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Subscription-based Financial Models   Document Bundle
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Subscription-based Financial Models (Document Bundle)

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This product (Subscription-based Financial Models) is a Document Bundle, which you can download immediately upon purchase.

I love building models for recurring revenues services. SaaS, PaaS, membership-based businesses, or general subscription models are all in my wheelhouse. These financial forecasting tools require heavy cohort modeling as well as multi-tier logic structures for acquiring customers, conversions, retention, and potentially capacity constraints (private golf course that runs on memberships or a fitness center / car wash with membership recurring revenues).

You can even take it a step further and combine subscription services with products or platforms such as a marketplace. One of my favorites is a property management business as it combines modeling techniques for real estate and B2B SaaS.

The B2C SaaS space can be a bit heavy in infrastructure costs if they use servers / their own hardware. Otherwise, most of their costs are going to come from renting hosting services. The other end of the SaaS spectrum has a focus on account executives / salespeople / engineers / customer service (B2B or enterprise SaaS). Each requires a different modeling approach with focuses on the most important drivers respectively.

There are all sorts of other types of recurring revenue businesses that are completely outside the scope of tech. Private golf courses, fitness centers, and car washes all have membership revenue drivers and don't have anything to do with selling software. It is still important to test various pricing scenarios against capacity maximums as well as best/worst case scenarios to see if the profitability makes sense relative to the investment it takes to build such structures.

A private golf course, car wash, or gym is going to require heavy upfront costs and the decisions that go into how much to spend may relate to what you think customers will pay you over time and the expenses it takes to run / maintain the course. If the cash flow doesn't make sense, it might not be worth the initial investment.

Some of the most important metrics in every single one of these models are retention, customer acquisition cost, and customer lifetime value. Those are primary calculations provided in most of the templates you will see in this bundle and displayed via visualizations.

In this bundle, you will see specific calculators / tools that let the manager test feasibilities on the ideal customer contract / pricing / CaC, LTV, retention as well as full-boat 5-year financial models that cover all aspects of starting, running, and potentially exiting subscription businesses.


THERE ARE 23 PRODUCTS ARE IN THIS BUNDLE:


Recent Updates: Added fully integrated financial statements (Income Statement, Cash Flow Statement, Balance Sheet), also included a 'deferred revenue' liability row for... [read more]

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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... [read more]

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Any SaaS operator will be asking their finance team, revenue director, or CFO what to price the product at. There is a lot of nuance and a lot of factors that go into informing... [read more]

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Running a business that has ongoing subscriptions requires close attention to the ingredients that make up the perfect or 'ideal' customer. You can't spend too much money to... [read more]

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Performing regular revenue and customer count forecasts for a SaaS company can be difficult and chaotic. This is for a multitude of reasons. The biggest issue is accounting for... [read more]

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Recent Updates: 3-statement model integration, cap table, improvement in global assumption layout, dynamic capex schedule. A freemium business model can be modeled with a few... [read more]

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You could have 1 GB of valuable information you are granting millions of people API access to and charging per request or per download or even a monthly subscription, or you... [read more]

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Serverless computing is a very specific type of cloud computing service whereby the service provider will run / execute specific functions when they are called and then shut off... [read more]

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Recent Update: Integrated financial statements monthly and annual, cap table (joint venture multiple fund raising capable), and capex with dynamic depreciation. This... [read more]

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Recent Updates: Added Financial Statements (fully integrated Income Statement, Balance Sheet, and Cash Flow Statement as well as a cap table and logic for... [read more]

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Recent updates: Integration of Income Statement, Balance Sheet, Cash Flow Statement that runs off all assumptions as well as a cap table and capex schedule. The mobile app... [read more]

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Recently updated with a fully integrated 3-statement model and improved global assumption layout. This is a general unit economics-based 5-year financial model that is... [read more]

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Recently updated with a full 3-statement model, cap table, and capex schedule as well as better global assumption formatting and control. Lending-as-a-Service or P2P lending... [read more]

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Over the years, I've had a few larger jobs that involved analyzing customer trends for SaaS and general recurring revenue businesses. The majority of this analysis was on... [read more]

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Product-as-a-service (PaaS), the circular / economic model that turns traditional / linear models on their head, has become wildly popular and is being utilized by... [read more]

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

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Running a property management company is very similar to B2B SaaS. There are some caveats with the way you can structure your fees for providing property management services,... [read more]

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Recent update: Added interconnected financial statements (monthly and annual), dynamic capitalization table, capex with depreciation logic, and better global control tab... [read more]

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Recent Updates: Added 3-statement integration (Income Statement, Balance Sheet, Cash Flow Statement) ; Cap Table ; CapEx with depreciation ; Improved global control... [read more]

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Starting up a membership-only golf course is the dream of many. It takes a lot of money and these types of courses are known to be really nice. If you are looking into starting... [read more]

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This 5-year financial model is geared toward any general marketplace that wants to consider offering a subscription option to its users. The subscription option has up to three... [read more]

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Designed intricately for the distinct dynamics of a subscription box business, this template offers you a comprehensive financial projection tool. In essence, the business model... [read more]

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In the fast-paced world of Software as a Service (SaaS), the role of a Chief Financial Officer (CFO) transcends traditional financial management to become a... [read more]

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OVERVIEW This is a discounted bundle of 23 documents.

ABOUT THE AUTHOR

Additional documents from author: 156

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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