Pro Forma Template

Joe Marraffino
Affiliated Organization: 
Democracy at Work Institute

This pro forma template is intended to aid cooperative entrepreneurs (and the developers who serve them) in making a preliminary financial assessment of their worker cooperative startup.  Many worker cooperative startups are learning business finances for the first time. This tool offers a framework to think about their business and some labor-saving, pre-built Excel formulas. The spreasheet will ask for assumptions about the business and allow the user to produce a basic Profit and Loss Statement and Cash Flow Statement.

These two financial statements are some of the building blocks needed for a startup loan application. However, every business is different and this tool may need to be adapted and customized for those serious about approaching a lender.  DAWI can connect start-up entrepreneurs to local technical assistance or offer some direct support to rural cooperatives and development centers.

Download the Excel file here.



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