30 minutes to a financial model for your SaaS startup that will help attract investments

Unit economics, business process analysis, and cohort approach transform your team’s processes into an investor-ready financial model in 30 minutes!

A financial model in 4 simple steps
Describe your business processes and model parameters
  • Planning Duration. Specify the start month and planning period. SaaS startups typically plan their business for 3-5 years. Therefore, select the first month of the plan and the duration in months, e.g., 36-60 months. You can adjust these values later when working with the model.
  • Describe your sales funnel. In SaaS startups, users typically visit the website, register, and purchase a subscription. This results in two steps: registration and service payment. Specify the conversion rate in percentages for each step, and ueCalc will automatically calculate the final conversion and incorporate your funnel into the financial model.
  • Describe your pricing plans. SaaS startups typically offer multiple pricing plans. Describe each: subscription price, duration (monthly or yearly), share of customers choosing the plan, and renewal frequency. If unsure about frequency, enter 1. For example, 3 pricing plans with 2 durations result in 6 plans—describe each. ueCalc will automatically calculate your average order value (AOV) and average payment cycle (APC) for your model.
  • Specify your variable costs. SaaS startups typically incur costs related to payment processing (2–5%). For complex cost structures, add expense categories, and they’ll be included in the model. Also, account for marketing expenses: select two of three parameters: total marketing spend, number of leads, or cost per lead and ueCalc will automatically calculate the remaining parameters for your model.
  • Set your goal. At this stage, ueCalc has already calculated your unit economics. Simply enter the target profit margin for the last month of your plan, and ueCalc will automatically generate a product plan for your model.
Describe your business processes and model parameters
Specify your staffing plan and fixed costs
  • Staffing Plan. Specify your employees’ positions (e.g., developer). In ueCalc, adding a position creates two rows: number of employees and their salaries. Enter data in one cell, and ueCalc fills the table. You can link employee numbers or salaries to product plan metrics, like customer count, and ueCalc will automatically calculate the rest.
  • Specify fixed costs. List expenses independent of sales, such as office rent, servers, CRM licenses, and software. Link expenses to model parameters, like rent to staff size. Enter data in one cell, and ueCalc will automatically fill in the rest.
Specify your staffing plan and fixed costs
Specify your model’s growth parameters
  • Specify metrics. Customize each metric of your business model by setting constraints for ueCalc algorithms, such as minimum and maximum values. ueCalc will automatically incorporate them into your model.
  • Specify metric complexity. ueCalc optimizes business processes. Indicate the complexity of changing metrics: if a process is harder to improve, note it in the settings. For unchangeable processes, like payment processing fees, mark them, and ueCalc will automatically account for all constraints.
  • Specify growth rates. Each process improves from your starting value to a target calculated by ueCalc. Indicate how metrics change month by month. For example, for lead acquisition, note growth after testing tools. Use a sigmoid curve for each metric and adjust its shape, ueCalc will calculate the rest.
Specify your model’s growth parameters
Configure the capitalization table
  • Specify founders. Enter the founders’ ownership shares. ueCalc will automatically calculate the capitalization and value of their shares at the plan’s end, factoring in multipliers and projected sales for the final year.
  • Specify investment rounds. List rounds, e.g., preSeed (12 months) and Seed (24 months). For each round, note investors (if known) and business shares. ueCalc will automatically calculate investment volume, capitalization, and returns for your model.
Configure the capitalization table
Download your financial model in PDF
  • Your financial model. After completing 4 steps, you get a ready-to-use model, including a monthly product plan for improving business processes, P&L and CF plans, and a summary report with details on plan duration, break-even point, investments, capitalization, unit economics, and model parameters. ueCalc calculates everything automatically.
  • Share your model. Easily share it with partners and investors: download the PDF or send a document link. No ueCalc account is needed to view it.
Download your financial model in PDF
Daniil Khanin, CEO ueCalc

ueCalc makes building a financial model easy. These steps let you create a startup model in 30 minutes.

Try it yourself!

Daniil Khanin, CEO ueCalc

Frequently Asked Questions