There are some fantastic tools to help you with Pitch, Business Plan Development and Finance at LaunchNY and we highly recommend starting here.


There are also great resources available locally to assist you with your documents and business planning strategy such as MVCC’s ThINCubator and The Mohawk Valley Small Business Development Center. Reach out to them for additional assistance or for mentorship as you go through the planning process.


When you’re looking for investment or just trying to get your business off the ground, you’ll need to know your numbers. What does the first year (or two) of revenue and expenses look like? Ultimately you should be able to show that this business can make a profit and stand on its own, and as we evaluate businesses for our investments, we need to to clearly understand the vision of the company, how the company solves a problem in a way that is profitable and how the economics work.

Here we’re sharing some document templates that you can use as part of your research or as part of your submission if you’re looking to be considered for an investment. These templates will help you put together a more robust financial picture of your business and organize your thoughts into a short business plan.



Pro Forma (download) –

We can learn a lot about a businesses first year’s revenue, startup expenses and timeline from this document. It’s similar to a budget. You should be able to place in revenue expectations over the first 12 months based on your market research and pair those with various expense categories (we’ve provided a list of some that are common but feel free to edit or use your own). As you list expenses month to month you’ll see your expected Net Profit calculate on the bottom automatically.

A pro forma also allows you (and us) to understand whether your business is seasonal or cyclical and when certain expenses may be incurred. For example you may need startup capital to outfit a facility in months 1 and 2 but won’t be open until month 3, which is when revenue starts to come in. This is a valuable tool to create a financial picture of the profitability or losses look like over that first year.



Business Plan – (download)

This template is used by the Small Business Administration and is just one example of what a business plan could look like. This can serve as a guide for you as you put yours together. You should clearly be able to articulate the revenue model(s), market conditions and how you and your team will be successful. This, coupled with a Pro Forma is what helps to inform us of which companies we’ll be investing in.

Good luck!