Mike Lingle

Rocket Pro Forma provides a financial projections template designed to help startup founders plan their businesses and prepare for investors. Its spreadsheet-based tool guides users through building a three-year financial model, even without a finance background, using questions, walkthroughs, and built-in tips. Founders can create and adjust projections, test pricing, and combine different revenue models as their business develops.

The template supports a wide range of business types, including SaaS and subscriptions, e-commerce and direct-to-consumer businesses, B2B and B2C sales, marketplaces, and transaction-, licensing-, advertising-, or data-based revenue. It also accommodates inventory, manufacturing, and dropshipping models. The financial outputs include income statements, cash flow statements, balance sheets, and pitch-deck slides for financials and use of funds, along with a management dashboard.

Rocket Pro Forma is positioned for businesses launching, raising capital, or pivoting. It is offered for a one-time fee rather than a subscription, and the company advertises a 30-day money-back guarantee. Its resources also include videos, a blog, and an FAQ to help users understand and present their numbers.