Financial Projections are key in all aspects of the fundraising process: Pitching, Valuation, Due Diligence, and in the long term planning of your company. Join our experts in an overview discussion of financial projections and learn the key metrics that will get investors to notice you, as well as those that will get you rejected. With the expert advice of serial Startup CFOs and VC Analysts we’ll walk you though the process of what you need to know. If you have no or little idea where to begin with your financial projections, this program is for you.

1. Fundraising is hard. You don’t have to
do it alone.
Designed for entrepreneurs, by investors,
The Capital Network (TCN) provides
workshops, events, mentorship, office
hours and a network to support
you, the founder.
Let TCN guide you through the
fundraising process.
Your future investors will thank you.
@TCNupdate

2. thecapitalnetwork.org - @TCNUpdate
Calculate Financial Projections for
Investment Presentations
Kathleen Healy
Angel Investor: Golden Seeds &
LaunchPad Venture Group
Johnnie Walker
Head of Office at TempCFO
Adjunct Professor, Columbia Business School

3. Today’s presentation will focus on the how and why of
building and pitching financial projections
●How: Creating financial projections using a spreadsheet
and some common accounting knowledge shows you
where to focus your resources
●Why: Creating financial projections demonstrates to
investors that you have thoroughly considered every
aspect of your business model.
Financial Projections: What’s In It For Me?

4. 1. Force discipline and objectivity through creating a
methodical approach
2. Demonstrate thorough understanding of your
company’s business model
3. Provide answers to “what if?”
Financial Projections: 3 Objectives

5. …
• …
•
Building Projections: Yeah, But…

6. Projections: Getting Started…

7. What’s YOUR Business Model?

8. •
–
•
•
–
•
Building Projections: Pulp Fiction?

9. Building Projections: What If…
•
–
–
–

10. –
–
–
More on Scenario Planning…

11. •
•
•
•
•
•
•
•
•
•
•
•
•
•
•
Building Projections: Common Terms

12. Building Projections: How It Works
•
•
•

13. Projections: Getting Started…
•
•
•
•

14. Exercise:

15. Projections: Expenses
▪
▪
▪
▪
▪
▪
▪

16. Projections: Expenses
●
–
–
–
–
•
•
•
•

17. Projections: Final Checks
●
●
●

18. Pitching Projections: Rookie Moves
–
–
– …
–
–
–
• …
• …
• …

19. Bad Example

20. Good Example - For Presentation Purposes

21. Pitching projections: What’s The “Ask”?

22. ADDENDUM

23. For the FUTURE, As You Grow You’ll Need: