Understand the money that fuels your company.

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  • The Startup Finance Pyramid

    Finance is about more than just money and numbers. Bill builds a strategic “Finance Pyramid” to help you understand how finance underpins your goals and strategies. Through eight critical lessons Bill provides you with the tools of finance you’ll need to monitor and understand your company’s operating metrics, and, ultimately, help you turn your vision into reality.

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  • Financial Processes: Your Income Statement

    Your income statement shows the performance of your company over a period of time and reveals important information about how efficiently you are running your business. Understanding your income statement, and what it tells you about the health of your business, is critical.

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  • Financial Processes: Your Cash Flow

    Your cash flow statement shows where your cash is coming from, and where it is going. Sometimes known as “sources and uses of funds,” this financial report is an important complement to your income statement and balance sheet. Investors want to see that you know the difference between your net income and your net cash flow, and that you understand how your business uses cash.

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  • Financial Monitoring: Your Performance Metrics

    Get in the habit of producing good financial reports every single month. But you need more than just standard financial reports. You need a Management Dashboard that monitors critical metrics that may not pop out of your accounting reports. These monthly reports are a learning opportunity: What did we think would happen? What actually happened? Why was there a difference? Are we on track to hit our key milestones?

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  • Financial Foundations: Your Capitalization Table

    The details of the Shareholders Equity section of your Balance Sheet are shown in your Capitalization Table, which is maintained as a separate report. The “Cap Table” shows how much of the company each shareholder owns, and in what form — common stock, preferred stock, options, or warrants. Investors will want to look at your cap table to understand how you have distributed your common stock and how you have raised investment capital.

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  • Financial Foundations: Your Balance Sheet

    The foundation of your financial structure is your balance sheet. It provides the details of your assets and your liabilities, and it also shows your shareholders equity. In this session, you will learn the basic elements of the balance sheet, and how investors will assess the health of your company by analyzing your balance sheet.

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  • The Art of Startup Finance

    Bill Reichert, a seasoned venture capitalist, teaches you how to go beyond the numbers and use finance as a tool to help you manage your company.

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  • Business Processes: Your Business Model Formula

    The engine of your business is your business model. In your business model you develop your strategies and tactics for making money as a business. Learn how to convert those strategies and tactics into financials.

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  • Financial Budgeting: Your Long-Term Forecast

    Forecasting is usually the toughest part of startup finance for entrepreneurs. But learning how to forecast and budget are critical. The point is not to try to predict the future. The point is to build a financial model that you can improve over time.

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