Event Detail
- From:Jul 11, 2025, 8:30 AM
- To:Jul 11, 2025, 11:30 AM
- Venue:VIRTUAL
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₹6,000
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Mastering Financial Modeling: The Roadmap to Investor-Ready Projections
The two important documents in a business are a) Business Plan and b) Financial Plan. These are reflective from Pitch-Deck and Financial Modelling.
Investors look for CONSISTENCY in the business plan and financial plan. For example, business says growth of 40% y-o-y without budgeting for associated resources, is bound to be caught by the discerning investor eyes. Another example is growth in the next 3 years at the rate of 30% each year. Why would the growth be linear and fixed at 30%? In real life it is bound to change based on the progress you make in your business. Hence the need to understand the best practices in financial modelling that reflects your true business plan.
Mastering Financial Modeling: The Road map to Investor-Ready Projections workshop helps the participants with practical insights to avoid the common mistakes business owners make.
Workshop Structure
1. Why financial modeling matters
- Purpose of a financial model in a startup journey
- Who reads your model and why: founders, investors, lenders
- Difference between an operational tool vs a fundraising document
- Case study: A startup that raised funds with a strong model
2. Align capital with growth
- Revenue modeling (top-down vs bottom-up)
- Cost structures (fixed, variable, one-time, and recurring)
- Unit economics (CAC, LTV, Payback Period)
- EBITDA, Burn Rate, Runway, Cash Flow, 3-statement model: P&L, Balance Sheet, Cash Flow
- Tools: Excel, Google Sheets, or financial modeling software
- Mini-Workshop: Show a simple 12-month model layout live
3. Avoid common fundraising pitfalls
- Unrealistic growth assumptions
- Ignoring churn, seasonality, or working capital
- Not linking revenue with cost drivers
- Using templates without understanding formulas
- Not updating the model regularly
- Overlooking unit economics in favor of vanity metrics
- Live Demo: “Fix the model” – show common mistake, fix it live
4. Making It Investor-Ready
- Storytelling with numbers: narrative + model alignment
- Scenario planning (best, base, worst case)
- Sensitivity analysis (what happens if CAC doubles?)
- Clean formatting and audit trails
- Key charts to include in your deck
- How much should you raise? (backing into your funding ask)
- Pro Tip Segment: Red flags investors instantly spot
- Interactive Case Study - Realistic startup scenario shared with audience
- Build a mini financial model live based on audience input
5. Q&A & Wrap-Up
Who should participate?
Founders/CXO responsible for raising investment for the venture
Charges
Rs 6000 plus GST (20% discount for registrations by midnight 22nd June 2025, use discount code EARLYBIRD)
Dates and Venue
Format: Online (Join from anywhere)
Duration: 3 hours (with breaks)
Date: 11th July 2025 (Friday) 2 pm to 5 pm
For any queries, please send an email to info@thestartupboard.com
About the Speaker
NorthStar Partners, founded by Amol Tibrewal—a Chartered Accountant and former India CFO of Russell Investments with nearly 20 years of experience—offers strategic and financial advisory to promoters, investors, and high-growth businesses. The firm specializes in virtual CFO services, M&A, tax, fundraising, IPO readiness, and governance. Bhalchandra Koppalkar, a globally accredited management consultant and seasoned business connoisseur with over 21 years of executive leadership experience, is associated with NorthStar as a strategic business partner. He is a trusted advisor to boards, investors, and corporates on strategic growth, M&A, complex transactions, and business transformation.
A word about The Startup Board
Startup Founders are creating disruptive solutions using technology. The Startup Board (TSB) is making the entrepreneurship journey easy for the founders. Since 2017, TSB has helped over 500 startups with their Go-To-Market plan refinement, Product launch, Revenue generation and quick growth. It is like board of directors of a big company supports the management team, in order to help them with deeper insights to avoid costly mistakes.