
Become investor ready today with #rocketproforma!
Miami, FL
Joined March 2021
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Have you been enjoying our Pro Tip posts? Remember, it's cool to thumbs up and share anything you find useful! Just like we recommend checking out this free World Domination eBook from Sales Hacker: zcu.io/PnUm. It covers lead generation, sales development, and more!
Join us live in one hour! We'll be online to answer any question you may have regarding financial projections, pitch decks, and how to find the right investors. Let us help you! Register for free: zcu.io/Pt0Ys
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Register for our live Q&A session this upcoming Tuesday. We're here to help answer all of your business financial questions. Seriously, ask us anything! Register for free: zcu.io/WzIy
Pro Tip: Check out annual reports of publicly traded companies in your industry, which are available for free in the Investor Relations section of their websites. For SaaS, compare yourself to Salesforce & Zoom. You can even chat with one of our coaches: zcu.io/fzoY
Pro Tip: Reduce speculation. Can you quickly build a minimum viable product and sign up some customers? Can you run tests on Facebook and Google Ads in order to better understand your customer acquisition costs?
See what else investors are looking for: zcu.io/ESK8
Our Financial Projections Spreadsheet includes:
- All Product Features
- Step-By-Step Instructions
- Investor-Ready Financials
- Automatic Pitch Deck Slide
- Automatic Financial Statements
- Video Walkthroughs On-Demand
- Built-In Intelligence
Learn more zcu.io/LhEy
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Pro Tip: Most professional investors want to see that you can grow big enough to make them rich. Their main criteria for investing is usually their confidence in you, so it’s important that you make them feel comfortable about both your vision and your management skills.
Join us live in one hour! We're here to help answer all of your business financial questions during our live Q&A Session. Ask us anything! Register for free: zcu.io/WzIy
Join us for a free workshop tomorrow! I'll be live to answer any question you may have regarding financial projections, pitch decks, and how to find the right investors. Register for free: zcu.io/Pt0Y
Pro Tip: Interview your investors! We recommend interviewing your potential investors. It’s a good idea for you to speak with other founders they’ve invested in to make sure there’s a good fit.
Pro Tip: How much detail should you show investors? Check out my financials pitch deck slide layout for a walkthrough of specific recommendations on how much detail to show to potential investors up front. zcu.io/Fg1Y
Do you need help making sure your financial projections and financial assumptions make sense and are ready to present to investors? Book a one-on-one coaching session with our expert coaches now to have your questions answered: zcu.io/2EUo #pitchdeckperfect
Pro Tip: Which KPIs should you highlight? For your financial projections, zcu.io/umCA, I would highlight the one or two key metrics that drive your revenue. These typically include number of sales, number of subscribers, and monthly or annual recurring revenue.
Join us live today! Let us help you with your business financial or pitch deck questions during our Q&A webinar. We can even help you provide best practices for finding investors. Register for free: zcu.io/WzIy
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Join us tomorrow a free Q&A Session. We'll be live for our Free Startup Q&A on financials, pitch decks, and fundraising—AMA (Ask Me Anything!). Register for free: zcu.io/Pt0Y
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Curious about the best way to present financial projections to investors? Download the 100% guaranteed full version here: zcu.io/4JCo. If you're not completely satisfied, let us know within 30 days and we'll provide a full refund. Let's #impressinvestors!
I was recently featured as a guest on Jarie Bolander's podcast, The Entrepreneur Ethos. We had a great conversation where I share tips that are useful to any entrepreneur, especially those trying to raise money. It's live now! Check it out: zcu.io/qZUC
Pro Tip: We normally recommend financial projections 3 years out, however there are instances in which it may take 5 years to make back the upfront investment. These are typically cash-intensive areas like IoT, medical devices, & products requiring lengthy regulatory approval.
Pro Tip: Only share your financial history with people who are actually interested in investing. Save your historical finances for second, third, or fourth conversation—instead of sharing them with strangers over an email or at the first meeting.
Pro Tip: Remember that accountants use three main financial statements for every business:
1. Income Statement (usually accrual basis)
2. Cash Flow Statement (cash basis)
3. Balance Sheet (accrual basis)
Book a coaching session: zcu.io/c8VO














