Perfect Pro Forma

Try an example

Load a complete demo business in one click. This will overwrite anything you've entered.

Tell us about your business

Your answers here help the AI assistant give you specific, relevant feedback. The more detail you write, the better the coaching.

Business name

What's your business called?

What does your business do?

In a few sentences, describe the opportunity.

How does your business make money?

What do you sell, and how does revenue come in?

Who's your customer?

Describe your target customer and why they'll pick you over alternatives.

Step 1

Market Analysis

Month 1 units sold

Price per unit ($)

Cost per unit ($)

Target market size (units)

Addressable market size (units)

Target market growth (%/month)

Addressable market growth (%/month)

Market share growth, Year 1 (%)

Market share growth, Year 2 (%)

Month 1 market share: 0.00%

Step 2

Personnel

Add your first role to get started.

Step 3

Capital Investment (PP&E)

Add your first capital item to get started.

Pro Forma Guide

Paul here, your Pro Forma Guide. Review your business outputs below, then ask me to make modifications (ex: raise my price per unit by $15), or ask me for guidance (ex: why is my Year 5 Valuation so low?).

Year 5 Valuation

Based on 10× Year 5 EBIT. This is a rough starting estimate - your chatbot will help you stress-test it.

Cash Balance

Revenue vs Total Expenses

Free Cash Flow

Detailed reports

Download the full month-by-month breakdown to share or import into Excel.

About this tool

Perfect Pro Forma is an educational tool designed to help entrepreneurship students and aspiring founders learn how to model the financial side of a business idea. The projections it produces are illustrative, based on the inputs you provide and simplified assumptions. They are not predictions, guarantees, or professional advice of any kind.

Real financial planning for a business involves tax, legal, accounting, regulatory, and market considerations that are beyond the scope of this tool. Before making any business, investment, or hiring decision, consult qualified professionals - including a CPA, a business attorney, and a financial advisor licensed in your jurisdiction.

The AI assistant (Pro Forma Guide) is a teaching aid that asks Socratic questions and applies your requested changes. It does not have access to real market data, your actual finances, or domain expertise specific to your industry. Treat its observations as prompts for your own critical thinking, not as expert recommendations.

By using this tool, you acknowledge it is provided as-is for educational purposes, and that the authors and Anthropic are not responsible for any business, financial, or other decisions you make based on its output.