Pre-Seed Pitch Pro Forma
Corporate Finance Excel Template (Free Download)
Convert startup growth, hiring, operating budgets, cash burn, and financing milestones into a clear pre-seed projection pro forma.
professionals from Deloitte
About this pro forma
This pro forma presents the projected operating and cash view of an early-stage startup from launch through the next funding or profitability milestone. It connects monthly growth metrics to revenue, payroll, operating spend, cash burn, runway, and financing needs without hiding assumptions behind a pitch headline.
Use it to plan hiring, size a raise, set milestone targets, and explain how capital converts into growth. The Excel model is the linked forecast engine; the pro forma is the projected decision output for founders and investors.
What every model includes
Live formulas, no hardcoded values
Outputs are driven by live formulas, so the workbook updates from its assumptions instead of relying on hardcoded results.
All assumptions in one tab
Inputs are clearly marked in the Assumptions tab and separated from calculations, making it clear what to change and what to leave intact.
Statements always balancing
For integrated-statement models, the balance sheet, cash flow, and supporting schedules tie through properly.
Distinct schedules for clarity
Debt, working capital, taxes, and cash flow can get messy quickly. We group calculations in clear schedules, not across disconnected tabs.
No hidden macros or external links
There are no unexplained external workbook links or macros to undermine auditability or portability.
Changes flow through the model
Update a key driver and see the impact carry through the forecast, financing, and return outputs. We never use hardcoded numbers in formulas.
What's inside the Pre-Seed Pitch Pro Forma
- Monthly customer, revenue, and growth metric forecast
- Hiring plan, payroll, and operating budget projection
- Cash burn, ending cash, and runway output
- Funding milestones and financing requirement schedule
- Path-to-profitability and break-even analysis
- Scenario-ready operating and cash flow assumptions
Formatted to IB standards
Named theme colors repaint the whole workbook in one click, on top of an investment-banking structure with clear input, output, and cross-sheet reference styling - brand-ready, institutional-grade, and fully auditable.
Created by ex-finance professionals
Hey, I’m Alex and I created Finamodel.
Over my years in the finance industry I kept building the same models over and over again. Same structure, same assumptions, different logo. So I started building frameworks to turn them into clean, reusable templates.
Every model here is one I’d actually use for a client, and I personally vet each one before it goes up.
I’m not an expert in every industry, but I’ve built enough models to know what belongs in one. And when something is completely foreign to me, I reach out to my network for experts to work on our models with us.
Having a template library on hand cuts a first build from hours to minutes.
Need help finding your model? You’ll find me in the Finamodel app!
Frequently asked
What does this pre-seed pro forma show?+
It shows monthly growth, revenue, spending, cash burn, runway, funding needs, and the path toward profitability.
Is it suitable for a pitch?+
Yes. It provides a grounded projected operating and cash view that can support an investor discussion.
Can I model a hiring plan?+
Yes. Adjust hiring timing, compensation, and operating budgets to see the effect on runway and milestones.
How do I keep the forecast realistic?+
Tie growth, spending, and funding assumptions to explicit monthly milestones and review the resulting runway regularly.
Have more financial modelling questions? Contact us
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