This course is primarily aimed at start-up entrepreneurs with limited background in finance and accounting. As part of the course you will receive your copy of Feanut Financial Model - a tool that we developed to make it easy to prepare complex financial projections. Over this course you will learn how to use this model to prepare a professional financial plan, including the financial statements, financial ratio analysis, simplified business valuation and scenario analysis with the use of just a couple of input data that even a regular non-finance guy can understand so at the end of the course you will be able to prepare the finacial plan of your start-up business using our Feanut Financial Model.
Read more
This course is primarily aimed at start-up entrepreneurs with limited background in finance and accounting. As part of the course you will receive your copy of Feanut Financial Model - a tool that we developed to make it easy to prepare complex financial projections. Over this course you will learn how to use this model to prepare a professional financial plan, including the financial statements, financial ratio analysis, simplified business valuation and scenario analysis with the use of just a couple of input data that even a regular non-finance guy can understand so at the end of the course you will be able to prepare the finacial plan of your start-up business using our Feanut Financial Model.
This course is primarily aimed at start-up entrepreneurs with limited background in finance and accounting. As part of the course you will receive your copy of Feanut Financial Model - a tool that we developed to make it easy to prepare complex financial projections. Over this course you will learn how to use this model to prepare a professional financial plan, including the financial statements, financial ratio analysis, simplified business valuation and scenario analysis with the use of just a couple of input data that even a regular non-finance guy can understand so at the end of the course you will be able to prepare the finacial plan of your start-up business using our Feanut Financial Model.
No specific finance or accounting background is required, and the course is not aimed at teaching you the details of accounting mechanics nor complexities of financial modeling in Excel. The course contains of almost 4 hours of video lectures and as part of the course you will also receive a 90-page model giude.
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What's inside
Learning objectives
- Understand financial modeling for start-up business
- Use provided end-to-end financial model to prepare start-up financial projections
- Create their own start-up financial plan using the provided financial model
- Understand key data inputs in the start-up financial model
- Perform quick scenario modeling in the provided financial model
- Understand financial modeling for start-up business
- Use provided end-to-end financial model to prepare start-up financial projections
- Create their own start-up financial plan using the provided financial model
- Understand key data inputs in the start-up financial model
- Perform quick scenario modeling in the provided financial model
Syllabus
Understand the purpose of the financial model for start-ups and its structure
Let us introduce ourselves and this course. We are a couple of finance and consulting professionals who decided to make life easier for start-up entrepreneurs by developing a financial model that even a non-finance guy will find easy to use to prepare the financial projections.
In this video you will learn:
- Who we are
- What is Feanut Financial Model
- Why we did it
- How it will help you
Read more
Syllabus
Let us introduce ourselves and this course. We are a couple of finance and consulting professionals who decided to make life easier for start-up entrepreneurs by developing a financial model that even a non-finance guy will find easy to use to prepare the financial projections.
In this video you will learn:
- Who we are
- What is Feanut Financial Model
- Why we did it
- How it will help you
In this video you will learn about the main sections of the models and about features that will help you to navigate through the spreadsheet.
Key topics:
- Model structure
- Numbering and color-coding
- Links between worksheets
- Navigation in the model
In this lesson we will explain the Main inputs worksheet, what inputs are provided here and how are they used.
Key topics:
- Company information
- Model dates
- Tax inputs
- Cash inputs
- Valuation inputs
Backing track in the video from:
http://www.melodyloops.com
In this lesson you will learn how to use the Sales worksheet and what data inputs are required to model your sales projections.
Key topics:
- Product sortiment
- Unit prices
- Launch dates
- Volumes
- Growth rates
Backing track in the video from:
http://www.melodyloops.com
In this lesson we will have a look at the data inputs for the direct costs of your production - material and services costs.
Key topics:
- Material costs
- Services costs
- Total unit costs of sales
- Cost of sales inflation
Backing track in the video from:
http://www.melodyloops.com
In this worksheet we will explain different data inputs required to model your headcount plan and personnel expenses for different types of jobs.
Key topics:
- Job roles
- Salary and Other Compensation
- Headcount
- Driver dependency
Backing track in the video from:
http://www.melodyloops.com
This lesson will walk you through the capital expenditure data inputs - investments into assets of your company - and useful functionalities that the model offers for CAPEX modeling.
