Wade Myers
Founder & Chairman
Pro Forma Holdings, LLC
Dallas–Fort Worth, Texas
Industry: Technology
Sector: FinTech & Venture Intelligence
Specialties: Startup Financial Modeling | Venture Planning | Capital Readiness | SaaS | Venture Capital | Mergers & Acquisitions
Leadership Focus
Entrepreneurial Leadership | Founder Intelligence | Strategic Capital | Business Scaling | Investment Strategy | Founder Education
CityBox Executive Essence™
Wade T. Myers is a serial entrepreneur, investor, technology founder, and strategic advisor whose leadership brings together company building, financial intelligence, venture capital, operating experience, and founder education.
As Founder and Chairman of Pro Forma Holdings, Myers is developing technology designed to help entrepreneurs better understand the financial realities behind launching, financing, valuing, and scaling businesses.
His perspective is shaped by decades spent on both sides of entrepreneurship—as a founder raising capital and building companies, and as an investor evaluating businesses, deploying capital, and helping entrepreneurs navigate growth.
Executive Overview
Wade Myers is the Founder and Chairman of Pro Forma Holdings, LLC, the organization behind Pro-Forma, a financial planning and venture-intelligence platform created to help founders develop sophisticated financial models and strengthen their preparation for investor due diligence and capital formation.
The Pro-Forma platform includes tools supporting venture forecasting, valuation, founder assessment, market analysis, investment screening, and capital planning. Its underlying mission grew directly from Myers’ own entrepreneurial experience after an early SaaS venture raised significant capital but encountered challenges associated with rapid scaling and inadequate financial planning.
Over subsequent ventures, Myers continued refining the financial model that eventually became Pro-Forma. One later company using that planning approach successfully raised $12 million and ultimately generated a 68-times return for investors who remained through the exit.
Beyond Pro Forma Holdings, Myers serves as a General Partner at Eagle Venture Fund, where his work extends into venture investing and supporting entrepreneurs building technology-enabled companies.
His broader career encompasses entrepreneurship, venture capital, strategy consulting, corporate leadership, military service, executive education, SaaS, financing, acquisitions, and business transformation.
Why This Leader Matters
Entrepreneurs often begin with vision.
Turning that vision into a durable company requires something more: understanding capital requirements, margins, cash flow, valuation, market assumptions, financing strategy, scalability, and the economic realities underlying the business model.
Wade Myers has spent much of his career operating within that gap between entrepreneurial ambition and disciplined execution.
His own successes and setbacks have informed the tools he now develops for other founders. Pro-Forma emerged from lessons Myers learned firsthand about cash requirements, burn rates, financial planning, investor expectations, and the consequences of scaling without sufficient financial visibility.
That experience gives his leadership unusual depth.
He has founded companies, raised venture capital, completed exits, advised organizations through strategy and transformation, evaluated investments, participated in mergers and acquisitions, and worked with entrepreneurs across multiple stages of company development. His current Eagle Venture Fund profile reports more than 100 startup investments and 25 software companies launched as a founder.
His work today reflects a larger shift in entrepreneurship toward combining human operating experience with technology, financial intelligence, and structured decision support to help founders build stronger companies.
CityBox Leadership Signals™
Strategic Orientation
Integrating entrepreneurship, financial modeling, venture intelligence, technology, investment strategy, and founder education to improve how companies are planned, financed, scaled, and evaluated.
Decision Style
Analytical, systems-oriented, financially disciplined, and experience-driven, combining strategic consulting frameworks with decades of firsthand operating, investing, and company-building experience.
Primary Influence
Entrepreneurship, FinTech, venture capital, SaaS, financial intelligence, startup strategy, capital formation, mergers and acquisitions, and founder education.
Leadership Strength
Turning lessons accumulated across entrepreneurship, investment, strategy, and business exits into repeatable tools and frameworks that help founders make better-informed decisions.
Executive Signature
Better information. Better decisions. Stronger companies.
Leadership Environment
Startup ecosystems, venture capital, financial technology, SaaS, private investment, founder-led companies, accelerators, venture studios, business schools, and growth-stage organizations.
Selected Leadership Milestones
Wade Myers’ leadership journey spans military service, Fortune 500 management, strategy consulting, serial entrepreneurship, venture investing, technology development, and founder education.
Founder & Chairman | Pro Forma Holdings
Myers founded Pro-Forma to address a recurring challenge he experienced throughout his own entrepreneurial career: helping founders understand the financial mechanics of a business before committing significant capital to growth.
The platform is designed to help entrepreneurs produce sophisticated financial projections and planning outputs covering areas such as financial statements, capital requirements, investor returns, valuation, and due diligence preparation.
Serial Entrepreneur & Technology Founder
Myers has built an extensive technology and entrepreneurial portfolio. Eagle Venture Fund currently credits him with launching 25 software companies, investing in more than 100 startups, and founding ten companies within Eagle’s portfolio.
His entrepreneurial exits include a FinTech business acquired by JPMorgan and another transaction that produced a reported 68-times return for investors.
General Partner | Eagle Venture Fund
As a General Partner of Eagle Venture Fund, Myers works with entrepreneurs building innovative companies across areas including FinTech, B2B SaaS, technology-enabled services, and InsurTech.
His venture work extends his leadership from building companies himself to identifying, funding, and supporting other entrepreneurs working to create scalable businesses.
Military, Corporate & Academic Leadership
Before his entrepreneurial career, Myers served as an Airborne Ranger and U.S. Army officer, earning a Bronze Star for his service during the Gulf War.
He later held executive responsibilities at Mobil Corporation and worked as a strategy consultant with Boston Consulting Group. Myers earned degrees from North Dakota State University and Texas A&M University and an MBA from Harvard Business School, where he graduated as a Baker Scholar, representing the top five percent of his class.
The Catalyst | Dallas–Fort Worth Leadership
Wade Myers was selected as the keynote speaker for The Catalyst 2024 private leadership gathering in Dallas, presented by CityBox Media and ARENCON GLOBAL in collaboration with Natuzzi Italia.
The gathering brought together professionals from architecture, engineering, construction, FinTech, startup companies, and other industries for leadership conversation, professional connection, and knowledge exchange, with Myers sharing insight drawn from his career in entrepreneurship, technology, investment, and venture development.
Explore Wade Myers’ CityBox Feature →
CityBox Magazine Interview Feature
Wade Myers was featured in an in-depth CityBox Magazine interview, exploring his journey as an entrepreneur, investor, technology founder, and business strategist.
The editorial documents the experiences that shaped his approach to company building, venture capital, financial discipline, founder decision-making, and the development of businesses designed to create sustainable enterprise value.
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