SaaS
Financial Model Template

This UPtick SaaS Financial Model Template is a simple yet robust SaaS financial model that allows you to make intelligent and granular forecasts helping you achieve your business and investment objectives

Financial Model

Fully Blown Financial Model Template vetted by Industry Veterans

eBook

Dedicated eBook revealing the most popular revenue streams and much needed performance indicators you should continually examine.

Video Series

One Minute Videos explaining important business drivers, discussing an example, and summing it up with real-word application

Financial Model Highlights

Dynamic Timeline

Development Phase + Operations Phase

Cost Model

Development Cost, Cost of Sales, Operating Cost

Financials

IS, BS, CFS, Revolver Facility, with Horizontal, Vertical, and Trend Analysis

Revenue Model

Subscription Revenue Model, Freemium Revenue Model

KPIs

ARPU, Churn Rate, LTV, CAC, User Base, Burn Rate, etc.

Ratio Analysis

Growth, Profitability, Efficiency, DuPont, Leverage

Performance

Presentation-ready Graphical and Tabular Representation

Valuation

DCF (FCFF, Terminal Value, WACC, CoE, CoD) + RV + PTM

Why UPtick?

The Only Financial Model Template that is accompanied with conceptual video series and industry benchmarks to enhance your quality of forecasting.

The UPtick SaaS Financial Model Template achieves the golden mean between being too easy or too complex.

This ready-to-use financial model is vetted by industry veterans and is designed to be comfortably operable.

The UPtick SaaS Premium Pack is designed to facilitate knowledge for professionals, financial analysts, students and aspiring entrepreneurs, helping them gain crystal clear understanding of the fundamentals, metrics and applicability of SaaS in real-time scenarios.

Is UPtick for You?

Do you have an idea that can turn into a business and want to understand its economic potential?

Do you want to impress your colleagues and super boss with your business acumen?

Do you want to track your business performance that will guide you to achieve your growth targets?

Do you dream of starting your own venture?

Did you answer YES to any of these questions? 

Then you need the UPtick Premium Pack which has

Fully Customized Financial Model
+
Minimalistic Pocket Guide
+
Video Series of Revenue Drivers and KPIs

Do you want to accurately forecast your business revenue?

Financial Model Components

  • The Menu helps you easily navigate to different sheets in the financial model
  • 6-year forecast, Monthly Data, Annual Summary
  • It also displays the trend of certain key parameters of your business
  • Dedicated sheets for the revenue model and cost model with the option to tweak each driver responsible for running the model
  • Build your revenue forecast with immediate numerical and graphical representation
  • Subscription Revenue Model, Freemium Revenue Model
  • After the dedicated revenue and cost model, all remaining schedules of the relevant elements are assembled in this sheet
  • These schedules are for the line-items of both the income statement and the balance sheet
  • Income Statement, Balance Sheet and Cash Flow Statement along with Trend Analysis, Vertical Analysis, Horizontal Analysis
  • The Bank Revolver/Overdraft Facility can be turned on/off to factor variables like Minimum Balance and OD interest expense
  • The Valuation Sheet values your business using the three most popular tools Discounted Cash Flow, Relative Valuation, Precedent Transaction
  • You can easily choose the weightage of each tool to control the blended valuation figure

  • The Summary Sheet is the final output of the financial model
  • It contains the annual summary in both graphical and tabular form
  • Menu
  • Assumptions
  • Schedules
  • Annual Financial Statements
  • Valuation
  • Summary
  • The Menu helps you easily navigate to different sheets in the financial model

  • 6-year forecast, Monthly Data, Annual Summary

  • It also displays the trend of certain key parameters of your business

  • Dedicated sheets for the revenue model and cost model with the option
    to tweak each driver responsible for running the model
  • Build your revenue forecast with immediate numerical and
    graphical representation
  • Subscription Revenue Model, Freemium Revenue Model
  • After the dedicated revenue and cost model, all remaining
    schedules of the relevant elements are assembled in this sheet
  • These schedules are for the line-items of both
    the income statement and the balance sheet
  • Income Statement, Balance Sheet and Cash Flow Statement
    along with Trend Analysis, Vertical Analysis, Horizontal Analysis
  • The Bank Revolver/Overdraft Facility can be turned on/off
    to factor variables like Minimum Balance and OD interest expense
  • The Valuation Sheet values your business using the three most popular
    tools Discounted Cash Flow, Relative Valuation, Precedent Transaction
  • You can easily choose the weightage of each tool to control
    the blended valuation figure
  • The Summary Sheet is the final output of the financial model
  • It contains the annual summary in both graphical and tabular form

Video Series on Revenue Drivers & Key Performance Indicators

Our Pricing Plans

This product is for Digital Entrepreneurs, Business Professionals,
Investors, Analysts, and Students

Frequently Asked Questions

This is an online/web-based knowledge hub/platform: a blend of Software, video course, and downloadable eBook.
>> Software: Web-based Financial model builder. You can customize and download excel model templates
>> Video Course: 100+ business drivers/metrics explained in short videos on what they mean, how they’re calculated and why is it relevant for you
>> EBook: The Pocket guide lists down the exhaustive revenues models for each business model and benchmarks the business drivers.
eg. Avg. CPM is $1-$2 for 1000 impressions. For Video ads, the conversion rate is higher ($5-$30)
At present, we’re focusing on a few business models – SaaS, Mobile Apps, Video Streaming, Online Marketplace, eCommerce, Co-Working, Lead generation, Data Sales, Cloud Services, Online Classifieds, YouTube Creator and Digital Publishing However, we will add more in future
This is particular relevant for people who are graduating and beginning a professional career (campus to corporate) or anyone who’s keen to know how new business models work.
Here’s an excerpt from one of the posts for Reddit where we discussed the product: “Well, in my opinion, it would be helpful for students. I myself am studying business, and I think that it would be helpful for students to see how the big companies do it”

A Financial Model is undoubtedly at the heart of any business case analysis and helps build a basis for every important decision to be made about a company, project, or investment. A Financial Model is a process that aids in making investment decisions, simply put it is an amalgamation of excel formulas and financial concepts.

A common misconception found in many is when they see the word Financial in Financial Modeling, they think that the usability is only for individuals in the Finance Domain. Every individual whether a student, employee, or entrepreneur is involved in making financial decisions that are not just limited to finding whether an equity stock is undervalued or overvalued.
This project is built to educate you about universal business drivers, explain to you their importance, and show you their application, all together to make you Business-Smart that will help you learn better, understand better, and make better decisions.

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