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Why you might need this service:

Our typical customers that buy this service:

  • Prefer to have an experienced entrepreneur, investor, and advisor help build their pro forma
  • Have a tight deadline of delivering a highly-credible pro forma to a prospective investor or for a pitch competition
  • In the process of negotiating a strategic alliance that involves an investment

What the deliverables look like for the Custom Pro Forma Service for $495:

One-year subscription to the Team version of our pro forma app, which includes inviting unlimited team members and prospective investors to collaborate and/or to review the several hundred pages of details of your pro forma to manage a professional due-diligence process without ever emailing out your model. Other features include a professionally formatted 35-page PDF version of the 5 Year Annual Summary report pack that is ideal for emailing to a prospective venture capital investor that includes all financial statements, financial ratios, key metrics, breakeven analysis, sales detail by offering (including detailed CAC, CLTV, MRR metrics), cap table, staff, investor return summary, pitch deck summary, CapEx and depreciation, etc.

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How the process works:

  1. You sign up for the Custom Pro Forma Service or Custom Pro Forma Service Plus 
  2. We have an initial call with you to scope out the pro forma
  3. Our subscriber agreement includes an NDA to protect you and your business plan information
  4. We send you an information request
  5. You send us as much of your business plan input as possible:
    • Business plan
    • Core business model assumptions
    • Spreadsheets or notes on financial assumptions
    • Customer and market profile information
  6. We review your information and email to clarify any questions
  7. We complete your pro forma
  8. We have a web meeting to review your pro forma
  9. We make final changes as necessary
  10. We have a final web meeting review, training, and handoff
  11. You have a gold-standard, credible, and professional pro forma that you can invite investors to view online in order to sail through due diligence, get funded, and get launched
  12. Our customer support team is available for additional questions, but additional modifications are potentially subject to additional consulting fees

Who will prepare your financial pro forma:

We have trained advisors that use the powerful features of our software, plus their deep experience that can quickly build you a highly-credible model. All advisors that prepare pro formas for our customers meet the following minimum criteria:

  • They've planned, launched, and funded two or more startups as the founder/CEO
  • They've exited two or more startups
  • They are active advisors and angel investors in startups
  • They have a passion to help other entrepreneurs 

What is included in the review in the Custom Pro Forma Service Plus version of the service for $795:

Our Plus service is for entreprenreurs that want strategic input on their business strategy and crafting their business model. The Plus version includes everything in the Custom Pro Forma Service above, plus a detailed 12-page review of the following aspects of the business plan and financial model:

  • Industry/Market Assessment
    • Market Summary
    • Size and Growth of the Addressable Market
    • Relevant Quotes
    • Checklist of Other Market Considerations
    • Biggest Potential Market Risk
  • Financial Assessment
    • Income Statement Review Summary
    • Balance Sheet Review Summary
    • Cash Flow Statement Review Summary
    • Checklist of Other Financial Considerations
  • Operational Assessment
    • Repeatability Potential of the Business Model
    • Scalability Potential of the Business Model
    • Intellectual Property Potential of the Business Model
    • Checklist of Other Operational Considerations
  • Customer Assessment
    • Sales Channels Potential
    • Other Customer Considerations
  • Summary - A Detailed Summary of All Business Plan Recommendations

Example review report for a fictitious company:

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