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Finally an easy financial projections template that's as awesome as your startup. Quickly create your startup financial projections with Rocket Pro Forma to be investor-ready, win pitch competitions, and successfully grow your business. Rocket Pro Forma Impress Investors with Your Financials Get Rocket Pro Forma Make Your Startup Investable In A Single Afternoon Impress investors with your financials. And get funded. And stop worrying so much about getting investors, and more about getting customers! Rocket Pro Forma is a financial projections spreadsheet that saves time and headache so you can focus on what you do best. Rocket Pro Forma can help you get investment more quickly, so you can turn your focus back to building a great business. In one afternoon, Rocket Pro Forma can help your startup become vastly more investable. We’ll show you how easy it can be using Rocket Pro Forma. Get Rocket Pro Forma for a limited time at the reduced “trial offer” price of 90% off. Get Rocket Pro Forma Some of the businesses that have used to Rocket Pro Forma to become investment ready “Thanks again for one of the most valuable tools we had access to at the Babson WIN Lab.” Babson College Accelerator Program “ 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. ” Annette King 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.” Stefano Selorio CEO of Carevocacy Nail Your Big Pitch Get Rocket Pro Forma 1. Simply Input Your Assumptions The easy interface will automatically create your pitch deck slide and financial statements. 2. Learn As You Go Rocket Pro Forma walks you through with a series of videos to answer your questions. 3. Grow Your Business Rocket Pro Forma is your shortcut to success. Made for entrepreneurs by an entrepreneur Meet Mike Lingle I’m a former software developer who’s raised venture capital, had an exit, and run several accelerator programs. I'm an entrepreneur in residence at Babson College and Founder Institute. After almost driving my first startup into the ground I realized that I needed to figure out the financials—and I created Rocket Pro Forma because it's the tool I wish I had when I started my first business at 25. I'm obsessed with helping founders launch and quickly grow successful businesses. 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.

Finally a financial projections spreadsheet that's as awesome as your product. Quickly create your pro forma to run your business and be investor ready. Last updated: February 6, 2026 This Privacy Notice for Tonic Studios LLC (“we,” “us,” or “our”) describes how and why we might access, collect, store, use, and/or share (“process”) your personal information when you use our services (“Services”), including when you: Visit our website at: https://www.rocketproforma.com or any website of ours that links to this Privacy Notice Engage with us in other related ways, including any marketing or events Questions or concerns? Reading this Privacy Notice will help you understand your privacy rights and choices. We are responsible for making decisions about how your personal information is processed. If you do not agree with our policies and practices, please do not use our Services. If you still have questions or concerns, contact us at: info@RocketProForma.com SUMMARY OF KEY POINTS This summary provides key points from our Privacy Notice. You can find more details about any topic by clicking the link following each key point or by using the Table of Contents below. What personal information do we process? When you visit, use, or navigate our Services, we may process personal information depending on how you interact with us, the choices you make, and the products and features you use. Do we process any sensitive personal information? Some information may be considered “special” or “sensitive” in certain jurisdictions (such as racial or ethnic origin, sexual orientation, or religious beliefs). 👉 We do not process sensitive personal information. Do we collect information from third parties? 👉 We do not collect personal information from third parties. How do we process your information? 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How Long Do We Keep Your Information? How Do We Keep Your Information Safe? Do We Collect Information From Minors? What Are Your Privacy Rights? Do-Not-Track Controls U.S. State Privacy Rights Updates to This Notice How to Contact Us How to Review, Update, or Delete Your Data 1. WHAT INFORMATION DO WE COLLECT? Personal Information You Disclose to Us In short: We collect personal information that you voluntarily provide to us. We collect personal information that you voluntarily provide when you: Register for the Services Express interest in our products or Services Participate in activities on the Services Contact us Personal information may include: Email addresses Passwords Sensitive Information: We do not process sensitive personal information. 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Finally an easy financial projections template that's as awesome as your startup. Quickly create your startup financial projections with Rocket Pro Forma to be investor-ready, win pitch competitions, and successfully grow your business. Confidently pitch investors, get funded, and grow Financial Projections Spreadsheet Template Only 99 $ Startup Price: $59 Get Template One-time fee Includes: 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. 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. Friendly Interface Rocket Pro Forma asks you simple questions. ✓ Complete Checklist We've thought of everything so you aren't missing anything. 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 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.

