Lili Balfour is the founder of Atelier Advisors and author of Master the Finance Game.
Lili spent over 15 years in investment banking (technology and healthcare) and investment management before creating Atelier Advisors, a firm that provides strategic and financial advisory services to early-stage companies. To date, she has helped over 100 early-stage companies raise over $200 million.
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ABOUT THE INSTRUCTOR
Lili Balfour has advised over 100 companies, who have gone on to raise over $200 million from investors around the world. She is the author of Master the Finance Game, a Wall Street Journal Guest Mentor, a contributor at Fox Business News, a blogger for The Huffington Post, a guest contributor for HuffPost Live, and a guest lecturer at UC Berkeley.
ABOUT THE COURSE
Finance Boot Camp for Entrepreneurs is a 30 minute course that outlines 30 days of action to get funded quickly. It includes a downloadable financial model, cap table, and list of investors.
By the end of your 30 day session you will have a solid financial plan for your company, including:
- financial model with meaningful metrics
- funding strategy specific to your company
- list of capital sources (angels, investors, etc.)
- plan of action (detailed process to execute your funding strategy)
Lili Balfour spent over 20 years in investment management and investment banking in Silicon Valley and NYC before founding Atelier Advisors in 2007. Her goal is to provide investment banking services to early-stage companies, which are typically ignored by investment banks. Over the past seven years, she has advised over 100 startups on their funding strategy. She has coached established brands (Bag, Borrow, or Steal, Visual IQ, Alpha Theory, Derivix, Erin Fetherston, and Peeled Snacks) and pre-revenue startups looking for seed capital via crowd funding.
In Lecture 1, we focus on building a financial model the easy way. We focus on the salient six - revenue, COGS, R&D, SG&A, operating income, and cash. We review basic metrics and discuss free resources to further your learning.
You will find the sample financial model below. If you need further guidance on constructing the model, you can email me for a discount code to Lean Finance for Startups, which includes step-by-step instructions for constructing the model.
In Lecture 2, we focus on finding our break-even point and determining our funding timeline.
In Lecture 3, we focus on different types of capital sources.
In Lecture 4, we focus on building a target list for angel investors and friends and family. We focus on using free resources to build our list.
In Lecture 5, we focus on building a target list for a crowd funding campaign. We focus on using free resources to build our list.
In Lecture 6, we focus on building a target list for venture capital. We focus on using free resources to build our list.
In Lecture 7, we focus on developing on building materials for fund raising via angel investors.
In Lecture 8, we focus on developing on creating a crowd funding campaign.
In Lecture 9, we focus on developing on building materials for fund raising via venture capital funds.
In Lecture 10, we focus on developing an outreach strategy for angel investors.
In Lecture 11, we focus on developing an outreach strategy for crowd funding.
In Lecture 12, we focus on developing an outreach strategy for venture capital funds.
Lili gives a short, but solid course in finance with examples and simple explanations, that anyone can follow. By following the steps and returning each week for the duration of the training, anyone should be able to apply the steps and resources provided and be on their way to raising capital from the right sources and starting a company.
Lili did a great job of covering the basics here.
This is another solid course from Lili. It gives a great break down of working with financials for your business as well as ways to create contacts that can help you succeed. It provides a wealth of value on raising capital and understanding what it takes to help your business prosper financially.
Easy to follow, practical lessons that I can apply immediately. Highly recommended!
Very helpful course