Financial Modeling Workshop
A two-day workshop to help climate and impact founders define a financial model - whether you’re bootstrapping or preparing to fundraise. Led by Startup-CFOs from Forecastr!
Your #1 Take-Away From This Program: A fully customizable spreadsheet you can use to predict your venture's financial performance
Best for: Impact founders who have launched their product or are preparing for fundraising
Time Commitment: 6-10 hours
Program Dates:
May 28/30, 2024
Cost:
$70/mo for all programs and member benefits
Prepare for Investment with a World-Class Financial Model.
Ready to start fundraising but not sure how to handle your finances? In this Mini Camp, you will learn how to create a view into your companies expenses and revenue projections with guidance from experts. Get ready to handle investor meetings with confidence.
During this program, you will:
Learn how to build your financial model from scratch (with direct guidance from your instructors)
Uncover the factors that make up your company’s “revenue formula” to keep you growing profitably
Determine the amount of money you’ll need to raise for your company
Meet fellow climate founders who are navigating similar challenges
“We've successfully helped over 600+ companies build effective financial models to impress investors and confidently manage their businesses. We're ready to bring that wealth of experience to you in this mini boot camp.”
Mohammad Ouhadi
Startup CFO @ Forecastr
You’ll leave this program with:
A complete financial model you can use in investor conversations or day-to-day business management
Access to the Monthly Finance Playbook for Startups, a 14-page guide to managing your finances
One-year listing in Forecastr's new INVESTOR CONNECT platform for fundraising (a $500 value)
Discounted access to Forecastr’s software for financial planning
Access to CrowdSolve’s community of climate founders, mentors and subject-matter experts to help you on your journey
Meet your instructors
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Mohammad Ouhadi
Start-up CFO @ Forecastr
Ex-Techstars: Finance, Fundraising & Strategy
Investment & Strategy: VC & Angel Investing
Family Office [Managed a portfolio of 25+Startups, VC funds, pre-IPO SPVs, Growth Stock Portfolio]
Finance PhD program @ McGill University -
Joshua Hinkle, CPA
Senior Financial Analyst
Background in accounting, management, and marketing.
Built well over 100 investor ready financial models in the last year as a Forecastr analyst.
Actively involved in the startup community working with accelerator programs, serving on advisory boards, & frequently attending pitch events.
Program Schedule
May 14 @ 12pm MT/1pm CT/2pm ET
Modeling 101
“WHAT” is a financial model, and “WHY” we do Financial Modeling
The Power of a Great Financial Model
Walkthrough Investor-Grade Financial Model
How to Build Your Own Model (Part I)
Revenue Formula, COGS, Growth Targets
Take-home exercises will be shared during this session
May 16 @ 12pm MT/1pm CT/2pm ET
How to Build Your Own Model (Part II)
Operating expenses & budgeting - what will it take to support your growth?
How to Use Your Model Effectively
Monthly finance playbook
Cash flows, runway & how much to raise
How to Present Your Model to Investors
FAQs
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This Mini Camp is designed for Impact Innovators who have launched their product and/or are preparing for fundraising. Companies that are in the test/launch stage are the best fit for the program.
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You can expect 4 hours of live programming plus 2-4 hours of take-home exercises.
Office hours are optional based on your needs. -
While you’ll find much more value in attending the sessions live, we will be sharing the session recordings with all registrants.
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A membership in CrowdSolve gives you access to the full curriculum for only $70/month. Each Workshop is typically worth 3x that amount. Additionally you get access to our network of accelerators and investors, and 1:1 mentor time with our climate business experts.