Coworking Space Pro Forma & Budget Planner

Plan Your Coworking Space Finances with Confidence

Running a coworking space means juggling multiple revenue streams—from hot desks and dedicated offices to membership tiers, amenity charges, and community events. This Coworking Space Pro Forma & Budget Planner gives workspace operators a clear, structured way to forecast revenue, track occupancy rates, and plan expenses across every part of your business.

Whether you're launching a new location, pitching investors, or simply planning your next quarter, this template helps you model realistic scenarios based on your space's capacity, pricing structure, and operating costs. The form captures everything from square footage and seat counts to individual membership pricing and event budgets, giving you a complete financial picture in one place.

Built for workspace operators and community builders

This template is designed specifically for coworking space owners, operators, and community managers who need to:

• Model occupancy scenarios for hot desks, dedicated desks, private offices, and meeting rooms
• Forecast membership revenue across multiple tiers (day passes, part-time, full-time, enterprise)
• Budget for amenities like printing, mail handling, lockers, parking, and premium services
• Plan community events with realistic budgets for hosting, catering, speakers, and marketing
• Track operating expenses including rent, utilities, staffing, software, and maintenance
• Present financials to investors, partners, or internal stakeholders with clean, organized data

Why Paperform for coworking financial planning?

Traditional spreadsheets can quickly become unwieldy when you're modeling multiple revenue streams and expense categories. With Paperform, you get a clean, intuitive form that guides you through each section of your pro forma, with calculations happening automatically as you fill it in. You can embed this form on your internal dashboard, share it with your finance team, or use it as part of your investor pitch deck.

Once submitted, your pro forma data can flow directly into Stepper (stepper.io) to trigger follow-up workflows—like generating a full P&L summary, sending forecasts to your accounting software, or notifying your leadership team when budget thresholds are met. This means less manual work and more time focused on building your community.

Perfect for independent coworking spaces, shared workspace chains, startup incubators, creative studios, and anyone operating flexible workspace models.