Back to All Events

How to present your Financial Plan: Start-Up Fund Raising Do and Don't

Title: Tips for Start-up Fund Raising: Cashflow, Profitability and Approaching investors

Financial Planning for Fundraising

Overview: Training module meant to help early-stage entrepreneurs understand the key ingredients of a financial plan and how to present it to prospective investors.

Part A: Cashflow
Cash runway
Measuring and managing the cash runway
Funding requirement
Sizing the short-term and long-term funding requirement
Uses and sources
Understanding the key categories of capital uses and sources

Part B: Profitability
Unit economics
Understanding how to achieve unit profitability as a prerequisite to corporate profitability
Sales volume
Optimizing pricing for sales growth and market share
Fixed cost base
Overcoming the hurdle to breaking even

Part C: Approaching investors
Investor selection criteria
Considering what investors need to bring to the table besides capital
Understanding investor return requirements
Clarifying what are acceptable investment returns and strategies to achieve them
Estimating potential business returns
Gauging the overlap between investor requirements and what the business can deliver