The ultimate Financial Plan for SaaS Startups💰📊🚀

Because every company is a SaaS company 💻

👋 Hey, Linas here! Welcome to a special issue of my daily newsletter. Each day I focus on 3 stories that are making a difference in the financial technology space. Coupled with things worth watching & most important money movements, it’s the only newsletter you need for all things when Finance meets Tech. If you’re reading this for the first time, it’s a brilliant opportunity to join a community of 180k+ FinTech leaders:

SaaS (Software-as-a-Service) has not only revolutionized the software industry but is now catalyzing transformation across other sectors too. Many non-software companies are now reshaping their business models to become SaaS providers.

These innovative SaaS platforms are expected to be the future of customer interaction, particularly in B2B sectors. Whether it's top car manufacturers offering SaaS solutions for dealers, cutting-edge FinTechs delivering SaaS for SMEs and retail customers, or government entities deploying SaaS to interact with citizens - the driving force remains the same. The customer-centric era necessitates leading organizations to engage with customers in a more insightful, collaborative, and real-time manner.

And this is where SaaS comes into play.

However, transitioning into a SaaS provider brings a lot of challenges. One of the crucial ones is getting your finances right.

That’s why today I’m sharing a priceless and comprehensive template for SaaS businesses originally used at Zendesk ZEN 0.00%↑.

Christoph Janz, a partner at Nine Point Capital, adapted this template specifically to meet the unique requirements of SaaS startups. It includes the following:

💸 Revenue breakdown by category

💸 Detailed cost analysis

💸Sales team recruitment strategy

💸 Instructional guide

💸Visual charts for all key metrics, and more!

So let’s jump straight into the good stuff and explore this invaluable resource👇🏼

+ a bonus of 3 templates to make startup life easier!