Key topics:
- CAPEX items
- Useful life
- Driver dependency
- CAPEX categorization
Backing track in the video from:
http://www.melodyloops.com
In this video we will explain what data inputs are needed to model other operational expenses, such as distribution costs, energy and utilities, IT, rents or travel expenses.
Key topics:
- Other OPEX categories
- Start and End date
- Driver dependency
Backing track in the video from:
http://www.melodyloops.com
In this video we will talk about input data for equity finance - common and preferred shares, dividends and share re-purchases.
Key topics:
- Types of equity
- Issue date
- Dividends
- Share re-purchase
Backing track in the video from:
http://www.melodyloops.com
In this video we will continue with debt financing of your business - loans, bonds, installments, re-payment and interest rates.
Key topics:
- Types of debt
- Short term vs. Long term
- Re-payment schedules
- Interest rates
Backing track in the video from:
http://www.melodyloops.com
In this lesson you will learn about data inputs for modeling of working capital - cash collection cycle, inventory cycle and payables cycle.
Key topics:
- Payment terms for Receivables and Payables
- Bad debt
- Inventory cycle
- Scrap material
Backing track in the video from:
http://www.melodyloops.com
This lesson will focus on 3 worksheet - Inputs Summary, List of Tables and Control Sheet that contains several sense checks embedded into the model.
Key topics:
- Inputs Sumary
- List of Tables
- Technical and Soft Controls
Backing track in the video from:
http://www.melodyloops.com
In this video we will have a closer look at the results of the modeling - in particular at the modeled financial statements.
Key topics:
- Income statement
- Balance sheet
- Cash flow statement
- Statement of changes in equity
Backing track in the video from:
http://www.melodyloops.com
In this this lesson we will introduce the financial ratios worksheet with the calculation of the most common financial ratios calculated in financial models.
Key topics:
- Financial ratios
- Calculation formulae
- Annual vs. monthly ratios
Backing track in the video from:
http://www.melodyloops.com
In this video you will learn abouts simplified calculation of the value of your company using the discounted cash flow valuation method.
Key topics:
- DCF valuation method
- Stage I vs Stage II cash flows
- Valuation calculation steps
Backing track in the video from:
http://www.melodyloops.com
Today you will learn how to quickly set up alternative scenarios to calculate the impact on the results by changing selected key input variables of the model.
Key topics:
- Base case
- Setuping scenarios
- Switching between scenarios
Backing track in the video from:
http://www.melodyloops.com
In this video we will introduce the chart worksheet with 22 pre-designed charts presenting the most important results from the financial model.
Key topics:
- Pre-designed charts
- Break-even point chart
Backing track in the video from:
http://www.melodyloops.com
This is the last video of our online course. We will show you the final executive summary worksheets where you can provide the comments on your business plan alongside with the selected results from the model.
Key topics:
- Business plan comments
- Key financials
- Saving as PDF
Backing track in the video from:
http://www.melodyloops.com
This quiz is a final test of your knowledge gained throughout our online course. It foucses on the specifics of the Feanut Financial Model and of the financial modeling for start-up businesses.
Good to know
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Activities
Read 'Financial Modeling and Valuation' by Paul Pignataro
Show steps
Provides a comprehensive overview of financial modeling and valuation techniques, enhancing understanding of the concepts covered in the course.
View
Financial Modeling and Valuation: A Practical...
on Amazon
Show steps
Complete Practice Exercises on Financial Modeling
Show steps
Provides students with opportunities to practice and refine their financial modeling skills through dedicated practice exercises.
Browse courses on
Financial Modeling
Show steps
-
Identify practice exercises from the course materials or online resources
-
Solve the practice exercises independently
-
Review solutions and identify areas for improvement
Form a Study Group with Peers
Show steps
Fosters collaboration and knowledge exchange among students by encouraging them to form study groups, leading to improved understanding and retention.
Show steps
-
Identify peers with similar interests and goals
-
Establish regular meeting times and study sessions
-
Review course materials, discuss concepts, and solve problems together
Five other activities
Expand to see all activities and additional details
Show all eight activities
Develop a Financial Plan for a Startup Business
Show steps
Allows students to apply the concepts learned in the course by creating a comprehensive financial plan for a hypothetical startup business.
Browse courses on
Financial Planning
Show steps
-
Identify the business concept and industry
-
Conduct market research and analysis
-
Develop financial projections using the Feanut Financial Model
-
Analyze financial ratios and perform scenario modeling
-
Prepare a written financial plan and executive summary
Attend a Financial Modeling Meetup or Conference
Show steps
Facilitates connections with professionals in the financial modeling field, enabling students to expand their network and gain insights from industry experts.
