The Complete Course On Creating A Waterfall Report In Excel | Chris Benjamin | Skillshare

The Complete Course On Creating A Waterfall Report In Excel

Chris Benjamin, Instructor, MBA and CFO

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16 Lessons (1h 16m)
    • 1. Introduction to Waterfall Reports in Excel

    • 2. Introduction

    • 3. Review of a Sample Waterfall

    • 4. Waterfall Framework Video 1

    • 5. Waterfall Framework Video 2

    • 6. Waterfall Framework Video 3

    • 7. Waterfall Framework Video 4

    • 8. Waterfall Framework Video 5

    • 9. Waterfall Formulas Video 1

    • 10. Waterfall Formulas Video 2

    • 11. Waterfall Formulas Video 3

    • 12. Waterfall Formulas Video 4

    • 13. Waterfall Formulas Video 5

    • 14. Waterfall Report Vetting Video 1

    • 15. Waterfall Report Vetting Video 2

    • 16. Course Conclusion


About This Class

Are You a CEO or CFO of a Startup Company?

Are You An Entrepreneur Who Wants To Know How To Effectively Work With Investors?

Do You Want The Inside, Real World Knowledge Of The Startup-Venture Capitalist Relationship?

Did You Ask "What Is A Waterfall Report?"

Do You Want To Learn How To Build a Waterfall Report Investors Will Love? 

If You Answered "Yes" To Any Of The Above, Look No Further.  This Is The Course For You!

*** Updated June 2019 with new content! ***

Enroll today and join the 100,000+ successful students I have taught as a Top Rated instructor!

Three reasons to TAKE THIS COURSE right now:

  1. You get lifetime access to lectures, including all new lectures, assignments, quizzes and downloads

  2. You can ask me questions and see me respond to every single one of them thoroughly! 

  3. You will are being taught by a professional with a proven track record of success!

  4. Bonus Reason: Udemy has a 100% refund policy - no questions asked and no risk for you!

Recent Reviews:

Pasqual R says "Really glad I took this course.  The waterfall report has been a life saver for me in my company, such useful information and impressive yet simple.  I was able to build one with ease, provide it for my management who were blown away not just by the report, but also by my initiative.  Chris is a great instructor, very knowledgable and personable"

Entrepreneurs: Why You Need A Waterfall Report:

Have you ever been asked to not only track a Budget vs. Actual month by month, but also somehow track changes in the budget... in an easy to use, simple way?  Just thinking about it made my head spin the first time!  

There's still hope!! Let me teach you how to wow investors with a Waterfall Report that does EXACTLY WHAT INVESTORS WANT!

By the end of this course, you will have fully developed waterfall report which is detailed, complete, and most important: 


This course teaches entrepreneurs, startups and small businesses, accountants, CFO's and ANYONE how to write build a waterfall report that is actually effective and usefull, follows the best business practices, and isn't another "fill in the blank" report investors hate to see. 

What You and I Will Do In This Course

In this course we start with a completely blank Excel workbook.  By the end, we have a fully functioning Waterfall report.  During the course we do everything that takes us from A to Z.  We'll go step by step on building, best business practices, data entry, how to maintain and update the report, and more.

The course is almost all video instruction, a mix of both me talking and instructing, along with screen captures as we work through a waterfall report.

If you are ready to roll up your sleeves, ditch all the fill in the blank software and build a report that is custom tailored to you, your team and your investors needs, then lets get started today! 

Additional Bonuses For You

I have also included a copy of my ebook "Fund Your Startup by Chris Benjamin" which you will find as a download in the last lecture.  Learn your options for funding, where to find investors, how to wow them, and lastly the must do steps to successful funding!


About The Instructor

Chris Benjamin, MBA & CFO is a seasoned professional with over 20 years experience in accounting and finance.  Having spent the first 10 years of my career in corporate settings with both large and small companies, I learned a lot about the accounting process, managing accounting departments, financial reporting, external reporting to board of directors and the Securities and Exchange Commission, and working with external auditors.  

The following 10+ years I decided to go into CFO Consulting, working with growing companies and bringing CFO level experience to companies.  I help implement proper best business practices in accounting and finance, consult on implementation of accounting systems, implementing accounting procedures, while also still fulfilling the CFO roll for many of my clients which includes financial reporting, auditing, working with investors, financial analysis and much more.  

Thank you for signing up for this course on Udemy. I look forward to being your instructor for this course and many more!

Chris Benjamin, Instructor, CFO & MBA