Financial Planning for Startups Workshop

Workshop | Blended Learning

A robust financial plan is essential for startups preparing for investor talks, funding decisions, and growth milestones within an accelerator program. This course equips founders with the skills to develop an investor-ready financial plan: selecting the right model, understanding key KPIs, and clearly connecting profitability, cash flow, financing, and working capital to support strategic decision-making and fundraising. 

TU Wien i2c

What you will learn

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Blended Learning Curriculum

  1. Pre-course form
  2. Intro
  3. Why do I need financial plan?
  4. Why do I need a driver based model?
  5. What is an ideal financial plan structure?
  6. Selecting your template
  7. Q&A – community
  8. Resource and Templates
  9. Glossary
  10. Assignment 1 – Operational model
  11. Assignment 2 – Financial model
  1. Into
  2. Planning sales and revenue
  3. Planning costs of goods sold & unit economics
  4. Planning operating costs
  5. Planning capital expenses
  6. Planning working capital
  7. Planning funding
  8. Interpreting results of plans
  9. How to write a financial plan
  10. Assignment 3 – Financial plan filled in and birds perspective
  11. 1:1 Meeting
  12. Feedback form
  1. You might be interested in…
  2. Financial planning certificate

Live Workshop Curriculum

  • Why we need a financial plan
  • Translation of a business model into a financial plan
  • Driver Structure
  • Structure of a sound financial plan
  • Cheat sheets for elements of financial planning
  • Tips on planning
  • Understanding the profit and loss statement and the cash flow statement
  • Special topic: Cash conversion cycle effects and working capital
  • Downloadable templates pack included for producing, service and software companies
  • The workshop comes in combination with 1:1 Coaching per startup for providing feedback on their financial plans

Your trainer for this course

Petra Wolkenstein, Strategy & Growth Expert for Startups & Scaleups

Petra is a strategy and growth specialist with deep expertise in M&A, business development, and scaling ventures. Her hands-on experience spans the entire startup ecosystem, working with accelerators, startups, and investors, and includes successfully leading funding rounds for scale-ups. Startups and accelerator program managers highly praise her interactive workshops. Together with her team, Petra develops blended learning programs that make proven strategic frameworks accessible to more startups through digitized content.

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Other topics related to Mergers & Acquisitions

Startup valuation

You will learn different valuation methods for startups, how to use valuation methods to prepare for investor meetings, where to get benchmark data from and how to prepare argumentation and defend the startup value.

Negotiation skills for beginners

Learn negotiation tactics with suppliers and customers, their differences, how to prepare for a negotiation, what is tactically important to achieve good results, and to de-brief with style to improve tactics in future negotiations. 

Negotiation skills for experts

Take your negotiation tactics to the next level and learn special features of sales, partner and investor negotiations, how to get more out of negotiations, how to deal with challenging settings and set your focus.

Legal terms & frameworks

When getting investors on board, you would like to understand the term sheet. Get familiar with key legal terms and frameworks. Learn strategies to efficiently negotiate and successfully complete your M&A process.

Startup financing

Learn about typical funding options for startups, how you define your financing needs, create a realistic financial plan, select the right financing options and develop a financing path.

Term Sheet Negotiations

Negotiate a term sheet live with an investor. Learn how to prepare and manage the negotiation efficiently. A joint debrief for all participants makes it possible to reflect on and improve difficult situations and processes. Learn how to set your focus in the negotiation.

Raising money from investors

Get prepared to professionally approach investors to accelerate fundraising. Learn how to start fundraising, which documents to prepare and when to share, how to calculate and challenge your company valuation.

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