Finally an easy financial projections template that's as awesome as your startup. Quickly create your startup financial projections with Rocket Pro Forma to be investor-ready, win pitch competitions, and successfully grow your business. Rocket Pro Forma Confidently pitch investors, get funded, and grow Financial Projections Spreadsheet Template Only 99 $ Startup Price: $59 Get Template One-time fee Includes: 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 Spreadsheet Template with 60-Minute Coaching Session 299 $ Get Coaching One-time fee Includes the Template, plus: One-Hour Coaching Session Receive Feedback Sanity-Check Your Assumptions Get Your Questions Answered Learn Best Practices Try the Rocket Pro Forma template risk-free. Get a 100% refund no questions asked. Startup-friendly pricing (low one-time fee) 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. 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. 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: Jake Basel, MBA Former UBS Investment Banker Partner at W4 Capital MBA from NYU Stern USAF & NASA Jeff Briggs, MBA Fractional CFO Expert in Tech, Manufacturing, and E-Commerce Former NASA Engineer 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. © 2020-21 All Rights Reserved, Rocket Pro Forma

Quickly create your startup financial projections while learning the basics of startup finance. You'll be able to confidently plan, hire, and pitch investors. Rocket Pro Forma Financials Made Easy for Startups Do you feel like you're pulling numbers out of thin air? Want to confidently grow your business? Want to confidently create your financial projections? Want to impress investors with your numbers? . See Pricing 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. See Pricing 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 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 (Success and Total Packages). 2. Can't make a session? Or just want to review important concepts? You'll receive recordings of all the sessions (Success and Total Packages). 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). See Pricing 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." Schedule 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 See Pricing 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? Sample Content 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.” Babson College Accelerator Program “ 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. ” Annette King 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.” Stefano Selorio 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. See Pricing 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 demand. 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. Buy Ready to go? All packages include the video lessons, membership in the group chat, and a copy of the Rocket Pro Forma financial projections template. Course Package Self-Guided Videos with Spreadsheet Template and Chat-Based Support 399 $ Your Price: $199 Buy Do-it-yourself with 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 Not ready for the course? Sign up for my newsletter Credits Unicorn Photo by Annie Spratt on Unsplash Illustrations from unDraw

Create a financial model for your business that you understand and can update yourself. Impress investors. Avoid money mistakes that... Financials Made Easy for Startups Do you feel like you're pulling numbers out of thin air? Want to confidently create your financial projections? Want to confidently grow your business? Want to impress investors with your numbers? Free SVB Bundle Financials Template + Online Course $199 Value! LEARN AT YOUR OWN SPEED All of the modules are available immediately, with lifetime access. TEMPLATE INCLUDED Quickly create your financial projections with Rocket Pro Forma (even if you're not a numbers person). COMMUNITY SUPPORT Bring your questions to our group chat or live office hours. This fun (yes fun) interactive course will help you: Create a financial model for your business that you understand and can update yourself (easy-to-use template included) Impress investors—and yourself—by telling a compelling story with your numbers and key metrics Sanity-check your assumptions Avoid the money mistakes that kill other startups Online Course, and... Free for SVB Rocket Pro Forma is easy to use: 1. Work Faster and Smarter Automatically create your killer pitch deck slide and financial statements. Built-in intelligence helps you with SaaS, eCommerce, and more. 2. Be Confident Rocket Pro Forma helps you tell a compelling story with your numbers and key metrics. Short walkthrough videos answer your questions at every step. 3. Get Funded and Grow Founders who know their numbers impress investors. They also build better businesses more quickly. Rocket Pro Forma is your shortcut to success. Free for SVB ...Financial Projections Template Answers Your Questions Which numbers should I use? What if I'm not a numbers person? What questions will investors ask? How much money should I raise? What's my company worth? What should my customer acquisition costs be? How many people should I hire? And more! Created for Founders! Get Free Bundle Who Is This Bundle For? 