Are you an entrepreneur or small business owner planning on raising capital?

Your potential investors will want to see a lot more than just your marketing plan and revenue projections.

You need a customized, credible and compelling financial forecast from Pro Forma Finance!

All of our financial forecasts come with a fully-integrated set of financial statements including Income Statement, Balance Sheet, and Cash Flow Statement that update automatically based on our detailed bottoms-up forecast of your expected Revenue, COGs, Operating Expenses and Capital Expenditures. Scroll for additional features.

We help improve the credibility and “fundability” of your Business Plan or PPM.

If you are serious about getting funded, ordering a custom financial forecast prepared by our experienced financial professionals will add the appropriate level of credibility and completeness to your Business Plan, Investor Presentation or Private Placement Memorandum.

For example, our Standard and Premium products include Dynamic Charts and Graphs that visualize the Key Performance Indicators that drive your business model, increasing the effectiveness of your message. Click here to review the complete list of Features that are available in our forecast products.

We help you bring the full financial toolbox to the negotiating table.

You need to be prepared before you present your business plan and financial forecast to any potential investor with the confidence you need to close the deal. Our goal is to provide you with all of the financial information you need to be successful!

In addtion to financial statements, we can provide you with Scenario Analysis, Comparable Company Data, as well as Valuation & Capitalization Analysis and your Expected Investor Return. These tools can increase your chances of getting funded and give you the leverage you need during negotiations.