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FINANCIAL PROJECTION TEMPLATES, DIY PROJECTION SOFTWARE, AND CUSTOM CPA SUPPORT
FOR RAISING CAPITAL AND BUSINESS PLANNING

PROJECTIONS FOR RAISING INVESTMENT, SECURING AN SBA LOAN, OR PLANNING

Explore Templates


FINANCIAL PROJECTION TEMPLATES, DIY PROJECTION SOFTWARE, AND CUSTOM CPA SUPPORT
FOR RAISING CAPITAL AND BUSINESS PLANNING

Financial Projections for raising investment, securing an SBA loan, or planning

View Projection Templates

Join more than 50,000 founders who have made projections




OUR FINANCIAL PROJECTION TEMPLATES ARE CPA PREPARED, INDUSTRY SPECIFIC, AND EASY
TO USE.


Choose from 50+ unique, CPA developed, financial forecast worksheet templates to
have lender and investor ready projections in no time at all.

View Projection Templates


HOW DO THE PROJECTION TEMPLATES WORK?

SELECT YOUR INDUSTRY

Browse the list of 50+ CPA developed financial projection templates to find your
industry. Don't worry, if you don't see your industry listed or the one you
purchase isn't the best fit, we'll help you find the right template and swap it
for no extra charge!

01

02

FILL OUT YOUR PROJECTION TEMPLATE

Every template organizes the information into a few tabs, and all of the cells
where your numbers are needed are highlighted to guide you along. Our team is
standing by to offer help as you go.

03

EXPERT CPA REVIEW

After you enter your information into the template, you can upload your file to
our team and get a custom video of our experts walking through your projections
with feedback so you can be sure they are ready.



READY TO GET STARTED? SEARCH THROUGH OUR INDUSTRY SPECIFIC FINANCIAL TEMPLATES
HERE!

Examples: Restaurant, Trucking, SaaS, Airbnb, Brewery, Dentist, etc.
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BREWERY

Used for: Brewery, Microbrewery, Brewpub, Gastro Pub, Brewery and Dining Room,
Tap Room, Keg distribution


MOBILE APP

Used for: Mobile Apps, Web-based app, Fintech app, Games with microtransactions


FINE AND CASUAL DINING

Used for: Fine Dining, Sushi Restaurant, Steakhouse, Mexican Restaurant, Cajun
Restaurant, Seafood Restaurant, Italian Restaurant, Hibachi Grill Restaurant


DON'T SEE YOUR INDUSTRY? LET US MAKE A RECOMMENDATION!

Get Recommendation


NOT A FAN OF WORKSHEETS OR LOOKING FOR SOMETHING A LITTLE MORE CUSTOM? WE'VE GOT
YOU COVERED.


FINANCIAL PROJECTION SOFTWARE APP

Use our custom projection building software which you can start a free trial
today with no credit card required

Start Free Trial


CUSTOM FINANCIAL PROJECTIONS

Work directly with our CPA, Grace, to build custom financial models exactly to
your specifications and needs so you can feel confident raising investment,
applying for a loan, or planning your next expansion

Get a Custom Projections Quote


JOIN THOUSANDS OF OTHER HAPPY FOUNDERS



“…DISPLAY OUR FINANCIALS IN AN EASILY DIGESTIBLE, STANDARD FORMAT.

"Initially, Fathom Voice created a complex set of investor documents, but this
turned out to be a mistake, as they were not in a standard format for Angel
investors. I needed a product that would display our financials in an easily
digestible, standard format, ProjectionHub was the perfect solution."

Bracken Fields
Co-Founder, Fathom Voice


“…VALUABLE TOOL FOR ENTREPRENEURS

"ProjectionHub is a valuable tool for entrepreneurs who need a quick set of
financial projections in a standard format. For entrepreneurs without the budget
to hire a financial modeling expert, ProjectionHub's Do-It-Yourself model
delivers a solution to easily create and share financial projections."

Anna Vitale
Engagement Manager, Growthink
Read Real Reviews


YOUR FINANCIAL PROJECTION HUB


Enter what you know about your revenue, expenses, assets,
and liabilities and we’ll take care of the projections

Our templates and app walk you through creating projections
5 year Income statement, cash flow, and balance sheet pro formas
Used by over 40,000 founders
Templates, custom models, and software tool reports are downloadable


HOW DO YOU CREATE FINANCIAL PROJECTIONS?

To make accurate and reliable business financial projections, you should start
by building a revenue model specific to your business model. The revenue model
will contain several assumptions – such as how you will attract leads, what
percentage of leads you will convert into customers, and what your average
customer will spend on your products and services. Modeling your expenses should
take a similar approach.

Once you have a good understanding of your revenue and expenses, you can
integrate your custom revenue projections into an existing business financial
statement template with ProjectionHub. This will help you automatically create
your projected balance sheet, cash flow and income projections.


FINANCIAL PROJECTIONS FAQ



WHAT DO FINANCIAL PROJECTIONS INCLUDE?



