Slides from session 4 of my course in the "Design for Social Business" at Istituto Europeo di Design Milano in spring 2011. The course is experimental, started as a collaboration between IED and Grameen Creative Lab
If You Fail to Plan Will Your Plan Fail? by Jaroslav TrojanStartupYard
The document discusses what success means and provides advice on business planning and financial management for startups. It notes that success is not a straight line and will likely involve setbacks and challenges. It also emphasizes the importance of having milestones, securing early sales, and focusing on marketing from the beginning. Additionally, it provides guidance on creating financial plans, forecasts, and managing cash flow. The key takeaways are that success is non-linear, having milestones is critical, and properly managing finances and cash flow is important for startup success.
Two Hour Financial Model is an excel-based template and series of videos that will help you learn to create a financial model quickly. For students, entrepreneurs, CFOs, and business owners. Checkout our website and Udemy video series.
This presentation provides an overview of basic finance concepts including income sheets, balance sheets, and cash flow monitoring. It explains that an income sheet shows a company's profits and losses, a balance sheet shows the company's assets and liabilities, and a cash flow statement shows where a company's money comes from and goes. It also outlines steps for developing a budget, including setting goals, defining the budget's scope, quantifying assumptions, and building the budget. Tips are provided for top-down and bottom-up budgeting approaches.
The document provides an overview of an upcoming presentation on financial projections for startups seeking funding. It introduces the two speakers and their backgrounds in finance and business valuations. The presentation will focus on how to build financial projections and why they are important for investors. It will cover objectives like demonstrating understanding of the business model and forcing due diligence. The document addresses common questions and concerns about projections and provides tips on assumptions, scenario planning, and building projections properly in a spreadsheet.
This document provides an overview of revenue estimation methodologies and common mistakes to avoid. It discusses top-down and bottom-up approaches, with bottom-up being more closely tied to a company's specific plan. A bottom-up model requires granular assumptions validated by market data and testing under different scenarios. It also stresses linking revenue estimates to the full business plan by ensuring assumptions, costs, and revenues change together. When presenting estimates, companies should back up assumptions with past trends, benchmark competitors credibly, and acknowledge risks.
TEDCO Portfolio Workshop: How To Create a Pro Forma That Will Woo InvestorsTEDCO
This document discusses the importance of financial pro formas when pitching to investors and provides guidance on how to develop effective pro formas. The key points are:
1) Pro formas are financial projections that are rarely accurate but provide an estimated vision of a company's future financials. They allow founders and investors to plan for cash needs and test assumptions.
2) Investors look at a variety of factors including management team, product/market fit, business plan, market size/competition, deal terms, and exit opportunities.
3) Common mistakes in pro formas include unrealistic assumptions, overly simplistic growth projections, and insufficient detail. Good pro formas are built from solid research and show realistic expense
(1) The document provides an overview of key financial concepts for startups, including profit and loss statements, balance sheets, and cash flow statements. (2) It notes that while established businesses have stable finances, startups have unstable business activities that require significant investment and negative cash flows in the early stages. (3) The document emphasizes that startups need to track metrics like cash burn rate, customer acquisition cost, and conversion rates to measure progress and attract investors.
If You Fail to Plan Will Your Plan Fail? by Jaroslav TrojanStartupYard
The document discusses what success means and provides advice on business planning and financial management for startups. It notes that success is not a straight line and will likely involve setbacks and challenges. It also emphasizes the importance of having milestones, securing early sales, and focusing on marketing from the beginning. Additionally, it provides guidance on creating financial plans, forecasts, and managing cash flow. The key takeaways are that success is non-linear, having milestones is critical, and properly managing finances and cash flow is important for startup success.
Two Hour Financial Model is an excel-based template and series of videos that will help you learn to create a financial model quickly. For students, entrepreneurs, CFOs, and business owners. Checkout our website and Udemy video series.
This presentation provides an overview of basic finance concepts including income sheets, balance sheets, and cash flow monitoring. It explains that an income sheet shows a company's profits and losses, a balance sheet shows the company's assets and liabilities, and a cash flow statement shows where a company's money comes from and goes. It also outlines steps for developing a budget, including setting goals, defining the budget's scope, quantifying assumptions, and building the budget. Tips are provided for top-down and bottom-up budgeting approaches.
The document provides an overview of an upcoming presentation on financial projections for startups seeking funding. It introduces the two speakers and their backgrounds in finance and business valuations. The presentation will focus on how to build financial projections and why they are important for investors. It will cover objectives like demonstrating understanding of the business model and forcing due diligence. The document addresses common questions and concerns about projections and provides tips on assumptions, scenario planning, and building projections properly in a spreadsheet.
