SaaS Cohort Analysis Models!!
Looking for in-depth cohort analysis (SaaS) excel templates that include both the raw data tables and the cohort models in a separate sheet (MRR, MRR Churn, Logo retention, CAC, LTV/CAC). !!
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bump, also interested - is there any website where it is possible to source various models from? particularly SaaS, fintech etc
Bro, it takes like an hour max to run cohort analyses after you clean up the data, it’s literally just sumif, countif, index match.
The real time suck is cleaning the fucked up data when 50% of the customers are actually duplicates under different names…
I've done it before countless times, it's easy and interesting. But because I was working on proprietary models at my former PE firm, you can't take them with you so I wanna find some ones to just have on the side to refresh my memory on it. Agree on your last point, some companies fuck up the customer cube and you have to rename and rearrange the data columns to do sumifs for the cohort (+sumproduct for weighted average).
shouldn't the data be cleaned in a banked process?
A lot of shitty banks out there
Curious what's stopping you from asking as a DD request?
A lot of times, at least at my fund, deal lead (or even more demoralizing, the VP) wants to move faster / smarter than the process allows. So you can be dealing with some shitty data, sure you ask the bank to clean it up in xyz ways, but if bid date is in a week and your Principal wants to run at it, you’re going to have to make do instead of waiting for the bankers to fix it themselves. You’d also be surprised how long we wait on DD requests to be fulfilled — often are chasing bankers just to respond to our XLS. I think this is more prominent in growthier tech deals where small shitty banks can win a massive mandate just off the inexperience of the founder.
When I was in banking I remember as a summer having to do that awful task.
But I recently ran a sale process and mandated a household name BB and they didn’t do that or even half the other shitty stuff that I used to have to do as a banking analyst. Even asked company mgmt to format the DD files for the VDR, I was pretty shocked as I used to spend hours fucking formatting that bullshit I was like the Michael Jordan of that fucking awful goddamn shit.
Think SaaS CFO has a good one if I recall correctly. If this is moreso for interview prep, would highly recommend you build one from scratch -- best way to learn IMO and you'll have it down solid for any model test you face (none would be that complicated from my experience)
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