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 us anymore 👍 Entrepreneurs who are great with their product or service, but not as comfortable with the numbers. Anyone who wants to save time and improve their financial knowledge without having to study accounting. Financials Template + Online Course $199 Value! What's In Each Lesson? Introduction Why do startups need financial projections? 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. Fun With Accounting (Short & Sweet) The 3 financial statements Cash and accrual accounting Accounting for expenses (that's it!) Pricing and Margins What are the best pricing strategies? How much does it cost to acquire each customer? What are unit economics? We love COGS! Choosing the right key metrics. Customer Acquisition Where do sales come from? Growth-based sales funnels More detailed sales funnels Your Most Valuable Resource Your hiring plan How many employees should you hire? And when? Winning strategies for attracting talent How Much Cash Do We Need? Creating a profitable cash flywheel Cash needs for SaaS, marketplace, manufacturing, inventory, and more Learning from the best Choosing the right key metrics Fun Questions Is WeWork a tech company? Why do startups raise money instead of borrowing it? What's Your Startup Worth? Valuation shortcut (no spreadsheet required) Choosing the right key metrics. Impress Investors Pitch deck examples Pitch deck design (simple and powerful, for non-designers) What's most important to investors? What convinces investors to write that check? I'm Ready! Watch Sample Course Content What if I feel like I'm pulling numbers out of thin air for my startup financial projections? Play Video Facebook Twitter Pinterest Tumblr Copy Link Link Copied My Best Financial Projections for Startups Pitch Deck Slide Play Video Facebook Twitter Pinterest Tumblr Copy Link Link Copied Get Free SVB Bundle This online course is designed to work with Rocket Pro Forma (included), but you can use whichever financial projections template you're comfortable with.

Finally a financial projections spreadsheet that's as awesome as your product. Quickly create your pro forma to run your business and be investor ready. I'm a former software developer, serial entrepreneur, and executive-in-residence at Babson College. I co-founded SlideRocket.com, a software-as-a-service platform for sales and marketing presentations that was acquired by VMWare in 2011. Since then, I’ve focused on helping both startups and enterprises launch disruptive businesses. About Me I have a broad range of experience including fundraising, management, operations, finance, sales, marketing, and product management. I’ve run several accelerator programs and have mentored a wide range of innovators—from startup founders to corporate executives—on how to build high-growth companies in many different industries. I also spent two years working with Salim Ismail, author of Exponential Organizations and co-founder of Singularity University, to help companies like Boston Scientific develop transformative new business models and cities like Miami solve traffic. I build classes and templates to help entrepreneurs, many of whom wish they were better with numbers and spreadsheets. That's why I started Rocket Pro Forma. Please connect with me on LinkedIn . I started Rocket Pro Forma because now is a great to time to start or pivot a business. Check out my interview with Angela George of The Boss Mindset, including my three best tips for entrepreneurs: Here are some nice things that people have said about working with me “It was fantastic to have Mike speak at our offsite for Google Cloud! He taught us how our clients can emulate the world’s fastest-growing companies using exponential innovation. Mike has the unique ability to simplify complex topics and turn them into practical suggestions that everyone can understand, and he delivers his message with energy and passion. My colleagues keep telling me how impressed they were.” — Enrique Garza, Google True genius is in making complicated things SIMPLE. For that, we thank you!” — Brian McCullough, MINDBODY “As a senior financial and operations professional I am finding your articles exceptionally focused—and for younger start-up founders they are great.” — Steven Raft, Tandem Careplanning “We loved having Mike Lingle present to our Data and AI org at IBM. Mike is not only a thought leader but also a terrific presenter! Over 100 IBM-ers came from cross-functional teams (engineering, sales, tech sales, product management, product marketing, etc). He demonstrated best practices by engaging us with stories from his experience in building companies and working with startups. I’ve been receiving positive feedback all day from both our employees and our executives!” —Ambal Balakrishnan, IBM “Thanks, Mike- Amazingly simple and value adding.” — Sanjay Bhana, Eskom

