Create Financial Projections Investors Trust
Build confident, credible projections with the same CFO model used to raise $300M+.
- 14 day money back guarantee
- Launch offer ends 30 June
What You’ll Walk Away With:
- Build revenue, cost, and cash flow forecasts that stand up to investor scrutiny.
- Get investor-ready with a fully linked financial model in Excel.
- Present your growth story clearly, even if you're not a finance expert.
- Access 250 real investors
- Use CFO templates that helped raise $300M+
Here’s Everything You Get:
- Financial Model Template – Fully linked, editable, and designed for startup fundraising.
- Video Walkthrough – Mohamed explains each tab and logic step-by-step.
- Completed Model Example – See exactly how a real startup projection looks.
- Workbook Guide – Simplifies financial thinking before you input numbers.
- Revenue + Cost Planning Tool – Templates for realistic forecasting.
- Investor Pitch Integration – Learn how to extract numbers for your deck.
- Investor List – Downloadable list of 250+ verified investor contacts
- Lifetime Access – Rewatch as your business model evolves.

Join Me
Built by a CFO who’s helped startups raise $300 million+
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CFO Fund-Raising Experience
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Course Overview
Financial projections are one of the most critical documents in any fundraising journey. This course will teach you how to prepare accurate, investor-ready financial projections, including revenue forecasts, cost breakdowns, P&L, cash flow statements, and balance sheets. You’ll build your own projections using the workbook and templates provided, guided by real-world case studies. By the end of this course, you’ll have complete, investor-friendly projections ready to present.
Key Objectives of the Course
- Understand the purpose and role of financial projections in securing funding.
- Learn how to build revenue, cost, and growth assumptions that are credible and compelling.
- Prepare your own financial statements: P&L, Cash Flow, and Balance Sheet.
- Use a step-by-step approach to model your projections over a 3–5 year period.
Key Learnings from the Course
- How to forecast revenue based on customer growth, pricing, and your business model.
- How to separate fixed and variable costs and assess how they scale.
- Learn the structure of a complete Profit & Loss statement.
- Build out your Cash Flow and Balance Sheet with investor expectations in mind.
- Use key financial ratios to evaluate the health and attractiveness of your business.
- Learn through the live case study of apply lessons directly to your own projections.
Course Curriculum
Module 1: What are Financial Projections?
Purpose, investor expectations, key components.
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What are Financial Projections
09:53
Module 2: Revenue Projections
Modelling revenue streams, customer growth, pricing strategy, key assumptions.
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Revenue Projections
23:06
Module 3: Cost Structure
Fixed vs. variable costs, scaling costs, modelling expenses over time.
Module 4: Profit & Loss (P&L) Statement
Line-by-line construction of your P&L.
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Profit & Loss (P&L) Statement
02:00
Module 5: Cash Flow Statement
Understanding and building cash inflows/outflows.
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Cash Flow Statement
02:03
Module 6: Balance Sheet
Assets, liabilities, and equity with templates.
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Balance Sheet
01:35
Module 7: Financial Ratios
Investor-friendly metrics: gross margin, net profit margin, ROI, etc.
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Financial Ratios
01:27
Module 8: Live Case Study
Step-by-step walkthrough using a real business example.
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Case Study
00:52
Module 9: Action Plan & Reflection
Checklist to finalize your projections and reflection to improve clarity.
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Action Plan & Reflection
05:21
Full Module Video
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Preparing a Financial Projection
01:10:32
Course PDF
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Course Workbook
Course PPT
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How to Prepare Financial Projections
Case Study
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Case Study – Video
02:28:13 -
Case Study
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Financial Forecast Template (Case Study)
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Financial Forecast Template (ScaleUpCFO)
Course Materials
- Course Workbook: Covers every component of a financial model with exercises.
- Course Slides: Used to present the theory with examples and visuals.
- Case Study: A fictional company we’ll use as a live example to create each document step-by-step.
- Financial Model Template : Pre-built Excel-based model to plug in your numbers.
Audience
- Startup founders and small business owners preparing to raise capital.
- Professionals and consultants building fundraising models for clients.
- Students and professionals seeking hands-on financial modeling skills for CPD or real-world use.
- Early-stage ventures needing a financial story to support investor conversations.
Requirements
- A business idea or operating business.
- Familiarity with basic business and financial terms (revenue, costs, profit).
- Willingness to build your own financial projections step-by-step using the template provided.
Customise Your Package
Review and Feedback by Mohamed Chaudry & Team
Submit your projections for a detailed expert review and revision suggestions.
What will I receive after completing the course?
You will receive a verified certificate of completion to showcase your skills and knowledge.