Forecastr

Get a great financial model, custom-built for your startup.

5.0•57 reviews•

589 followers

Get a great financial model, custom-built for your startup.

5.0•57 reviews•

589 followers

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Startup financial planning

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Fundraising resources

Forecastr helps founders build great financial models online. Our analysts work with you to build a model that’s tailored to your unique needs. Forecastr makes it easy to track & share key metrics so you can make better decisions & raise the capital you need.

Forecastr Reviews

The community submitted 57 reviews to tell us what they like about Forecastr, what Forecastr can do better, and more.

5.0

Based on 57 reviews

Review Forecastr?

Reviewers mostly describe Forecastr as an easy-to-use, spreadsheet alternative for startup financial modeling that pairs strong software with unusually hands-on support. They repeatedly praise onboarding, responsive analysts, and the ability to build, revise, and share investor-ready models, test scenarios, and understand runway, hiring plans, and key business drivers. Several founders say it helped them feel more confident during fundraising and planning, especially without deep finance experience. Criticism is scarce; the only specific drawback mentioned is a desire for smoother Excel import and export.

+54

Summarized with AI

Pros

custom financial models (29)

startup focus (24)

analyst support (21)

responsive team (18)

financial projections (13)

personalized support (10)

user-friendly interface (10)

onboarding experience (9)

financial model sharing (6)

scenario planning (5)

Pros

Cons

Reviews

All Reviews

Most Informative

•1 review

I have been a client of Forcastr since 2021, and they have changed my business for the better. Their team has a deep understanding of financial projections, and they use advanced analytical tools to provide accurate information for my young CPG business. Forcastr has been incredibly responsive and attentive to our needs. They take the time to listen to our concerns and tailor their services to meet our specific requirements. Forcastr is always available to answer questions and provide guidance, which has been invaluable to me. On every call with my analyst I ask him to join us full-time but he declines which means Forecastr is a great company to work for which makes me happy as a client to hear.

What's great

personalized support (10)responsive team (18)financial projections (13)analyst support (21)

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28 views3yr ago

•1 review

I cannot stress this enough - the ENTIRE team at Forecastr is incredible for fFounders. I am very new to my role as Founder and would have been in the weeds without Forecastr. Their tool is thorough and complete. The white-glove onboarding is truly methodical, helpful, and patient (shoutout Phoebe Cronk!). Most significantly, the platform and support really helps mitigate the pitfalls of first-time founders when it comes to forecasting. To have such expert guidance at every step of (arguably) the more crucial elements of start-up survival is extremely empowering. They are dedicated to customer feedback (shoutout Zack Pennington), provide actionable, senior-level feedback (Mohammad Ouhadi), and give genuine founder camaraderie (K.J. Giles). There is no better tool or team to support founders. 10/10 would recommend.

What's great

personalized support (10)onboarding experience (9)customer feedback (4)analyst support (21)startup focus (24)

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1 view3yr ago

•1 review

A game changer. My name is Vivi McCloy, I am the co-founder and operations officer at Smoove Creations. We make custom sneakers for organizations. My co-founder and I are relatively young entrepreneurs trying to build and scale our business. Financial forecasts during investment rounds and competitions was the one item that we found the most stressful to project. We were stuck staring at the blank spreadsheet, unsure of even where to begin. Enter Forecastr - my co-founder met them first and immediately called me about the platform. We have been here for about a year, and can say we are so much more confident in our projections and where we are heading. This tool is really indispensable for a startup operating outside of the fintech space.

What's great

financial projections (13)custom financial models (29)startup focus (24)

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5 views3yr ago

•1 review

I have just signed up to use Forecastr. As I have a huge amount of experience in planning and forecasting I was curious to see how good it was. It did not disappoint me. The system has a lot of fun features and is easy to use. The onboarding service is terrific. I think having a robust forecasting package is key for running a business. As a founder I have toooooo many issues to deal with Knowing that I have robust package to manage my forecasts allows me to be transparent with my investors and be comfortable with my forecasts. Really like the product and with the tweaks to import expprt files to and from Excel, it will become even more attractive a package

What's great

user-friendly interface (10)onboarding experience (9)financial model transparency (4)

