How ProInsight Uses Forecastr to Build Investor Confidence and Streamline Strategic Planning 

Justin Stoddart, co-founder and CEO of ProInsight, is on a mission to help relationship-based service professionals build businesses that are not only impactful but also scalable and sellable. At its core, ProInsight enables service-driven entrepreneurs to deliver standout client experiences while building companies with real, long-term value.

When Justin stepped into the CEO role, he inherited a spreadsheet-based financial model—complicated, brittle, and poorly aligned with where the business was headed. A former partner had owned the process, but once that partner exited, the model’s limitations became obvious.

“We had a model,” Justin said, “but it was a bit of a mess. We brought in a consultant to help improve it, but it still wasn’t working for where we were as a company.”

At the time, ProInsight was still in its early stages—rapidly evolving its product, experimenting with pricing, and adjusting go-to-market strategies based on constant customer feedback. Every decision impacted cash flow, but the financial model wasn’t built to flex with that kind of change.

“It became untenable,” Justin recalled. “It was hard to track, and when we stepped into fundraising conversations, we felt like we didn’t know what we were talking about. Unfortunately, the people we were speaking to felt the same.”

A New Phase, A Clear Need

The ProInsight team didn’t just need a cleaner financial model—they needed real-time clarity, strategic support, and a system they could trust. Fundraising had become a top priority, but their spreadsheet-based model couldn’t keep up. It lacked flexibility, structure, and the ability to visually tell its story to investors.

The platform’s dynamic, assumption-driven modeling was exactly what Justin and his team needed to adapt quickly, plan strategically, and make informed decisions in a fast-changing environment. But what impressed Justin most wasn’t just the software—it was the people behind it.

“Our experience with our Forecastr analyst, Faisal, has been absolutely spectacular,” he said.

Faisal didn’t just walk them through the tool—he became a true extension of the team. Whether it was refining the model, running scenarios, or prepping for high-stakes investor meetings, he was right there alongside Justin. “He even joined us on a Saturday morning,” Justin shared, “because that was the only time we could meet.” 

That commitment made a lasting impression. “Our platform is built for high-touch service, so getting that kind of white-glove experience from Forecastr it resonated deeply with us. It’s exactly the experience we aim to deliver to our clients.”

“We built a five-year forecast that aligned with what investors were expecting—things like triple-triple-double-double-double growth,” he said. “In a spreadsheet, we couldn’t demonstrate that. We could talk about it in theory, but not actually show it.”

Forecastr turned those conversations from conceptual to concrete. The platform made it easy to test new pricing strategies, model different compensation structures, or evaluate the impact of introducing a registration fee—all in real time. That flexibility was critical. It allowed Justin and his team to balance aggressive growth goals with sustainable financial planning, aligning investor expectations with internal strategy.