Want help with your investor pitch deck, financial model, or startup fundraising strategy? Rocket Pro Forma is here to help. WHAT YOU'LL GET A Killer Pitch Deck From the design aesthetic to the pitch narrative and financial projections, our team of experts will help you put together a pitch deck that’ll get you funded. A Proven Strategy We’ve started several companies and 
worked closely with a broad range of entrepreneurs and investors. Leveraging this depth of experience, we help you: Develop & test your fundraising 
strategy. Define your growth strategy. Find Out More Our Process > About Us > What You Can Expect > What We Ask From You > Examples of Our Work> Get In Touch With Us Our Process > 1. Materials Review We’ll start by reviewing any materials you can 
provide in advance: your website, sales and 
marketing collateral, and existing and/or 
work-in-progress versions of your pitch deck, 
financial model and business plan. 2. Initial Kickoff Meeting We’ll spend 1-2 hours interviewing you to better 
understand your business and what you’ve accomplished so far. OUR PROCESS Discovery Crafting Your Narrative 3. Developing Your Story Flow We’ll start by mapping out how we think your 
pitch deck should flow, in order to support a 
structure and narrative that highlights your company’s strengths, while properly framing 
opportunities for improvement. Upon completion of a first draft, we’ll submit the outline to you for review and feedback. Our goal is to ensure you feel comfortable with the story (it’s flow and messaging), as you’ll ultimately be the person presenting it. This process generally takes a few rounds of back and forth before getting the story right. 5. Developing Your Financial Projections 4. Defining Your Homework Along the way, we’ll suggest homework that will strengthen your pitch (for example, lining up a board of advisors or spending a few weeks testing your new sales channel to gather metrics to include in the deck). At this point, we’ll start developing a first draft of your financial projections, if applicable. While our team members possess deep expertise in developing financial models, clients vary in the degree of assistance needed in this area. Our service options for financial projections, include: Full: Financial model development and slide design (layout + formatting) Design Only: Slide design (layout + formatting) What You Can Expect > What We Ask From You > Designing Your Pitch Deck 6. Designing Your Pitch Deck Template We’ll design a presentation template (a design aesthetic and layout) that accurately reflects your brand. The process includes providing a few “look and feel” directions for selection and application throughout the pitch deck. Additionally, based on the chosen design direction, we’ll help design an email template for use when reaching out to potential investors. 7. Styling Your Final Presentation Once we’re in agreement on the text-based outline of the pitch deck, we’ll layout and style all deck slides (per the look and feel direction) and submit for your review and feedback. Additionally, at this time we’ll deliver a first draft of your financial projections (if applicable). Ultimately, we’ll iterate through a few rounds of review and feedback to get everything right and ensure a final polished deck. 8. Starting Investor Outreach We can also help you learn to identify and connect with appropriate investors for your industry and stage of growth. We usually suggest starting this the process of outreach and scheduling meetings a few weeks before the completing of your pitch deck. 9. Meeting Investors For your initial few investor meetings, we recommend meeting with prospective investors who you know are tough as nails and unlikely to invest. These early meetings will give you invaluable information on the questions investors will generally ask (here’s our reverse investor list strategy) and will help to strengthen your pitch before you meet with your high-value potential investors. WHAT YOU CAN EXPECT And along the way, you'll find you’ve acquired a much better understanding 
of your business… …and what it’ll take to 
raise money. We can provide tips on presentation skills but 
