What Forecastr does

Forecastr is a cloud-based financial forecasting software and fractional CFO services company headquartered in Louisville, Kentucky. Founded in 2021, the company targets early-stage startups (seed through Series A) and SMBs preparing for or engaged in fundraising who lack in-house CFO-level financial expertise. The core product is a SaaS financial modeling platform with a spreadsheet-style formula builder, custom dashboard creator, 12+ pre-built templates covering SaaS, marketplace, ecommerce, transactional, hourly services, user application, custom contracts, and CPG business models, scenario analysis, runway and burn management, modeled hiring plans, live model sharing for investors, and native QuickBooks Online and Xero integrations for automated actuals sync. Forecastr is an approved QuickBooks Solution Provider.

The business operates a hybrid software-plus-services model. Annual subscriptions are sold across quote-based tiers: Essentials (dedicated analyst, one scenario, 30-minute monthly meetings), Growth (multiple scenarios, 1-hour meetings, detailed Investor Report), and two Fractional CFO tiers (CFO Startup at approximately 9 hrs/month and CFO Scale at approximately 14 hrs/month) that bundle dedicated CFO support with fundraising, pitch deck review, board relations, and pricing analysis. A free library of downloadable Excel and Google Sheets financial model templates is used as a top-of-funnel acquisition channel, paired with a self-guided product tour, while mid- and bottom-funnel conversion runs through inside sales and a 35,000+ founder partner network anchored by Techstars (Managing Director endorsement) and Render Capital (portfolio-wide deployment). Additional partnerships span Carta, SVB, Microsoft for Startups Founders Hub, Gust, Foundersuite, StartEngine, WeFunder, and a Udemy-hosted financial modeling course.

Forecastr is a Delaware corporation that has raised approximately $2.5M in a 2021 seed round (Resolute Ventures led, with Access Ventures, Techstars Ventures, Converge, Future Labs, Huat Ventures, Interlock Partners, Practical Venture Capital, RS Ventures, and Uncorrelated Ventures), a ~$5.7M 2023 Seed-II round (Capital Midwest Fund and Render Capital), a $3.881M 2024 Form D exempt offering, and a $7M 2026 round from the Discover Financial Health Improvement Fund — with earlier pre-seed support from Techstars ($120K) and a $750K 2019 round plus Vogt Awards ($25K). The company employs 11-50 staff including Co-Founder/CEO Steven Plappert, Co-Founder/COO Logan Burchett, Technical Co-Founders Jonathan Frazier and Steven Ambs, CTO Eric Shriner, Director of CFO Services Mohammad Ouhadi (former Techstars, CFA Level I), and a bench of Fractional CFOs and Financial Analysts.

Name

Forecastr

Legal name

Forecastr Inc.

Website

https://forecastr.co

Company type

Private

Founded year

2021

Operating status

Operating

Headcount range

51–100 employees

Short description

Forecastr provides cloud-based financial forecasting software and fractional CFO services for early-stage startups and SMBs preparing to raise capital, pairing a SaaS modeling platform with dedicated analyst and CFO support.

Ownership category

akta.pro rank

Product category

Financial Planning and Analysis Software

NAICS

Software Publishers (513210)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Outsourced Finance & CFO Services (BPAHABAE)

akta.pro secondary industry

Budgeting & Cash-Flow Management (FSAGADAA)

Keywords

• Financial forecasting software
• Fractional CFO services
• Startup financial modeling
• Investor reporting tools
• Runway management platform

Headquarters

HQ city

Louisville

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. Software Subscription - Analyst Support: SaaS subscription for financial modeling platform with dedicated financial analyst support. Two tiers: Essentials (one scenario, monthly forecast adjustments, 30-min meetings) and Growth (multiple scenarios, 1-hour meetings, ad hoc support). Monthly billing with quote-based pricing.
2. CFO Services Subscription: Fractional CFO services adding experienced finance leaders to customer teams. Three tiers: CFO Startup, CFO Scale, and comprehensive CFO services with special projects including fundraising support, board relations, and business optimization. Estimated 9-14 hours/month of CFO services.
3. Professional Services: Onboarding, custom financial model building, special projects, pitch deck preparation and review, investor research, and strategic guidance bundled within service tiers

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels9 records

Core offering

Forecastr sells a cloud-based financial forecasting platform that lets startups build investor-grade financial models with pre-built templates, custom dashboards, scenario analysis, and automated accounting integrations from QuickBooks and Xero. On top of the software, Forecastr layers dedicated financial analyst support and fractional CFO services sold as annual subscriptions across multiple service tiers. The platform is targeted at early-stage startups preparing for fundraising and SMBs needing outsourced finance leadership.

