Tools

Tools, Resources and Financial Education

We have included financial tools and resources (some free) to help you get started.

Financial Modelling Lessons

Courses to give the skills to build financial models for ventures based on forecast cashflows.

Intro to Modelling – 3 hrs, one on one session

How to setup an initial financial model, modelling principles, understanding key drivers, basic P&L construction

Extension Modelling – 3 hrs, one on one session

Cashflow and forecast modelling, sensitivity analysis, balance sheet items impacted

Discounted Cashflow Valuations – 2-3 hrs, one on one session

DCF methodology, choosing discount rates, terminal value, DCF vs multiples valuations

Course Pricing is $990 + GST

Basic (Free) Financial Model

A basic and free financial model to help you get started with operating drivers, key assumptions and forecasting revenues.

Pitchdeck Guidelines

A fast pitchdeck for initial investor meetings.

Due Diligence Checklist

For investors or entrepreneurs looking to invest in or acquire a venture. Key elements you or your advisor need to review before investing.

Sample Termsheet

Quick and simple termsheet for negotiating key terms such as for capital raisings and acquisitions.