This document provides an overview of revenue estimation methodologies and common mistakes to avoid. It discusses top-down and bottom-up approaches, with bottom-up being more closely tied to a company's specific plan. A bottom-up model requires granular assumptions validated by market data and testing under different scenarios. It also stresses linking revenue estimates to the full business plan by ensuring assumptions, costs, and revenues change together. When presenting estimates, companies should back up assumptions with past trends, benchmark competitors credibly, and acknowledge risks.
TEDCO Portfolio Workshop: How To Create a Pro Forma That Will Woo InvestorsTEDCO
This document discusses the importance of financial pro formas when pitching to investors and provides guidance on how to develop effective pro formas. The key points are:
1) Pro formas are financial projections that are rarely accurate but provide an estimated vision of a company's future financials. They allow founders and investors to plan for cash needs and test assumptions.
2) Investors look at a variety of factors including management team, product/market fit, business plan, market size/competition, deal terms, and exit opportunities.
3) Common mistakes in pro formas include unrealistic assumptions, overly simplistic growth projections, and insufficient detail. Good pro formas are built from solid research and show realistic expense
(1) The document provides an overview of key financial concepts for startups, including profit and loss statements, balance sheets, and cash flow statements. (2) It notes that while established businesses have stable finances, startups have unstable business activities that require significant investment and negative cash flows in the early stages. (3) The document emphasizes that startups need to track metrics like cash burn rate, customer acquisition cost, and conversion rates to measure progress and attract investors.
The document summarizes principles of commercial real estate finance, including modules on time value of money, discounted cash flow analysis, and real estate cycles. It discusses how timing affects cash flows, the basics of calculating future and present value, and how real estate markets experience prolonged periods of supply and demand imbalance that lead to price cycles. It provides examples of how these concepts apply to the US commercial real estate market from 2009 to 2011.
The document discusses lean financing strategies for startups. It begins with an introduction to lean financing, which combines bootstrapping with minimizing capital needs and dilution for founders. It then outlines the top 5 lean financing strategies: focusing on early revenues, keeping personal salaries and employee stock options low, only spending on trackable marketing, minimizing capital expenses, and optimizing the timing of financing rounds. The presentation emphasizes that lean financing can help founders maintain more ownership but should not come at the cost of missing growth opportunities.
Building a Financial Model That Actually WorksIntelligent_ly
Dan Allred and Matt Nichols provide a presentation on building an effective financial model for a startup. They discuss the importance of creating a bottoms up model that focuses on key drivers of revenue and costs. Their goals are to teach concepts for building the model, provide principles for assumptions, and equip attendees with a template. The presentation covers revenue, sales, marketing, and general cost assumptions and emphasizes comparing assumptions to historical data, public comparables, and creating clear narratives.
This document provides information on various business models and concepts for startups. It discusses incubators that help new companies, different revenue models like freemium and subscription, the differences between SMEs and startups, stock options, fundraising rounds, and metrics like cost of customer acquisition and lifetime value. Pillars discuss the physical and online environment, business and financial models, and financial learning curves. Milestones cover incubation, designing revenue streams, sharing economy models, bait and hook, fundraising, stock options, and due diligence. Resources are suggested for startup services, databases, founder qualities, visual boards, templates, pitch decks, free photos, product market fit, and a youth summit. The overall goal mentioned is growth
This document provides guidance on building a simple financial model for startups seeking investment. It discusses that investors want to see financial projections that show there is money to be made. It then covers the key components of building a financial model, including determining unit economics, revenue and cost assumptions over time, and constructing profit and loss statements. The document emphasizes translating the startup story into numbers and keeping projections within reasonable ranges compared to benchmarks.
The NOI/Property Value ratio is also known as the overall capitalization rate, which tests the assumption for the appreciation of the property. The only difference between this ratio and the Capitalization Rate shown on a planEASe Income Statement is that the Cap Rate uses the original purchase price, and the NOI/Property Value uses the sale value at the end of the year that the NOI/Property Value ratio is calculating.
Smart fix and flip investing short 26apr2011 2 hi defpluykx
This document summarizes a fix and flip real estate investment strategy. It involves purchasing distressed properties at low prices, renovating them, and quickly reselling or refinancing them for a profit within 2-6 months. Investors provide funding secured by a mortgage on the property. They receive a guaranteed return of 30-40% of their investment from interest payments of 8-12% annually and a 5-10% profit share paid by the developer. The current market conditions make it a low-risk and high-yield investment model.
