School of Raising Capital: Agile Financial Modeling

Learn from the INVESTyR DealTeam about Agile Financial Modeling and realize that done is better than perfect.
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12 students enrolled
Instructed by INVESTyR DealTeam Business / Finance
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  • Lectures 11
  • Length 1.5 hours
  • Skill Level All Levels
  • Languages English
  • Includes Lifetime access
    30 day money back guarantee!
    Available on iOS and Android
    Certificate of Completion
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About This Course

Published 6/2013 English

Course Description

 Agile Financial Modeling is the latest addition to INVESTyR's "School of Raising Capital" where we educate entrepreneurs on gaining access to capital. This course focuses on a phrase we like to call "Agile Financial Modeling" which means to use lean principles while creating and updating financial documents. Entrepreneurs have a limited amount of time to get things done and ultimately, done is better than perfect. That's why Agile Financial Modeling is about speed. Financial assumptions are never going to be finished and there's no reason to think that you're building the final Pro Forma, etc. In under 6 weeks, you'll learn how to complete the bare minimum financial statements to get you to the next level. Sign up today to save time and money with this course!

What are the requirements?

  • Student would benefit most by being a startup founder or an aspiring one

What am I going to get from this course?

  • By the end of the course, you will be able to understand the theory behind Agile Financial Modeling
  • In this course, you will learn how to use 'Agile' principles and apply them to financial statements
  • Iterate a Pro Forma, Balance Sheet, and Cap Table as-you-go
  • Save time and money by making proper assumptions

Who is the target audience?

  • Entrepreneurs and Small Business Owners

What you get with this course?

Not for you? No problem.
30 day money back guarantee.

Forever yours.
Lifetime access.

Learn on the go.
Desktop, iOS and Android.

Get rewarded.
Certificate of completion.


Section 1: Introduction and Course Overview
Course Objective and Key Learning Outcomes
What is an Agile Financial Model?
Section 2: Tactical Agile Financial Modeling
Should You Use a Proforma or Pitch Deck First?
What Do Investors Want to See?
Section 3: Why Should Someone Use Agile Modeling Anyways?
Why Use Agile Modeling?
Agile Modeling vs. Traditional Methods
Section 4: Using Your Audience (and Feedback) to Create a Proforma
Getting Feedback From An Audience/How to Use It
How to Create a Perfect Proforma
Section 5: Conclusion and Minnebar Wrap-Up
Conclusion and Signs You Have a Great Proforma

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Instructor Biography

INVESTyR DealTeam, Patrick, Phil & Jason

The INVESTyR DealTeam has over 30 years of corporate and project finance experience from venture funding to financing multi-billion energy projects.

We marry our corporate development expertise with the latest online tools and technology to provide learners with access to cutting edge strategic finance.
INVESTyR courses are taught by financial strategists, Phil Pogge and Patrick Donohue, and produced by Jason Martin.

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