Forecastr

Forecastr is a financial planning and analysis (FP&A) provider that pairs financial modeling software with fractional CFO and financial analyst services. The platform is positioned as a replacement for spreadsheet-based forecasting: it connects to a company's operational and financial systems to produce a single consolidated view of financial health, supports goal setting and progress tracking against chosen metrics, and allows founders to share a live financial model with investors through personalized links that control what each viewer sees.

Functionally, the product centers on revenue growth tracking, burn-rate and cash management, scenario and forecast maintenance with real-time actuals, and fundraising support. Integrations pull accounting actuals, CRM pipeline, and billing revenue from sources including QuickBooks, Xero, HubSpot, Stripe, and Shopify, updating automatically. Alongside the software, Forecastr's fractional CFOs and analysts help customers select metrics, set benchmarks and targets, and keep financial plans current. The company also publishes an extensive library of founder-facing content on startup metrics, financial modeling, valuation, and fundraising.

Forecastr describes its mission as helping 10,000 founders reach their "perfect exit," whether through acquisition, succession, or continued ownership, and states core values covering people-first culture, confidence, preparation, balance, fun, and candid communication.

Founding story

Co-founders Steven Plappert and Logan Burchett both came from financial modeling backgrounds. Plappert studied mathematical economics at the University of Kentucky, became a serial entrepreneur, went through Techstars twice with two companies, and spent years as a fractional finance professional building models for early-stage companies. Burchett studied economics and finance, began his career building predictive models as a financial analyst, and spent years as an outsourced CFO for early-stage startups, building hundreds of financial models. Burchett has said that observing how many founders were making hiring, growth, and fundraising decisions without real financial visibility was the gap that prompted them to co-found Forecastr.

Business model

Forecastr combines a subscription-style financial planning software platform with human services: fractional CFOs and financial analysts who help customers build and maintain their models. Prospects enter through a booked demo, then work with Forecastr's finance experts to convert existing data into a predictive financial model over roughly two weeks, after which the company provides ongoing analyst and fractional CFO support. The positioning is explicitly cost-based — fractional finance capability at a fraction of the cost of an in-house finance function.

Revenue comes from the financial planning software platform together with fractional CFO and financial analyst services sold to customer companies.

Traction

Forecastr states that more than 1,000 founders use the platform for financial clarity, and publishes customer testimonials from founders across companies including Science On Call, HyperTrader, PopUpThinkTank, SparkOffer, HeyKiddo, and Quilia, as well as from accelerator and venture investors. Its website cites customer outcomes such as rounds raised ranging from $3 million to $21 million and tripled customer bases.

Latest developments

Forecastr has relaunched its platform on a rebuilt backend, funded by a $5 million round whose closing was administered through Carta, and describes the newer version as more flexible and scalable. Its current positioning incorporates AI agents alongside software and fractional CFO services.