1. Financial projections are important for investors and founders to understand the financial implications of a business model and plan for different scenarios.
2. Projections should include revenue, expenses, balance sheet, and cash flow statements with clear assumptions driving the numbers.
3. Investors will analyze projections for logical growth assumptions, consistent numbers tied to drivers and margins, and understandability of the business model and unit economics. Mistakes can undermine credibility.
This document provides advice and considerations for financial management in startups from Xavier Sansó. It discusses:
- Sansó's background and experience as a project-based CFO for startups.
- Common misconceptions executives have about entrepreneurship and how most never try starting companies.
- Important financial considerations for startups like understanding investor mentality, whether the opportunity is large enough, and if the founding team is aligned.
- Challenges startups face like high failure rates between funding rounds, team discrepancies causing failure, and the importance of fostering change as a CFO.
Sky rocket your financial knowledge success!Michael Barker
This document summarizes a 2-hour workshop on profit and loss accounts (P&Ls) and the differences between cash and profits. The workshop covered categories in a P&L, analyzing a P&L against budget and last year, the saying "turnover is vanity, profit is sanity, cash is reality," P&L adjustments, influencing profitability, and financial terminology. Attendees learned why cash is more important than profits, how to work more closely with finance teams, and were quizzed on key points from the workshop.
This document provides rules and guidance for entrepreneurial accounting and finance. It discusses several key points:
1) Everyone should understand finance, but accounting tasks can be delegated. Finance is integral to daily decisions.
2) Entrepreneurs must have a financing strategy that considers the pros and cons of different sources of funding like equity, loans, income reinvestment, and other options.
3) A thoughtful investment strategy is needed that balances long and short-term investments based on the business model and compares financial ratios to industry benchmarks.
4) Clean, accurate accounts are essential for planning, management, and performance evaluation. Managers need both financial and managerial accounting reports to make strategic decisions.
Bootstrap Business Seminars: Making Sense of the NumbersCityStarters
This document summarizes a seminar on financial planning and management for startups. It discusses building financial forecasts, including developing sales forecasts and estimating costs. It explains key financial concepts like gross profit, break-even analysis, and cash flow. It emphasizes the importance of financial planning to ensure business viability and support fundraising. The document provides guidance on managing cash flow in startups, financial controls, making use of small investments, R&D tax credits, and setting up a limited company.
The document discusses financial management for businesses. It covers budgeting strategies like capital and operating expenditures. It also discusses monitoring finances through metrics like sales needed to break even, pricing, gross profit, cash flow projections, and net asset value. Regular financial monitoring and having a financial management system in place are presented as important for business viability, risk management, and future growth or exit opportunities. The document provides examples and emphasizes the importance of a strong attitude towards service, administration, finance, and appearance.
Bootstrap Business Seminar 8: Making sense of the numbersCityStarters
This document discusses crowdfunding options for businesses at different stages, from seed funding to growth. It outlines Crowdcube's success in reducing fees and speeding up the funding process. The document also provides tips for what investors look for, such as a business plan, revenue, users, and team. Finally, it promotes SEIS/EIS tax relief programs and invites questions.
Financial Management For The Start Up Company V 1.0wynplan
The document provides financial management guidelines for start-up companies. It discusses establishing a solid financial foundation by developing long-range financial planning and accounting systems. It emphasizes the importance of paying close attention to detail, such as micromanaging cash and maintaining good records. The document also stresses the need to continually look ahead by planning for the future and executing those plans, as well as developing a results-oriented culture as the company transitions from a small operation to a larger business.
The document outlines the process for developing a business plan, including defining the business concept, target customers, value proposition, team, revenue model, market opportunity, implementation plan, goals, competition, funding needs, and key metrics. An effective business plan clearly articulates what problem the business solves, how it will implement its solution and make money, and its ability to deliver on its goals. Investors look for clarity, ability to execute, and a viable plan to achieve profitability.
Budgeting & Banking for Small Businesses in IsraelShuey Fogel
"Getting a Grip on Your Business' Financial Health"
"Business Banking in Israel"
Slides from my Nefesh Presentation on Feb 22 to small business owners and the self-employed. Visit my site for more information and tools.
Credits:
Peter Baelish art from AimeeZhou.tumblr.com
Client mapping tool use: Bubbl.us
This document provides an overview of a presentation on financial projections. It introduces the two speakers and their relevant experience. The presentation will focus on how to create financial projections using a spreadsheet and common accounting knowledge, and why projections are important to show investors that all financial implications have been considered. It emphasizes that projections should be built carefully by tying assumptions and numbers to the business model and forcing discipline, and that scenario planning should examine different potential outcomes based on key metrics. Common terms are defined and how to structure projections in a profit and loss statement, balance sheet, and cash flow with assumptions is described.
