Building Financial Models for Entrepreneurs

Course Overview

How much capital does an impact enterprise really need – and how do you figure that out? This self-paced, mini-MBA-style course walks any entrepreneur step-by-step through building a financial model using our Excel template. You will undertake a process to define your funding gap, test investment scenarios, and plan your future financing needs with confidence. You’ll learn how to input financial data, generate investor-ready projections, and calculate the funding gap—how much capital is needed to reach financial break-even. You’ll also learn how to pressure-test your projections to withstand investor scrutiny and model different types of investment offers, such as equity and debt. By experimenting with various scenarios, you’ll gain the skills to assess how new capital affects your financial outlook and how to negotiate terms that support your enterprise’s success. By the end of the course, you’ll be able to confidently interpret and explain financial projections, evaluate investment offers, and make informed decisions about raising capital. This course is ideal for anyone looking to understand entrepreneurial finance, financial projections, and modeling investment offers, regardless of background. No prior experience is required, as we break down complex concepts into clear, accessible language and provide practical tools and templates to support your learning.