Rocket Pro Forma

Impress Investors with Your Financials

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Financials Made Easy

for Startups

Financial Projections Made Easy

Want to get a handle on your numbers? We don't need to become accountants—but we do need to learn how to plan and fund our cash flow. 

This fun (yes fun) interactive course will help you:

  • Learn exactly the finance basics you need to succeed.
  • Create a  financial model for your business that you understand and can update.
  • Avoid the money mistakes that kill other startups.
  • Impress investors—and yourself—by telling a compelling story with your numbers and key metrics.

Self-Guided Videos with Spreadsheet Template and Chat-Based Support


$299

Your Price: $199

Sign Up

Do-it-yourself with
access to all of the video walkthroughs covering both financial concepts and specifics on how to customize your financial projections

Join the dedicated group chat for feedback and answers to your questions

Includes a one-hour online workshop, plus the Rocket Pro Forma template

DIY Package

Adds Four Group Sessions with Dedicated Q&A


$999

Your Price: $499

Join Waitlist

Includes four two-hour online workshops with me and the group to review important concepts, practice the concepts, and answer your specific questions

I'll provide feedback on your financials during our live sessions and also via email

The first three people to sign up for the Success Package will be automatically upgraded to the Total Package!

All upgrades have been claimed!

Success Package

Adds a One-on-One 
Coaching Session plus Group Pitch Practice


$1149

Join Waitlist

I'll spend an hour 
one-on-one with you coaching you on your financial projections

I'll also provide you with individual pitch deck feedback via email

Includes group pitch practice session with personalized feedback

Your Price: $649

Total Package

Best Value

Rocket Pro Forma

Impress Investors with Your Financials

“Thanks again for one of the most valuable tools we had access to at the Babson WIN Lab.”

Babson College
Accelerator Program

“Rocket Pro Forma helped us consider all aspects of our financial needs, business expenses, and revenue projections in a very efficient way as we raise capital.”

Annette King
Founder at Muuchit

“Thanks to Rocket
Pro Forma, I won two pitch competitions along with the cash prizes! I watched all of the included videos, which helped a lot.”

Stefano Selorio
CEO of Carevocacy

Your Unfair Advantage

1.  WORK FASTER AND SMARTER
The simple interface and built-in intelligence automatically creates your pitch deck slide and financial statements for you.

2.  LEARN AS YOU GO
Short instructional videos walk you through the important concepts on demand.

Meet Mike Lingle

I'm an entrepreneur in residence at Babson College and Founder Institute. I’m a former software developer who’s raised venture capital, started more than one presentation company, had an exit, and run several accelerator programs.  I'm obsessed with helping founders launch and quickly grow successful businesses.

Connect with me on LinkedIn—and I look forward to working with you!

Made for entrepreneurs 
by an entrepreneur

Meet Mike Lingle

I’m a former software developer who’s raised venture capital, started more than one presentation company, had an exit, and run several accelerator programs. I'm an entrepreneur in residence at Babson College and Founder Institute. After almost driving my first startup into the ground I realized that I needed to figure out the financials—and I created Rocket Pro Forma because it's the tool I wish I had when I started my first business at 25. I'm obsessed with helping founders launch and quickly grow successful businesses.

Connect with me on LinkedIn—and I look forward to working with you!

Tell a Friend!
Unicorn Photo by Annie Spratt on Unsplash

Do you feel like you're pulling numbers out of thin air?

Want to confidently grow your business?

Want to confidently create your financial projections?

Want to impress investors with your numbers?

Module 1: Finance Crash Course and Intro to Rocket Pro Forma

What do good financial projections look like?

"I feel like I'm pulling numbers from thin air!"

What story do we want the numbers to tell?

How to choose—and combine—business models.


We'll use the flipped classroom approach, where you watch the videos on your own time. We'll use our group sessions to workshop the material and answer all your questions.

I've been testing this course with StartUP FIU— and I've seen how quickly the participants master the concepts (but don't take my word for it, please see below for testimonials).

Support for Your Journey

1. Join our group conversation. You'll become a member for life and will always be able to ask questions of our growing network of talented entrepreneurs.