The document outlines three steps to financial success: 1) Save money by setting goals and creating a budget to control spending; 2) Invest saved money to generate positive cash flow; 3) Protect assets and income by managing taxes and paying down debt. It provides information on concepts like assets, liabilities, income and expenses to understand personal finances and develop a net worth chart and cash flow plan.
Presenting to an Investment Panel - CSUF Startup IncubatorTravis Lindsay
The document provides tips and guidance for presenting to an investment panel. It discusses preparing for the audience and presentation, focusing on soft skills like gestures, vocal variety, and handling potential questions. It also reviews elements of the presentation such as introducing the problem and solution, discussing the market and competition, financial projections, and management team. The overall message is to practice the presentation extensively and be prepared to clearly convey the business concept and ask for funding.
Compelling story-telling is essential to social success. Stories are memorable, compelling and, of course, sharable. This presentation will review why story telling is critical for brands today, what makes a great storyteller, as well as thoughts on emerging knowledge on behavioural economics. Story telling is helping organizations and brands gain social traction.
My 1/2 hr keynote presentation for the 2013 Ontario Cycle Tourism Forum
The document summarizes principles of commercial real estate finance, including modules on time value of money, discounted cash flow analysis, and real estate cycles. It discusses how timing affects cash flows, the basics of calculating future and present value, and how real estate markets experience prolonged periods of supply and demand imbalance that lead to price cycles. It provides examples of how these concepts apply to the US commercial real estate market from 2009 to 2011.
The document discusses lean financing strategies for startups. It begins with an introduction to lean financing, which combines bootstrapping with minimizing capital needs and dilution for founders. It then outlines the top 5 lean financing strategies: focusing on early revenues, keeping personal salaries and employee stock options low, only spending on trackable marketing, minimizing capital expenses, and optimizing the timing of financing rounds. The presentation emphasizes that lean financing can help founders maintain more ownership but should not come at the cost of missing growth opportunities.
Building a Financial Model That Actually WorksIntelligent_ly
Dan Allred and Matt Nichols provide a presentation on building an effective financial model for a startup. They discuss the importance of creating a bottoms up model that focuses on key drivers of revenue and costs. Their goals are to teach concepts for building the model, provide principles for assumptions, and equip attendees with a template. The presentation covers revenue, sales, marketing, and general cost assumptions and emphasizes comparing assumptions to historical data, public comparables, and creating clear narratives.
This document provides information on various business models and concepts for startups. It discusses incubators that help new companies, different revenue models like freemium and subscription, the differences between SMEs and startups, stock options, fundraising rounds, and metrics like cost of customer acquisition and lifetime value. Pillars discuss the physical and online environment, business and financial models, and financial learning curves. Milestones cover incubation, designing revenue streams, sharing economy models, bait and hook, fundraising, stock options, and due diligence. Resources are suggested for startup services, databases, founder qualities, visual boards, templates, pitch decks, free photos, product market fit, and a youth summit. The overall goal mentioned is growth
This document provides guidance on building a simple financial model for startups seeking investment. It discusses that investors want to see financial projections that show there is money to be made. It then covers the key components of building a financial model, including determining unit economics, revenue and cost assumptions over time, and constructing profit and loss statements. The document emphasizes translating the startup story into numbers and keeping projections within reasonable ranges compared to benchmarks.
The NOI/Property Value ratio is also known as the overall capitalization rate, which tests the assumption for the appreciation of the property. The only difference between this ratio and the Capitalization Rate shown on a planEASe Income Statement is that the Cap Rate uses the original purchase price, and the NOI/Property Value uses the sale value at the end of the year that the NOI/Property Value ratio is calculating.
Smart fix and flip investing short 26apr2011 2 hi defpluykx
This document summarizes a fix and flip real estate investment strategy. It involves purchasing distressed properties at low prices, renovating them, and quickly reselling or refinancing them for a profit within 2-6 months. Investors provide funding secured by a mortgage on the property. They receive a guaranteed return of 30-40% of their investment from interest payments of 8-12% annually and a 5-10% profit share paid by the developer. The current market conditions make it a low-risk and high-yield investment model.
1. Financial projections are important for investors and founders to understand the financial implications of a business model and plan for different scenarios.
2. Projections should include revenue, expenses, balance sheet, and cash flow statements with clear assumptions driving the numbers.
