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Ace Investor Due Diligence with Our Pro Forma App's New Sales Detail Report

Angel investors and Venture Capital investors will always want to drill into the precise details of the "unit economics" of your business plan and specifically, for each offering (product or service). Check out the easiest and best way to model this out and impress your potential investors...

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Entering a 3-Year SaaS App Contract with Annual Billing

Q: I have a recurring SaaS app that subscribers will sign up for a 3-year contract with annual billing. How do I enter that in the Startup Financial Model app and how does your app deal with the assumptions?

A: It is critical to get all of this right in a pro forma, but most pro forma templates do not handle this situation properly. Fortunately, our app handles this effortlessly with very few inputs and gets all of the accounting correct for you, for each and every month of your plan so you always know where you are at in terms of recognized revenue, cash, and deferred revenue liability.

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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.

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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. 

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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?

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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.

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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?

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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?

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Direct Expenses on Business Plan Pro Forma

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

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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?

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