We guide you through the process of building a financial model.
Download Financial Model
Building a well-structured, easy to use, and accurate financial model for your startup takes dozens of hours - so we decided to do most of the work for you and came up with a template.
Watch our walkthrough video to see all features and the great design of the financial model template.
Our basic structure and instructions on every input field guide you through the whole process of putting your assumptions in to automatically calculated values for the future.
We automatically combine all of your inputs and generate the most important financial statements (P&L) for the next five years.
The Financial Model automatically generates the most important charts in a visually appealing way, ready to use for your pitch deck or investor presentation.
EASY TO EDIT MODEL
First, you need to set up your company by giving the model basic information about when you started, which currency you use, and the business model you have.
The second area of the financial model is all about generating revenue. Which marketing channel do you use to attract customers? How much does it cost for you to attract them? What is your conversion rate?
You can use real data or, if you do not have real data, make assumptions. This information will then be used to predict future revenues.
For most companies, the team is the most important and simultaneously the most expensive part of their business. Use the HR tab to model the growth of your organization and the corresponding HR expenses.
You can also work with dynamic salaries and track your headcount down the road.
Besides product and team-related costs, there are a lot more costs that need to be considered. Legal fees, payment processing, and travel costs are just some to mention. Our model helps you to keep track of everything.
Most startups these days are financing their initial growth through external capital. Our funding tab helps you to understand how much money you need and how much time you have left to raise the next funding round.
TESTIMONIAL
For one of my projects, I was struggling to build a financial plan because I did not know where to start. The Financial Model Template was really helpful to guide me through the most important financial aspects of the business.
Really love the product! I tested a lot of different financial models and this one is very good. BaseTemplates built something simple but yet powerful enough.
Super clean template! Everything is clear and well-organized.
Bought the financial model template for startups and was not disappointed! It does what they claimed: an easy-to-use and easy-to-understand financial model for SaaS startups.
The SaaS financial model was really easy to use and straight forward! Totally recommend it!
For one of my projects, I was struggling to build a financial plan because I did not know where to start. The Financial Model Template was really helpful to guide me through the most important financial aspects of the business.
Really love the product! I tested a lot of different financial models and this one is very good. BaseTemplates built something simple but yet powerful enough.
Super clean template! Everything is clear and well-organized.
Bought the financial model template for startups and was not disappointed! It does what they claimed: an easy-to-use and easy-to-understand financial model for SaaS startups.
The SaaS financial model was really easy to use and straight forward! Totally recommend it!
DIFFERENT ASSUMPTIONS & DRIVERS
Five-year financial model build around recurring revenues, marketing and sales activities, and SaaS-centric assumptions like churn.
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Five-year financial model build around marketing related revenues, costs of goods sold and other company related expenses.
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Five-year model for most of the other business types, that can easily be adopted. It is based on sales generated by marketing.
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DOWNLOAD & PRICING
For SaaS business models
.xls Excel file + Google Sheets file
How-To Video
Example + Blank Version
For E-Commerce and DTC companies
.xls Excel file + Google Sheets file
How-To Video
Example + Blank Version
For other business models
.xls Excel file + Google Sheets file
How-To Video
Example + Blank Version
Do you have questions about our Financial Model Template? We've got all the answers you need.
Yes. Our models work with both Google Sheets and Microsoft Excel. You'll find the dedicated version in your download.
After you purchased the template you will get a .zip folder that contains a plain version of the model, an example version, and instruction material. You can start building your financial model immediately.
With your download you'll get a version for Microsoft Excel and one version for Google Sheets.
Absolutely. We decided to build our model as easy as possible. We will give you a lot of guidance during the process and make sure you don't miss out on important data.
Do you have another question or are not sure whether the template is right for yourself? Just leave us a mail at hi@basetemplates.com and we will help out!
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It's simple. Our financial model template gives you the power to rapidly build your own financial plan for the next 5 years. You can use our pre-built structure, insert your own information and the model will do the rest. This will save you hours and raise the quality of your financial plan.