3. Investors will analyze projections for logical growth assumptions, consistent numbers tied to drivers and margins, and understandability of the business model and unit economics. Mistakes can undermine credibility.
This document provides advice and considerations for financial management in startups from Xavier Sansó. It discusses:
- Sansó's background and experience as a project-based CFO for startups.
- Common misconceptions executives have about entrepreneurship and how most never try starting companies.
- Important financial considerations for startups like understanding investor mentality, whether the opportunity is large enough, and if the founding team is aligned.
- Challenges startups face like high failure rates between funding rounds, team discrepancies causing failure, and the importance of fostering change as a CFO.
Sky rocket your financial knowledge success!Michael Barker
This document summarizes a 2-hour workshop on profit and loss accounts (P&Ls) and the differences between cash and profits. The workshop covered categories in a P&L, analyzing a P&L against budget and last year, the saying "turnover is vanity, profit is sanity, cash is reality," P&L adjustments, influencing profitability, and financial terminology. Attendees learned why cash is more important than profits, how to work more closely with finance teams, and were quizzed on key points from the workshop.
This document provides rules and guidance for entrepreneurial accounting and finance. It discusses several key points:
1) Everyone should understand finance, but accounting tasks can be delegated. Finance is integral to daily decisions.
2) Entrepreneurs must have a financing strategy that considers the pros and cons of different sources of funding like equity, loans, income reinvestment, and other options.
3) A thoughtful investment strategy is needed that balances long and short-term investments based on the business model and compares financial ratios to industry benchmarks.
4) Clean, accurate accounts are essential for planning, management, and performance evaluation. Managers need both financial and managerial accounting reports to make strategic decisions.
Bootstrap Business Seminars: Making Sense of the NumbersCityStarters
This document summarizes a seminar on financial planning and management for startups. It discusses building financial forecasts, including developing sales forecasts and estimating costs. It explains key financial concepts like gross profit, break-even analysis, and cash flow. It emphasizes the importance of financial planning to ensure business viability and support fundraising. The document provides guidance on managing cash flow in startups, financial controls, making use of small investments, R&D tax credits, and setting up a limited company.
The document discusses financial management for businesses. It covers budgeting strategies like capital and operating expenditures. It also discusses monitoring finances through metrics like sales needed to break even, pricing, gross profit, cash flow projections, and net asset value. Regular financial monitoring and having a financial management system in place are presented as important for business viability, risk management, and future growth or exit opportunities. The document provides examples and emphasizes the importance of a strong attitude towards service, administration, finance, and appearance.
Bootstrap Business Seminar 8: Making sense of the numbersCityStarters
This document discusses crowdfunding options for businesses at different stages, from seed funding to growth. It outlines Crowdcube's success in reducing fees and speeding up the funding process. The document also provides tips for what investors look for, such as a business plan, revenue, users, and team. Finally, it promotes SEIS/EIS tax relief programs and invites questions.
Financial Management For The Start Up Company V 1.0wynplan
The document provides financial management guidelines for start-up companies. It discusses establishing a solid financial foundation by developing long-range financial planning and accounting systems. It emphasizes the importance of paying close attention to detail, such as micromanaging cash and maintaining good records. The document also stresses the need to continually look ahead by planning for the future and executing those plans, as well as developing a results-oriented culture as the company transitions from a small operation to a larger business.
The document outlines the process for developing a business plan, including defining the business concept, target customers, value proposition, team, revenue model, market opportunity, implementation plan, goals, competition, funding needs, and key metrics. An effective business plan clearly articulates what problem the business solves, how it will implement its solution and make money, and its ability to deliver on its goals. Investors look for clarity, ability to execute, and a viable plan to achieve profitability.
Budgeting & Banking for Small Businesses in IsraelShuey Fogel
"Getting a Grip on Your Business' Financial Health"
"Business Banking in Israel"
Slides from my Nefesh Presentation on Feb 22 to small business owners and the self-employed. Visit my site for more information and tools.
Credits:
Peter Baelish art from AimeeZhou.tumblr.com
Client mapping tool use: Bubbl.us
This document provides an overview of a presentation on financial projections. It introduces the two speakers and their relevant experience. The presentation will focus on how to create financial projections using a spreadsheet and common accounting knowledge, and why projections are important to show investors that all financial implications have been considered. It emphasizes that projections should be built carefully by tying assumptions and numbers to the business model and forcing discipline, and that scenario planning should examine different potential outcomes based on key metrics. Common terms are defined and how to structure projections in a profit and loss statement, balance sheet, and cash flow with assumptions is described.
