Projection Hub
ProjectionHub sells CPA-developed Excel financial projection templates and provides custom modeling, business plan writing, and SBA loan advisory services to small business founders, SBA loan applicants, and business buyers. The bootstrapped Indiana company has served 50,000+ customers since 2012.
- Company typePrivate
- Founded2012
- HeadquartersAnderson, United States
- Headcount1–10
- GTM typeB2B
- OfferingSoftware
What Projection Hub does
ProjectionHub is a bootstrapped, Indiana-based software and services business that has sold financial projection tools to small business founders since 2012. Its core product is a library of 100+ CPA-developed Excel and Google Sheets financial projection templates covering industries ranging from coffee shops and restaurants to real estate development, e-commerce, healthcare, SaaS, and transportation. Users populate the templates with their own business assumptions to generate integrated five-year income statements, cash flow projections, and balance sheets suitable for SBA loan applications, investor pitch decks, and business plans. The company has served over 50,000 customers cumulatively.
The technology stack is intentionally lightweight: downloadable spreadsheet files with embedded formulas and cross-statement linkages, supplemented by video walkthroughs and free email and live chat support. The company has not built a native SaaS application, public API, or any AI features. Distribution is entirely direct-to-consumer through the company website, supported by an extensive content marketing program that includes educational blog posts, free tools (SBA Lender Finder, Valuation Calculator, Industry Benchmark Data, AirBnB Cash Flow Calculator), and free live workshops.
ProjectionHub monetizes through multiple distinct revenue streams: one-time individual template purchases priced around $119, an annual subscription tier (ProjectionHub+) granting access to the full template library, and three professional service lines (template fill-out, custom financial modeling, and business plan writing) plus an SBA pre-qualification concierge service and a QofE "Sniff Test" for small business acquisitions. The company operates with fewer than ten employees, led by founder Adam Hoeksema (whose prior role approving 1,500+ SBA loans as Executive Director of Bankable provides lender-side credibility) and CPA Grace Cisna, who joined in 2019 and built the industry-specific template library.
Projection Hub firmographics
Firmographics- Name
- Projection Hub
- Legal name
- ProjectionHub
- Website
- https://projectionhub.com
- Company type
- Private
- Founded year
- 2012
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- ProjectionHub sells CPA-developed Excel financial projection templates and provides custom modeling, business plan writing, and SBA loan advisory services to small business founders, SBA loan applicants, and business buyers. The bootstrapped Indiana company has served 50,000+ customers since 2012.
- Ownership category
- akta.pro rank
Projection Hub industry classification
Industry- Product category
- Financial Planning Software
- NAICS
- Other Accounting Services (541219), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412)
- akta.pro primary industry
- Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting) (BPAAAGAJ)
- akta.pro secondary industry
- Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF)
Keywords
Where Projection Hub is headquartered
LocationHeadquarters
- HQ city
- Anderson
- HQ country
- United States
- HQ region
- North America
Markets served
Projection Hub business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations
Revenue model
- DIY Financial Projection Templates: One-time payment for individual Excel template purchases. Templates are downloadable and usable immediately with video guides included.
- ProjectionHub+ Subscription: Annual subscription providing access to all 100+ templates in the library
- Custom Financial Modeling Services: Expert-built custom financial models in Excel tailored to specific business needs. Two-payment structure: deposit and final payment upon completion.
- Template Fill-Out Service: Experts complete the customer's chosen template with their data. One-time payment collected before work begins.
- Business Plan Writing Service: Custom business plan writing by expert team
- SBA Pre-Qualification Service: Concierge guidance service for SBA loan preparation and pre-qualification
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | ProjectionHub+ All-Access Subscription |
| One time/ perpetual license | Pay-as-you-go | Individual Template Purchase |
| One time/ perpetual license | Pay-as-you-go | Template Fill-Out Service |
| Other | Multi-year contract | Custom Financial Modeling |
| One time/ perpetual license | Pay-as-you-go | Specialty Subcontractor Template |
Go-to-market motion2 records
Distribution channels1 record
Marketing channels4 records
Projection Hub product offering
Product offeringCore offering
ProjectionHub sells CPA-developed, industry-specific Excel and Google Sheets financial projection templates that users fill in to produce 5-year integrated income statements, cash flow statements, and balance sheets for SBA loans, investor pitch decks, business plans, and internal planning. Around this template library, the company offers an all-templates annual subscription (ProjectionHub+), custom financial modeling, template fill-out, business plan writing, SBA pre-qualification guidance, and a Quality of Earnings "sniff test" service, plus free resources such as SBA checklists, valuation calculators, and a lender finder.
Product overview
ProjectionHub is a platform offering Excel/Google Sheets-based financial projection templates and related consulting services. The core product is a library of 100+ CPA-developed industry-specific financial projection templates (DIY Projection Templates) that users customize with their own data. The offering combines template sales with premium services including ProjectionHub+ (all-templates subscription), custom financial modeling, template fill-out services, and business plan writing services. Free tools include SBA lender finder, valuation calculators, and business plan templates. The company also provides a blog with educational content covering SBA loans, business valuations, and industry-specific financial guidance.
Differentiator
Problem solved
Functional benefit
Products and services
- DIY Projection Templates CPA-developed Excel and Google Sheets financial projection templates for more than 100 industries; users enter business-specific assumptions to generate 5-year integrated income statements, cash flow projections, and balance sheets for SBA loans, investor pitches, business plans, or internal planning. Sold as one-time purchases with free template swap if industry fit is incorrect.
- ProjectionHub+ Annual subscription providing access to the full library of 100+ financial projection templates for small business founders, advisors, and consultants who need ongoing access across multiple industries.