A financial projection utilizes two key elements: a set of assumptions that will
drive the model and the financial projection statements. Your assumptions should
help the reader understand how you arrived at your revenue projections and
expense numbers. These assumptions should then be tied together in a financial
model to create a projected profit and loss statement, cash flow statement and
balance sheet.


WHICH PRODUCT IS RIGHT FOR ME?



Software Subscription


Excel Templates

Full Custom Model in Excel

Who does the work?

You do! Our financial projection software is very easy to use.

You do! Our templates are designed for a variety of specific scenarios, all you
do is set assumptions like asset purchases, price, expenses.

We do! We provide an Excel file specific to your business model. 

Do I need to be good at Excel to use this?

Not at all. You don’t even need to open Excel.

If you can enter data into a cell, you can use our Excel financial templates.

Your model will be delivered in Excel, but we do all the work. We’re here if you
need help.

What if I need help?

We’re available via phone and live chat to answer questions.

We’re available via phone and live chat to answer questions.
We also offer consulting services and can modify templates to fit your needs. 


We’re creating the model for you and will answer any questions you have in our
coaching phone calls.

Payment

Low monthly payment

One-time payment

Only two payments – a deposit and a final payment upon completion of the model.

Format

Online. You can download your projections to Excel and  PDF.

Our templates are designed in and for Excel, but can be converted to other
spreadsheet programs.

Our custom models are designed in and for Excel, but can be converted to other
spreadsheet programs.

Who does the work?



Software Subscription




You do! Our software is very easy to use.

Excel Templates



You do! Our templates are designed for a variety of specific scenarios, all you
do is set assumptions like asset purchases, price, expenses.

Full Custom Model in Excel



We do! We provide an Excel file specific to your business model. 

Do I need to be good at Excel to use this?



Software Subscription




Not at all. You don’t even need to open Excel.

Excel Templates



If you can enter data into a cell, you can use our Excel templates.

Full Custom Model in Excel



Your model will be delivered in Excel, but we do all the work. We’re here if you
need help.

What if I need help?



Software Subscription




We’re available via phone and live chat to answer questions.

Excel Templates



We’re available via phone and live chat to answer questions.
We also offer consulting services and can modify templates to fit your needs. 

Full Custom Model in Excel



We’re creating the model for you and will answer any questions you have in our
coaching phone calls.

Payment



Software Subscription




Low monthly payment

Excel Templates



One-time payment

Full Custom Model in Excel



Only two payments – a deposit and a final payment upon completion of the model.

Format



Software Subscription




Online. You can download your projections to Excel and  PDF.

Excel Templates



Our templates are designed in and for Excel, but can be converted to other
spreadsheet programs.

Full Custom Model in Excel



Our custom models are designed in and for Excel, but can be converted to other
spreadsheet programs.


WHAT IS THE MOST IMPORTANT PART OF A FINANCIAL PROJECTION?



An essential part of all business financial projections is your cash flow
forecast. A profitable business can still go bankrupt because of challenges with
cash flow. You must understand your cash flow projections so that you can plan
for any working capital needs your business may require.


WHAT ARE FINANCIAL PROJECTIONS IN A BUSINESS PLAN



A vital component of any business plan is your financial forecasting. The rest
of your business plan will provide a narrative of how the business intends to
operate, while the financial projections section will aim to show the financial
implications of following the rest of your business plan. Sometimes a business
projection template will include various financial charts, graphs and tables
that display key information, such as sales projections, gross profit and net
profit margins. Creating business financial projections for a new startup can be
difficult. At ProjectionHub, we are often asked how to create financial
projections when there's no actual data to build from. Even without financial
data available, using a business projection template for your startup is still a
worthwhile investment. A financial forecast consultant can help most businesses
and industries utilize average data to help make educated guesses about
financial projections. We believe an educated guess is still a better option
than having no financial projections at all.


HOW DO YOU PREPARE A PROJECTED BALANCE SHEET FOR FIVE YEARS?



To create a projected balance sheet for a business, you will first need to
project your revenue and expenses and other cash-flow-related items like loans,
accounts receivable, accounts payable, equity investments, etc. The best way to
prepare a projected balance sheet is to create a full set of business financial
projections with a projected income statement, cash flow statement and
integrated balance sheet. The business plan revenue projections and forecast
templates at ProjectionHub help you ensure that your three financial statements
are appropriately integrated and that your balance sheet will balance!


WHAT DOES FINANCIAL FORECASTING BEGIN WITH?

All financial forecasting begins with developing assumptions for the key drivers
of your business. For example, suppose you attract new customers through online
advertising. In that case, you may start your financial model with an estimated
ad spend per month and an estimated cost to acquire a new customer, which will
allow you to calculate estimated new customers per month. Financial forecast
software and financial projection templates will help you model additional
assumptions that drive both your revenue and expenses.


NEED HELP WITH ANYTHING?


We're here to help with any questions you have about plans, pricing, and
supported features.


support@projectionhub.com
Start today and create financial projections in minutes with ProjectionHub

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