Offtoa, Inc.

SaaS for entrepreneurs creates financial statements from biz assumpt...


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Quick Pitch

We Let Entrepreneurs Build Their Businesses, Not Waste Time with Spreadsheets

750,000 new businesses are started every year in USA. 84% of these are started by first-timers. New entrepreneurs believe they have a great business idea but many do not have time or knowledge to create forward-looking financial statements for their prospective companies. Such financial statements are critical to

  • determine how much cash is needed
  • learn when the company will break even
  • optimize the business strategy
  • see if the company is even viable, and
  • present to lenders or investors.

Experienced entrepreneurs understand how important it is to have income statements, cash flow statements, and balance sheets, but they also know how time consuming they are to produce accurately, and to make matters worse, they know that these financial statements need to change constantly as business assumptions change.

Offtoa generates financial statements automatically from your business assumptions. For first-timers, this means you do not need to learn accounting or finance; we do that for you, and you can point to any item on your Offtoa-produced financial statements, and Offtoa will explain what the entry means in terms that are easy to understand. For experienced entrepreneurs, Offtoa lets you spend your time working on building your business instead of debugging spreadsheets. And you can change your business assumptions as many times as often as you like, and your financial statements are automatically updated.

Where Are We Going?

We will use the funds raised from our successful Fundable campaign for the following activities:

  • Expand our marketing activities significantly. Increase our presence on the web and at entrepreneurial venues.
  • Investigate strategic partnerships with accelerators, incubators, and lenders, to offer Offtoa to their clients, expanding our reach, and enabling us to reduce our customer acquisition costs.
  • Continue to enhance our product in response to customer requests.

Product/Service Details

Traction & Accomplishments

More About Our Background

Subscription Strategy

We offer our service over the web using a Software-as-a-Service (SaaS) model at our website The preferred subscription is annual, but clients can also purchase month-by-month subscriptions as long as they are satisfied with storing a maximum of one financial plan (they can change it repeatedly, but each "save" replaces previous versions). The price of annual subscriptions increases with the number of financial plans the user wants to have simultaneously. Such plans can be used for multiple startup companies or multiple scenarios for the same startup. We also offer a 14-day, fully functional, free trial account.


Offtoa, Inc., has been funded to date entirely by the founders, using convertible debentures. For those of you not familiar with this term, it means the founders write checks to the company to support ongoing operations; these appear as low-interest loans (liabilities) on the company’s balance sheet. These remain as liabilities until (a) the company chooses to pay them off, or (b) an outside investment occurs, in which case the loans convert to equity and the loans are considered paid off. To date, no outside investments have been solicited or received.

Since the inception, the staff of Offtoa has been rewarded with generous stock options in appreciation for the great contributions they have made and are making to the company’s success. A total of two million common shares have been authorized. One million were purchased by the two co-founders and the other one million have been allocated to the stock option plan. As of November 30, 2016, 663,734 shares out of the pool of 1,000,000 stock options have been granted.


Offtoa, Inc., is a virtual company with no physical offices. The staff works out of their own homes on their own schedules, and we meet twice a month via teleconference. We live in three states: Colorado, New Mexico, and Washington.

Board of Directors

We have a 3-member board consisting of the two co- founders, plus William “Bill” Moyes. We meet physically approximately once per year and virtually as needed.

Legal Counsel

Our legal counsel is provided by Ben Sparks of Sparks, Willson, Borges, Brandt, and Johnson, P.C., of Colorado Springs, CO.

What Our Customers Are Saying . . .

"With Offtoa I can get answers to just about any question I have: What’s my breakeven on this new product? If we move the location of manufacturing, what’s the impact on COGS and profit per unit? What is going to happen if we ramp up to a million units by the end of this year? Which of four possible scenarios is best for us?"

 . . . J. Glen House, MD, MBA, Founder of Adapta Medical, Inc.

"I have been playing with Offtoa for a while. We tested different business models, for example, variations and mixes between selling large products, licensing, and selling our apps as downloads and even adding downloadable content. It is very intuitive, really fun to play with, and easy to update. With Offtoa we did in half an hour what previously took us months. Now we know what we don't know, and what to talk about when we meet with potential partners or investors. You have no idea how much you simplified our lives!"

