Support_Blog.png

Support Blog

We are here to help.

Need more help? Please fill out a support form
Blog_Badge_-_Compatibility.png
Blog_Badge_-_Capabilities.png
Blog_Badge_-_Entering_Assumptions.png
Fine Tuning Your Sales Staffing Assumptions in a Startup Pro Forma

Q: I'm trying to model my startup, but the sales staffing calculation seems insanely high. My pro forma is calculating a sales staffing cost of millions of Euros for one of my offerings, which makes no sense.

Read More
Using the Startup Financial Model App for an Entrepreneurship Class

Q: I'm an entrepreneurship professor and every year I teach a class on business plan development with an average of about 10 - 15 teams and continuing to grow. I'm interested in having the students use your app for my class, but wondering how I can get access to review their plans. I would need to log in and do demos etc. I would also need to build a case study of sorts to share with the class. 

Read More
Adding an Affiliate Commission to An Offering in a Business Plan Pro Forma

Q: I've set up an affiliate sales channel, but I don't see how to add an affiliate commission that I will be paying my affiliates. Can you please provide some guidance on how to do this in your business plan pro forma app?

Read More
Modeling Sporadic, Repeat Customer Orders in Startup Pro Forma

Q: How do I create an offering in your business plan template where I expect customers to place multiple orders in the same year, such as several times per year, but not necessarily each month? I’m using website conversions as my sales forecast, so I prefer to continue linking my sales forecast to those assumptions.

Read More
Creating a Pro Forma for Multiple Sales Channels

Q: We are planning different sales channels with different revenue and cost models for each channel as well as unique sales assumptions and we would to be able to get the metrics such as LTV, CAC, MRR, etc. by channel. How can we reflect this in your financial model app?

Read More
How to Create a Startup Pro Forma for a Dropship E-Commerce Business

Q: I'm starting a dropship e-commerce business using your app. Our incoming orders will come from 3 different sources: 1) direct via online advertising; 2) affiliate partners; and 3) referrals from customers. Each source has a different commission structure and profit model, and sales volume will be based on click-throughs and conversion on our website. We will not take ownership of inventory, rather we will sell what the distributor has in stock. How do you recommend I structure the financial model using your pro forma app?

Read More
Direct Expenses on Business Plan Pro Forma

Q: What all makes up the Direct Expenses on the financial statements pro forma?

Read More
Entering a Seed Investment That Converts Into Series A

Q: Is there a way to issue preferred shares to seed investors instead of common shares in your model? Could I do that by not issuing shares in the Seed round? For example, if I want to raise $12m in Series A, with a cap of $4m in my convertible note and a discount of 20%. How do I put that in your model assuming that the convertible note will become into preferred equity at the time of the Series A?

Read More
Asset Investment Impact on Startup Proforma Financial Statements

Q: I’m a first-time entrepreneur without a numbers background and I must say that I LOVE your app because it is very easy to use and super helpful as I walk through the inputs. However, one thing I do need help with is trying to figure out how the whole CapEx thing works. Can you please explain a little bit more how my Asset Investment assumptions will work once I enter something in that section? What all happens on my financial statements?

Read More
Monthly Cash Flow Report for Investor

Q: An investor asked for a cash flow proforma of our financials. Is there any way to extrapolate the data to show a breakdown of our year one cash flows on a month-to-month basis?

Read More