Skip to content

ProjectionHub

At a Glance

A sensible shortcut for the projections a lender will demand; buy the template, then own every assumption in it before underwriting asks you to.

Pricing
One-Time, Published pricing (projectionhub.com, August 2026): the individual industry templates are free, and the $119 template price and $197 to $297 universal tier are no longer on the page; the all-access portal is $499 one time. Services: SBA expert consultation $150; SBA pre-qualification package $500, carrying a $250 credit toward projections; complete projections $750; business plan plus projections $2,500; premium bundle $3,500, shown against a $4,250 strike-through.
Best For
Buyers assembling an SBA loan package who need credible projections quickly and would rather adapt a CPA-built model than build one from scratch
Roadmap Stages
3. Set Up & Fund the Search5. Diligence & Close the Deal

Pros and Cons

Pros

  • Transparent published pricing across templates and services
  • Industry-specific models beat generic spreadsheets for lender credibility
  • Money-back terms are stated on the site rather than negotiated

Cons

  • Templates are inputs, not advice: the assumptions are still yours to defend in underwriting
  • Guarantee and accuracy claims are the vendor's own
  • The templates are free now, so every path in runs through a service quote that reaches four figures

What Searchers Say

A long-running fixture in the SBA-borrower tooling space with a substantial template catalog and published pricing. Independent reviews are modest and mostly positive on template quality; the practical question is template versus hiring your own accountant, not legitimacy.

More Valuation & Modeling