What you’ll learn

  • Build financial models for your startup business
  • Forecast cash needs for your startup business
  • Model user growth
  • Model revenue
  • Model expenses
  • Model attrition
  • Model various different business models, from tech to brick & mortar
  • Use best practices for financial modeling

Introduction

Course overview
Join our community on Slack!
Course Files Folder

 

Jumpstart

Udemy Technical Issues
Udemy Technical Error: Filenames Download as “Original”
Why Lemonade Stand?
Modeling a lemonade stand
Jumpstart Part 1: Unit economics (1)
Jumpstart Part 1: Unit economics (2)
Jumpstart Part 2: Calculating the labor cost & selling price
Jumpstart Part 3: Single product, single location
Jumpstart Part 4: Strawberry premium
Jumpstart Part 5: Multiple Locations
Jumpstart: Summary
Q&A: Section 2
Review & Recap: Section 2
CHALLENGE: Pop Up Business Model

 

Before you build your model

What questions are you trying to answer?
Map it out & Caveat on modeling
Q&A: Section 3
Review & Recap: Section 3

 

Modeling best practices

Always start with the end in mind
Clear over clever
Always do sanity checks
Start small & simple
Define constraints
Utilize Google!
Modeling best practices quiz
Q&A: Section 4
Review & Recap: Section 4

 

Case study: YouWorks Co-Working Space (part 1)

Introduction to YouWorks, our first case study – Sanity check
YouWorks – Modeling revenue

 

Modeling growth

User segmentation and the difference between users & customers
User segmentation: YouWorks example
Usage segmentation
Think in terms of funnels
Follow up on funnels
Modeling growth rate
Modeling attrition
Modeling growth quiz
Review & Recap: Section 6

 

Modeling revenue

Free, but ad-based
Affiliate model
Freemium model
Subscription model
Pay per use
Free product, pay for service
Tiered pricing
Base plus features pricing
Review & Recap: Section 7

 

Modeling startup costs & expenses

Startup costs & operating expenses
Headcount & labor
Modeling rent & office needs
Modeling hosting expenses
Adding contingency
Modeling startup costs & expenses quiz
Putting it all together
Review & Recap: Section 8

 

Case study #1: Standard Assembly programming bootcamp

Standard Assembly – Overview
Standard Assembly – Model overview & Startup costs
Standard Assembly – Modeling Revenue
Standard Assembly – Modeling expenses
Standard Assembly – Summary

 

Case Study #2: YouWorks Co-Working Space (part 2)

Getting re-acquainted with YouWorks
YouWorks – Startup Costs
You Works – Modeling Revenue
YouWorks – Modeling Expenses
YouWorks – Summary

 

Case Study #3: Fancy Bread, mobile app for renting offices

Fancy Bread – Overview
Fancy Bread – Model Overview & Startup Costs
Fancy Bread – Modeling Revenue
Fancy Bread – Modeling Expenses
Fancy Bread – Summary

 

Case Study #4: ScholarPRO & its inevitable doom

ScholarPRO – Introduction
ScholarPRO – Assumptions & Data part 1
ScholarPRO – Assumptions & Data part 2
ScholarPRO – Income Statement & Expenses
ScholarPRO – Graphs, Simple Revenue, & Scenarios

 

Case study #5: Tee Lounge, a brick and mortar business

Tee Lounge – Overview
Tee Lounge – Model overview & Startup costs
Tee Lounge – Modeling Revenue
Tee Lounge – Modeling Expenses
Tee Lounge – Summary

 

Case Study #6: SaaSForce SaaS Startup

SaasForce – Overview
SaaSForce – Model Overview & Single Salesperson Economics
SaaSForce – Modeling Revenue
SaaSForce – Modeling Expenses
SaaSForce – Summary

 

Case Study #7: “Smoked Chili” Fast Casual Mexican Restaurant

Smoked Chili – Overview
Smoked Chili – Model Overview & Menu Economics
Smoked Chili – Modeling Revenue
Smoked Chili – Modeling Expenses
Smoked Chili – Summary

 

Bonus Section

INTERVIEW: How to Raise Venture Capital for Your Startup
Bonus Lecture: How to get your next course for as low as $12.99

Leave a Reply

Your email address will not be published. Required fields are marked *