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Startup Financial Model Pricing

Powerful business plan and financial forecasting software at an affordable price.

Financial Pro Forma App Subscriptions and Solutions

Subscribe. Plan. Pitch. Launch.

Plans & Pricing
Plan

Entrepreneur

(Self-Serve)

Startup

(Self-Serve +)

Custom

(Fully Customizable)

Delivery Basic Web App Basic Web App Premium Web App Licensed Excel Premium Web App Unlocked Excel
Pricing ${ widget.plan_one_price }} ${ widget.plan_one_a_price }} $79 $299 $495 $495
7 Day Free Trial Per month Per month 36-months One-Time One-Time
Logistics
Only one model can be built per license. Excel users are licensing the spreadsheet and that license has a 3-year life and will expire after that period ends. Once it expires, the renewal fee is the same price as the initial fee. 
1 Pro Forma 1 Pro Forma 1 Pro Forma 1 Pro Forma 1 Pro Forma 1 Pro Forma
Make your assumptions transparent. Assign read/write access to your team, investors, or advisors. 
N/A Up to 3 users Up to 10 users N/A Up to 30 users N/A
Schedule a 30-minute consultation call with one of our fundraising and modeling experts. We'll walk you through any questions you may have. 
None None 1 per month None 5 per month None
Email and Phone support, training videos, support library, FAQ blog and helpful startup tips along the way
Yes
Yes
Yes
Yes
Yes
Yes
You have the option to download your reports to PDF, Excel or view them in the online reporting platform. Downloading to excel is always available as an add-on.
Web Web & PDF Web & PDF PDF & Excel Web & PDF PDF & Excel
Our software is compatible with most web browsers but the preferred delivery method is Chrome, Safari, and Firefox. The excel model is compatible with Excel '11 or later (No Office 365 or Online). 
Online Online Online Excel '11 or Later 3-5 Days Excel '11 or Later
Software Features
Enter your core assumptions and watch the model accurately calculate a detailed proforma financial model. Download the entire report to PDF or just specific financial statements such as; balance sheet, income statement, and statement of cash flows. Reports can be viewed monthly, quarterly and annually. 
Yes
Yes
Yes
Yes
Yes
Yes
Each offering can be entered as monthly recurring or one-time pricing. Enter your expected churn rate, annual price escalation/de-escalation, revenue share and customer acquisition costs. You can also choose your billing frequency and receivables timing so that your cash and deferred revenue calculations are accurately displayed on the balance sheet. 
Yes
Yes
Yes
Yes
Yes
Yes
Scale your sales team with your revenue growth. Allocate commissions, bonuses, and annual raises. Other employee-driven expenses include training, recruitment, taxes, benefits, software, dues, consulting services, and more. Show employees as a cost of the sale or as overhead. Contractors or W2 employees. Analyze your projected ROI per department (Sales & Marketing, R&D, Admin).
Yes
Yes
Yes
Yes
Yes
Yes
The software is up to date on GAAP principles and includes balance sheet assumptions like CapEx spending and depreciation, intangible assets and amortization, inventory on hand, and deferred revenues.
Yes
Yes
Yes
Yes
Yes
Yes
Supports IFRS accounting standards and 161 global currencies including; USD, EUR, CAD, MXN, BRL, THB, SEK, AUD, and more. 
Yes
Yes
Yes
Yes
Yes
Yes
Understand your projected cash levels for any given month. Our monthly cash-level verification report can show you exactly when cash is projected to dip throughout the next 60 months. This allows the user to either reallocate their use of funds or implement another fundraising round/loan. 
Yes
Yes
Yes
Yes
Yes
Yes
Enter your founder shares, seed fundraising round, and any debt assumptions to generate a cap table and/or debt schedule showing your dilution and/or schedule of debt repayment. 
Yes
Yes
Yes
Yes
Yes
Yes

All the metrics your investors are looking for to make an informed decision...Enterprise value based on multiple, ownership dilution, IRR, payback period, equity value and accretion.

No Yes
Yes
Yes
Yes
Yes
Break down the value of your customer, the length of relationship, the churn rate, direct expenses, lead generation, revenue share, and customer acquisition cost.
No No Yes
Yes
Yes
Yes
Net Income, EBITDA, and Operating Cash Flow Breakeven analysis. First-month for breakeven, total units required for breakeven, and amount of monthly revenue required for breakeven. All questions on every investor's mind.
No No Yes
Yes
Yes
Yes
A detailed financial ratio report that displays the customers and revenue projected along with the Three-Month Run-Rate, Free Cash Flow to Equity, Days Sales Outstanding, Current Ratio, Cash Conversion Cycle, Cash Ratio, Debt Conversion Ratio, Debt Coverage Ratio and more!
No No Yes
Yes
Yes
Yes
Create an alternate scenario where you can adjust the price of offerings, amount of sales, direct costs, operating costs. Show investors that your business can withstand downward pressure and that your plan is ironclad!
No No Yes
Yes
Yes
Yes
Pre-money and post-money valuation tools help to complement your cap table and investor return summary
No No Yes
Yes
Yes
Yes
Detailed sales summary reports show your customer lifetime value calculations including acquisition costs, lead generation, revenue share, commissions, allocated marketing and other associated expense allocations
No No Yes
Yes
Yes
Yes
Generate your projected cap table showing round by round dilution through investment and the exercising of stock options
No No Yes
Yes
Yes
Yes
Enter multiple seed rounds, employee stock options, convertible debt, series A round, and a series B. All dilution and debt conversions displayed beautifully in a cap table and investor return summary. 
No No Yes
Yes
Yes
Yes
Easily build model in the web app and then export to excel for a more custom experience
No No No Yes
No Yes
Hide and add columns and rows, change text, suppress reports, and more within the excel version of the model 
No No No Yes
No Yes
No need to log-in online to work on your model, no monthly subscription price and no need to store your data in the cloud
No No No Yes
No Yes
Dive into the backend calculations and fully customize your financial model 
No No No No No Yes
Optional Add-Ons
A comprehensive review of your financial model and pitch deck. Our professional feedback will include market research, benchmarking, valuation analysis, and fundraising needs.
N/A $799 $799 $799 $799 $799
We analyze when your projected fundraised capital will be spent on and we break down your uses of funds and your timeline for capital expenditures. The report can be provided in both a monthly and quarterly format. 
N/A $99 $99 $99 $99 $99
A beautifully formatted 3-page industry benchmark report that allows you to easily see how your company's forecasted numbers stack up against the total addressable market.
N/A $299 $299 $299 $299 $299
Our popular "save as" feature to create additional versions of your plan. An easy way to duplicate your model and quickly update a few key assumptions, change currencies, or even plan for a larger capital raise. 
N/A $29/mo. $79/mo. N/A $79/mo. N/A
Choose from 1 of 6 of our most popular industry templates; eCommerce, SaaS, Direct Sales, Freemium, OnDemand Service, and Creating a Marketplace
N/A $99 +$99 $99 Free N/A
Pause your subscription and save your model as a read-only version. This allows you to come back and make adjustments when needed without feeling like you're locked in.
N/A $9/Year $9/Year N/A $9/Year N/A
Have one of our fundraising experts walk you through the software, analyze the data, or provide tips to prepare you for presenting to investors. Calls are up to 30 minutes each. Self-Serve + Users and custom model users have consultation calls included in their plans. 
N/A $49/call $49/call $49/call $49/call $49/call
Download the model you built in the web app to excel to continue working offline or to increase your customization needs. Also allows for monthly and quarterly formatted reports.
N/A $299 $299 N/A $299 N/A
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