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Hyun Han Shin
In the previous two courses, you have learned how to value startups using the discounted cash flow method and multiple methods. However, you have not learned how to estimate cash flows or earnings of startups. In this course, you are going to learn the concepts and usage of financial ratios. Using financial ratios such as profitability, liquidity, leverage, efficiency, and growth, you can tell financial health of a startup. Profitability ratios measure how profitable a firm is by looking at ROS, ROA, and ROE. Liquidity ratios measure how quickly a firm turns assets into cash to pay-off short-term liability and they include Current Ratio, Quick Ratio, and Cash Ratio. Leverage ratios measure how much long-term debt a firm has relative to its assets or equity. Efficiency ratios measure how efficiently a firm utilizes its assets. It is like a physical exam for humans and you can tell the fiscal status of a startup using financial ratios. You can also develop pro forma financial statement using financial ratios. Using pro forma financial statement, you can tell future financial status of a startup as well as cash flows. In addition, using information from pro forma statement and valuation methods, you can do the valuation of a startup.
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What's inside
Syllabus
Financial Ratio Analysis
Financial statements contains a huge amount of information. Thus, financial ratios are used broadly to condense them into a convenient form. In this module, you will learn several key financial ratios that are widely used in company valuation. You can also understand the limitations of financial ratio analysis.
Read more
Syllabus
Financial Ratio Analysis
Financial statements contains a huge amount of information. Thus, financial ratios are used broadly to condense them into a convenient form. In this module, you will learn several key financial ratios that are widely used in company valuation. You can also understand the limitations of financial ratio analysis.
Read more
Long-term Financial Planning
In this week, you will learn how to make financial planning. In other words, you will examine what the firm can accomplish by developing a long-term financial plan. Moreover, you are going to learn how much financing the firm will need to support the predicted sales growth, which called the percentage of sales approach.
Pro Forma Statements
In this week, you will construct pro-forma statements, financial ratios and free cash flow using Samsung Electronics historical financial statements. You will use real case for generating pro-forma statements and financial ratios. In addition, you will can estimate external financing needed using Yonsei Corporation case.
Planning for Growth at Ysom Inc.
This week will have two parts. First part will be spent on a short wrap up video or materials. Second part will be peer reviews. You will see Ysom Inc. again. You will design pro forma financial statements (Balance sheet, Income statement, Cash flow statement) and calculate financial ratios, EFN.
Good to know
Good to know
Know what's good ,
what to watch for , and
possible dealbreakers
Provides the foundation for developing financial fundamentals for high growth startups
Taught by instructors who have a wealth of experience in business and finance
Explores financial ratios, which are widely used in company valuation
Develops pro forma financial statements, which are useful for planning and forecasting
Guides in using financial ratios to analyze the financial health of startups
Provides real-world case studies to enhance practical understanding
Save this course
Save Financial Analysis for Startups to your list so you can find it easily later:
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Reviews summary
Positive financial analysis course
Learners say that this financial analysis course is great, well done, and useful. It's particularly great for learners who are beginners in the area of finance and students looking to refresh their memories on financial concepts. Learners especially enjoyed the quizzes in this course, calling them enjoyable and informative. However, at least one review has mentioned that their quizzes were not opening and expressed disappointment. Overall, reviewers say that if you're interested in financial analysis this is a great course to take.
Course explains financial concepts clearly
"we can know here how to maintain money in a proper"
"Very good insights and this will enable someone to create free cash flow and balance sheet for this own venture."
"Also, WOW moment was to learn external finance need (EFN) and how do someone go about this."
Beneficial for learners of all levels
"Really good course for those who are just a beginner to understand the concept of financial analysis and also for those who wants recall the topics for continues improvement."
Uses videos and lectures
"it would be good to learners if yonsei recommends lectures an treated subjects to complement videos."
"This course builds on the material from the prior class towards the goal of building a pro-forma balance sheet and income statement."
"Beautiful course for all Finance Students to take this course."
Relevant and enjoyable
"Very interesting course. I enjoyed answering the quizzes."
