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Get a Pro Forma Income Statement Template
Reach out to get our Excel Pro Forma Income template to present a polished 5-year financial forecast. Perfect for pitch decks, board meetings, and fundraising.
Designed for SaaS / AI startups with subscription revenue models
Pre-built assumptions tab (CAC, ARPU, variable costs, fixed costs, user growth)
Automatically calculates revenue, expenses, and profit/loss across 5 years
Get started in minutes, just enter your numbers for instant calculations
Table of Contents
How To Use Startup Pro Forma Template
This is a simple pro forma template, no finance background required.
- Open the Underlying Assumptions tab and edit the blue cells with your numbers:
- Monthly subscription price
- Paid & free user growth
- Customer Acquisition Cost (CAC) trajectory
- Variable cost per user
- Fixed operating expenses
- Watch the Pro Forma Income Statement tab update automatically
- Take a screenshot for including directly into your investor deck
What’s Inside the Pro Forma Income Template?
Underlying Assumptions tab:
Tweak just 8-10 inputs in blue
Pro Forma Income Statement tab:
Professionally formatted 5-year P&L that updates instantly
Instructions tab:
Simple 2-step guide to customize and export
This template works equally well as a sample pro forma income statement Excel file or a foundation for deeper financial planning.
Who This Pro Forma Template Is For
This pro forma income statement template Excel is ideal for:
- Startup founders preparing for fundraising
- CFOs and finance leaders needing fast scenario modeling
- SaaS and AI startups with subscription or usage-based revenue
- Teams that want a simple pro forma template without building from scratch
Whether you’re pre-seed, Series A, or scaling, this pro forma income statement template gives you a credible financial starting point.
Need Help?
Founders can start with this Financial Statement Excel file. If you need more help, consider upgrading to Kairos (our real-time FP&A platform) or work with our financial team for additional support.
Kairos FP&A tool replaces spreadsheets with:
- Live dashboards using data from Xero, Stripe, HubSpot, Salesforce & 170+ sources
- Driver-based planning, what-if scenarios, and auto-generated investor/board reports
- Cash runway, hiring plans, and department budgets in one place
Frequently Asked Questions
A pro forma income statement is a forward-looking financial forecast that projects future revenue, expenses, and profitability based on assumptions. Startups use it to model growth scenarios, plan cash runway, and communicate financial expectations to investors and boards.
No. Reach out to us and we will send you the Excel pro forma income statement template. No credit card required, no locked sheets, ready to use immediately.
If you have subscriptions, users, pricing, CAC, or growth assumptions, this template was built for you. It includes assumptions for CAC, ARPU, user growth, variable costs, and fixed operating expenses.
It doesn’t need to be perfect, it needs to be thoughtful, explainable, and defensible.
Growth drivers, CAC, pricing, margins, and how fast you burn cash, not fancy formulas.
A regular income statement shows historical financial performance. A pro forma income statement shows future projections based on assumptions. Investors rely on pro forma statements to understand growth potential, scalability, and your path to profitability.
Yes. The pro forma income statement Excel template is formatted to be investor-ready. Many founders simply export or screenshot the 5-year P&L and include it directly in pitch decks or board materials.
A pro forma is only as accurate as its assumptions. This simple pro forma template helps you clearly define those assumptions so you can model realistic best-case, base-case, and downside scenarios.
That’s common. As complexity increases, many founders move from a simple pro forma template to a full FP&A platform like Kairos, which supports real-time data, scenario planning, and investor reporting at scale.