Revenue-Based Financing Application for SaaS

Revenue-based financing (RBF) has become a popular alternative funding option for SaaS companies that want to grow without diluting equity. Unlike traditional venture capital, RBF allows founders to secure capital based on their recurring revenue while maintaining full ownership and control.

This Revenue-Based Financing Application template is designed specifically for SaaS and subscription businesses seeking growth capital. It captures the essential metrics investors need—including Monthly Recurring Revenue (MRR), customer acquisition costs, churn rates, and growth trajectory—while giving applicants flexibility to customize repayment terms that align with their cash flow.

Paperform makes this process seamless for both founders and financing partners. The form includes conditional logic to adapt questions based on company stage and revenue bands, calculation fields for automatic financial projections, and file upload capabilities for supporting documentation. Whether you're a venture debt fund, an RBF provider, or a growth equity firm, this template helps you qualify leads and collect due diligence materials efficiently.

For financing teams managing high application volumes, you can connect this form to your CRM via Stepper (stepper.io) to automatically route qualified applications, trigger follow-up sequences, and keep your deal pipeline updated in real-time. High-quality applications can be fast-tracked directly to your underwriting team, while incomplete submissions receive automated requests for additional information.

The template is built with a clean, professional design that reflects well on your brand while keeping the applicant experience straightforward. SaaS founders are busy—this form respects their time while gathering the comprehensive data you need to make informed investment decisions.