AI-Powered FP&A Platform

Financial clarity
for founders
who move fast

nforma turns your business assumptions into investor-ready pro formas — with live dashboards, scenario modeling, and CFO-grade narratives. No spreadsheets required.

JF SR KL AM
500+ founders on the waitlist
Cash position
$8.9M
▲ Profitable
app.nforma.co
nforma
Dashboard
Pro Forma
Cash Events
Revenue
Payroll
Financial Overview
Monthly Quarterly Yearly
$ Cash
$8.9M
Profitable
↗ Revenue
$4.67M
All periods
◈ Net Income
$1.39M
All periods
⊕ Rev/Emp
$880K
Mar 2028
⬆ Cash Inflows
$6.5M
3 events
% Commissions
$241K
All periods
Cash Position
Revenue vs Expenses
Funding readiness
Series A
Score: 84 / 100
Built for teams at
Techstars Y Combinator 500 Startups Founder Institute 1871 Chicago
How it works

From zero to investor-ready
in under 30 minutes

nforma guides you through every layer of your financial model — no finance background required.

1
Set your business profile
Tell nforma your industry, stage, and revenue model. Smart defaults fill in the gaps — no blank spreadsheet anxiety.
2
Model revenue, payroll & expenses
Add products, subscriptions, and services. Layer in your team and operating costs. nforma handles all the math.
3
Run bear, base & bull scenarios
Stress-test assumptions side by side. Know exactly when your runway ends and when to start your next raise.
4
Export & share with investors
One-click PDF pro formas, Excel downloads, and AI CFO summaries ready to drop into any pitch deck or data room.
Company name
Industry
Business stage
Projection horizon
Revenue streams
SaaS Subscriptions$38,400/mo
Professional Services$8,200/mo
Marketplace Fees$1,400/mo
Total MRR
$48K
Gross Margin
71%
Scenario
Bear
Base
Bull
$1.84M
ARR at Month 24 · Base case
Runway
14 mo
Next raise
Mo 10
Export options
📄
Investor PDF SummaryReady
📊
Excel Pro FormaReady
🤖
AI CFO NarrativeNew
📋
Cap Table AnalysisReady
Platform features

Every tab tells a different story
about your business

Dashboard
Pro Forma
Scenario Studio
Funding Readiness
Team & Payroll
AI Narratives
Live financial dashboard with every KPI you actually care about
Cash, revenue, net income, rev per employee, cash inflows, and commissions — all visible at once, updating in real time as you change assumptions.
  • Monthly, quarterly, and yearly views with custom date ranges
  • Cash position area chart and revenue vs. expenses bar chart
  • Rev/employee annualized — the metric investors always ask about
$ Cash
$8.9M
Profitable
↗ Revenue
$4.67M
◈ Net Income
$1.39M
⊕ Rev/Emp
$880K
Mar 2028
Cash Position
A complete pro forma built from your real assumptions
Revenue stacking, COGS, payroll, commissions, and cash events — all in a guided visual interface anyone can use, producing a CFO-quality model automatically.
  • Guided inputs for products, pricing, and growth rates
  • Auto-generates income statement, cash flow & balance sheet
  • Inline assumption transparency — see what drives each number
Pro Forma — 24 Months
Total Revenue$4,669,000
Total Expenses$3,276,000
Net Income$1,393,000
Gross Margin
71%
Net Margin
30%
Test bear, base, and bull — all at once
The Scenario Studio lets you run three parallel futures simultaneously. Change any assumption and watch how runway, profitability, and fundraise timing shift across all three.
  • Three simultaneous scenarios with independent assumptions
  • Side-by-side ARR, runway, and cash comparison at any month
  • Know exactly when each scenario requires outside capital
Bear
Base
Bull
$1.84M
ARR at Month 24 · Base scenario
Bear
$820K
Base
$1.84M
Bull
$3.2M
Know exactly when — and how much — to raise
nforma's Funding Readiness Score analyzes your model and tells you the optimal raise timing, amount, and structure based on your projections and burn profile.
  • Identifies cash gap months before they happen
  • Suggests raise size based on 18-month runway targets
  • Stage-appropriate guidance Pre-seed → Seed → Series A
84
/100
Series A Ready
Raise $2.5M by Month 10 to maintain 18-month runway through growth phase
Model your team and see the true cost of every hire
Add employees with salaries, start dates, commissions, and equity. nforma shows the payroll impact on your runway before you make the offer.
  • Role-level headcount and compensation planning
  • Automatic commission and payroll tax calculations
  • Rev/employee ratio trend as you add team members
Team — 5 employees
👤
CEO — Jason F.$120K
👤
CTO — Sarah R.$140K
👤
AE — Kyle L.$85K + comm
Total Payroll
$241K
Next hire
Mo 4
Your AI co-pilot writes the CFO narrative
nforma's AI layer reads your entire model and generates a plain-English CFO summary — investor-tone, always in sync with your latest numbers, ready to paste into any pitch deck.
  • Investor-tone narrative tied to your actual pro forma data
  • Highlights key risks, inflection points, and opportunities
  • Regenerates automatically when assumptions change
AI CFO Narrative
"PartsGraph is projecting $4.67M in cumulative revenue over 24 months at 71% gross margin, reaching profitability by Month 14. The primary risk is payroll scaling ahead of ARR — management should target a $2M raise no later than Month 10…"
Integrations

