Understanding How to Create & Utilize a Financial Projection Model
In this session, you will learn about the primary types of financial models that are built as a startup grows (or) a startup idea is formalized. Financial literacy/ability are critical skills that investors consistently look for and can be a true value add through the startup journey, especially in the fundraising stages. I will discuss projection models, pricing models, cash flow models, etc. and conclude with a walkthrough of building a custom projection model for your business or idea. Bring your questions and we look forward to seeing you there!
Aaron comes from a Wall Street background and served as an analyst and associate at Barclays Investment Bank in Manhattan. His work centered around equity capital markets and investor engagement for businesses in industries ranging from Financial, FinTech, and Special Purpose Acquisition Companies (a cross-sector product) where he supported the raise of billions of dollars of capital over his tenure.
After leaving Barclays, Aaron founded Argent Strategies which serves as a growth consulting firm focused on supporting startups & small businesses across executive strategy, revenue growth, investment preparation.