The document outlines three steps to financial success: 1) Save money by setting goals and creating a budget to control spending; 2) Invest saved money to generate positive cash flow; 3) Protect assets and income by managing taxes and paying down debt. It provides information on concepts like assets, liabilities, income and expenses to understand personal finances and develop a net worth chart and cash flow plan.
Presenting to an Investment Panel - CSUF Startup IncubatorTravis Lindsay
The document provides tips and guidance for presenting to an investment panel. It discusses preparing for the audience and presentation, focusing on soft skills like gestures, vocal variety, and handling potential questions. It also reviews elements of the presentation such as introducing the problem and solution, discussing the market and competition, financial projections, and management team. The overall message is to practice the presentation extensively and be prepared to clearly convey the business concept and ask for funding.
Compelling story-telling is essential to social success. Stories are memorable, compelling and, of course, sharable. This presentation will review why story telling is critical for brands today, what makes a great storyteller, as well as thoughts on emerging knowledge on behavioural economics. Story telling is helping organizations and brands gain social traction.
My 1/2 hr keynote presentation for the 2013 Ontario Cycle Tourism Forum
4 Storytelling Essentials for Your Marketing Message from a Professional Stor...Carl Hartman
This document outlines 4 essential elements for effective storytelling:
1. Conflict - Stories require drama generated through conflict between characters or ideas. Even marketing messages can create conflict through comparisons.
2. Structure - All communication should follow a 3 act structure with a beginning, middle, and end to keep the audience engaged.
3. Be Visual - Stories must evoke vivid visual imagery to stick in the audience's mind. Setting the visual scene anchors the message.
4. Sex and Violence - All stories invoke emotions, even softly, through elements like action, sensitivity, or competition. High emotions bind messages to our thoughts.
The document discusses collaborative innovation and breakthrough thinking. It describes how collaboration allows teams to solve more ambitious problems, generate more diverse ideas and solutions, and implement solutions faster, cheaper and better. The document also discusses how problems are crucial to creativity, and outlines a breakthrough innovation process involving inspiring people to change, igniting passion around problems, collaborating for solutions, gaining deep insights, implementing strategies, and inventing new models.
How to Build a Dynamic Social Media PlanPost Planner
Stop guessing and wasting your time on networks and strategies that don’t work!
Join Rebekah Radice and Katie Lance to learn how to optimize your social networks, the best kept secrets for hot content, top time management tools, and much more!
Watch the replay here: bit.ly/socialmedia-plan
http://inarocket.com
Learn BEM fundamentals as fast as possible. What is BEM (Block, element, modifier), BEM syntax, how it works with a real example, etc.
The document discusses how personalization and dynamic content are becoming increasingly important on websites. It notes that 52% of marketers see content personalization as critical and 75% of consumers like it when brands personalize their content. However, personalization can create issues for search engine optimization as dynamic URLs and content are more difficult for search engines to index than static pages. The document provides tips for SEOs to help address these personalization and SEO challenges, such as using static URLs when possible and submitting accurate sitemaps.
Back to Basics: Financial Fundamentals for StartupsIntelligent_ly
The document provides an overview of key financial concepts for startups presented by representatives from Silicon Valley Bank. It defines important metrics like revenue, costs of goods sold, expenses, and cash flow. It explains financial statements including the income statement and balance sheet. It recommends that founders become comfortable with basic financial language and tracking their progress towards milestones. It also outlines the additional responsibilities of hired chief financial officers, such as preparing financial projections and statements.
This document provides an overview of fundraising for startups. It discusses understanding the investor landscape, the different phases of a startup, product-market fit, scaling the business, and venture capital. It emphasizes the importance of getting early customer validation, demonstrating a repeatable and scalable growth model, and conveying a compelling vision to attract investors. The document also covers selecting the right investor strategy, preparing an effective pitch deck with financial projections and valuation, and crafting a narrative around solving an important problem.
The document provides an agenda for a presentation on financial projections. It introduces the two speakers, Alicia Amaral and Heather Onsto, and their relevant experience. It then outlines the objectives of the presentation, which are to: 1) Force discipline and objectivity through a methodical approach, 2) Demonstrate a thorough understanding of the company's business model, and 3) Provide answers to "what if" scenarios. The document continues by addressing some common concerns and questions around building financial projections, emphasizing the importance of logical, consistent assumptions and tying projections to the company's growth drivers and key metrics.
2014 Business of Farming Conference: Business Cost Planning From an Aerial Pe...asapconnections
The document summarizes Annie Price's workshop on business cost planning and financial management from an aerial perspective. The workshop covers personal and business cash flow, start-up and overhead costs, unit and variable costs, gross and net profit, break-even analysis, and key financial documents like profit and loss statements and balance sheets. Farm business owners in attendance are polled on their operation details and needs. The goal is to help operators understand their cost structure and financial goals.
