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Vator Academy: New Venture Economics and Financial Modeling
Three day, hands-on seminar for those launching, optimizing or selling a new venture.
This course is designed to give those with a limited financial background, but a need to develop and present long range financial projections, the necessary knowledge, tools, and confidence.
Presentations are your story told in words and pictures, financial models are your story told in numbers and graphs – you need to be able to tell both stories – and they need to be in sync.
At the end of this course you will have a working financial model and the confidence to present it.
About the course…
Day 1: Revenue
8:00: Welcome and continental breakfast 8:30: Overview of the financial modeling process 9:30: Understanding financial statements 11:00: Break 11:15: Key concepts in designing revenue models 12:15: Lunch 1:15: Revenue model examples 2:30: Building blocks for forecasting revenue, simple ways to use excel 3:45: Break 4:00: Building an initial revenue projection: The class is welcome to stay until 7pm to work on revenue projections – drinks and snacks will be served at 5pm
Day 2: Expense
8:00: Welcome and continental breakfast
8:30: Key expense areas for new ventures
9:30: COGS: what are they and how do we model them?
11:00: Break
11:15: R&D: how should new ventures think about R&D?
12:15: Lunch
1:15: S&M: it’s more expensive than anyone ever believes
2:30: Building blocks for the expense side
3:45: Break
4:00: Building an initial expense projection: The class is welcome to stay until 7pm to work on expense projections – drinks and snacks will be served at 5pm
Day 3: Workshop day
8:00: Welcome and continental breakfast
8:30: G&A: what it is and isn’t
9:30: Wax on / wax off – pulling it all together
11:00: Break
11:15: Wrap up – welcome to modeling
12:15: Lunch
1:15-5:00: Workshop and individual help
About the instructor…
Ezra Roizen
Investment Banking
Partner with Ackrell Capital, capital raising and M&A for new ventures
Analysis and Commentary
Vator.tv, contributing editor and co-host of Vator Box
AlwaysOn, contributing editor and conference emcee
Entrepreneurship
Co-founder/CEO, Montclare Technologies, Inc.
Co founder/Director of Bus Dev, Convoy Corporation (now part of Sybase)
Education
MBA UC Berkeley Haas School of Business, Haas Community Service Fellow
MBA Columbia Business School, Beta Gamma Sigma Honors
Class academic co-representative, commencement speaker
BA Philosophy, UC Davis, minors in English and History
Securities Licenses
Series 24, 7, 63
Academic Affiliations
Chair, UC Berkeley Haas School of Business, Alumni Relations Council (present)
Guest lecturer, University of Pennsylvania Wharton School, Executive Education, Introduction to Silicon Valley and Venture Capital (past)
Course Background
I’ve distilled nearly 15 years of experience in entrepreneurial finance down to a three day course on the key things you need to know to develop and present your economic and financial forecast. Up to now I’ve reserved these techniques for my consulting and investment banking clients, which has put an access barrier of tens and even hundreds of thousands of dollars between entrepreneurs and these tools, but with this new course you can leverage the essence of these methods in a cost affordable and time-efficient way.
Course Framing
The course will be limited to a small number of participants and will consist of both lecture and hands-on instruction. I will provide a template financial model which will serve as the starting point. After the three sessions there’s no reason you shouldn’t have a fully working financial model – and more importantly – the confidence to effectively communicate your numbers to investors, acquirers and collaborators.
Learn more: vator.tv/academy
For specific questions regarding this course, please email the instructor at: ezra@roizen.com
Course Preparation
Pre-course survey: Following your registration, the instructor will send a pre-course survey to gather information about you and your company.
Dress: Please dress casually and comfortably.
Basic understanding of Microsoft Excel: This course will leverage a template in Microsoft Excel. Each participant must have a basic familiarity with MS Excel. For example, comfort with simple operations such as cut, copy, past and basic formulas like =A1+B1 or =A1/B1 will be important for getting the most out of the course. There will not be time for MS Excel basic training, but there will be time for help with more advanced functions as necessary.
Working computer: Each participant will be required to have a working lap top. There will not be IT support on site.
Course Terms
No refunds: This event has limited capacity, as such, there will not be refunds if participants are unable to attend.
Right to change program and venue: Program changes may be made to improve the course experience, Vator Acadamey also reserves the right to change the location of the course (but not further than 15 miles from the original course venue).
Right to refuse service: in order to manage the composition of the class we reserve the right to control participation and/or class size.
Billing Note
Vator Academy is operated in concert with STRATEGYfx LLC - payments will be processed through STRATEGYfx LLC's Google Checkout account - The payment will appear as "Google * Vator Academy" on your credit card statement.
Wednesday, December 02, 2009 at 8:00 AM
- to -
Friday, December 04, 2009 at 5:00 PM (PT)
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