Building an Investors-Ready Pro Forma

Schedule

Wed Aug 26 2026 at 11:30 am to 01:00 pm

UTC-04:00
Location

7th Floor Lounge | Doug Meijer Medical Innovation Building | Grand Rapids, MI

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Learn how to build an investor-ready pro forma that supports fundraising, lender confidence, and sustainable growth.
About this Event

Many growth-stage companies are asked to provide a pro forma, yet few founders have been taught how to develop one effectively.

Join accounting professional for an interactive workshop exploring the purpose, structure, and strategic value of financial projections. Gain practical guidance to create a pro forma that supports fundraising, informs decision-making, and demonstrates a credible path to growth.

In this session, you will learn:

  • What a pro forma is and why investors, lenders, and other stakeholders request it
  • Which financial assumptions matter most when building projections
  • Common forecasting mistakes and how to avoid them
  • How investors, lenders, and strategic partners evaluate financial projections
  • Best practices for creating realistic and achievable growth scenarios

SCALE-UP! SESSIONS:

Scale-Up! Sessions is a monthly series for startup and growth companies covering key topics like branding, customer discovery, fundraising, marketing, and more, hosted by the MSU Research Foundation. Sessions are a mix of formats, from hands-on workshops and presentations to casual networking events. Whether you're refining your pitch deck, learning about SBIR/STTR grants, or exploring sales strategies, these sessions offer practical tools and insights to help your business scale.

ABOUT THE ORGANIZER:

The MSU Research Foundation supports the Michigan State University ecosystem with resources that increase the impact of research and innovation. The Foundation achieves its mission through grant programs that contribute over $15 million annually to the University, entrepreneurial programming and early-stage investments that accelerate technology transfer and startup growth throughout Michigan, and environments where startup businesses and collaborators can thrive. The Foundation's work is made possible through its stewardship of a flexible and sustainable endowment, nourished by over 50 years of licensing revenues and investment returns. Learn more about the MSU Research Foundation and its impact at msufoundation.org

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Where is it happening?

7th Floor Lounge | Doug Meijer Medical Innovation Building, 109 Michigan Street NW, Grand Rapids, United States

Event Location & Nearby Stays:

Tickets

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MSU Foundation
Host or PublisherMSU Foundation

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