how profitual works

From Seed to Scale, Profitual Makes Financial Intelligence Accessible.

How you ask?

At Profitual, we believe that every startup deserves accessible financial tools to drive their success. With our platform, you can take control of your finances and make informed decisions to achieve your business goals.

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Begin with understanding your financial position.

What's your plan?

Once you sign up and enter your company's info, we can figure out where you're at financially.
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Do this by:

  • Creating a budget - Upload your budget with estimates from industry benchmarks or past financial patterns.
  • Inputting actuals - Input your company's account balances from your bookkeeping system (or spreadsheets!)
  • Create Milestones - Set milestones that serve as markers for your progress and goals. Whether it's reaching a certain revenue target or launching a new product, milestones provide a sense of direction and motivation to keep moving forward.

Anticipate and provide financial backup.

Your startup is profitable for three years? Prove it.

You've made a plan; now it's time to show your work.

Whether you're trying to impress potential investors, keep your Board of Directors informed, or make well-informed decisions for the future, it's through financial  reporting that you can clearly demonstrate the value of your business.

Profitual does this by creating a financial model built for your startup. All you need to do is:

  • Creating a 3-year forecast- Select the appropriate financial statement categories and input your forecast assumptions.

Numbers don't lie. Make informed decisions.

what will you do next?

Think of the model as a living, breathing lifeline. Maintaining a financial model  has many benefits for startups. It aids in informed decision-making, performance tracking, investor communication, and risk management while optimizing operational efficiency.

Leaving your financial model unattended is like letting a squirrel loose in your bank account – things might get a little nuts!
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Don't worry, though; Profitual helps you stay squirrel-free.

Here's how:

  • Input Monthly Actuals- Some revenues & expenses don't go to plan—and that's okay. Ensure accuracy by updating your  model with what's really going on.
  • Revise Forecast- Compare your budget to actuals frequently to better inform the forecast.

Focus on what you do best: growing your business.

now, you have the tools to succeed.

With a full stack of financial tools, real-time insights, and user-friendly forecasting capabilities, Profitual equips you with the strategic edge needed to supercharge business growth.

And don't forget to celebrate!

Profitual's affordable solution

The startup landscape can be tricky.
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We're there with you.

Our team, supported by venture capital and finance expertise, has skillfully integrated our entrepreneurial lessons into the platform, equipping you with purpose-built tools to tackle early-stage challenges head-on.

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Showcase Your Worth.

VC-built features help you craft your company's story, giving you a competitive edge when demonstrating your value.

Founder-Focused Affordability.

Access to venture-grade financial planning and analysis tools at a fraction of the cost of hiring a controller or CFO.

Reclaim Your Time.

Get your head out of the spreadsheets. Profitual helps founders reclaim valuable time that can be reinvested into building a thriving and successful company.