Trusted by 500+ Finance and Product Professionals
Empower Sharper Decisions Across Your Team
A shared decision system that aligns operators, finance, and product so teams move faster with fewer misallocations.
- Clearer Tradeoffs
- Better Decisions
- A Unified Financial Lens
Upgrade your team’s decision-making
Upskill product teams. Align leadership around value creation. Forma equips your team with a shared financial lens forged in 18+ years of real-world finance, so every tradeoff is explicit, every dollar has context, and every conversation speaks the same language.
How We Deliver Results
We don’t lecture. We train operators to make sharper calls.
Proven in practice
Used by 500+ professionals across finance, startups, and industry.
Built for builders
For those who deploy capital, influence outcomes, and live with the consequences.
Flexible delivery
Mix async modules with live office hours or in-person sessions.
Strategic CFO-Level Judgment, Delivered to Your Team
Forma trains operators to think with the clarity of a seasoned CFO so decisions move faster and capital gets deployed with confidence.
What Finance Leaders Say
Forma is helping operators sharpen their capital decisions.
More stories coming after public launch.
This framework changed how we make investment calls.
Strategic Finance Leader
Your team won't just learn finance. They'll gain judgment.
What Your Team Will Master
Your team won't just learn finance. They'll gain judgment.
Frame every capital decision as a tradeoff
Your PMs will stop questioning, “Can we afford this?” and start asking, “What do we lose if we agree?” This change helps avoid expensive misallocations.
Stress-test assumptions before they break
Your operators will evaluate growth plans, liquidity needs, and unit economics using advanced financial models. This way, errors surface in the model before they surface in the market.
Deploy AI without losing control
Your analysts will use AI tools for quicker scenario analysis and then evaluate the results with experienced judgment. Speed and accuracy work together.
Align roadmaps with capital reality
Your leadership will evaluate product priorities based on opportunity cost. Each initiative will be assessed in relation to what it replaces.
Your team won't just learn finance. They'll gain judgment.
What Your Team Will Master
Your team won't just learn finance. They'll gain judgment.
Frame every capital decision as a tradeoff
Your PMs will stop questioning, “Can we afford this?” and start asking, “What do we lose if we agree?” This change helps avoid expensive misallocations.
Stress-test assumptions before they break
Your operators will evaluate growth plans, liquidity needs, and unit economics using advanced financial models. This way, errors surface in the model before they surface in the market.
Deploy AI without losing control
Your analysts will use AI tools for quicker scenario analysis and then evaluate the results with experienced judgment. Speed and accuracy work together.
Align roadmaps with capital reality
Your leadership will evaluate product priorities based on opportunity cost. Each initiative will be assessed in relation to what it replaces.
500+ Professionals Trained Across Banking , Startups, And The Finance Industry
Startups & Scaleups
Corporate Finance Teams
PE-Backed Operators
Global Financial Institutions
Institutional Investors
Mid-Market Operators
Venture-Backed Startups
Startups & Scaleups
Corporate Finance Teams
PE-Backed Operators
Global Financial Institutions
Institutional Investors
Mid-Market Operators
Venture-Backed Startups
Ready to Transform Your Team?
Explore team training, hybrid delivery, and enterprise pricing with a short consultative session.