Financial Forecasting Software For Startups

Quickly and easily create a comprehensive pro forma financial projection model that will delight investors
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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

Screenshots from the Startup Financial Model Software

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.

Allan J.

Founder and CEO, Robofusion, Inc.

Students At Leading MBA Programs Use Our Pro Forma App Including:

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 Startup Financial Model solution…

A very robust business plan pro forma financial forecast template…

…built for entrepreneurs to use themselves…


…in an easy-to-use web app…


…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

Power And Simplicity – All In An Easy-To-Use Business Planning

Financial Model Pro Forma Web App

  • Business plan assumptions entered in an easy-to-use, step-by-step format

  • Handles both recurring and one-time sales models for offerings

  • Handles all business models: software, services, product manufacturing, etc.

  • All reports are automatically calculated and produced

  • Summary report ideal for your pitch deck

  • Pro Forma includes Income Statement, Balance Sheet, and Cash Flow

  • Detailed sales report with all Customer Lifetime Value metrics

  • Detailed staffing report with all employee-driven costs such as taxes and benefits

  • Detailed CapEx and depreciation calculations

  • Cap Table, Investor Return Summary, and Key Metrics reports

Step 1:

Configure the model to best fit your business plan

Step 2:

Fill in the assumptions using the step-by-step instructions

Step 3:

Review the results, run alternate scenarios, and finalize your plan

Step 4:

Share your results, get funded, and launch your business

Read About Our Business Plan Pro Forma App In:

Apple News Article on Startup Financial
Inc Magazine Article about the Startup F

We Serve Entrepreneurs at Incubators Worldwide through our Partnership with the InBIA

Serving entrepreneurs through over 2,200 incubators and accelerators across 60 countries


A "must have" business plan template pro forma for raising capital, planning, or launching a business it's what investors and lenders demand


Get a professional financial model pro forma in less than an hour


No financial or accounting knowledge required - all instructions are included


Simple entries run through 860,000+ calculations to automatically produce all key metrics, financial ratios, and sophisticated financial reports


Only $29/month vs. $10,000+ for the same quality model built on decades of real startup experience


Accomodates multiple offerings and business models of any type


Print or save to PDF, download to CSV file, or purchase and download into an Excel spreadsheet

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We believe entrepreneurs should have the best possible resources to help plan and launch their businesses. And we believe those resources should be easy to understand and easy to use. And because entrepreneurs usually have limited resources, we believe those resources should be very affordable for you.


We help you achieve your goals to clarify and communicate your plan, raise the capital you need, launch your business, and experience success as an entrepreneur.

We’ve built what we believe is the finest business planning tool available (and our customers agree) and we want to put it in your hands at a price you can afford. What more could an entrepreneur want?

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