"You'll be able to learn a lot especially with financial ratios and their application."
At least one learner reported an issue with quizzes not opening
"My quizzes are not opened... So I feel dissapointed. ..kindly please open my quizzes by the instructor.... "
Activities
Be better prepared
before
your course. Deepen your understanding
during
and
after
it. Supplement your coursework and achieve mastery of the topics covered
in Financial Analysis for Startups with these
activities:
Learn About Financial Planning
Show steps
Follow online tutorials or attend workshops to gain a deeper understanding of financial planning techniques and methodologies.
Show steps
-
Identify reputable online resources or workshops on financial planning.
-
Attend the tutorials or workshops and take notes.
-
Apply the techniques and methodologies learned to your own financial planning.
Review Financial Ratios
Show steps
Review the concepts and formulas for key financial ratios, such as profitability, liquidity, leverage, efficiency, and growth ratios, to strengthen your understanding of their role in assessing a startup's financial health.
Browse courses on
Financial Ratios
Show steps
-
Identify and define the five main categories of financial ratios: profitability, liquidity, leverage, efficiency, and growth.
-
Calculate and interpret common financial ratios, such as gross profit margin, current ratio, debt-to-equity ratio, inventory turnover ratio, and earnings per share.
-
Analyze the strengths and weaknesses of a startup's financial performance using financial ratios.
Peer Review and Discussion
Show steps
Engage with peers to discuss financial planning strategies, exchange ideas, and provide feedback to strengthen your understanding and gain different perspectives.
Show steps
-
Join or form a peer study group for financial planning.
-
Participate in regular meetings to discuss financial planning topics.
-
Review each other's financial plans and provide constructive feedback.
Five other activities
Expand to see all activities and additional details
Show all eight activities
Practice Financial Ratio Analysis
Show steps
Practice applying financial ratios to analyze real-world financial statements to sharpen your analytical skills and deepen your understanding of how financial ratios are used in practice.
Show steps
-
Select a publicly traded startup and gather its financial statements.
-
Calculate and interpret key financial ratios for the startup.
-
Write a brief report summarizing your analysis and insights.
Financial Planning Workshop
Show steps
Attend a financial planning workshop led by experts to gain practical insights, ask questions, and network with professionals in the field.
Show steps
-
Identify and register for a reputable financial planning workshop.
-
Attend the workshop and take notes on the key concepts and strategies discussed.
-
Apply the knowledge and skills gained from the workshop to your own financial planning.
Financial Planning Presentation
Show steps
Create a presentation outlining your financial planning strategy to demonstrate your understanding and ability to apply financial planning principles.
Show steps
-
Research and gather data on financial planning strategies.
-
Develop a financial planning presentation that includes your goals, strategies, and expected outcomes.
-
Present your plan to a group and answer questions.
Pro Forma Financial Statement Analysis
Show steps
Develop pro forma financial statements for a startup to forecast its future financial performance and identify potential areas of concern or opportunities.
Show steps
-
Gather historical financial data and assumptions for the startup.
-
Construct pro forma income statement, balance sheet, and cash flow statement.
-
Analyze the pro forma financial statements to identify trends, risks, and opportunities.
-
Present your analysis and recommendations to stakeholders.
Contribute to Open-Source Financial Planning Tools
Show steps
Engage in open-source projects related to financial planning to enhance your understanding of the tools and techniques used in the field.
Show steps
-
Identify open-source financial planning projects on platforms like GitHub.
-
Select a project that aligns with your interests and skill level.
-
Contribute to the project by submitting bug reports, suggesting improvements, or adding new features.
Learn About Financial Planning
Show steps
Follow online tutorials or attend workshops to gain a deeper understanding of financial planning techniques and methodologies.
Show steps
Show steps
Show steps
- Identify reputable online resources or workshops on financial planning.
- Attend the tutorials or workshops and take notes.
- Apply the techniques and methodologies learned to your own financial planning.
