SaaS Startup Kit

Pro Forma SaaS Startup Kit

Pro Forma SaaS Excel Model
Detailed Cap Table Template
NDA Template
Investor Convertible Note Template
Investor SAFE Agreement Template
Business Plan Analysis Ebook
Business Plan Outline Template
Pitch Deck Outline Template

GAAP Version

(US Companies)

$149

IFRS Version

(Most International Companies)

$149

Looking to test the model before buying? Download our Free Trial Model.

Excel Model

One Input Tab, all reports integrated
SaaS-specific instructions and inputs
Pitch Summary
Investor Return Summary
Key Metrics Analysis
Breakeven Analysis
Sales Summary
Detailed CLTV Analysis for each offering
Pro-Forma Statements
Staffing Analysis
CapEx Schedule
Ownership Cap Table
Cover Page and Table of Contents

Detailed Cap Table Template

Founding and pre-seed options
Angel round and post-seed options
Series A and post-series-A options
Series B and post-series-B options
Equity, Options, and Warrants

Business Plan Analysis eBook

63-page PDF
Evaluation criteria for a successful business
Add credibility to your business plan by considering these aspects

Investor Convertible Note Template

+ SAFE Agreement Template

Pre-written agreements for a convertible note and SAFE agreement

Business Plan Outline Template

28-page Word document outline
Detailed instructions, questions, and examples to guide the entrepreneur in writing a top-notch business plan

Pitch Deck Outline Template

12 Slides with bullet point outline and examples

NDA Template

Nondisclosure / Confidentiality agreement

License Details

This kit is downloaded in one .zip file. The Pro Forma model license is good for 24 months, for modeling 1 business. Excel calculations are locked and hidden, but the user has full access to edit the input and output tabs of the model. If you would like to extend an expired model or if you are a consultant modeling multiple businesses, please Contact Us.

Limited Customization

The calculations in the model are locked and hidden in the spreadsheet to protect the integrity of the massive number of calculations required to properly model your startup, therefore the model is not customizable. Users do have full access to edit the output reports of the model, but cannot access or change the backend calculations or code. If you are a power Excel user and would prefer to spend countless hours creating your own model, our product is probably not for you. Our product was designed for the fast-paced startup that wants a model that works out-of-the-box without writing any calculations.

Excel Version

Our model works with Excel 2010 and later versions for PC and Excel 2011 and later versions for Mac and is not compatible with web-based Excel, Google Sheets, or other spreadsheet applications due to their limited processing power and calculation functionality.

GAAP vs. IFRS

GAAP (Generally Accepted Accounting Principles) and IFRS (International Financial Reporting Standards) are two sets of accounting rules. While GAAP is standard in the United States, IFRS is used in most other countries in Europe, Asia, and Africa.