Q2 2026 investor update
Growth with improving efficiency
June 2026
Actual + forecast
Revenue
$1.84M
+7.2% vs plan
Gross margin
68.4%
+1.8 pts
Ending cash
$372K
14.2 weeks
Revenue trajectory
Actual · Forecast
For founders and entrepreneurs
Build the forecast
your investors are asking for
Investors want a 3-statement model where every number has a reason. ClearBox FPA builds it from your assumptions, so you can defend every line without a finance degree.
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The spreadsheet problem every founder knows
Numbers you cannot defend
An investor asks "why does revenue grow 40% in Q3?" You say "that is what felt right." That is the end of the conversation.
Broken when you update it
Change the headcount plan and half your formulas break. Your income statement and cash flow are now out of sync. This happens every time.
No way to show scenarios
Investor wants to see a conservative case. You make a copy of the spreadsheet and hope you did not miss anything.
3 year plan · Base
What drives the forecast
May
Forecast
June
Forecast
Consulting revenue
Growth · 8% yearly · Prior FY average base
Software subscriptions
Fixed amount · $8,330 each month
Salaries & wages
Employee schedule · compensation, taxes, and benefits
Operating income
$26.6K $35.5KEvery number has a reason
Assumption-driven forecasting means you set the logic, ClearBox FPA does the math. Change one assumption and all three statements update.
Assumptions you can defend
Revenue growth 15% MoM? CAC of $800? Each assumption is explicit and auditable. Investors can see exactly what drives your numbers.
Learn about forecastingSensitivity analysis for fundraising
Auto-vary any assumption across a range. Show investors your base, bull, and bear case without building three separate models.
Learn about sensitivity analysisAgentic AI that builds your first forecast
Tell ClearBox Intelligence about your business model. It analyzes your actuals, asks smart questions, and builds a structured forecast. You review and approve every assumption.
Learn about agentic AISeamless QuickBooks integration
Connect QuickBooks Online and your actuals sync daily. See what you planned vs what actually happened. Know when you need to update your forecast.
Learn about integrationsWhat you will be able to show investors
Three-statement model
Income statement, balance sheet, and cash flow — all linked and always balanced. Full Excel export including all statements and schedules.
Assumption documentation
Every growth rate, every headcount plan, every cost assumption — documented and traceable. Your model is auditable.
Scenario comparison
Base case, bull case, bear case — built from the same model, not three different spreadsheets.
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