Where Will Your Business Be in 6, 12, 18, and 24 Months?
Investors don't fund the present — they fund a believable version of the future. This template walks you through setting specific, time-bound revenue markers at every key horizon. The goal isn't a perfect forecast. It's a disciplined, honest story about where you're headed and what it will take to get there.
When to use this: When drafting your Use of Funds narrative, building your campaign overview, or preparing for investor conversations. Complete the Setup section first, then work through each milestone horizon.
Revenue markers are not revenue guarantees. You're making a reasoned projection, not a legal promise. Investors in crowdfunding campaigns understand this. What they're evaluating is whether you've thought carefully about the path, whether your numbers have internal logic, and whether your milestones connect to your use of funds. Vague optimism ("we expect strong growth") is far less compelling than a specific claim with a reason behind it.
For each horizon, enter your target revenue figure, then answer the supporting questions. The story behind the number matters as much as the number itself.
the model works
"$6,000 MRR from 15 paying customers. We'll achieve this by converting our 3 active pilots and landing 12 additional clients through our referral program. We already have 2 of those 3 pilot conversations underway."
defines year one
"$18,000 MRR / $216,000 ARR. We'll reach this by expanding to a second market region and launching our self-serve tier. Month 10 onboarding data from our first region validates the unit economics."
starts to compound
"$38,000 MRR. At this point our referral flywheel is running — 30% of new customers are coming from existing customers. We expect to be cash-flow positive by month 16."
building toward
"$75,000 MRR / $900,000 ARR. We're operating in 4 markets, have a team of 8, and are preparing for a Series A or a second equity crowdfunding round to fund national expansion."
Connecting Milestones to Your Campaign
This is where the pieces come together. Summarize how your raise directly enables the revenue trajectory you've mapped above. This becomes core campaign narrative.