of course we can’t deliver your pitch. Investors want to know you. If you keep refining your pitch, your business will evolve in the process 
and so will you. We leave you with a pitch deck that both looks professional and is easy to edit as needed. One investors will love, especially after you’ve used it in a few meetings. …and we'll teach you a process proven for success… Get In Touch With Us It’s not likely, we’ll be able to introduce you to the right investors, even though we know a few. You’ll need to find your own tribe, which is part of the fun! But we will help you develop a strategy to meet the right people. You can expect to spend a lot of time setting up and attending meetings. Investors usually want to have several conversations with you and it’s important to keep showing momentum every time you speak with them. We can help you map out a strategy for this. Ultimately, if you keep updating your pitch deck after every investor meeting, it will continue to improve and deliver. Pitch decks are living documents and you’ll learn something from every conversation. Your website Your existing pitch deck and financial model (even if 
unfinished or incomplete) Your business plan Your brand guide, logo. color palette, custom 
photography, etc. All of the information you can 
provide, which usually includes: WHAT WE ASK FROM YOU Our Contract We’ll send a contract if we agree to work together, which includes an NDA 
to protect your trade secrets. But Please Note: We can’t sign NDAs to look at a pitch deck or hear a pitch ahead of a contract, 
we work with far too many entrepreneurs. Most professional investors will refuse to sign NDAs because they look at so many ideas, and I encourage you to assume that they will pass your pitch deck along to your competitors. So please only include info in your pitch deck that doesn’t contain trade secrets. You’ll have more than one conversation with interested investors, so you can dive into details once you’ve gotten to know them and built a level of trust. Our Fees Pitch Deck Only: $3,000 Financial Model Only: $3,000 Pitch Deck + Financial Model: $5,500 Timing Our process usually takes 3-6 weeks, depending 
on the nature of the engagement. Pitch Deck Sample Slides ABOUT US Mike Lingle Mike is a former software developer who started his career building custom applications for clients including IBM, Pfizer, and the Discovery Channel. Get In Touch With Us Tim Hawkes For over 20 years, Tim has been managing the strategy, design and development of complex, multidisciplinary digital innovation and international data-driven marketing programs for clients including Ford, IBM, Avaya, Dove, SiriusXM, J&J, Nestle, MetLife and Kraft. Tim's passion lies in supporting companies to design and communicate their products, brand, and value propositions to investors, customers, and partners. Examples of Our Work> OUR WORK Get In Touch With Us About Us > Mike then went onto co-found SlideRocket.com, a software-as-a-service platform for sales and marketing presentations acquired by VMWare in 2011. After SlideRocket, Mike has focused on helping both startups and enterprises launch disruptive businesses. He possesses a broad range of experience including fundraising, management, operations, finance, sales, marketing, and product management. Additionally, Mike has run two accelerator programs and have mentored a wide range of innovators — from startup founders to corporate executives — on how to build high-growth companies in many different industries. Mike also spent two years working with Salim Ismail, author of Exponential Organizations and co-founder of Singularity University, to help companies like Boston Scientific develop transformative new business models and cities like Miami solve traffic. Mike teaches entrepreneurship, and is currently an executive-in-residence at Babson College. He has developed a wide range of materials to help entrepreneurs grow their businesses. Some of my tools and templates that you might find useful can be found on our Resources page : He has run entrepreneurship and innovation programs, supporting the fintech, healthcare, ecommerce, education, and communication verticals for startups and internal corporate product development. Tim's creative and innovative approach to digital has been recognized by various industry awards and notables, including Cannes, Clios, One Show, IAB Mixx Awards, Webbys, FWA, and Awwwards. Tim holds a MBA from Zicklin School of Business in NYC and a BA from Hamilton College.

Finally a financial projections spreadsheet that's as awesome as your product. Quickly create your pro forma to run your business and be investor ready. DSAR Request Form

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