Product overview

Forecastr offers a unified financial forecasting platform combining SaaS software with expert CFO services. The core offering is the Financial Forecasting Software Platform, which provides financial modeling capabilities including custom dashboards, pre-built templates, formula building, and automated accounting integrations. On top of the software, Forecastr layers three tiers of analyst support (Essentials, Growth, CFO) that pair users with dedicated Financial Analysts and Fractional CFOs. Additionally, the CFO Startup and CFO Scale tiers provide more intensive fractional CFO engagement for strategy and growth optimization. A free Financial Model Templates Library offers 12 spreadsheet templates covering various business models (SaaS, marketplace, ecommerce, transactional, services, and more) that users can download and use independently.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Forecasting Software Platform Out-of-the-box cloud-based financial modeling platform for startups and SMBs that provides dashboard building, pre-built templates, formula functionality, automated accounting integrations, cash runway management, and live model sharing for investor reporting. Sold to early-stage startup founders and SMBs preparing for fundraising or needing an outsourced finance function.
• Fractional CFO Services Subscription-based fractional CFO engagement that places an experienced finance leader on a customer team for monthly calls, special projects, fundraising support, pitch deck preparation, board relations, pricing analysis, and business optimization. Targeted at startups and SMBs that need CFO-level leadership without a full-time hire, offered in CFO Startup (~9 hrs/month) and CFO Scale (~14 hrs/month) intensities.
• Financial Model Templates Library Free downloadable Excel and Google Sheets financial model templates covering Monthly SaaS, Annual SaaS, Per Unit SaaS, Marketplace, Ecommerce, Transactional, Hourly Services, User Application, Custom Contracts, Annual SaaS Monthly Billing, and CPG business models. Used as a top-of-funnel acquisition asset that lets prospective customers evaluate Forecastr's modeling approach before sales contact.

Quantifiable outcome

• Helped Albiware raise $4.5M with investor confidence built through clear financial model
• +3 more outcomes

Named customers32 records

Segments4 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Feature8 records

Partnerships

Five partnerships are on record, tiered core, flagship and minor.

• QuickBooks OnlinecoreTechnology or IntegrationOfficial QuickBooks Solution Provider partnership. Automated actuals sync keeps customer financial data current in Forecastr models. QuickBooks integration automatically updates variance reports and performance insights. Approved provider status with 30% discount available for new QuickBooks customers referred by Forecastr.
• XerocoreTechnology or IntegrationSeamless integration partnership keeping accounting actuals up-to-date in customer financial models. Xero data automatically populates variance analysis between forecast and actual performance.
• Render CapitalflagshipStrategic or Co-development PartnerPortfolio investment firm using Forecastr as essential tool across early-stage portfolio. Render Capital champions financial clarity and views Forecastr as must-have for their portfolio companies. Case study partner showcasing best practices.
• UdemyminorChannel Partner/ Reseller/ DistributorFinancial modeling course available on Udemy platform. 'The Ultimate Financial Modeling Prep Guide' video series distributed through Udemy's online learning marketplace.
• Startup Ecosystem PartnerscoreGTM or Marketing Partner35,000+ founder network through partnerships with accelerators, VC firms, and startup support organizations. Benefits include free educational workshops, discounted pricing for partner communities, Investor Connect pitch events. Logos include Techstars, HSFS, Intuit QuickBooks, Carta, SVB, Microsoft for Startups Founders Hub, Graham & Walker, Gust, Foundersuite, StartEngine, WeFunder, Divinc.

Scale indicators4 records

Recent moves6 records

Expansion highlights6 records

Broad incumbents

• Carta: Carta is a large, well-capitalized equity management and cap table platform serving startups and investors. It is a broad incumbent that has expanded beyond cap tables into scenario modeling, fund administration, and other finance workflows — directly overlapping with Forecastr's positioning as a startup financial hub.

Direct peers

• Pulley: Pulley offers cap table management, equity planning, and financial modeling tools for startups. It is a direct peer to Forecastr in scenario-based financial modeling and fundraising prep for early-stage companies, with overlapping buyer personas and comparable pricing models.
• Finmark: Finmark provides financial planning, forecasting, and modeling software specifically designed for SaaS and subscription businesses. It competes head-to-head with Forecastr on scenario planning, investor reporting, and runway management for early-stage companies.
• FlowCog: FlowCog is a SaaS financial modeling platform offering integrated P&L, cash flow, and runway projections for startups. It is a direct competitor to Forecastr on core financial forecasting use cases and is explicitly listed in Forecastr's own competitive comparison content.
• Pry Financial: Pry Financial offers financial modeling software for early-stage startups with a focus on SaaS metrics and fundraising scenarios. It competes with Forecastr's SaaS-specific templates and scenario modeling features, and is named in Forecastr's competitive set.
• LTSE Equity: LTSE Equity provides equity management and long-term planning tools for startups and public companies. It overlaps with Forecastr in financial modeling and equity scenario planning for early-stage companies, and is listed as a Forecastr competitor.
• Mosaic: Mosaic is a strategic finance platform for SaaS companies offering financial planning, analysis, and reporting. While it skews to slightly later-stage customers than Forecastr, it competes for the same buyer persona of startup and SMB finance leaders needing scenario modeling and investor-grade outputs.

Emerging players

• LiveFlow: LiveFlow connects accounting platforms (QuickBooks, Xero) to Google Sheets for financial reporting and forecasting. It is an emerging player with partial overlap to Forecastr's accounting-integrated forecasting workflow, though it lacks Forecastr's fractional CFO services layer.
• Abacum: Abacum is an FP&A and financial planning platform for finance teams at growth-stage companies. It overlaps with Forecastr in scenario modeling and investor reporting but targets slightly more mature customers with internal finance teams rather than founder-led startups.

Others

• Counting Up: Counting Up combines a business current account with built-in accounting and tax features for small businesses and sole traders in the UK. It is an adjacent ecosystem player touching small business financial management, related thematically to Forecastr's SMB finance support, but geographically and functionally distinct.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/forecastr
• YouTubeyoutube.com/@LoganBurchett
• Facebookfacebook.com/ForecastrHQ
• LinkedInlinkedin.com/company/forecastr
• Instagraminstagram.com/forecastrco
• TikToktiktok.com/@forecastrco

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 records

Funding overview

Funding rounds7 records

Investors15 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Forecastr