How to create a financial forecast: This is what startup investors need to see
‘How much money should we ask for?’ It’s one of the most challenging questions startup founders face when raising equity...
Managing your company’s finances is mission-critical but for many founders, financial modelling is a time-consuming nightmare. You either spend hours wrestling with spreadsheets – figuring out your VLOOKUPS from your Pivot Tables – or you pay thousands for a consultant.
Well, not anymore. We’ve teamed up with financial planning and analysis experts, Blox, to bring you financial modelling that’s simple, fast and investor-ready.
With Finance for Fundraising, you can build professional financial models quickly and easily. No more wrestling with spreadsheets or paying for expensive consultants. Just clear, data-driven projections that help you secure funding with confidence.
Simon RitchieMost businesses, even in 2025, still rely on complex spreadsheets for their planning, which are error-prone, hard to update and difficult to collaborate on. This challenge is particularly acute for startups and scaling companies.
We realised there was a need for a more accessible, powerful and flexible solution that could grow with these businesses. That’s what inspired us to create Blox – a platform that combines the flexibility of spreadsheets with the power of modern cloud-based technology and AI. Our goal is to help ambitious, growing companies streamline their financial modelling, make better decisions, and ultimately succeed in their fundraising and growth journey.
Founder & CEO,
Nathan Phillips and Thomas De BruyneDiscovering Blox was a game-changer – we never imagined financial modelling could be this easy or robust. For our early-stage startup, every decision counts, and Blox boosts our confidence with instant access to critical financial insights and scenarios. Its seamless integrations with Xero and SeedLegals will reduce our admin workload, letting us focus on growing the business where it matters most.
Co-founders,
Forecasting templates ready to wow investors
Finance for Fundraising is built specifically for startups, with pre-built templates that focus on the key metrics investors care about – from revenue to expenses, headcount to cash flow, and more.
Plus, Blox’s intuitive platform ensures all your numbers stay accurate and SEIS/EIS compliant so your investors know you’re a safe bet.
Nathan PhillipsThe fact that we are going to be able to have our cap table in SeedLegals, with our financial model in Blox, and all of our expenses integrated with Xero just sounds like a dream in terms of management and the interconnectivity of all of our core financial and investment software.
Co-founder,
Know your options with flexible scenario planning
You don’t always know how things are going to go. But with Finance for Fundraising, you’re prepared for every eventuality.
Explore different futures without breaking your model. Quickly compare best‑ and worst‑case scenarios or tweak your assumptions to see how a decision will impact your runway, in the short and long term.
Thomas De BruyneNow when we’re in Blox, it’s become a whole lot easier to not just put the financial model together in a way that made sense to us, it’s also much more intuitive, and it also enabled us to run certain scenarios to get these kind of insights much more quickly, and as a result, we’ve made much better decisions already.
Co-founder,
Because Blox recalculates your figures automatically, you can test out different marketing spends, product launches or hiring plans in just a few clicks. All without building a whole new spreadsheet or worrying about messing up your formulas.
Thomas De BruyneWithin the scenarios, what really caught me is the sliders for adjusting certain parameters. It just looks so incredibly easy that I was just laughing. This is just funny at this point.
Co-founder,
Real-time collaboration for your whole team
You’re not building your business alone, so you don’t need to deal with the financials all by yourself.
Easily download reports to send to potential investors. Or add your co-founders, team members and advisors so you can all see and update the same real-time model.
Instead of emailing spreadsheets back and forth, everyone logs into Blox and gets full visibility on the latest figures. Share insights, get fully aligned on budgets and avoid confusion over which version is ‘the real one’.
Thomas De BruyneFile sharing and version control in Excel was a nightmare. How many times did we ask, ‘Can you send me the latest model?’ With Blox, that’s completely eliminated.
Co-founder,
Get quick, easy answers or dive deep into the data
Blox makes complex financials easier to digest, whether numbers are your thing or not. If spreadsheets aren’t your idea of fun, the simplified dashboards provide clarity on your runway and burn rate.
Nathan PhillipsYou get the custom dashboards showing the insights that we needed without any heavy lifting – it is extremely helpful.
Co-founder,
Meanwhile, data experts can drill down into line-by-line figures and advanced metrics. Either way, you’ll have the insights you need to make smarter decisions and confidently share your forecasts with investors.
Thomas De BruyneThe ability to have someone non-financial able to contribute and to gain the same kind of insights as any financial person just further optimises decision making and makes decision making even more inclusive.
Co-founder,
Ready to fast-track your fundraising?
With Finance for Fundraising, you get investor-ready financials without the spreadsheet stress. No more Excel headaches, no expensive consultants – just clear, data-driven models built with ease.
Finance for Fundraising is an exclusive add-on for SeedLegals customers, available for just £990 per year (+VAT) – a fraction of what it costs to hire a consultant.
Finance for Fundraising
Want to see how it works?
Talk to our team and find out how Finance for Fundraising can help you build a model that wins investors over, without the hassle.
Book a demo
