From Idea to Launch
We are a business planning platform that empowers SaaS entrepreneurs to refine their vision, validate assumptions, build investor-ready plans, prepare pitches, and successfully launch using our suite of tools.
Build a Better Plan.
Launch a Lasting Business.
We understand the difficulty of the startup journey (as serial entrepreneurs ourselves), so we provide you with battle-tested, investor-approved resources.
Trusted by venture capital investors and used by tens of thousands of entrepreneurs worldwide, as well as students, professors, and incubators at top business schools.
Business Planning Toolkits
Pro-Forma Sweat Equity Kit
Access high-level templates and comprehensive guides to help you leverage sweat equity effectively.
- Sweat Equity 101 eBook
- Overall Sweat Equity Agreement Template
- Statement of Work Template
- Convertible Note Agreement Template
- Royalty Agreement Template
- Standard Warrant Agreement Template
- SAFE Agreement Template
Pro-Forma Startup Kit
Access detailed templates and guides to build an impressive plan, create an attention-grabbing pitch deck, build a financial forecast, and negotiate your capital raise
- Full Financial Model - Excel Spreadsheet
- Detailed Cap Table Template
- NDA Template
- Investor Convertible Note Template
- Investor SAFE Agreement Template
- 59-page Business Plan Analysis eBook
- Business Plan Outline Template
- Pitch Deck Outline Template
Pro-Forma Pitch Deck Kit
Access a comprehensive template that will walk you through the steps to create an impressive pitch deck that will accelerate your capital raising process.
- Pitch Deck Template
- Pitch Deck eBook: 10 Things Investors Look for In Your Pitch Deck
How it Works
Plan your capital requirements
Plan your capital raise and see the impact of how much you raise at various valuations and types of capital raises from SAFEs to Convertible notes, Seed, and Series A and beyond, and automatically generate your pre-money and post-money valuations and negotiate with confidence.
Create an effective pitch deck
Raise capital using our Pitch Summary that clearly outlines what investors want to see. Everything you need for your pitch deck.
Raise venture
capital
Engage investors in a meaningful way with our detailed Investor Return Summary that shows the equity value of preferred, common, and management team.
Instantly formulate a CLTV analysis
Nail investor due diligence with our CLTV (customer lifetime value) analysis with customer life, CAC, months to recover CAC, churn rate, and CAC:LTV ratio and more.
To Get Started
$0
We Know What Investors Want to See
As entrepreneurs and investors ourselves, we designed Pro Forma from years of experience of what it takes to plan, launch, raise capital, exit, and create amazing returns for entrepreneurs and investors.
No Expertise Required
You don’t need accounting or finance knowledge to create a financial plan. Our step-by-step format is easy to navigate & comes with built-in benchmarked assumptions.
Plan Ahead, Not in Hindsight
Other tools only enable you to document and review financial results that have already happened. We’re the only tool that helps you plan ahead.
Testimonials
“ I was able to raise the venture capital I needed for my startup based in part on the credibility this model provided. Every investor that reviewed our business plan said it was the most detailed plan they’d ever seen.”
“As the co-founder of a healthtech startup, I have relied on the Pro-Forma to confront and think through the multitude of spending decisions that lie ahead.”
“As an active entrepreneur and angel investor, I was pitched to invest in a company that had used this model for their business plan. We were stunned by the thoroughness, detail, and clarity of the model and its output. Both of us invested in the business. If you are going to pitch an investor, you want to use the Pro-Forma model.”
“As SBA loan consultants, our team of associates have reviewed over 10,000 business plans and processed over 4,000 loans. We have never seen a model as good as this one and we now license it for use in all of our loan applications. ”