The document provides guidance on preparing to launch a new business. It discusses the importance of understanding your financial position by forecasting sales and costs, creating budgets, and calculating runway. Additional topics covered include building a network, creating goals and plans, and getting legal elements in order such as registering the business, obtaining insurance, and drafting terms and conditions. The document concludes with tips on areas like researching the industry, knowing customers, determining value, setting the right price, effective communication strategies, and seeking advice.
Now is the best time to start a company… Now what?Brian Kelly
It used to take years to launch a new software product. Now you can create, launch, and have paying customers getting value from your product in just a few months. This presentation explains why it's never been a better time to start a software company and what you need to consider to make it a reality.
Should you start with a side gig? Should you raise venture capital? How should you think about your cap table and employee options? What's your exit strategy? This presentation tackles these questions.
David Corcoran, cofounder at Third Rail Group, gave this talk at Do it Best Corp.'s annual Techapalooza on March 14, 2017.
The document provides guidance on writing successful business cases that can obtain approval and funding. It emphasizes that business cases should be measurable and backed by evidence. Key points include:
- Business cases should justify a project's value, risks, priorities and benefits in a concise yet informative manner (typically 2-3 pages).
- They must demonstrate how the project aligns with organizational strategy and quantify expected financial and non-financial impacts such as increased revenue, cost savings, risk reductions and compliance gains.
- Assumptions should be supported by facts and benefits must be measurable both during and after project implementation through key performance indicators.
- High-quality business cases will consider alternative options, include input from finance and procurement
We know you’re a genius. You’re building a phenomenal company, one that may change the world, but you never took or don’t remember what you learned in that Accounting Class.
Often entrepreneurs drown in paperwork and receipts as they try to flush our their business plan. It’s important to keep your books straight from the beginning and keep track of the most important thing: the money. In this hands on workshop, we will take you back to basics, covering the fundamental metrics and financial accounting principles that will make or break your startup.
Expert:
Dan Allred – Silicon Valley Bank
www.thecapitalnetwork.org
Calculate financial projections for investment presentationsThe Capital Network
www.TheCapitalNetwork.org
Join our experts in an overview discussion of financial projections. Learn the key metrics that will get investors to notice you, as well as those that will get you rejected. If you have no idea where to begin with your financial projections, this program is for you.
Experts -
Heather Onstott, Launch Capital
Heather Shanahan, Venture Advisors
This pitch deck template provides guidance and examples for early-stage startups to use when raising institutional seed capital. It includes sections for the executive summary, problem, solution, go-to-market strategy, traction to date, future plans, FAQs, team details, competition, use of proceeds, marketing deep dives with examples, and traction deep dives. Commentary from venture capital partners is included to provide tips on different sections. The overall goal is to help startups effectively communicate their opportunity in a clear and concise manner to investors during the seed fundraising process.
Series A Fundraising Guide (Investing Individuals Improving Our World) by AccionAlejandro Cremades
Series A Fundraising Guide 👇
Inside, you'll find insights on:
1) Preparing for your fundraise with a strategic lens
2) Pitching to investors with conviction
3) Setting up for diligence with transparency
4) Negotiating terms that respect both parties
5) And post-closing considerations to keep the momentum
This slideshow covers how to go about a system selection process. Procurement of a system and managing vendors is a minefield for unsuspecting staff. This slideshow was created as part of a presentation to the ACCA Accounting professional body.
Calculate Financial Projections for Investment PresentationsThe Capital Network
Join our experts in an overview discussion of financial projections. Learn the key metrics that will get investors to notice you, as well as those that will get you rejected. If you have no idea where to begin with your financial projections, this program is for you.
Experts -
Heather Onstott, Launch Capital
Heather Shanahan, Venture Advisors
Join InfoComm, Frank Coker and Tom Stimson as they discuss the tell-tale signs of a healthy company. They'll also look at promising signs in the AV industry (and one troubling one!)
McKonly & Asbury Webinar - LEAN and the Finance and Accounting ProcessMcKonly & Asbury, LLP
We continued our Celebrating 40 Years of Excellence! Webinar Series with a webinar entitled "LEAN and the Finance and Accounting Process" presented by David Blain (Principal) with McKonly & Asbury! Thank you to everyone that attended.
David provided us with a useful understanding of how to use and implement LEAN to enhance the finance and accounting processes within your business. We focused on key concepts of LEAN and tips around how to implement those concepts for improved operational and financial reporting to business leaders, managers, and front line operations personnel.
