Workshops on Financial Planning for Startups

Chosen theme: Workshops on Financial Planning for Startups. Build clarity, confidence, and control over your runway, burn, and growth milestones through engaging, founder-friendly sessions packed with stories, templates, and hands-on practice. Subscribe to stay informed, share your challenges, and shape upcoming workshop topics.

Why These Workshops Matter Right Now

We demystify runway by breaking down burn, cash balances, and realistic milestones. Founders leave with a practical plan, not abstract theory, and a clear path to extend months of runway without stalling growth.

Why These Workshops Matter Right Now

Myths like “revenue cures all” or “modeling is for later” quietly sabotage teams. Together, we test assumptions, quantify risks, and replace guesswork with focused scenarios that guide hiring, pricing, and fundraising timing.

Cash Flow Mapping and Forecasting

Learn the 13-week cash flow method used by seasoned operators. Track inflows and outflows, spot gaps early, and plan adjustments before they become emergencies. Walk away with a living forecast you’ll actually update.

Unit Economics and Pricing Experiments

We unpack CAC, LTV, contribution margin, and payback periods. Then we design small, testable pricing experiments to validate willingness to pay and reduce guesswork. Your model becomes a decision engine, not a decoration.

Budgeting with Confidence, Not Constraint

Adopt zero-based budgeting to fund what works and pause what doesn’t. Tie spend to measurable milestones so every dollar advances traction. Share your current budget skeleton and we’ll help refine it live.

Hands-On Exercises in Every Session

Together we construct a driver-based model with acquisition channels, conversion rates, churn, and pricing tiers. We trace assumptions to outputs so you can explain results clearly to your team and potential investors.

Tools, Templates, and Case Studies

Get a streamlined, three-statement-ready model, a 13-week cash tracker, and a KPI dashboard. Each template includes guidance notes so you can adapt quickly and keep stakeholders aligned across product and finance.

Tools, Templates, and Case Studies

A marketplace re-ran unit economics in our workshop and realized a feature led to negative contribution margin. A quick pivot to prepaid bundles improved cash timing, extending runway by four crucial months.

Community and Ongoing Support

Small, trust-first groups meet to compare forecasts, investor questions, and hard lessons. Members share templates and intros, turning insights into opportunities. Apply to join and bring a thorny financial decision to discuss.

Community and Ongoing Support

Drop into open office hours for quick reviews of your model, board deck, or cash plan. Short, focused feedback rounds help you iterate fast and avoid months of avoidable confusion and drift.
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