuring accurate projections of active subscribers. The 3-tier pricing model—comprising basic, standard, and premium plans—is a widely adopted framework across SaaS, media, and digital services industries, offering scalable value propositions at varying price points.
Key Features of the Financial Model:
Subscription Model
Built around the classic 3-tier structure, the model enables dynamic pricing and feature differentiation across entry-level, mid-tier, and premium offerings, with full control over pricing, conversion rates, and customer mix.
2. Dynamic and User-Friendly Inputs
All assumptions are clearly marked in blue, allowing easy customization without disrupting the model logic. Whether adjusting churn rates, growth assumptions, or pricing, users can confidently test various scenarios.
3. Full Financial Statement Suite
Includes automated monthly and annual Income Statement, Balance Sheet, and Cash Flow Statement. The model captures recurring revenue metrics like CAC and churn-adjusted subscriber growth.
4. Investor-Ready Outputs and Valuation
Equipped with DCF valuation, break-even analysis, and investor return metrics (IRR, MOIC), the model helps assess the investment potential and pitch readiness of your SaaS business.
5. Comprehensive Supporting Schedules
Includes detailed HR planning, marketing, and acquisition cost breakdown, funding sources and uses, SaaS KPIs, and visual dashboards to support strategic decisions.
This template is ideal for founders, financial analysts, and investors evaluating SaaS startups or scale-ups operating under a multi-tier subscription model. Use it to build credibility, optimize pricing strategy, and raise capital with confidence.
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Source: Best Practices in SaaS, Integrated Financial Model Excel: SaaS Financial Model Template – 3 Tier Subscription Excel (XLSX) Spreadsheet, DynamicHub Consultants
ABOUT THE AUTHOR
DynamicHub Consultants is a specialized financial modeling consultancy providing tailored solutions to startups, SMEs, corporates, and non-profits across diverse industries. With a strong focus on data-driven decision-making, we build robust, flexible, and investor-ready financial models that support fundraising, budgeting, valuation, scenario analysis, and strategic planning.
Our models are
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