Review Financial Ratios
Show steps
Review the concepts and formulas for key financial ratios, such as profitability, liquidity, leverage, efficiency, and growth ratios, to strengthen your understanding of their role in assessing a startup's financial health.
Browse courses on
Financial Ratios
Show steps
Show steps
Show steps
- Identify and define the five main categories of financial ratios: profitability, liquidity, leverage, efficiency, and growth.
- Calculate and interpret common financial ratios, such as gross profit margin, current ratio, debt-to-equity ratio, inventory turnover ratio, and earnings per share.
- Analyze the strengths and weaknesses of a startup's financial performance using financial ratios.
Peer Review and Discussion
Show steps
Engage with peers to discuss financial planning strategies, exchange ideas, and provide feedback to strengthen your understanding and gain different perspectives.
Show steps
Show steps
Show steps
- Join or form a peer study group for financial planning.
- Participate in regular meetings to discuss financial planning topics.
- Review each other's financial plans and provide constructive feedback.
Five other activities
Expand to see all activities and additional details
Show all eight activities
Practice Financial Ratio Analysis
Show steps
Practice applying financial ratios to analyze real-world financial statements to sharpen your analytical skills and deepen your understanding of how financial ratios are used in practice.
Show steps
Show steps
Show steps
- Select a publicly traded startup and gather its financial statements.
- Calculate and interpret key financial ratios for the startup.
- Write a brief report summarizing your analysis and insights.
Financial Planning Workshop
Show steps
Attend a financial planning workshop led by experts to gain practical insights, ask questions, and network with professionals in the field.
Show steps
Show steps
Show steps
- Identify and register for a reputable financial planning workshop.
- Attend the workshop and take notes on the key concepts and strategies discussed.
- Apply the knowledge and skills gained from the workshop to your own financial planning.
Financial Planning Presentation
Show steps
Create a presentation outlining your financial planning strategy to demonstrate your understanding and ability to apply financial planning principles.
Show steps
Show steps
Show steps
- Research and gather data on financial planning strategies.
- Develop a financial planning presentation that includes your goals, strategies, and expected outcomes.
- Present your plan to a group and answer questions.
Pro Forma Financial Statement Analysis
Show steps
Develop pro forma financial statements for a startup to forecast its future financial performance and identify potential areas of concern or opportunities.
Show steps
Show steps
Show steps
- Gather historical financial data and assumptions for the startup.
- Construct pro forma income statement, balance sheet, and cash flow statement.
- Analyze the pro forma financial statements to identify trends, risks, and opportunities.
- Present your analysis and recommendations to stakeholders.
Contribute to Open-Source Financial Planning Tools
Show steps
Engage in open-source projects related to financial planning to enhance your understanding of the tools and techniques used in the field.
Show steps
Show steps
Show steps
- Identify open-source financial planning projects on platforms like GitHub.
- Select a project that aligns with your interests and skill level.
- Contribute to the project by submitting bug reports, suggesting improvements, or adding new features.
Career center
Learners who complete Financial Analysis for Startups will develop knowledge and skills
that may be useful to these careers:
Startup Founder
Startup Founder
Startup Founders need to understand their own financial statements and various methods for planning and fundraising. Financial Analysis for Startups could be a great option to help you develop this understanding and grow your new business.
Financial Consultant
Financial Consultant
Financial Consultants can assist startups with financial planning, which would require knowledge of financial ratios. This course, Financial Analysis for Startups, emphasizes the analysis of startups, which would be ideal for someone in this role.
Business Analyst
Business Analyst
Business Analysts, particularly those working with startups, would benefit from understanding the concepts taught in Financial Analysis for Startups. This course emphasizes the financial analysis of startups, which is essential for this role.
Venture Capital Analyst
Venture Capital Analyst
Venture Capital Analysts are responsible for evaluating startups and making investment decisions. This requires an understanding of the growth potential and financial health of startups. Financial Analysis for Startups covers these topics, which would be useful for someone in this role.
