Power and Simplicity
Our comprehensive Pro Forma Excel model has helped thousands of entrepreneurs build detailed financial models, get funded, and get launched:
Enter business plan assumptions in a step-by-step format
Recurring and one-time sales models
All business models: software, services, mfg, etc.
All reports are automatically calculated and produced
Summary report ideal for your pitch deck
Income Statement, Balance Sheet, and Cash Flow
Detailed sales report with all Customer Lifetime Value metrics
Detailed staffing report with all employee-driven costs
Detailed CapEx and depreciation calculations
Cap Table, Investor Return Summary, and Key Metrics reports
Includes all 161 global currencies
Toggle between U.S. GAAP or IFRS reporting standards
Engage investors in a meaningful way with our detailed investor return summary that shows the equity value of preferred, common, and management team
Raise capital using our Pitch Summary that includes the income statement, balance sheet and cash flows. Everything you need for your pitch deck
Automatically generate a detailed capitalization and ownership table that illustrates your pre-money and post-money valuations in an organized manner
Nail investor due diligence with our customer lifetime value analysis with customer life, CAC, months to recover CAC, churn rate, and CAC:LTV ratio and more
Used by top business schools including...
...and startups in over 95 countries...
...by thousands of entrepreneurs
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.
The Business Plan Problem
The necessity of a pro forma financial model:
A financial forecast is the primary aspect of any business plan
The biggest part of an investor’s due diligence
The typical entrepreneur:
No finance or accounting expertise
Lack of time and money to invest in an expensive, detailed financial model
The typical result:
Way too simplistic (if built yourself)
Way too expensive and hard for you to use (if built by someone else)
The Pro Forma Solution
A very robust business plan pro forma financial forecast template…
…built for entrepreneurs to use themselves…
…in an easy-to-use Excel spreadsheet
…with beautiful print-ready output of financial projections (balance sheet, income statement cash flows and more)…
…including a summary ready to be pasted into your pitch deck