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Startup financial models – Templates compared for SaaS

632 点作者 warpech大约 5 年前

15 条评论

refrigerator大约 5 年前
Great roundup! I&#x27;m one of the founders of Causal — <a href="https:&#x2F;&#x2F;causal.app" rel="nofollow">https:&#x2F;&#x2F;causal.app</a> (#12 on the list).<p>We have 2 different SaaS templates built by Taylor Davidson (whose Excel template is #6 on the list):<p>- Starter version: <a href="https:&#x2F;&#x2F;my.causal.app&#x2F;models&#x2F;1269" rel="nofollow">https:&#x2F;&#x2F;my.causal.app&#x2F;models&#x2F;1269</a><p>- Advanced version: <a href="https:&#x2F;&#x2F;my.causal.app&#x2F;models&#x2F;162" rel="nofollow">https:&#x2F;&#x2F;my.causal.app&#x2F;models&#x2F;162</a><p>They&#x27;re not good if you need to do a bottom-up forecast based on actual deals (e.g. for high-value enterprise sales), but are hopefully useful for a more marketing-driven biz. The main differentiator vs spreadsheet models is that you can easily bake uncertainty into your assumptions. E.g. churn rate can be &quot;2% to 6%&quot; instead of just &quot;4%&quot;.<p>We&#x27;ve looked at a tonne of spreadsheet models, and Taylor&#x27;s (#6 on the list) is, imo, a masterclass in spreadsheet design. It&#x27;s super flexible and modular — you can easily dissect it and add&#x2F;remove parts without accidentally breaking the whole thing. Even if you don&#x27;t need a financial model right now, I&#x27;d recommend checking it out just to see what a great spreadsheet model looks like: <a href="https:&#x2F;&#x2F;foresight.is&#x2F;standard-financial-model" rel="nofollow">https:&#x2F;&#x2F;foresight.is&#x2F;standard-financial-model</a>
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wensing大约 5 年前
Hi, I’m the founder of Summit. Honored to be included among great and smart company.<p>Happy to connect anytime to talk financial planning or support usage of the product.<p>Long-time HN’er, had the idea for Summit while fundraising for my first startup (Stormpulse, recently acquired).<p>For the forecasting geeks and curious: this video lays out the tech behind Summit’s forecasting engine (password: everest3): <a href="https:&#x2F;&#x2F;usesummit.wistia.com&#x2F;medias&#x2F;fd3pk1fuvz" rel="nofollow">https:&#x2F;&#x2F;usesummit.wistia.com&#x2F;medias&#x2F;fd3pk1fuvz</a>
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Silhouette大约 5 年前
These documents all look very smart, but how does anyone have any idea whether the numbers in them are even close to realistic? I can make up some cute hockey stick numbers for any of my businesses, but why should anyone trust them? Particularly for businesses that <i>haven&#x27;t even launched yet</i> and therefore have <i>literally zero</i> hard data on whether customers will actually pay them money or how much or for how long. How many startups in that position, with no financial data and no evidence of product-market fit, can credibly predict even a year ahead that they won&#x27;t pivot to some completely different plan, never mind 3 or 5 years out?<p>When I started my first B2C, a long time ago now, it was actually the bank where we opened our business account who asked these kinds of questions. We sat down, put our best guesses at plausible numbers into a spreadsheet for things like acquisitions and churn, worked out the money that would result.<p>Barely any of the key assumptions we made were within an order of magnitude of reality, and they were <i>all</i> in the wrong direction. For example, we have far higher churn than any example startup business plan I have ever seen just from card charges that fail with no obvious explanation each month where we don&#x27;t subsequently recover and continue that subscription. That problem remains one of our biggest pain points to this day, and that effect alone has turned many an otherwise profitable month negative and reduced that business to a fraction of the size it would otherwise have been by now if everything else was held constant. No-one here saw that coming. No example plans or startup guides or financial advisors we consulted even mentioned the possibility, never mind giving any concrete figures for what we might expect.
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alexbrower大约 5 年前
Having built many these models, it&#x27;s now my opinion that if you are at the stage where you&#x27;re needing a template for a business plan, you better have a product that fits a real need and that delivers a product with margins. Too often in early stage companies, the model is built top-down to meet someone&#x27;s expectations about a previous company they sat on the board of, helped found, etc. If a template engenders a more thoughtful, fact-based approach to operating the business, that&#x27;s healthy stuff. Otherwise, set short-term goals. Try to hit them. (And in today&#x27;s environment, find a path toward gaining customers without having to raise capital). $0.02
lpolovets大约 5 年前