Private Equity Associate
Private Equity Associate
Private Equity Associates are responsible for analyzing companies and identifying potential investment opportunities. This requires the understanding of startups and their growth potential. Financial Analysis for Startups focuses on the analysis of early stage startups, something especially important for a career in private equity.
Investment Banker
Investment Banker
Investment Bankers analyze companies to help them raise capital. Financial health and growth are important, which is what you will learn to analyze doing this course, Financial Analysis for Startups. This would be a great course to add to your toolbox if you are seeking to enter this industry.
Credit Analyst
Credit Analyst
Credit Analysts must review financial statements and make recommendations on whether or not to extend credit. Financial Analysis for Startups can teach you the fundamentals of financial analysis using financial ratios and applying them to startups. The concepts covered will translate to your work as a credit analyst.
Management Consultant
Management Consultant
Management Consultants need to understand the financial health and growth potential of businesses. Financial Analysis for Startups will help you develop your skills in this area.
Investment Analyst
Investment Analyst
Investment Analysts must know how to develop and use models to analyze companies. This is included in financial analysis. Financial Analysis for Startups emphasizes the financial analysis of startups in their early stages, but the concepts learned will also be applicable to more well-established companies.
Financial Risk Manager
Financial Risk Manager
Financial Risk Managers need to understand how to evaluate a firm's financial position. Financial Analysis for Startups can teach you the fundamentals of financial analysis using financial ratios.
Operations Manager
Operations Manager
Operations Managers would benefit most from the financial planning and valuation methods covered in Financial Analysis for Startups. This could help them get into or be more successful in this role.
Financial Analyst
Financial Analyst
Financial Analysts often need knowledge of financial ratios and how to use them. The course, Financial Analysis for Startups, gives special focus to this concept and the valuation of startups. Both concepts are important for this role, especially when working with startups. This course could help give you the background you need to get started.
Portfolio Manager
Portfolio Manager
Portfolio Managers must assess the financial health and risks of potential investments. Financial Analysis for Startups can give you a foundation in financial analysis techniques, including the use of financial ratios. This can help you understand how to evaluate even the most complex potential investment.
Data Analyst
Data Analyst
Data Analysts may be responsible for developing financial models and data visualizations. Financial Analysis for Startups could be helpful for this by giving you experience applying data to financial analysis, including the use of financial ratios.
Equity Research Analyst
Equity Research Analyst
Equity Research Analysts need to be able to review financial statements and company filings to create models. In this course, Financial Analysis for Startups, you will learn the basics of financial analysis, using financial ratios to understand the financial statements of a company.
For more career information including salaries, visit:
OpenCourser.com/course/3mvkyi/financial
Reading list
We've selected 30 books
that we think will supplement your
learning. Use these to
develop background knowledge, enrich your coursework, and gain a
deeper understanding of the topics covered in
Financial Analysis for Startups.
Provides a clear and concise introduction to valuation techniques, which key component of this course. It is commonly used as a textbook in academic institutions and by industry professionals.
This comprehensive guide provides a detailed overview of financial statement analysis techniques, empowering readers to effectively evaluate a company's financial performance and position. Its focus on the valuation of stocks makes it particularly relevant for those seeking to better understand the financial health of startups.
Practical guide for entrepreneurs on how to build a successful startup. It covers a wide range of topics, including financial analysis, marketing, and operations.
Comprehensive guide to the different methods used to value companies. It provides detailed explanations of the different valuation techniques and how to apply them to different types of companies.
Save
Practical guide to building financial models for startups. It covers the different types of financial models, how to build them, and how to use them to make informed decisions.
Serves as an excellent reference for understanding and applying financial ratios, a core topic covered in the Financial Ratio Analysis module of the course.
Popular guide to the lean startup methodology. It provides a step-by-step process for building a successful startup by testing your ideas and getting feedback from customers.
Save
Provides practical advice on how to build and manage a successful board of directors for your startup. It covers the different roles of board members, how to find the right board members, and how to work effectively with your board.
Provides a comprehensive overview of the venture capital industry and how it works. It covers the different stages of venture capital financing, the different types of venture capital firms, and the key factors that venture capitalists consider when making investment decisions.
