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ThePracticalCFOleft a comment
I am a fractional CFO and over the years I kept watching small business owners get turned down for loans not because their business was bad but because they showed up without financial projections. A pro forma is one of the first things a lender asks for and most small business owners have no idea how to build one. Hiring someone is expensive and spreadsheet templates are intimidating. I built...
FormaViLender-ready pro forma models built by conversation
Most small business owners need a pro forma for a bank loan or SBA financing but have no idea how to build one. Hiring a CFO is expensive. Spreadsheet templates are confusing. FormaVi fixes this. You answer a short set of questions through a conversational interface and get a professional 3-year pro forma with an income statement, documented assumptions, and a print-ready PDF in about 15 minutes. Built by a fractional CFO. Free trial, no credit required.
FormaViLender-ready pro forma models built by conversation