Financial & Funding Courses
How much is everything going to cost? When will you breakeven? Do you have any statements or projections available? These are all questions banks and investors want answered. But answering these questions aren’t just important for banks and investors, but also for your business. Creating a financial plan is a vital step in your business, and will help to keep you consistent with any business deci
OFFERED BY: EntrepreneurNOW
Do you want to become a better negotiator? Then this course is for you! There is both an art and science to negotiating and in this course we will teach you both. You will get 10 powerful negotiating tools that will give you that edge in any negotiations. These tools will allow you not only close your deals faster but get exactly what you want out of the deals you are negotiating.
Investors have a set of metrics and indicators that will trigger them into taking action. Get the inside scoop on how to build the investor deck that speaks their language and incites them to fight to fund your business As the founder & CEO of Pitch Genius, I have dedicated my career to supporting early-stage founders and it has made me fluent in investor-speak. It’s how I developed a methodology for strategic investor communications that I’m proud to say makes it 40x more likely that a startup gets funded. At Pitch Genius, we're on a mission to get you funded. Whether it's your first time raising capital or you're a serial entrepreneur, our team has the know-how, creativity, and business acumen to craft an investable story rooted in research. We know what moves the needle for investors and what will book you more meetings. Our commitment to your startups' success does not end with the delivery of a pitch deck, though. We offer a full suite of services designed to support each startup's individual journey from financial modeling to coaching you on how to deliver the pitch.
Making money is the very reason your business exists – but often, entrepreneurs don't pay enough attention to the financials that drive the bottom line. Sound financial planning documents can not only win over investors; they're valuable tools for monitoring the company's progress toward profitability. In this course we'll examine and counteract common mis-perceptions about financial planning, learn about different models for revenue and cost projections, and use worksheets to build the statements that matter most. We have included a full financial model that you can use to build a complete financial model for your business. Please note this course does not walk you through how to use the model. This course is intended to create a solid foundation so you can move on to create a financial forecast for our business.
Revenue forecasting is a form of predicting the future – which makes it intimidating, and may be why so many entrepreneurs hazard wild guesses to get it over with as fast as they can. But tying income projections directly to marketing and sales activities and using industry research to justify growth predictions is essential if you want to transform your revenue model into a useful tool for tracking performance and staying on top of your cash flow. In this course, we’ll look at what drivers create revenue, which revenue models work best for product, service, and subscription or membership businesses, and how to predict how fast your business will scale. Detailed worksheets accompanying this course help you develop your own models that are succinct, understandable, accurate, and actionable.
The success of your business depends on the people you employ, and preparing to bring the right talent on board just when you need it will be crucial to a successful launch and ongoing growth. The more you know in advance about when you’ll need to hire, for which positions, and at what rate, the better you’ll be able to forecast staffing expenses and put management structures in place to prevent turnover. And developing an accurate model for predicting how much each member of the staff will contribute to income generation helps you create realistic revenue forecasts. We’ll not only cover how staffing plans interact with the rest of your financial reporting, but we’ll establish guidelines for whether to build staff or hire contractors, how to set pay rates and predict costs of benefits, and calculate the ROI of positions across the organization. Using the accompanying spreadsheet tool, you’ll develop a staffing plan that matches your talent needs with the right personnel at the right time. “Where did all the money go?” may be a common refrain when paying the monthly household bills, but expenses should never be a mystery when you’re launching a business. A thorough understanding of the costs of doing business – from rent to trade show marketing collateral – is essential to keep track of income and cash flow; you can track actual expenses against the projections as you move past launch and adjust activities accordingly. You also need to know baseline expenses so that you can price your offering appropriately and eventually realize a profit. This course also details potential expenses and their classifications, along with their potential tax implications, and offers a detailed worksheet for breaking out and tracking all the costs involved in running your business. Armed with this information, you’ll not only build solid financials for your business plan you’ll also build a buffer against overspending.
The income statement, or P&L, is the financial report investors will scrutinize the most – and with good reason: it's where all your projections and calculations are summarized to tell the story, in numbers, of how your business will make money. This course will help you bring everything together to develop a P&L that's accurate and convincing. Given that 8 in 10 business failures can be attributed to poor cash management, tracking how much cash is coming in and going out is crucial to startup success. The cash flow statement provides an ongoing record of income, investments, and expenses so you can adjust activities and stay on target. You can also predict how much you need to invest in the business before your business achieves positive cash flow – more money coming in than going out. In addition to addressing these crucial calculations, this course delves into strategies for managing cash flow and establishing a realistic basis for cash flow projections. Using the accompanying spreadsheet in tandem with on-demand expertise, you’ll develop a sound cash flow strategy that sets your company on a path toward growth.
Gain an understanding of how margins work so that you can choose the right price for your product or service. Having a justified pricing strategy will help you avoid common mistakes such as guessing at price-setting, skipping competitive pricing research, leaving money on the table with a too-low price, or misunderstanding the whole value of what you're offering. Learn how supply and demand for your product or service impact price, how to quantify the level of value you're delivering (don't under-value it!), and how market forces impact your pricing.