Great list. FWIW, a lot of SaaS companies use the second template from Christoph Janz when they&#x27;re raising their seed rounds.<p>If anyone&#x27;s interested in additional content about financial modeling, I described ~10 common mistakes I see in financial models a few months ago: <a href="https:&#x2F;&#x2F;twitter.com&#x2F;lpolovets&#x2F;status&#x2F;1188979329935409152" rel="nofollow">https:&#x2F;&#x2F;twitter.com&#x2F;lpolovets&#x2F;status&#x2F;1188979329935409152</a>
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say_it_as_it_is大约 5 年前
If 90% of startups fail, and they are all putting in effort trying to create financial models, what is the point of this exercise other than to follow a broken tradition? The remaining ten percent undoubtedly have deviated far from their seed stage model.<p>VCs need to own this mistake and kill the financial model requirement. Stop wasting entrepreneurs&#x27; time.
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JaakkoP大约 5 年前
Thanks for putting so much work into comparing all these models! I&#x27;m the author of #3, and a founder of a financial modeling software company (the latter not reviewed here)<p>One thing I&#x27;d add for anyone comparing these models for their own use: Make sure the model you&#x27;re going to use covers the authors #1-5 criteria for the parts <i>you need.</i> More features isn&#x27;t always better. For example, if you run a marketing driven SaaS company, it doesn&#x27;t matter if the model in question can&#x27;t handle complex enterprise sales.<p>I have a big update coming to the model this coming week. All of those changes have been made in the actual model template already if were planning to take a look - it&#x27;s just the update to the documentation that&#x27;s still missing.
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yeldarb大约 5 年前
A friend of mine created this one and hosts a half-day seminar every few months to go through how to use it (and what the numbers mean&#x2F;why you may want to do different things).<p>I found the seminar quite useful and plan to use his model for our startup once we have enough data to make estimates for the inputs within an order of magnitude.<p><a href="https:&#x2F;&#x2F;www.startupmodels.com" rel="nofollow">https:&#x2F;&#x2F;www.startupmodels.com</a>
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mmaunder大约 5 年前
Seems like the goal is to impress investors. Unless you’re going into the business of financial modeling, focus on how you’ll provide a service that’s worth more to customers than it costs them. Less experienced investors are going to want to navel gaze with you at this shit. Those who know how value is created will focus on the fundamentals like path to market and your value prop, differentiators and moat.
mikorym大约 5 年前
Having gone through the process of starting to think about my own business and how to start generating revenue, the one interesting thing is that in the USA vs. some other countries you have <i>venture capital</i> vs. <i>immediate profitability</i>.<p>So, just as an example, in Southern Africa almost every person between the ages of 18 and 50 is trying to start a company (with the key word there: &quot;trying&quot;). But the approach is much different. You are basically just trying to get some kind of revenue stream and if your revenue stream happens to be large enough then, congratulations, you are a business owner.
spyckie2大约 5 年前
Thanks for writing this up!<p>I&#x27;m the author of model #22 on the list, which is built from my vast experience collecting SaaS models and writing articles on it. I&#x27;m honored to be included in the list even though my model is only available in open office format.<p>If anyone&#x27;s interested I&#x27;ve written about how to model investor traction to your model, sort of a metamodelling framework for startup founders. You can see it on my twitter and instagram, if anyone&#x27;s interested.
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tjbiddle大约 5 年前
How neat! Is there something like this for e-commerce?
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gloryless大约 5 年前
Nice work. I really appreciate acknowledging the landscape and sharing that work before putting your own into the mix. Underrated step
ttul大约 5 年前
Whether you use a purchased model or build one yourself, IMHO having a good model that allows you to run scenarios to predict potential futures for your company is absolutely essential. I live in my model every day, running scenarios to test out ideas for financing and to gauge downside risks.<p>Without a decent model, I would be absolutely lost.
seekingnames大约 5 年前
While most of these financial models seem decent for tracking the operating of a SaaS company, if you are looking for a model that PE, investment banks and VC firms actually use to value a business, check out Private Equity Models:<p><a href="https:&#x2F;&#x2F;privateequitymodels.com" rel="nofollow">https:&#x2F;&#x2F;privateequitymodels.com</a>
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