Support Blog

We are here to help.

Need more help? Fill out a support form


New Business Tax Reform 

What Does The New Business Tax Reform Mean For Startups?

Read More
Create a Killer Pitch Deck with a Financial Pro Forma that Venture Capital Investors Will Love

Our Pitch Deck Summary report is automatically created for you when you use our app and is specifically designed for that one all-important slide in your pitch deck: your 5-year financial pro forma summary.

Read More
Calculating a Seed Investor's Ownership on the Cap Table

Q: I'm using your Startup Financial Model business plan pro forma app and I'm not sure I follow the Cap Table calcuations. Could you tell me how your capitalization table calculation works? I was trying to make some calculations on my own and could not get the same numbers. Below is the example of my simplistic calculations:

Read More
New "Duplicate Pro Forma" Feature Now Available

Our startup pro forma app makes it really easy to change a few assumptions and see the impact ripple throughout hundreds of thousands of calculations and produce hundreds of pages of GAAP and IFRS-compliant financial statements and detailed CTLVs and hundreds of other key metrics. And it's very easy to save those changes off into PDF reports to create multiple launch scenarios for even the most inquisitive venture capital investors. But sometimes you need more than that...

Read More
Using the Sales Channel Feature for Forecasting Kiosk Sales

Q: I'm trying to forecast sales via in-store kiosks in my pro forma, but not quite sure how to do that. Should I be setting up the kiosk as a sales channel? If so, how do I use that to forecast the sales and revenue for one of my offerings?

Read More
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...

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
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