Five-Year SaaS Financial Model

I need a seasoned financial modeler to translate my SaaS startup’s growth plan into a dynamic, five-year model built entirely in Microsoft Excel. The workbook has to flow from a clean assumptions sheet through to an integrated Income Statement, Cash-Flow Statement, and Balance Sheet, and finish with a valuation section that I can drop straight into a pitch deck.

Key SaaS metrics—especially Customer Acquisition Cost (CAC)—must be calculated and visible alongside MRR/ARR, churn, LTV, break-even point, and payback period. I also want a sensitivity module so I can quickly stress-test best- and worst-case scenarios, plus clear charts and graphs that summarise each storyline at a glance.

Deliverables
• One fully linked Excel workbook (no hard-coded totals)
• Dashboard tab with interactive charts and headline KPIs
• Brief walkthrough video or call so I understand how to adjust assumptions

Acceptance criteria
• Every figure on the three core statements pulls from the assumptions sheet or calculated schedules
• CAC metric reconciles back to marketing spend and new-logo counts
• Valuation outputs (DCF and multiples) update automatically when inputs change
• All visuals render correctly on both Mac and Windows versions of Excel

If you’ve already built models for SaaS ventures and enjoy making numbers both accurate and easy to read, I’d love to collaborate and get this model live soon.