Check out our Upcoming Events page for news and updates on our future seminars and webinars at www.macpas.com/events.
This document provides guidance on creating an effective communications strategy and marketing plan. It outlines the key elements to include: business context by understanding goals, timelines, and key metrics; thorough research on the industry, customers, competitive landscape and external factors; well-defined objectives that are measurable and aligned with goals; appropriate programming and content ideas to achieve the objectives; and a plan to evaluate success by whether the objectives were met. The overall message is that an integrated strategy based on research is needed to create an effective campaign that achieves the client's goals.
Kleos Africa webinar Babatunde Akin-Moses - Business Valuation SimplifiedGlory Enyinnaya
Value (like beauty) is in the eye of the beholder - and this is never more apparent than when one is evaluating an emerging or established business.''
When introducing your company to potential investors and partners, a significant portion of the conversation typically revolves around the value of the entity and how much it's worth in an arm's length transaction. Without the proper grounding, you stand at a distinct disadvantage when negotiations of this nature arise.
In this webinar, Kleos Africa consultant and Beta Gamma Sigma member Babatunde Akin-Moses will take you through the fundamental principles which every business professional should know about the art and science of valuation.
Babatunde brings to bear his considerable technical expertise as a PwC and KPMG-trained chartered accountant and First Class economist. He will also draw upon his experience as a technology entrepreneur and CEO of Sycamore, a peer-to-peer lending platform that connects lenders to borrowers using technology.
TCN : Calculate Financial Projections for Investment PresentationsThe Capital Network
This document provides guidance on creating financial projections for presentations to investors. It discusses the importance of building projections to demonstrate understanding of the business model and force discipline. Projections should include revenue, expenses, EBITDA, and cash flow. Key aspects include reasonable assumptions tied to growth plans, scenario planning for different outcomes, and common expense categories. The presentation warns against unrealistic numbers and advises summarizing the projections for investors.
Construction Future Wales Performance Management (Benchmarking) 2016Rae Davies
Benchmarking can help companies improve performance by learning from others. Formal benchmarking involves comparing key performance indicators (KPIs) to best-in-class competitors. The Construction Futures Wales program helps companies develop KPIs across financial, customer, process, and learning/growth perspectives. Companies complete a benchmark questionnaire and have their data analyzed against similar companies to identify performance gaps and growth opportunities. The program provides benchmark reports and support to help companies improve performance over time based on objective metrics and targets.
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This PowerPoint compilation offers a comprehensive overview of 20 leading innovation management frameworks and methodologies, selected for their broad applicability across various industries and organizational contexts. These frameworks are valuable resources for a wide range of users, including business professionals, educators, and consultants.
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1. //PLANS//
Business planning for the social enterprise
Alberto Cottica
D4SB Master Course
From opportunity assessment to business planning in social business
Lesson 4
4. • WHAT do you want to do, and WHY do
we need it?
5. • WHAT do you want to do, and WHY do
we need it?
• WHO are you and your allies, and WHY
are you uniquely equipped to carry it
out?
6. • WHAT do you want to do, and WHY do
we need it?
• WHO are you and your allies, and WHY
are you uniquely equipped to carry it
out?
• HOW are you going to make the
business part of this sustainable?
WHICH resources will you need?
WHICH revenues will you generate?
19. Estimating revenues
•possibly the hardest part of a BP!
•what drives it? Metrics are appreciated
•use market research data: do your own surveys and
interviews when possible
20. Estimating revenues
•possibly the hardest part of a BP!
•what drives it? Metrics are appreciated
•use market research data: do your own surveys and
interviews when possible
•a guess is better than nothing
21. Estimating revenues
•possibly the hardest part of a BP!
•what drives it? Metrics are appreciated
•use market research data: do your own surveys and
interviews when possible
•a guess is better than nothing
•the value is in the exercise, not in the estimate
27. Equilibrium
•economic: revenues > costs
•financial: assets balance liabilities over any given time
horizon, i.e. you can pay your debts!
28. Equilibrium
•economic: revenues > costs
•financial: assets balance liabilities over any given time
horizon, i.e. you can pay your debts!
•“cash flow is king”
29. $
revenue (cumulated)
costs (cumulated)
initial investment break even time
35. Some financial complications
•investments imply costs now, yield returns later
•normally they are depreciated — shared among the
time period for which they yield returns
36. Some financial complications
•investments imply costs now, yield returns later
•normally they are depreciated — shared among the
time period for which they yield returns
•growth normally implies financial hardships