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FormaVi

Launching today

Lender-ready pro forma models built by conversation

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Lender-ready pro forma models built by conversation

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Spreadsheets

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Financial planning

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Fundraising resources

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.

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Launch tags:SaaS•Artificial Intelligence•Finance

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Intercom — Startups get 90% off Intercom + 1 year of Fin AI Agent free

Startups get 90% off Intercom + 1 year of Fin AI Agent free

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Maker

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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 FormaVi to solve that. It walks you through a short conversation about your business and generates a lender-ready 3-year pro forma you can print and bring to your banker. It is early, it is not perfect, and I am still building. But it works and I would genuinely love feedback from this community.

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5d ago