2. Can't make a session? Or just want to review important concepts? You'll receive recordings of all the sessions.

3. I'll answer your specific questions about your financial projections via email (Success and Total Packages).

4. One-on-one coaching session with Mike Lingle on your financial projections and/or pitch deck (Total Package).

5. Pitch practice session where you'll get to present to the group and receive detailed, personalized feedback (Total Package).

6. I'll provide feedback on your pitch deck via email (Total Package).


Module 2: Smart Revenue and Unit Economics

Where do sales come from?

What are our best pricing strategies?

How much does it cost to acquire each customer?

What are our unit economics?


Module 3: Optimizing Key Metrics, Margins, and Hiring

Creating a profitable cash flywheel.

Learning from the best.

Winning strategies for attracting talent.

Choosing the right key metrics.


Module 4: Impress Investors

Shortcut to "What's my startup worth?"

What's most important to investors?

Am I back-able, bank-able, or both?

What convinces investors to write that check?


Rocket Pro Forma is a financial projections template that helps you quickly get comfortable with your numbers so you can confidently run your business and impress investors.

The Streamlined Financials for Startups course is taught in four modules, and includes a copy of the Rocket Pro Forma spreadsheet template.

Raising money? This course is timed so you'll be ready to pitch investors in early January—which is exactly the best time of year to start fundraising!

Founders usually want to create their financial projections quickly, so everything is packed into two weeks. The workshop sessions are scheduled for these days:

Schedule

What's In Each Module?

You're in Great Company

Pick Your Path

How This Course Works

3.  BUILT FOR YOUR BUSINESS
This is the only template that lets you choose—and combine—modern business models like subscriptions / SaaS, eCommerce, marketplaces, D2C, B2B, B2C, inventory / manufacturing, ad-based / data-based revenue, and more.

All packages include the video lessons, membership in the group chat, and a copy of the Rocket Pro Forma financial projections template.

Who Is This Course For?

Anyone who feels like they're pulling numbers out of thin air!

Entrepreneurs who are great with their product or service, but don't feel as comfortable with the numbers.

Founders who are raising money and want to confidently pitch investors.

Startups from idea-stage through Series A—after which they usually don't need me anymore :(

Anyone who wants to improve their financial knowledge without having to become an accountant.

Impress Investors with Your Financials

Rocket Pro Forma

See PricingSee PackagesSee Pricing

Intro Workshop: Monday, Jan 25 from 12p-1p ET // DIY, Success, & Total Packages (Optional)

1st Module: Tuesday, Jan 26 from 12p-2p ET // Success & Total Packages

2nd Module: Thursday, Jan 28 from 12p-2p ET // Success & Total Packages

3rd Module: Tuesday, Feb 2 from 12p-2p ET // Success & Total Packages

4th Module: Thursday, Feb 4 from 12p -2p ET // Success & Total Packages

Pitch Practice: Friday, Feb 5 from 12p-2p ET // Total Package

Intro Workshop: Monday, Jan 25 from 12p-1p ET // DIY, Success, & Total Packages (Optional)

1st Module: Tuesday, Jan 26 from 12p-2p ET // Success & Total Packages

2nd Module: Thursday, Jan 28 from 12p-2p ET // Success & Total Packages

3rd Module: Tuesday, Feb 2 from 12p-2p ET // Success & Total Packages

4th Module: Thursday, Feb 4 from 12p -2p ET // Success & Total Packages

Pitch Practice: Friday, Feb 5 from 12p-2p ET // Total Package

Unicorn Photo by Annie Spratt on Unsplash

Credits

Unicorn Photo by Annie Spratt on Unsplash
Illustrations from unDraw

Online Course Starts Jan 25th!

One Founder's Experience

"The workshop was amazing!" 

"I'm excited to have a financial model that I can confidently talk through when people ask about it."


See Packages

Sample Content

I Feel Like I'm Pulling Numbers Out of Thin Air!

The Best Financial Projections Slide

Earlybird Pricing Through Jan 15th!

All upgrades have been claimed!

PLUS the first three people to sign up for the Success package will be upgraded to the Total Package!

Sign up to receive fundraising tips

Not ready for the course? 

pitch deck slides, and more!

DIY package is available now! Other packages with group session are offered every few months—please join the waitlist to be informed when they launch next.