# Financial Pro Forma Template

Pro forma financial statements often include several years of financial projections. Occasionally investors will ask for more or less, but we recommend starting with three years.

At a minimum, most pro formas will follow the “three statement model,” which includes:

1. P&L statement (net profit/loss)
2. Balance sheet
3. Statement of cash flows

Download Carta’s free sample financial pro forma to get a first look at the typical format and concepts. This is an illustrative example only and is not customized to your company’s business model.