This module is designed as a leveling course for founders and entrepreneurs who are new to spreadsheet tools like Microsoft Excel and Google Sheets. It starts with the basic building blocks of formula-building, and advances into reference functions like INDEX+MATCH.
We focus on the tools that you'll need to connect most financial models.
Agenda:
Driver-based modeling is the single most important lesson we will be teaching in this bootcamp. This module is the key to unlocking your understanding of financial models and will allow you to dissect and break down any type of business into parts that you can model on a spreadsheet.
Curriculum:
Now that we understand the basics of how financial models work, we’ll get to building our first formulas to connect the maps that we’ve been working on.
Curriculum:
We’ve built our first financial model, but we need a better canvas to work on if we want to scale the spreadsheet. We’ll walk you through the (free) template our team built, and that over 20,000 startups have used as a starting point.
Curriculum:
With a superpowered canvas to work from, we now move into connecting a complete model map inside an existing financial model template.
Curriculum:
At this point we have a fully functional financial model we can use to estimate anything we want. It’s now time to put it to good use to answer the questions a founder needs to solve before pitching investors.
Curriculum:
Jun 17th - Jun 21st, 2024
Live Q&A sessions with Caya at 3:00pm ET
Fully refundable before start date
We'll have a daily lecture-type pre-recorded lesson where our team explains and demonstrates the concepts and tools of each day. The idea is for you to follow along with your own financial model and work on it with what you've learned after each day.
The live session is a more loose and interactive Q&A space in case you feel like you need additional explanations or a hands-on demonstration of how to solve any problems you've encountered.
Ideally we want this to be a synchronous process - which means the bootcamp is designed with complete attendance in mind so you can participate and get the most out of it. However, everything will be recorded and made available as part of the bootcamp resources within 24 hours. You get permanent access to these recordings for later reviewing.
While it's better if you have at least some basic familiarity with the tool, this is by no means an expert bootcamp. We'll start simple and work through the logic of more complex functions and what they do within your model.
In addition to being able to participate in all 5 live sessions, you get permanent access to a resource center where you'll find the template we use, the recordings of each session, the syllabus and a repository of more advanced and specialized financial model templates (which normally cost $79 each). The ultimate goal of the bootcamp is for you to finish the week with a functional, realistic financial model that can be used not only to track your finances, but to forecast revenue and expenses and estimate your required funding rounds to pitch investors
This is a functional model you can use to create your own formulas and project your potential business growth. Instructions on how to use it are on the front page.