 . . . Iván Gris, PhD, Lead Founder of Inmerssion

"Offtoa . . . is indispensable for a talented but inexperienced entrepreneur. It collects and makes sense of the most vital information the company needs to be able to discuss fluently with investors and understand their company. You can move things around and find the key levers of control in your business. A must have tool!"

 . . . Chi Atanga, Founder of The Walls of Benin

"As a small business owner starting a second company Offtoa made it incredibly easy to run pro formas enabling us to do the necessary planning to move our business forward."

 . . . Dan Bauer, President of Bauer Wealth Management


Alan (Al) Davis - President and Co-Founder

Successful serial entrepreneur 

Al Davis has more than 35 years of experience in strategy, R&D, marketing & sales, finance, and technology. He is both an executive and an academic. Prior to co-founding Offtoa, he was president of an internet company that enabled consumers to donate a percentage of their online purchases to their favorite charity – at no cost to them; was a VP at another startup that went public in 1995; was a founding board member of another startup acquired in 1997; and co-founded a software company whose assets were sold in 2002. He has held professorships in Australia, Indonesia, Nigeria, South Africa, Spain, and the USA. He was Editor-in-Chief of IEEE Software from 1994 to 1998. Dr. Davis has published 100+ articles in journals, conferences and trade press, and lectured 2,000+ times in 28 countries. He is the author of 8 books. He has mentored many dozens of aspiring entrepreneurs over the past 20 years, and continues to mentor with the Creative Startups Accelerator in Santa Fe, NM. In his spare time, he enjoys international travel, eating unusual foods, poker, and wildlife photography.

Michael (Mike) Davis - VP and Co-Founder

Successful serial entrepreneur 

Michael Davis has successfully built four companies in the gourmet food industry. He has nearly a decade of experience sourcing, marketing, selling, and making epicurean delights for his customers. As an entrepreneur and founder of startups himself, he knows that it’s crucial to understand the levers that allow a business to be both financially viable and to grow. Michael co-founded Offtoa and helped program the initial release. He offers guidance for future releases and as an active small business owner is able to provide real world consulting for feature implementation and product design. When not working, Michael spends his time helping others with their businesses, working on his house, and touring the culinary scene of Denver, CO.

William (Bill) Moyes - Member, Board of Directors

Successful serial entrepreneur 

Bill Moyes is founder and managing partner of Moyes Research Associates, a radio research firm. He holds an MBA from Dartmouth College and is an expert in marketing strategies, data collection, and investment strategies.

Quinn Capen - Director of Product Development

Software engineer with 24 years of experience 

Quinn Capen has a diverse background in the software industry. In addition to operating his own software engineering consulting business for 16 years, he has spent the last 24 years to mastering mainframe manufacturing applications, desktop applications, and web applications for companies of all sizes in various stages of development. He has been a non-profit board member for 13 years for several organizations focused on the arts and young child education. In his leisure time he enjoys skiing, cycling, pinball (playing, restoring, designing), cooking, and photography.

Nicola Roark - Director of Marketing

Marketing expert with 20 years of experience 

Nicola Roark brings 20 years of operations and marketing leadership in the financial services, healthcare and technology industries. She has both B2B and B2C experience strategically planning, launching, managing and measuring product marketing campaigns. Nicola also operates her own business as a marketing strategist working directly with entrepreneurs and startups, particularly in the areas of brand awareness, product marketing, content marketing, and social media marketing. She enjoys being involved with her alma mater as a career coach and mentor to graduating students. For fun she enjoys cycling, traveling and reading and spends a lot of time at ice hockey rinks watching her sons.

Oanh Le - Marketing Consultant

Marketer and Graphic Designer 

Oanh Le comes from a varied artistic background. Having grown up drawing and painting at a young age, she has learned to use her creative eye to enhance her years of work in graphic design. In addition, she has been advancing her career in marketing by working with several different industries, particularly on improving marketing strategy and designing promotional advertisements. With a growing passion in film as well, Oanh is working toward her MA in Video Production at the University of Denver. In her spare time, she enjoys travel, outdoor recreation, and creating art.

Charles (Chuck) Collins - Software Engineer

Software engineer with 36 years of experience 

Chuck Collins earned his degree in computer science from the University of Illinois, sharing an office with Al Davis. Since that time, he has been a software engineer at Zilog, Sun Microsystems, NASA Ames Research Center, ExpertWare and Vendio, before spinning off on his own as a software engineering consultant. For fun, Chuck loves ice hockey, and spending time with his children and new grandson.


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