Universal Scale-Up Financial Model

OVERVIEW

Financial model template for Microsoft Excel^TM with integrated financial statements – income statement (P&L), balance sheet, direct and indirect cash flow statements.

Model up to 10 financial years (including actuals), with monthly and annual financials. Easily forecast multiple revenue streams, direct and indirect expenses, payroll, cash utilisation, funding requirements, financial analysis and much more. Includes pre-built dashboard, KPI charts, dynamic variables, historical data import and scenario analysis as standard.

Suitable for growing businesses at Seed, Series A and Series B+ rounds.

All purchases include a FREE onboarding call (30 mins) + revenue model customisation. Discounts available on advanced customisation at checkout.

KEY FEATURES

• Monthly and annual financial statements – P&L, balance sheet, direct and indirect cash flow statements
• Flexible revenue mechanics for multiple income streams
• Easily model direct and indirect expenses, including hiring and payroll, using driver-based or custom calculations
• Unlock key insights with our beautifully designed management dashboard, displaying the KPIs, metrics, reports, charts and financial analysis your stakeholders need
• Best-in-class usability and UX; investor-ready, suitable for fundraising financial due diligence
• Full model documentation provided within the financial model

USE CASES

• Strategic (medium to long-term) business planning for growing SaaS businesses
• Raising external investment for Seed, Series A and Series B+ rounds

IDEAL FOR

• Entrepreneurs and founders
• CFOs
• FP&A teams
• Investors
• Advisors and consultants
• Training providers (contact us for bulk licensing)