Financial Toolkit for Entrepreneurs

the Financial Toolkit for Entrepreneurs, this is an eight-part series that provides an introduction to budgeting, forecasting and fundraising for early-stage entrepreneurs as well as project managers or intrapreneurs working on new projects within an established firm.

The 8 videos and 2 slide sets can be found at:
drive.google.com/drive/folders/1nT7cWMVVqqGLhRR0zHU9x17kf_jLLIS4?usp=sharing

The full course requires between 100-120 minutes to complete.

A. Basic accounting review  26 slides/18.5’
B. Value of budgets and forecasts 14 slides/6.0’
C. Budgeting I: activity-grounded modeling 26 slides/14.0’
D. Budgeting II: assumptions and sensitivity  12 slides/6.2’

E. Longer-term forecasts  13 slides/6.8’
F. Risk and net present value 18 slides/12.0’
G. Fundraising sources and process  11 slides/5.5’
H. Investment  15 slides/8.5’

Additional and optional readings to explore further include:
A
https://www.investopedia.com/terms/f/financial-statements.asp
https://bench.co/blog/accounting/financial-statements/?blog=e6
https://www.youtube.com/watch?v=_F6a0ddbjtI
https://www.pwc.com/jm/en/research-publications/pdf/basic-understanding-of-a-companys-financials.pdf
B
https://corporatefinanceinstitute.com/resources/knowledge/modeling/what-is-financial-modeling/
https://startup-buzz.com/how-to-create-successful-financial-models-for-startups/ - 10' read
C
https://go.ey.com/2rRNbzs - 42 minute read - some of which can just be scanned
https://blog.close.com/sales-forecasting-strategies -10 minute read
https://www.businessknowhow.com/startup/salesprojection.htm
D
https://corporatefinanceinstitute.com/resources/knowledge/modeling/what-is-financial-modeling/
https://oakbusinessconsultant.com/mistakes-that-startups-make-in-a-financial-model/
E
https://www.liveplan.com/blog/the-best-way-to-forecast-sales-and-revenue/
https://www.zenbusiness.com/blog/accurate-sales-projection/
F
https://hbr.org/2014/11/a-refresher-on-net-present-value
G
https://www.thebalancesmb.com/sources-of-business-start-up-money-2948109
H
https://www.rocketspace.com/tech-startups/everything-you-need-to-know-about-the-startup-fundraising-process  (2,500 words)
https://www.slideshare.net/RichardBayney/calculating-riskadjusted-npv-enpv-the-right-way
http://hexagoninnovating.weebly.com/1/post/2016/04/white-paper-establishing-ownership-ip-rights-and-governance.html (35 minute)
https://www.thebalancesmb.com/how-financial-modeling-helps-startups-4684250

Enjoy the course?
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1) Completing the survey under CONTACT US/ FEEDBACK
2) Completing the same survey at www.surveymonkey.com/r/NWH8NMC
3) Emailing [email protected]

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​Thank you,
Duncan Jones