Forecastr is an online software platform that helps founders build great financial models, so they can make better decisions, impress investors, and get funded. Financial forecasts are key to any business’s tool kit, particularly for startups, and Forecastr fills an important role of helping create financial models and support them over the long term. I talk with CEO and co-founder Steven Plappert about the recent launch of the beta product, and how they were able to launch with 87 clients already signed up and ready to go.

A key component of the Forecastr model is their use of white-glove onboarding of their clients, and in our conversation, we spend some time talking about how to scale this level of high-touch and analysis through the product roadmap. He also discusses some of the areas in which they plan to grow, as well as taking a look at the competitive landscape for financial modeling. I really enjoyed this conversation, and I’m already looking forward to a future episode, a part two, where Steven takes us through the onboarding process that he does with customers. To find out more, be sure to go to their website at: https://www.forecastr.co/

Topics in this episode

What it looks like to go through the white-glove onboarding for new clients

Supporting clients on an ongoing basis, after the models are built

The products they sold to customers before the beta was even built

What makes their product so important for the market 

The vision of Forecastr

Partnerships with incubators, accelerators, and VCs

Contact Info

Website: https://www.forecastr.co/

Email: [email protected]

LinkedIn: https://www.linkedin.com/company/forecastr/