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Confidently pitch investors, get funded, and grow

Spreadsheet Template with

60-Minute Coaching Session



One-time fee

Includes the Template, plus:

  • One-Hour Coaching Session

  • Personalized Feedback

  • Sanity-Check Your Assumptions

  • All Your Questions Answered

  • Learn Best Practices

Financial Projections Spreadsheet Template Only



Startup Price: $59

One-time fee


  • All Product Features

  • Step-By-Step Instructions

  • Investor-Ready Financials

  • Automatic Pitch Deck Slide

  • Automatic Financial Statements

  • Video Walkthroughs On-Demand

  • Friendly Interface

  • Built-In Intelligence

Try the Rocket Pro Forma template risk-free.

Get a 100% refund no questions asked.

Startup-friendly pricing (low one-time fee)

Rocket Pro Forma runs in Google Sheets

Launching an NFT project? Click here.

Both packages give you:

Step-By-Step Instructions

Plus short walkthrough videos as you need them.

Built-In Intelligence

Rocket Pro Forma helps you plan sales, inventory, and more.

Founder with Rocket Pro Forma Financial

Investor-Ready Financials

Your killer pitch deck slide is automatically created for you.

Any Revenue Model

Choose (and combine) SaaS, eCommerce, Marketplace, IoT / Hard Tech, Services, Subscriptions, Manufacturing, and more.

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Friendly Interface

Rocket Pro Forma asks you simple questions.

Complete Checklist

We've thought of everything so you aren't missing anything.

With the Coaching package, you also get:

60-Minute Session

Receive feedback and get expert help setting up your financials.

Sanity Checking

Improve your assumptions with someone who's worked with hundreds of startups.

The Answers You Need

We'll work through all of your questions as we build your model.

Benefit from our decades of startup expertise:

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Bradley Ray, MBA, CPA

Formerly at PricewaterhouseCoopers

Served at Fortune 500 companies

Deep experience with smaller organizations as they scale

Jeff Briggs, MBA

Fractional CFO

Expert in Tech, Manufacturing, and E-Commerce

Former NASA Engineer

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Enrique Triay, MBA

Venture Mentor at
University of Miami Launchpad

Program Manager at New World Angels and Startup Grind

Former Pricing Manager at HP

Frequently Asked Questions

Is there a free trial?

We offer a 30-Day Money-Back Guarantee that refunds 100% of your money for the template if you're not completely satisfied. We don't currently offer money back on the coaching sessions—because they're so valuable and completely specific to your business.

Will my data be safe and private?

Rocket Pro Forma is a Google spreadsheet and you're the owner. You can control exactly who can see your numbers, plus you have all the security of Google protecting your sensitive info.

Will Rocket Pro Forma work for my industry?

One of the most powerful features of Rocket Pro Forma is that it handles multiple revenue models including SaaS, eCommerce, Marketplace, IoT / Hard Tech, Services, Subscriptions, Manufacturing, and more. Choose one—or combine them however you'd like.

What's so great about Rocket Pro Forma?

It does all of the heavy lifting so you can focus on simply answering the questions. It's so fast that we can create full financial projections (revenue model, sales forecasts, cost structure, expenses, hiring plan, and financing) in an hour or two. The interface is also designed to help you connect the dots to build the mental map of how your business works: so you can confidently pitch investors and make smart decisions regardless of what happens. 

Can I upgrade to Coaching later?

Yes, we will credit your template purchase price if you decide later that you'd like a coaching session.

Can I edit your template?

Rocket Pro Forma is a Google spreadsheet, so you can make whatever changes you'd like—including adding custom formulas and calculations. We do this all the time for our clients.

Does Rocket Pro Forma export to Excel?

We don't recommend exporting to Excel. It mostly works, but you lose some interface elements as well as the powerful collaboration and sharing features of Google Sheets. 

Which payment methods do you accept?

We accept credit cards, PayPal, Apple Pay, and Google Pay. You're protected with our 30-Day Money-Back Guarantee regardless of which payment method you choose.

What if I have more questions?

Please see our frequently asked questions page or chat with us (click the icon in the bottom right of this page) and we'd be happy to help you personally. You can also join our free Q&A sessions every other week.

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