ProjectionHub

Industry projection templates plus done-for-you SBA plans and forecasts

Overview

ProjectionHub has shifted from subscription software to a mix of downloadable templates and paid services centred on US Small Business Administration loans[16]. Its DIY offer is a library of more than 100 industry-specific financial projection templates with five-year projections, charts and ratios; individual templates are listed as free, and a one-time ProjectionHub+ purchase unlocks the full library with future updates, an SBA lender finder and an industry data tool[16].

The service side runs from a free SBA readiness review through a one-hour consultation, pre-qualification with two lenders, expert-built projections and a full SBA-ready business plan with projections, up to a concierge package that includes lender introductions and closing guidance[16]. The concierge tier carries a guarantee that refunds its concierge portion if SBA approval is not obtained, and a staff CPA builds custom models on request[16].

For borrowers the specialised SBA focus is the attraction. The trade-offs are that ProjectionHub is not a collaborative plan editor, its templates are spreadsheets rather than an online app, and anything beyond templates is a professional service with fees in the hundreds or thousands of dollars[16].

ProjectionHub features

  • 100+ industry projection templates
  • Five-year projections with charts and ratios
  • SBA lender finder tool
  • Done-for-you projections and business plans
  • SBA pre-qualification and concierge services
  • Custom models by in-house CPA

ProjectionHub pricing

Individual templates: listed free. ProjectionHub+: US$499 one-time. Services: SBA Readiness Review free; SBA Expert Consultation US$150; SBA Pre-Qualification US$500; Financial Projections US$750; Business Plan + Projections US$2,500; Projections + Business Plan + SBA Concierge US$3,500; custom modelling by quote.

ProjectionHub strengths and limitations

Strengths

  • Deep SBA lending specialisation
  • One-time template pricing
  • Free readiness review
  • Option to hand off the whole plan

Limitations

  • Not a collaborative online plan editor
  • Services are costly compared with software
  • US SBA focus limits use elsewhere
  • Support only on US Eastern weekday hours

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