Pro Forma & Financial Models
Pro forma financial statements & startup financial models
Show investors, banks and partners exactly how your business will make money. We build clear, integrated financial models and pro forma statements with assumptions you can explain and defend.
Who it's for
Built for founders like you
- Startups raising pre-seed, seed or angel investment
- Businesses applying for bank loans or credit facilities
- Founders preparing a business plan or visa business plan
- Owners planning a new product, location or acquisition
What's included
Everything you need, handled properly
Assumptions workshop
We work through your revenue drivers, costs, hiring plan and funding needs together.
Integrated three statements
Projected profit and loss, balance sheet and cash flow that link and balance.
Scenarios & sensitivity
Base, best and worst cases so readers can see what changes the outcome.
Key metrics
Runway, break-even, margins, unit economics and, for lenders, debt service cover.
Use of funds
A clear summary of how much you need, when, and what it will be spent on.
Editable Excel or Google Sheets
A clean, documented model you own and can update yourself.
How it works
A clear, simple process
Free consultation
We agree the purpose, audience and timeline.
Proposal & advance
Fixed quote; work starts after the 60% advance.
Build & review
We build the model and review the assumptions with you.
Final delivery
You receive the final model, summary outputs and a walkthrough.
Pricing
Contact for pricing
Fixed fee based on complexity, number of scenarios and forecast period.
Payment terms: 60% advance to start, 40% on completion.
Frequently asked questions
What are pro forma financial statements?
Pro forma statements show what your financials would look like based on stated assumptions — for example a new funding round, a loan, a new product or an acquisition. They are forward-looking or adjusted figures, not audited historical results.
How many years should a startup financial model cover?
Most investor and bank models cover three to five years, usually monthly for the first 12 to 24 months and annually after that. We match the period to what your audience expects.
Do I need historical accounts?
No, a pre-revenue startup can still have a strong model built on clear assumptions. If you do have historical figures, we use them as the starting point to make projections more credible.
Will I be able to edit the model myself?
Yes. You receive an editable Excel or Google Sheets model with inputs separated from calculations, plus a short walkthrough so you can update it.
Can you prepare a model for a bank loan application?
Yes. Bank-focused models emphasise cash flow, repayment capacity and conservative assumptions. We include the ratios lenders typically look at.
Talk to us about Pro Forma & Financial Models
Book a free, no-obligation consultation. We will listen, ask the right questions and tell you honestly how we can help.
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