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1 view3yr ago

HyperTrader

•1 review

Congratulations on the launch, @stevenplapp Let me start by saying that I have been using Forecastr for almost two years now, and it has completely transformed the way I make financial projections and decisions for my business. Their platform is simply amazing! What I love about Forecastr is their ability to not only help me build accurate financial models, but also assist me in making crucial business decisions based on those models. In fact, I often find myself preferring Forecastr over QuickBooks when it comes to making important operational decisions for my business. The integration with QBO is seamless, and it allows me to easily import my financial data into Forecastr and pair it with my financial models to gain a more comprehensive view of my business. What's more, Forecastr's CFO service have been a game-changer for me. Their team of experts is always available to provide guidance and help me with strategic planning and growth, which has been immensely helpful in taking my business to the next level. Overall, I cannot recommend Forecastr enough. Their services have truly been a lifesaver for me, and I am excited to continue using their platform for many years to come. Thank you, Forecastr team, for providing such an incredible service!

What's great

financial projections (13)analyst support (21)custom financial models (29)integration with accounting software (3)

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18 views3yr ago

•1 review

I've spent more time than I'd like to admit on building financial models - first in investment banking, later in a few different startups. I wish I found Forecastr earlier. It's been an incredible tool and and even better team to work with. From the painless white-glove onboarding to creating a fully actionable model, the experience has been fantastic. I find myself actually excited each month closing out our books and updating our model seamlessly, knowing how much time I save. I'd highly recommend Forecastr to anyone that needs to make a model - from startup founders to mature FP&A teams. Excel models are dead, long live Forecastr!

What's great

onboarding experience (9)responsive team (18)custom financial models (29)startup focus (24)

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1 view3yr ago

•1 review

So excited to see Forecastr making its public debut! I am a first-time founder who started my company, Dharma Dr., a little over a year ago. I had no experience with financial modeling at the time and was referred to the Forecastr beta through my network. I can't say enough about how helpful the Forecastr team was in onboarding me and building my first models. They went over the top to ensure I understood the ins and outs of the program as well as helping with the inevitable revisions during the company's early days. Huge congratulations to the Forecastr Team!

What's great

personalized support (10)onboarding experience (9)analyst support (21)custom financial models (29)

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3 views3yr ago

•1 review

We started working with Forecastr just after the incorporation of our startup. Nobody in our founding team had any financial background, so we really needed the support. Steven personally joined on as our fractional CFO, and helped us wrap our arms around the business model and forecast from Day 1 -- leveraging the Forecastr platform as the center of our financial universe. A year later, thanks to Forecastr and the work we did with Steven, we were able to raise a $5mm venture capital round. We couldn't have done it without Forecastr.

What's great

personalized support (10)analyst support (21)custom financial models (29)startup focus (24)

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1 view3yr ago

•1 review

Love the Forecastr product! I first ran into Logan & Steven at a 5 Across pitch competition in Lexington, KY and have been following their success ever since. When things were moving at warp speed during our Techstars '21 cohort with The Heritage Group, we found a lot of time savings from using Forecastr to build our financial model. Once the integration with QB came out, the value of Forecastr changed drastically for us. The visibility into our forecasted vs. actual financials has been a game changer and Forecastr went from a necessary fundraising tool to a vital part of the success of our business. Also, their approach to onboarding and customer success is unrivaled and enviable. I've never had such a thoughtful onboarding experience for any product and we've even gone so far as to "borrow" some of their tactics for our own onboarding process. I highly recommend this product! Check it out - you won't regret it!

What's great

onboarding experience (9)custom financial models (29)integration with accounting software (3)

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3 views3yr ago

•1 review

well I hate to share my secret weapon, but here goes. We discovered Forecastr a couple years ago and we were amazed at the capabilities packed into such an easy to use and simple platform. Kelvin and his enablement team are always willing to roll up their sleeves and help improve your projections. I urge you to get this tool set up asap even if you aren't raising money because it will help you understand your business's cac and where you need to make investments to reach your targets. Forecastr takes off where your P&L ends and gives you a deep and flexible understanding of the future you need to embrace to achieve your financial goals. This tool will be incredibly valuable if you decide to raise money as it shows investors exactly how you expect to achieve your goals. Get started today.

What's great

user-friendly interface (10)financial projections (13)analyst support (21)custom financial models (29)financial model transparency (4)

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3 views3yr ago

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