Connects with the tools
your business already uses

Import existing data or push nforma's projections directly into your stack.

📊
QuickBooks
Sync actuals into your pro forma to compare plan vs. reality
Coming soon
💚
Xero
Pull P&L and cash flow data to keep projections grounded in actuals
Coming soon
📁
Excel & CSV
Import existing spreadsheet models or revenue data with one click
Available now
📄
PDF & DOCX
Upload your business plan and nforma extracts financial assumptions automatically
Available now
📈
Stripe
Live MRR, churn, and expansion revenue fed directly into your model
Coming soon
🏦
Mercury / Brex
Real cash balance synced so runway calculation is always accurate
Coming soon
Zapier
Connect nforma to hundreds of tools via automated workflows
Coming soon
📧
Google Sheets
Export any view to a live Google Sheet for sharing with advisors
Coming soon
"nforma gave us a credible financial story to walk into our seed round with. Our lead investor said it was the clearest pro forma they'd seen from a pre-revenue company."
SR
Sarah Ricci
Co-founder, MedSync · $1.2M Seed
<30
Minutes to first pro forma
71%
Average gross margin modeled
90%
Modeling accuracy
99.9%
Platform uptime SLA
FAQ

Questions founders always ask

Do I need a finance background to use nforma?+
Not at all. nforma is designed for founders and operators who know their business deeply but aren't financial modeling experts. Smart defaults, inline explanations, and a guided flow remove the complexity — you bring the business context, nforma handles the math.
How is this different from building a model in Excel?+
Excel models are powerful but fragile — one broken formula can cascade everywhere. nforma's computation engine is purpose-built for startup financials, always stays in sync, and produces live dashboards and investor exports that would take days to build manually.
Can I import my existing financial data?+
Yes. nforma supports CSV, Excel, PDF, and DOCX import today. You can upload an existing spreadsheet model or even a Word business plan and nforma will extract the financial assumptions automatically. QuickBooks, Xero, and Stripe integrations are coming soon.
Is my financial data secure?+
Yes. nforma uses enterprise-grade security with row-level security isolation so your data is never shared across organizations. All data is encrypted in transit and at rest. Your projections and business assumptions are yours alone.
Who is nforma built for?+
nforma is built for early-stage founders, solo entrepreneurs, small businesses preparing to raise, and fractional CFOs managing multiple portfolio companies. If you're preparing for a fundraise, planning your next 24 months, or want a clear financial picture — nforma is for you.
When will nforma be publicly available?+
We're currently in private early access. Join the waitlist below and you'll be among the first to get access. Early access members receive priority onboarding and locked-in founder pricing when we launch publicly.
Build your first
investor-ready pro forma today

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