This playlist contains fundamental lessons around how to build financial models and analyze businesses for financial analysts working in startups, venture capital, private equity, or investment banking.
This content will be useful for you whether you are working inside the company building forecasts for operations, or you are doing diligence on the business to evaluate it as a potential investment.
In this series, we forecast and analyze high-growth startups needing to raise venture capital funding and looking for exits.
High-growth businesses need to have a few things in order to grow quickly and raise money: a good financial model, a high customer lifetime value, reasonable customer acquisition costs, and money in the bank.
Any startup / founder that has these things in order will be able to grow revenue quickly, with confidence, and also raise capital on good terms.
Aulas do Curso
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3 Statement Financial Model | Building From Scratch
We walk through the process of building a 3 statement financial model starting with an empty Excel spreadsheet. Also inc…
1
How to Show Upside, Base Case, and Downside Scenarios in Financial Model for Investors
We learn how to build a startup financial model for investors that shows upside, base case, and downside scenarios for o…
2
Unit Economics for Startups | eCommerce, Software & Hardware
We calculate unit economics for some of the most common startup business models analyzing LTV & CAC. Excel template Incl…
3
Customer Retention & Cohort Analysis | How VCs Calculate Customer Retention
We learn the REAL way to calculate customer retention in the startup ecosystem - cohort analysis. We cover everything fr…
4
Startup Metrics & KPIs | Top 10 Metrics Used by VCs [Free Template]
I review 10 of the most important startup metrics and KPIs used by venture capitalists to track early-stage tech busines…
5
Build a Financial Model for Your B2C Subscription Startup
Learn how to build a full financial model for an e-commerce startup (subscription-based business) in Excel in this case …
6
Enterprise Value vs. Equity Value | Understanding the Enterprise Value Formula
I explain the difference between equity value and enterprise value, and how to calculate enterprise value step-by-step u…
7
How to Calculate Customer Lifetime Value | The #1 Most Important Metric for Startups
We learn how to calculate customer lifetime value in Excel and discuss why this is THE MOST important metric for operati…
8
Sensitivity Analysis in Finance | Calculating Break-Even Point
I show you how to use sensitivity analysis in Excel to calculate the break-even point for a startup income statement acr…
9
SaaS Financial Model Tutorial | Scaling a Software Startup to $1 Billion
We build a SaaS financial model in Excel for an enterprise software startup scaling up to a $1 billion (unicorn!) valuat…
10
Monthly Budgeting & Forecasting Model [Template Included]
In this lesson, we build a corporate monthly budgeting & forecasting template in Excel, creating internal department-lev…
11
Finance Case Study Example | Finance Interview Technical Questions
Learn how to solve a finance case study and make a recommendation - the type frequently given in technical finance inter…
12
Customer Acquisition Cost: Paid vs. Blended CAC (with Example)
I show you how to correctly calculate customer acquisition cost for eCommerce, covering paid versus blended CAC, common …
13
Marketplace Financial Model in Excel (+ Free Template)
Learn how to build a two-sided marketplace financial model step-by-step in Excel to project buyer and seller acquisition…
14
KPIs for Digital Marketing | How to Evaluate Your Marketing Performance
We are going to break down the most important KPIs for digital marketing. I will teach you how to evaluate marketing per…
15
DCF Model Walkthrough: How to Value a Business
Learn how to build a DCF model step-by-step in Excel to perform a full discounted cash flow valuation and sensitivity an…
16
How to Calculate NPV & IRR in Excel [Free Template]
I show you how to calculate NPV and IRR in Excel step by step, using three real investment examples. Free Excel template…
17
Net Promoter Score Calculation | Will Your Customers Help You Grow?
We learn the net promoter score calculation in Excel using an example with real customer survey data. Why is the NPS so …
18
Depreciation Schedule | How to Calculate & Link into 3 Financial Statements
We learn how to forecast a depreciation schedule based on our CAPEX plan and then link D&A back into the balance sheet (…
19
B2B & SaaS CAC: Combining Sales & Marketing Expenses
I show you how to calculate fully-loaded B2B and SaaS CAC by combining sales and marketing expenses for a sales-led comp…
20
Carried Interest Calculation & Tax Loophole | Understanding PE & VC
We learn what carried interest is and how to calculate it for PE & VC funds, and also discuss the carried interest tax l…
21
Launching a Subscription Box Business | Real Finance Case Study
We walk through a real-life example of how I've helped various founders understand the target unit economics to successf…
22
How to Build an Amazon FBA Financial Model in Excel [Free]
I show you how to build an Amazon FBA financial model in Excel to forecast inventory, unit economics, and cash flow. Fre…
23
Startup Financial Model for eCommerce [Free Template]
We learn how to build a simple startup financial model for an eCommerce business. Excel template included.
? eCommerce …
24
Comparable Company Analysis (Comps): Valuation Multiples [Free]
I show you how to value a company using comparable company analysis and valuation multiples, step-by-step. Free Excel te…
25
Finance Case Study Example | SaaS Startup Financial Model [Template Included]
We solve a finance case study for a SaaS startup by building a financial model, calculating the key metrics, and making …
26
Startups 101: How to Properly Capitalize Software Development Costs
We discuss the pros and cons of capitalizing software development costs in a case study comparing side-by-side financial…
27
How to Improve Cash Flow for Startups (6 Non-Dilutive Ideas)
I share 6 practical strategies to improve startup cash flow and secure non-dilutive funding without raising venture capi…
28
Free Cash Flow vs Net Income: eCommerce Case Study [Free]
I show you why an eCommerce startup can be profitable on paper while burning cash, and how net income differs from free …
29
eCommerce Unit Economics: 5 Ways to Increase LTV:CAC
I show you 5 strategies to improve your LTV:CAC ratio and unit economics for eCommerce, including price increases, subsc…
30
Marketplace Unit Economics: LTV:CAC Benchmarks by Stage
I show you how the unit economics of a two-sided marketplace startup should evolve over its lifecycle, using VC benchmar…
31
How to Calculate Churn Rate | Subscriptions 101
I show you how to correctly calculate churn rate for a subscription business. Free Excel model download included if you …