3 statement financial model for Technology SaaS venture backed company
I am looking for you to share some of your template models for 3 statement financial model for Technology SaaS venture backed company. I have several "founders" of early stage companies that would like me to create such a template. I prefer to not "recreate" the wheel. So if you have templates you can share great. I have many old models but want to "refresh" them and make current. Thanks!
When I worked with SaaS companies, we never created three statement models because there is no real balance sheet. SaaS companies aren't asset heavy and don't depend on their inventory to generate revenue. Not sure what the purpose or benefit of creating a three statement model is.
I'm not sure how you can say there is no real balance sheet for a SaaS based company. One of the key components of a SaaS company is that you sell a subscription, and typically are able to bill up-front. When you bill, part of that money will go to A/R, part will go to deferred revenue, and part will be recognized as revenue. That being said, SaaS companies typically have very large balances in deferred revenue (liability) as well as A/R (asset) and hopefully someday cash.
+1
I probably used a wrong choice of word. Of course there is a balance sheet, but from what I've seen, it's not very relevant in assessing a SaaS company. The rev rec could easily be manipulated. We typically looked at booking trends to analyze a company's growth. The only times I recall we really analyzed a B/S is to see how much cash they have, or to get a sense of WC trends.
I could see why Baby Monkey wouldn't have a balance sheet if management just uses bookings instead of GAAP revenue. From a DCF / cash flow model perspective, it's a lot simpler (and intuitive) rather than using GAAP revenue and then making an adjustment in working capital on back-end.
For one of the SaaS companies I worked with, their management financial presentations was based on bookings instead of GAAP revenue. The GAAP accounting for revenue just muddles the results and I've seen other board decks for SaaS companies that focus on bookings and not revenue. In the company I was working with, the service period was relatively arbitrary and there were basically no variable cost to serves.
Can someone send me a Technology financial model? (Originally Posted: 11/06/2017)
Hey guys, I was wondering if some one could send me a technology related model just as reference for the purpose of learning. I have the grasp of the basic financial modeling concepts; I just want to see what a technology financial model looks like. I would really appreciate it!
Hi RunningCFO, check out these links:
More suggestions...
You're welcome.
Technology Financial Model? (Originally Posted: 11/06/2017)
Hey guys, I was wondering if some one could send me a technology related model just as reference for the purpose of learning. I have the grasp of the basic financial modeling concepts; I just want to see what a technology financial model looks like. I would really appreciate it!
Hi RunningCFO, any of these discussions helpful:
More suggestions...
Hope that helps.
Technology Financial Model: Can someone send me one? (Originally Posted: 11/06/2017)
Hey guys, I was wondering if some one could send me a technology related model just as reference for the purpose of learning. I have the grasp of the basic financial modeling concepts; I just want to see what a technology financial model looks like. I would really appreciate it!
Hey RunningCFO, I'm the WSO Monkey Bot...do any of these help:
More suggestions...
I hope those threads give you a bit more insight.
Technology-focused Financial Model? (Originally Posted: 11/19/2017)
Hey everyone,
I was wondering if you guys could send me a technology-focused financial model. I would be extremely grateful! By Technology focused I mean companies revolved around Tech/electronics/semiconductors/Telecom/media/internet etc.
Hi RunningCFO, check out these resources:
More suggestions...
Hope that helps.
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