Become investor ready today
Quickly get comfortable with your numbers so you can run your business and impress investors.
Rocket Pro Forma is a financial projections template that saves time and headache so you can focus on what you do best.
Ready for Your Big Pitch?
1. Work Faster and Smarter
The easy interface will automatically create your killer pitch deck slide and financial statements. Built-in intelligence helps you plan sales, inventory, and more.
2. Be Confident
Rocket Pro Forma helps you tell a compelling story with your numbers and key metrics. It also includes short walkthrough videos at every step to help you build the mental map of how money flows through your business.
3. Get Funded and Grow
Founders who know their numbers impress investors. They also build better businesses more quickly, as we've seen again and again. Rocket Pro Forma is your shortcut to success.
Successful Clients Say...
“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 and quickly 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.
How It Works
Enter your assumptions and Rocket Pro Forma does the heavy lifting for you. The unique interface turns your financials into a living document that you can update yourself as needed. Check out the FAQ for more info.
Experiment with different options and evolve your revenue streams as you grow.
Become Investor Ready
Rocket Pro Forma automatically creates a killer pitch deck slide for you—with a proven format that's been used to raise hundreds of millions of dollars. It also creates a detailed income statement, cash flow statement, and balance sheet that you can use for your internal budgeting and management. You get to skip all the little boxes that cause spreadsheet overload.
Launch or Pivot Your Business
A realistic financial model is your unfair advantage
Rocket Pro Forma helps you learn and understand your numbers. You’ll be able to confidently discuss—and update—your financial projections with potential investors, cofounders, business partners, and family members.
Put together your three-year financial plan in an afternoon, even if you're not a numbers person.
Combine and layer different business models—or focus on just one. Rocket Pro Forma handles subscriptions and SaaS, eCommerce, D2C, B2B, B2C, inventory, manufacturing, transactions, marketplaces, ad-based and data-based revenue, and more.
Choose Your Option
Startup-friendly pricing (low one-time fee)
Financial Projections Spreadsheet Template Only
Covid-19 Price: $89
Do it yourself with included video walkthroughs
Automatically creates your pitch deck slide, income statement, cash flow statement, and balance sheet
Includes assumptions tab, hiring plan, and financing plan
Also great for Excel experts who want a running start
Spreadsheet Template with
60-Minute Coaching Session
Covid-19 Price: $169
I'll spend an hour one-on-one with you creating a draft of your financial projections
After that, you take over and do it yourself with included video walkthroughs
You can check back in with me and I'll give you feedback on your financial projections
I Build Your Pitch Deck and Financials (Complete Service)
I'll help create whatever you need for your business—including a customized financial model, fundraising strategy, and a killer pitch deck.
I've helped thousands of other founders raise money.
Includes two rounds of revisions, and I'll make sure you're completely happy with the results.