Financial Modeling for Fundraising (Global)

, VC, kbs+ Ventures

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About the Class

Learn how to translate any business idea into a financial model and leave this class with a completed financial model for your own business idea.

(Over 500 people took this class last Fall.)

The goal of a financial model is to "tell the story about your business in math" - something I’ve done for 1000s of businesses of all sizes as a VC at kbs+ Ventures. It’s also something I’ve helped 10,000+ entrepreneurs do with the modeling tools I built at Foresight.

Through this class, you'll understand how to take a business idea and turn it into a financial model that details how your business "works". The end result of the class - a detailed outline and structure of the main assumptions, revenues, costs, and funding requirements, will create a map for you to explore how tactical product, marketing, organizational, and strategic decisions impact a company’s profitability.

Each week, the goal is to tackle a different part of a financial model, and we'll work on particular keys to revenues, costs, user estimates, and tackle the particular obstacles in each component of a financial model. We’ll start by talking about business models, but the focus is on building financial models in Excel.

Through video lectures, live online office hours, the weekly reading resources, and the online discussions, you’ll learn how to turn a mental business idea into a financial model (Microsoft Excel or Google Spreadsheets). To help provide a guide, we will use a template financial model for students to complete, and every student will receive a Starter Financial Model template ($39 value). Advanced students will make the step to building financial statements, scenarios, funding requirements, and capitalization tables in the last week, but all students will be able to create meaningful financial projections by the end of the course.

*Project*

You’ll build a financial model that includes:

  1. A clear description of your startup and business model
  2. Adetailed outline of your cost projections
  3. A clear outline of your users, customers, sales, and revenues. 

Advanced students will finish the final weeks with...

  • Creating financial statements
  • Proposed capitalization table

 

Why is building a financial model important, and what do you want to get out of it?

Background Prep:

  • Students are expected to have a familiarity with basic finance and a passing familiarity with Excel. if you are looking to learn Excel, take Shir Aviv's intro Class Behind The Curtain: Microsoft Excel Secrets Revealed! to learn all the Excel tips and tricks you will need for financial modeling and beyond (use the code TAYLOR10 for $10 off).

More Information

Level: Beginner

School: Marketing

Related Subjects: Entrepreneurship

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At a Glance

  • Non-Membership Class
  • 0 Video Lessons
  • 164 Students
  • 80% Positive Reviews (5)
  • Self-Paced Online Class
  • 14-Day Money Back Guarantee

Class Project

Build a financial model for your business

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About the Teacher

Taylor Davidson

Taylor Davidson

VC, kbs+ Ventures

Taylor Davidson (@tdavidson) is the Director of kbs+ Ventures, the early-stage investment arm of the advertising agency kbs+. He is an advisor and mentor to a range of early-stage vent...

80% Positive Reviews

Jennifer Krouse

Jennifer Krouse

Studio Chief at Steepletown Studios

I got a lot of value from this class by staying on top of the assignments. Taylor was meticulous about keeping up with our projects and offering assistance when we needed it.

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