Browse courses on
Financial Modeling
Show steps
-
Identify relevant financial modeling meetups or conferences
-
Attend the event and actively participate in discussions
-
Connect with professionals and exchange knowledge
Create a Video Tutorial on a Specific Modeling Technique
Show steps
Encourages students to delve deeper into a particular modeling technique and share their understanding by creating a video tutorial, reinforcing their knowledge.
Browse courses on
Financial Modeling
Show steps
-
Choose a specific modeling technique to focus on
-
Develop a clear and concise script
-
Record and edit the video tutorial
-
Share the video tutorial online
Follow Tutorials on Advanced Financial Modeling Topics
Show steps
Exposes students to advanced financial modeling concepts and techniques by directing them to relevant tutorials, broadening their knowledge and skills.
Browse courses on
Financial Modeling
Show steps
-
Identify tutorials on specific advanced financial modeling topics
-
Follow the tutorials and complete the accompanying exercises
-
Apply the learned concepts to practical financial modeling scenarios
Participate in a Financial Modeling Workshop
Show steps
Provides hands-on experience and in-depth guidance on specialized financial modeling techniques through structured workshops, enhancing practical skills.
Browse courses on
Financial Modeling
Show steps
-
Identify and register for relevant financial modeling workshops
-
Attend the workshop and actively participate in exercises
-
Apply the learned techniques to real-world financial modeling scenarios
Read 'Financial Modeling and Valuation' by Paul Pignataro
Show steps
Provides a comprehensive overview of financial modeling and valuation techniques, enhancing understanding of the concepts covered in the course.
View
Financial Modeling and Valuation: A Practical...
on Amazon
Show steps
Complete Practice Exercises on Financial Modeling
Show steps
Provides students with opportunities to practice and refine their financial modeling skills through dedicated practice exercises.
Browse courses on
Financial Modeling
Show steps
- Identify practice exercises from the course materials or online resources
- Solve the practice exercises independently
- Review solutions and identify areas for improvement
Form a Study Group with Peers
Show steps
Fosters collaboration and knowledge exchange among students by encouraging them to form study groups, leading to improved understanding and retention.
Show steps
- Identify peers with similar interests and goals
- Establish regular meeting times and study sessions
- Review course materials, discuss concepts, and solve problems together
Develop a Financial Plan for a Startup Business
Show steps
Allows students to apply the concepts learned in the course by creating a comprehensive financial plan for a hypothetical startup business.
Browse courses on
Financial Planning
Show steps
- Identify the business concept and industry
- Conduct market research and analysis
- Develop financial projections using the Feanut Financial Model
- Analyze financial ratios and perform scenario modeling
- Prepare a written financial plan and executive summary
Attend a Financial Modeling Meetup or Conference
Show steps
Facilitates connections with professionals in the financial modeling field, enabling students to expand their network and gain insights from industry experts.
Browse courses on
Financial Modeling
Show steps
- Identify relevant financial modeling meetups or conferences
- Attend the event and actively participate in discussions
- Connect with professionals and exchange knowledge
Create a Video Tutorial on a Specific Modeling Technique
Show steps
Encourages students to delve deeper into a particular modeling technique and share their understanding by creating a video tutorial, reinforcing their knowledge.
Browse courses on
Financial Modeling
Show steps
- Choose a specific modeling technique to focus on
- Develop a clear and concise script
- Record and edit the video tutorial
- Share the video tutorial online
Follow Tutorials on Advanced Financial Modeling Topics
Show steps
Exposes students to advanced financial modeling concepts and techniques by directing them to relevant tutorials, broadening their knowledge and skills.
Browse courses on
Financial Modeling
Show steps
- Identify tutorials on specific advanced financial modeling topics
- Follow the tutorials and complete the accompanying exercises
- Apply the learned concepts to practical financial modeling scenarios
Participate in a Financial Modeling Workshop
Show steps
Provides hands-on experience and in-depth guidance on specialized financial modeling techniques through structured workshops, enhancing practical skills.
Browse courses on
Financial Modeling
Show steps
- Identify and register for relevant financial modeling workshops
- Attend the workshop and actively participate in exercises
- Apply the learned techniques to real-world financial modeling scenarios
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