- Projection Fill-out Service Expert service in which ProjectionHub staff complete the customer's chosen financial projection template using the customer's business information, producing lender- or investor-ready projections without the customer having to build them themselves. One-time payment collected before work begins.
- Custom Financial Modelling Bespoke Excel financial model development by ProjectionHub experts, led by CPA Grace Cisna, tailored to specific business specifications and complex use cases such as custom revenue logic, multi-unit rollups, or non-standard business models. Priced via a two-payment structure (deposit plus final payment on completion).
- Business Plan Writing Service Custom business plan written by ProjectionHub's expert team based on information provided by the customer about their new business venture, intended to accompany financial projections for SBA loan applications, investor pitches, or internal planning.
- SBA Pre-Qualification Service Concierge guidance service that helps entrepreneurs determine whether SBA financing is appropriate for their situation and prepares the documentation required for an SBA loan application, leveraging founder Adam Hoeksema's experience approving over 1,500 SBA loans at Bankable.
- QofE Sniff Test Service Quality of Earnings evaluation that provides a quick, cost-effective assessment of a target business's financial health for small business buyers before they commit to a full diligence engagement.
- Real Estate Developer Financial Model Templates Specialized 10-year financial projection templates for real estate developers covering commercial buildings, multifamily apartments, self-storage facilities, and strip malls, including construction budgets and investor return modeling.
Quantifiable outcome
- 50,000+ founders and small businesses have successfully created financial projections
- +1 more outcomes
Companies that use Projection Hub
Customer profileNamed customers2 records
Segments5 records
Ideal customer profiles5 records
Projection Hub technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature4 records
Projection Hub partnerships and signals
Strategic signalScale indicators3 records
Recent moves6 records
Expansion highlights6 records
Projection Hub competitors and assessment
Company assessmentEmerging players
- Jirav: Jirav offers cloud-based financial planning and forecasting software for SMBs and accountants, addressing the same small-business forecasting use case as ProjectionHub.
- Finmark: Finmark provides financial modeling and forecasting software for startups, competing for the same startup-pitch-deck and investor-projection use case served by ProjectionHub's templates.
- Causal: Causal is a modern financial modeling SaaS for startups and SMBs focused on scenario planning and what-if analysis, representing an emerging cloud-native alternative to Excel-based templates.
Direct peers
- LivePlan: LivePlan offers financial projection software and business plan templates for small businesses, the closest direct competitor to ProjectionHub's DIY template + business plan writing service bundle.
- Bplans: Bplans sells business plan templates and educational content for entrepreneurs, directly competing with ProjectionHub's free and paid business plan offerings.
- PlanGuru: PlanGuru provides Excel- and cloud-based financial projection and forecasting software for small businesses and nonprofits, overlapping with ProjectionHub's SMB financial forecasting niche.
Broad incumbents
- MOSAIC (previously Finagraph): Mosaic offers SMB financial benchmarking and benchmarking data products, comparable to ProjectionHub's Industry Benchmark Data Tool.
- Palo Alto Software (LivePlan/Bplans parent): Palo Alto Software is the established incumbent behind LivePlan and Bplans, a broader business planning and forecasting platform with greater scale than ProjectionHub.
Others
- SCORE (Resource Partner): SCORE is a nonprofit SBA resource partner offering free business plan templates and mentoring, an adjacent ecosystem participant in the same SMB planning category as ProjectionHub.
- Wall Street Prep: Wall Street Prep provides financial modeling training and templates for finance professionals, adjacent to ProjectionHub's CPA-developed template library.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Projection Hub social profiles
Digital presenceProjection Hub financial estimates
Financial estimateRevenue estimate
Valuation estimate
Projection Hub leadership team
Management profileNumber of profiles
Profiles6 records
Projection Hub funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Projection Hub M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Projection Hub
What does Projection Hub do?
ProjectionHub sells CPA-developed, industry-specific Excel and Google Sheets financial projection templates that users fill in to produce 5-year integrated income statements, cash flow statements, and balance sheets for SBA loans, investor pitch decks, business plans, and internal planning. Around this template library, the company offers an all-templates annual subscription (ProjectionHub+), custom financial modeling, template fill-out, business plan writing, SBA pre-qualification guidance, and a Quality of Earnings "sniff test" service, plus free resources such as SBA checklists, valuation calculators, and a lender finder.
Is Projection Hub a public or private company?
Projection Hub is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Projection Hub founded?
Projection Hub was founded in 2012. It employs 1 to 10 people.
Where is Projection Hub based?
Projection Hub is headquartered in Anderson, United States, in the North America region.
How does Projection Hub make money?
Six revenue lines are on record. DIY Financial Projection Templates are the primary driver. The others are projectionHub+ Subscription, custom Financial Modeling Services, template Fill-Out Service, business Plan Writing Service and SBA Pre-Qualification Service.
Who are Projection Hub's main competitors?
Emerging players on record are Jirav, Finmark and Causal. Direct peers are LivePlan, Bplans and PlanGuru. Broad incumbents are MOSAIC (previously Finagraph) and Palo Alto Software (LivePlan/Bplans parent). Others are SCORE (Resource Partner) and Wall Street Prep.
Does Projection Hub have an API?
No public API is recorded for Projection Hub.
What industry is Projection Hub in?
Projection Hub's product category is Financial Planning Software. Its primary akta.pro industry code is BPAAAGAJ, Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting), with a secondary code of BPAHABAF, Financial Reporting & Technical Accounting Advisory (GAAP/IFRS). Its NAICS code is 541219.