Create Financial Projections Investors Trust

Build confident, credible projections with the same CFO model used to raise $300M+.

500+ founders trained
4.9/5
$300M + raised
  • 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.
$249 $499
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Launch offer expires 30 June
14 day money back guarantee
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Built by a CFO who’s helped startups raise $300 million+

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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.

  • What are Financial Projections
    09:53

Module 2: Revenue Projections
Modelling revenue streams, customer growth, pricing strategy, key assumptions.

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.

Module 5: Cash Flow Statement
Understanding and building cash inflows/outflows.

Module 6: Balance Sheet
Assets, liabilities, and equity with templates.

Module 7: Financial Ratios
Investor-friendly metrics: gross margin, net profit margin, ROI, etc.

Module 8: Live Case Study
Step-by-step walkthrough using a real business example.

Module 9: Action Plan & Reflection
Checklist to finalize your projections and reflection to improve clarity.

Full Module Video

Course PDF

Course PPT

Case Study

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.