Financial Projections Made Easy
Want to get a handle on your numbers? We don't need to become accountants—but we do need to learn how to plan and fund our cash flow.
This fun (yes fun) interactive course will help you:
Learn exactly the finance basics you need to succeed.
Create a financial model for your business that you understand and can update.
Avoid the money mistakes that kill other startups.
Impress investors—and yourself—by telling a compelling story with your numbers and key metrics.
How This Course Works
We'll use the flipped classroom approach, where you watch the videos on your own time. We'll use our group sessions to workshop the material and answer all your questions.
I've been testing this course with StartUP FIU— and I've seen how quickly the participants master the concepts (but don't take my word for it, please see below for testimonials).
Support for Your Journey
Become Investor Ready
1. Join our group conversation. You'll become a member for life and will always be able to ask questions of our growing network of talented entrepreneurs.
2. Can't make a session? Or just want to review important concepts? You'll receive recordings of all the sessions.
3. I'll answer your specific questions about your financial projections via email (Success and Total Packages).
4. One-on-one coaching session with Mike Lingle on your financial projections and/or pitch deck (Total Package).
5. Pitch practice session where you'll get to present to the group and receive detailed, personalized feedback (Total Package).
6. I'll provide feedback on your pitch deck via email (Total Package).
One Founder's Experience
"The workshop was amazing!"
"I'm excited to have a financial model that I can confidently talk through when people ask about it."
The Streamlined Financials for Startups course is taught in four modules, and includes a copy of the Rocket Pro Forma spreadsheet template.
If you're raising money this is the best way to become investor ready. Two weeks is the right amount of time to create your financials, learn the basics of startup finance, and get comfortable with your numbers.
Founders usually want to create their financial projections quickly, so everything is packed into two weeks. The workshop sessions are scheduled for these days:
Intro Workshop // DIY, Success, & Total Packages (Optional)
1st Module // Success & Total Packages
2nd Module // Success & Total Packages
3rd Module // Success & Total Packages
4th Module // Success & Total Packages
What's In Each Module?
Module 1: Finance Crash Course and Intro to Rocket Pro Forma
What do good financial projections look like?
"I feel like I'm pulling numbers from thin air!"
What story do we want the numbers to tell?
How to choose—and combine—business models.
Module 2: Smart Revenue and Unit Economics
Where do sales come from?
What are our best pricing strategies?
How much does it cost to acquire each customer?
What are our unit economics?
Module 3: Optimizing Key Metrics, Margins, and Hiring
Creating a profitable cash flywheel.
Learning from the best.
Winning strategies for attracting talent.
Choosing the right key metrics.
Module 4: Impress Investors
Shortcut to "What's my startup worth?"
What's most important to investors?
Am I back-able, bank-able, or both?
What convinces investors to write that check?
I Feel Like I'm Pulling Numbers Out of Thin Air!
The Best Financial Projections Slides
You're in Great Company
“Thanks again for one of the most valuable tools we had access to at the Babson WIN Lab.”
“Rocket Pro Forma helped us consider all aspects of our financial needs, business expenses, and revenue projections in a very efficient way as we raise capital.”
Founder at Muuchit
“Thanks to Rocket
Pro Forma, I won my pitch competition along with the cash prize! I watched all of the included videos, which helped a lot.”
CEO of Carevocacy
Made for entrepreneurs by an entrepreneur
Meet Mike Lingle
I’m a former software developer who’s raised venture capital, started more than one presentation company, had an exit, and run several accelerator programs. I'm an entrepreneur in residence at Babson College and Founder Institute, where I help founders launch, fund, and grow successful businesses. After almost driving my first startup into the ground, I realized that I needed to figure out the financials—and Rocket Pro Forma is the tool I wish I had when I launched my own company at 25 years old.
Connect with me on LinkedIn or join one of my free webinars on how to be more confident in your financials and when pitching investors.
Who Is This Course For?
Anyone who feels like they're pulling numbers out of thin air!
Entrepreneurs who are great with their product or service, but don't feel as comfortable with the numbers.
Founders who are raising money and want to confidently pitch investors.
Startups from idea-stage through Series A—after which they usually don't need me anymore 👍
Anyone who wants to improve their financial knowledge without having to become an accountant.
Your Unfair Advantage
Rocket Pro Forma is a financial projections template that helps you quickly get comfortable with your numbers so you can confidently run your business and impress investors.
1. WORK FASTER AND SMARTER
The simple interface and built-in
intelligence automatically creates
your pitch deck slide and financial
statements for you.
2. LEARN AS YOU GO
Short instructional videos walk you
through the important concepts on
3. BUILT FOR YOUR BUSINESS
Rocket Pro Forma is the only template that lets you choose—and combine—modern business models like subscriptions / SaaS, eCommerce, marketplaces, D2C, B2B, B2C, inventory / manufacturing, ad-based / data-based revenue, and more.
Pick Your Path
All packages include the video lessons, membership in the group chat, and a copy of the Rocket Pro Forma financial projections template.
DIY package is available now! Other packages with group session are offered every few months—please join the waitlist to be informed when they launch next.
Self-Guided Videos with Spreadsheet Template and Chat-Based Support
Your Price: $199
access to all of the video walkthroughs covering both financial concepts and specifics on how to customize your financial projections
Join the dedicated group chat for feedback and answers to your questions
Includes a one-hour online workshop, plus the Rocket Pro Forma template
Adds Four Live Group Sessions with Dedicated Q&A
Includes four two-hour online workshops with me and the group to review important concepts, practice the concepts, and answer your specific questions
I'll provide feedback on your financials during our live sessions and also via email