When you’re raising capital, your model is your story. The right forecasting platform helps you build, test, and share that story with clarity without getting buried in spreadsheets.

Here’s a look at the best tools founders use to model runway, plan scenarios, and walk into investor meetings with confidence.

  1. Parallel (top pick)

  • Why for fundraising: Purpose-built for founders, Parallel makes it easy to build a clean operating plan and runway view fast. Spin up raise-timing and amount scenarios in minutes and share investor-ready dashboards, without having to deal with spreadsheets. Integrates easily with your accounting, and also offers accounting services.

  1. Runway

  • Why for fundraising: Driver-based models and rapid “what-if” comparisons help you quantify how much to raise and how long it will extend your runway. Built for board-ready scenario simulations that run in seconds.

  1. Mosaic

  • Why for fundraising: Combines real‑time analytics, forecasting, and investor & board reporting, so you can align your story (KPIs, headcount, cash) to the raise narrative.

  1. Causal

  • Why for fundraising: Spreadsheet-free modeling with live data (QuickBooks, Xero, CRM). Share dashboards and iterate on assumptions with investors in real time for a more dynamic raise process.

  1. Jirav

  • Why for fundraising: Templates across all three financial statements, plus driver-based planning, make it easy to show use-of-funds, runway, and downside cases clearly and confidently.

  1. Equals

  • Why for fundraising: A connected spreadsheet that pulls live data from Stripe, Salesforce, and SQL. Run both GTM and finance analysis (ARR, retention, pipeline) in one place for investor diligence.

  1. LiveFlow

  • Why for fundraising: Automatically sync QuickBooks to Google Sheets or Excel so your historicals and cohort analyses are always current — no CSV exports before partner meetings.

  1. Abacum

  • Why for fundraising: Built for collaborative FP&A and workflow management — ideal when multiple execs need to align assumptions and deliver a tight, defensible model together.

  1. Pigment

  • Why for fundraising: Enterprise-grade connected planning for multi-team and multi-scenario modeling. Perfect for complex raises requiring deeper governance, driver logic, and control.

  1. Finmark (by BILL)

  • Why for fundraising: Startup‑friendly financial modeling without heavy spreadsheet work—quickly build and share a plan for early-stage fundraising.


Quick Chooser: Fundraising Focus

  • Fastest path to investor-ready plans + runway scenarios: Parallel (top pick) — also consider Runway for heavier what-ifs.

  • Need integrated KPI and board reporting out of the box: Mosaic.

  • Want models without spreadsheets: Causal or Jirav.

  • Prefer staying in Sheets with live data: Equals or LiveFlow.

  • Complex, cross-functional planning (later-stage): Pigment.

  • Very early teams, quick and simple shareable model: Finmark.

If you’re preparing to raise, start with Parallel — built for speed, clarity, and confidence.
→Book a fundraising model review


Renato Villanueva

CEO & Cofounder

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