You’ve staked out a vision, studied the competition, and run the numbers – now, how to get from point A to point B? Use an execution strategy as your go-to-launch playbook. Your execution strategy contains all the nuts-and-bolts plans you need to start the business, from identifying key milestones to establishing performance metrics that will help you benchmark your progress. Staffing goals, risk mitigation, startup tactics, and any other specifics your business requires, from technology specs to strategic sourcing relationships, should all be concretely described to give potential investors confidence that you know what it takes to get to launch. Full of useful charts and tools for creating your own action plans, this learning stream also looks at real-life examples to show how elements of the execution strategy come into play. Armed with the downloads plus the accompanying workshop session, you’ll have everything you need to develop an execution strategy that sets out the steps along your path to success.
You're selling, but you're not creating profit. Understanding the relationship of your costs and margins is critical to your business' success. Sounds simple, not necessarily. Learn how to dissect this equation so you can come out on top. About Kunal Chopra Kunal is passionate about building and scaling tech companies. He is currently the CEO Kaspien (NASDAQ:KSPN), a software and tech-enabled services platform company that partners with brands to grow their businesses on marketplaces such as Amazon, Walmart, and eBay among others. Kaspien is headquartered in the Spokane, WA area, has over 150 employees, has done more than $1B in marketplace sales, and has served over 4000 brands. Under his leadership, Kaspien won for “Best Place to Work at – Inland Northwest” for 2 years in a row – 2020 and 2021, “Best Company to Work at in Washington, 2021, Medium Sized Category by Seattle Business Magazine” and “Most Innovative Marketing Automation Software - AdManager” awards. During his 15+ year career in technology, Kunal has held leadership positions as General Manager at Microsoft, General Manager at Amazon, Chief Operating Officer of eSports betting company Unikrn and as Director of Product at the world’s fastest-growing startup at the time - Groupon. He has also consulted with the world’s largest hedge fund - Bridgewater Associates, one of the world’s largest fixed-income investment advisors - NISA Investment Advisors, and the world’s top education-focused performance marketing company - All Star. He also holds an MBA from a global business school - The University of Chicago, Booth School of Business and a Masters in Computer Science from Clemson University.
Unfortunately, most entrepreneurs do a very poor job at strategic planning, yet it is one of the most important activities you can do in your business. Not only do you need a plan, but you must manage it each and every day. Judy Whalen is an expert in building these strategic plans for business and she will walk you through her proven process for doing so. About Judy Whalen Judy Whalen is a strategic growth expert. Business and nonprofit leaders hire Judy because they want to grow their organization and need a strategic growth plan to provide the clarity about their marketplace so they can make smart decisions. Judy founded the Center for Strategic Change in 1992. It specializes in strategy development, market research, and communicating clients’ strategic initiatives to their key stakeholders. Judy and her team design and facilitate strategic thinking sessions, complex strategic planning projects, market research studies, nonprofit mergers and acquisitions, and provide Board of Directors’ governance training. The Center for Strategic Change also offers the online courses: Accelerate Your Business Growth Using Strategic Planning, Strengthen the Harmony Between Your Life, Family, and Work, and the three-part video series on governance for nonprofit boards of directors, Building the Effective Leadership Team. Judy’s clients span the globe – from local entities to international organizations. She works with clients in person and virtually.
Operating your business without a sound financial strategy is like driving your car down the freeway, blind...where you end up is a guess...if you get there at all. In this session we'll walk you through the easy steps to building a model that will guide you gracefully down the road ahead. About Nina Ventrella Business Professionals hire me to help them develop their Intellectual Property because most have no clue how to eliminate the competition and get out of the norm. They tend to blend in with the crowd and become the problem instead of the solution. So I help them to crush the competition, be set apart and hi- lighted and create a demand for the value that they carry. Bottom line: I create history makers and disruptors in the marketplace that want to increase their income, impact and influence and solve the world's problems. Nina Venturella , A Serial Entrepreneur who has a PHD in school of hard knocks. With her vast knowledge on how to scale businesses to 6 and 7 figures, using authority leveraging modalities such as books, summits and franchising peoples IP( Intellectual Property) Nina is an award winning author, Franchisor and innovator of proprietary process that went global including XTract a hands on healing modality for the lymphatic system that became her signature process for her franchises Spectacular Health. Nina has been a leader in wellness for the last 3 decades and is continuing to create other global brands as well.
There are lots of ways to fund your business, even if you're not profitable, if you understand the landscape. This session will reveal some great, funding secrets. About Jurie van Rensburg Jurie brings his 30+ years’ experience as CFO and Strategic Growth Partner, combined with his vast international network across multiple industries, to focus on building solid foundations for entrepreneurs to prepare for exponential growth and facilitating the required funding to achieve this. Born in South Africa, Jurie has lived and worked in various African countries and moved with his family to the UK 23 years ago where, after a successful career in the corporate world, decided that he can add a lot more value to business and project owners as a consultant. During the past 15 years Jurie has raised or facilitated finance and equity investment offers in excess of $2Bn and has a track record of growth rates in excess of 400% percent for several businesses that he’s been involved with as board advisor.
There is no question that your business could be a huge success, but you must know and master these 15 key strategies that Ken carefully outlines in this course. The good news is that these universal strategies apply to just about every business. Ken will walk you through each strategy and provide you with the key techniques you can deploy today to master each one in your business. Strategies such as Know Your Numbers which highlights the meaning behind critical financial metrics in your business, enable you to manage your growth. Also, we will cover how to set yourself apart from your competitors in a meaningful way. These are just two of the 15 strategies Ken will cover with you. In this course, Ken will show you the specific tactics and strategies that you must focus on to drive long lasting success in your business. Even better, many of these strategies you can literally start acting upon today and start seeing meaningful business results right away.