Capital raising tools for Startups
From Idea to Launch
We understand the difficulty of the startup journey (as serial entrepreneurs ourselves), so we provide you with free battle-tested, investor-approved resources
All we ask is for the opportunity to review your plan since we are active seed-stage investors seeking deal flow.
Trusted by venture capital investors and used by tens of thousands of entrepreneurs worldwide, as well as students, professors, and incubators at top business schools.
Business Planning Toolkits
Access detailed templates and guides to build an impressive plan, create an attention-grabbing pitch deck, build a financial forecast, and negotiate your capital raise
- Full Financial Model - Excel Spreadsheet
- Detailed Cap Table Template
- NDA Template
- Investor Convertible Note Template
- Investor SAFE Agreement Template
- 59-page Business Plan Analysis eBook
- Business Plan Outline Template
- Pitch Deck Outline Template
Sweat Equity Kit
Access high-level templates and comprehensive guides to help you leverage sweat equity effectively.
- Sweat Equity 101 eBook
- Overall Sweat Equity Agreement Template
- Statement of Work Template
- Convertible Note Agreement Template
- Royalty Agreement Template
- Standard Warrant Agreement Template
- SAFE Agreement Template
WHAT THE APP CAN DO FOR YOU
How it Works
Leverage our tools to understand typical startup valuations and how much of your ownership you will likely give up, prepare to pitch VCs, and negotiate the seed capital you need to launch. And, you can even invite us to review your plan to see if it is a fit for us to invest.
Plan your capital requirements
Plan your capital raise and see the impact of how much you raise at various valuations and types of capital raises from SAFEs to Convertible notes, Seed, and Series A and beyond, and automatically generate your pre-money and post-money valuations and negotiate with confidence.
Create an effective pitch deck
Raise capital using our Pitch Summary that clearly outlines what investors want to see. Everything you need for your pitch deck.
Raise venture capital
Engage investors in a meaningful way with our detailed Investor Return Summary that shows the equity value of preferred, common, and management team.
Instantly formulate a CLTV analysis
Nail investor due diligence with our CLTV (customer lifetime value) analysis with customer life, CAC, months to recover CAC, churn rate, and CAC:LTV ratio and more.
THE PRO FORMA DIFFERENCE
We Know What Investors Want to See
As entrepreneurs and investors ourselves, we designed Pro Forma from years of experience of what it takes to plan, launch, raise capital, exit, and create amazing returns for entrepreneurs and investors.
No Expertise Required
You don’t need accounting or finance knowledge to create a financial plan. Our step-by-step format is easy to navigate & comes with built-in benchmarked assumptions.
100% Free to Use
No hidden fees or costs. Our platform is completely free to use. Yes, you’re reading that correctly.
Plan Ahead, Not in Hindsight
Other tools only enable you to document and review financial results that have already happened. We’re the only tool that helps you plan ahead.
What Our Community is Saying
“ I was able to raise the venture capital I needed for my startup based in part on the credibility this model provided. Every investor that reviewed our business plan said it was the most detailed plan they’d ever seen.”
Founder and CEO, Robofusion, Inc.
“As the co-founder of a healthtech startup, I have relied on the Pro Forma to confront and think through the multitude of spending decisions that lie ahead.”
CEO, QiiQ Healthcare
“As an active entrepreneur and angel investor, I was pitched to invest in a company that had used this model for their business plan. We were stunned by the thoroughness, detail, and clarity of the model and its output. Both of us invested in the business. If you are going to pitch an investor, you want to use the Pro Forma model.”
Semper Fidelis Leadership
“As SBA loan consultants, our team of associates have reviewed over 10,000 business plans and processed over 4,000 loans. We have never seen a model as good as this one and we now license it for use in all of our loan applications. ”
CEO, Semper Fidelis Leadership
“The Pro Forma model was fantastic! I was able to model out my business plan and get launched. I saved weeks of effort. My only other option to get the same level of robust model was a $15,000 custom service from a CPA firm. ”
CEO / ImpactFactors
“Fortunately, I discovered Wade Myers and his Pro Forma model... He built a beautiful financial model where I could just fill in the details about my business and it would automatically calculate cash flow, growth rate, and more.”
Owner / Erica.biz
Brandeis University International Business School
“The Pro Forma model is perhaps the most comprehensive, robust, adaptive, user-friendly and cost effective financial tool of its kind on the market today and I use it extensively in my CPA practice and instructing MBA students on its use and application.”
Executive in Residence, Brandeis University International Business School
Cyberflage by Pragmatik IO
“The Pro Forma model helped us accelerate our financial modeling and map out our key metrics like no other tool we have seen. The Summary section is a must for companies that are working to raise capital or plan for future growth!”
CEO / Cyberflage by Pragmatik IO
California State University
“This past summer I stumbled upon an online tool that is better than any other I have found to help entrepreneurs. I can’t recommend this model enough. I’ve tried them all and it far succeeds tools like LivePlan and BusinessPlanPro. ”
Asst. Prof. of Entrepreneurship and Assoc. Dir. of the Center for Entrepreneurship / California State University
our support and Resources
Why Pro Forma
Tip of the Week
Pro Forma gives 3 reasons why startups should launch with 10 million units!
What’s Coming Next
Pro Forma’s financial model tool helps you effortlessly create a detailed finance forecast in only a few steps
Why This Is Free to Entrepreneurs
Discover why Pro Forma content is absolutely free for entrepreneurs. No tricks or gimmicks.