Finance Case Study Example | SaaS Startup Financial Model [Template Included]

I Eric want more content around digital marketing, saas & data

I see Eric, I watch then upvote.

That's what I needed. When do you start (more less ) the course Eric? Thanks ! :)

Great stuff man, keep it coming.

can I get this template???? 🙄

I wish I could like this video a thousand times, great work Eric, keep it up, and keep on educating us. Really looking forward to joining your training cohort.

I had a chance to take Eric's last Finance for Startups with my Product Manager. After taking the course it is amazing how we look at our online business differently now.... We no longer focus on the sale but the Lifetime value of a customer and we have as a company analyzed and re-adjusted all of our online marketing budgets to reflect this fresh focus.... Just in the past 90 days we have seen phenomenal growth... If you are reading this.... THEN TAKE THE COURSE, YOU WILL NOT REGRET IT! Thank you Eric

Lots of value, thanks for the video!

Hi Eric, thanks for the wonderful video. Don't you think if the Burn is for a month, the denominator in Burn Multiple should be Monthly Recurring Revenue rather than ARR?

What if B2C model?

Not sure if I completely understand the mechanics behind your burn multiple. If I am EBIT positive for the month and new arr is on the decline, I would have a negative burn multiple? Could you elaborate on the mechanics a bit more here?

How do you calculate churn ? Any reference videos ? Thank you !

what do cells in yellow highlight? how are they different from the one in blue?

I have a case interview coming up with an e-commerce giant.

Essentially, the idea of the case is to identify if the company should continue drop shipping or open up 1 fulfillment center in each region (central, East, west). The issue they’re having is that they’re advertising “2 day shipping” but their suppliers are having a hard time meeting that timeframe.

I have no data yet, just the scope of the case.

How would you approach this? I assume I’d have to calculate the cost of operating the centers (inbound, outbound, and network costs) and determine how profitable it would be vs staying with the old model.

I’ve never done a case interview before and I’m fairly new to the field, so it’d be nice to have some guidance.

This is for a strategic SFA role.

Please also make videos on QuickBooks and bookkeeping

If you were negotiating a contract for an actor, how would build a model to determine how much the actor should be paid for a new movie? Suppose Jennifer Lawrence were asked to start in a new movie. What factors would your model include?

Hi Eric. This might be a dumb question but, Why is it that you don't have any user movement on M1? Meaning that if we know that we start with 3100 users and we also know that we have a growth rate of 5% shouldn't we see that effect at the end of the month in M1? So Total net users 25,200. It is weird to me to start M1 and M2 with the same number of users assuming that the line "Starting" refers to the beginning of the month. Thanks!

Thank you for this amazing video! 😃 could you please make a video or explain here how to calculate churn rate for this model (the CLTV part) based off of cohort analysis? It is has been confusing me for several days because the churn in cohort is not the same every month and an average doesn’t cut it so I get different CLTV 😅 thank you!

great content! keep up the good work

Great video!

Thanks for the tutorial but i'm a bit confused. The question says 5.6 employee average size. I am assuming that is the number of employees to probably estimate headcount or salaries & wages (though it's a fraction). why are we assuming it is the number of users for their customers? Especially when calculating the LTV?

Hi Eric, I have a case for an interview, can you help me?

Thanks, I really enjoyed this video.

This is awesome! so thoroughly explained! Thanks

Hi Eric, could you do a video on a bottom up vs. top down financial modeling approach for SaaS in excel? Thanks!

Outstanding video. Thank you for sharing and putting all of the work into this! I learned a ton!

thank you , very useful videos!

Can we add balance sheet to this model?

Can you build a case study for a shitty business? I want to see the type of assumptions and operational advice you’d have to make for that

Great video! One minor note- technically you're not showing EBIT, since you are embedding Taxes as a line item to get to OpEx.

Not sure if you still read the comments @eric_andrews . I am trying to build a model for a fintech company (remittances company more specifically). Is there something you can help me with ? Really loved this video and very helpful.

Goated