Provides a detailed guide to financial ratios and analysis techniques, which core topic covered in this course. It useful reference tool for practitioners and students alike.
Provides a detailed introduction to the most important concepts of financial analysis and how they relate to each other. This book has a key focus on helping non-financial managers understand how to evaluate a company's financial position and performance.
Save
Delves into the intricacies of business valuation, providing a deeper understanding of the methods and approaches used in startup valuation.
Classic in the field of investing and is considered one of the best books on the topic. It provides a detailed overview of the principles of value investing and how to apply them to your own investments. While not specifically focused on startups, it provides valuable insights into financial analysis and valuation that can be applied to startups as well.
Save
This textbook is an excellent resource for those seeking a clear and concise overview of financial reporting. It comprehensively explains accounting fundamentals, including financial statements, cash flow, and financial ratios, thus serving as a valuable tool for understanding how financial data can be used for decision-making.
Complements the course by emphasizing the importance of understanding customer value and creating a strong value proposition, which is fundamental to startup success.
Offers a practical approach to financial modeling, a key skill for analyzing startups and developing financial projections.
This informative book provides a comprehensive overview of financial analysis, emphasizing its practical applications in business决策. It covers a wide range of topics, including financial statement analysis, budgeting, and forecasting, which are essential for understanding the financial performance of startups.
This specialized book delves into advanced financial ratio analysis techniques, including the Z-score bankruptcy prediction model. While it primarily focuses on established companies, its discussion of financial distress and failure can provide valuable insights for those evaluating the financial stability of startups.
Provides insights into the challenges and opportunities of disruptive innovation, offering valuable perspectives on startup strategies and the competitive landscape.
This engaging book simplifies financial analysis by explaining key concepts and ratios in a clear and accessible manner. It is an excellent resource for those seeking a foundational understanding of financial analysis techniques and their application in evaluating startups.
Save
Similar to 'The Lean Startup,' this book provides a practical framework for acquiring and retaining customers, offering insights into growth strategies and customer acquisition channels.
This accessible book provides a simplified introduction to financial analysis. It covers the basics of financial statements, ratios, and valuation, making it a great starting point for those new to the subject or seeking a refresher.
Save
While not directly related to financial analysis, this book promotes the concept of lifestyle design and creating a business that allows for greater flexibility and control, which may resonate with entrepreneurs and startup founders.
This classic book provides timeless principles of value investing, which related topic to this course. It valuable read for anyone interested in learning more about investing.
Provides a comprehensive overview of corporate finance, which related topic to this course. It can be used as a supplementary textbook to gain a broader understanding of this subject.
Save
Provides practical advice on venture capital deals, a topic that is related to this course. It valuable resource for entrepreneurs and investors alike.
Provides a comprehensive overview of the venture capital cycle, a topic that is related to this course. It valuable resource for entrepreneurs and investors alike.
Provides a practical guide to building a successful startup using the lean methodology, a topic that is not covered in this course but related area of study. It valuable resource for entrepreneurs.
Provides a practical guide to starting and running a successful startup, a topic that is not covered in this course but related area of study. It valuable resource for entrepreneurs.
Save
Provides insights into building a successful startup from the ground up, a topic that is not covered in this course but related area of study. It valuable resource for entrepreneurs.
For more information about how these books relate to this course, visit:
OpenCourser.com/course/3mvkyi/financial
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Level
Introductory
Via
Coursera
Institution
Yonsei University
Instructor
Hyun Han Shin
Language
English
Transcripts
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This course belongs to a
collection
called
Valuation and Financial Analysis For Startups. It's comprised of five courses:
Good to know
Provides the foundation for developing financial fundamentals for high growth startups
Taught by instructors who have a wealth of experience in business and finance
Explores financial ratios, which are widely used in company valuation
Develops pro forma financial statements, which are useful for planning and forecasting
Guides in using financial ratios to analyze the financial health of startups
Provides real-world case studies to enhance practical understanding
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