The Financial Modeling Course for Small Business and Startups Video Course

Curriculum For This Course

• 1. Jumpstart 9 Videos 01:47:30
  • Modeling a lemonade stand 05:57
  • Jumpstart Part 1: Unit economics (1) 08:42
  • Jumpstart Part 1: Unit economics (2) 04:55
  • Jumpstart Part 2: Calculating the labor cost & selling price 05:38
  • Jumpstart Part 3: Single product, single location 22:56
  • Jumpstart Part 4: Strawberry premium 15:29
  • Jumpstart Part 5: Multiple Locations 15:29
  • Jumpstart: Summary 03:00
  • Q&A: Section 2 19:41
• 2. Before you build your model 3 Videos 00:22:57
  • What questions are you trying to answer? 03:01
  • Map it out & Caveat on modeling 03:30
  • Q&A: Section 3 16:26
• 3. Modeling best practices 7 Videos 00:48:19
  • Always start with the end in mind 06:13
  • Clear over clever 04:54
  • Always do sanity checks 05:53
  • Start small & simple 02:11
  • Define Constraints 01:21
  • Utilize Google! 01:38
  • Q&A: Section 4 26:11
• 4. Case study: YouWorks Co-Working Space (part 1) 2 Videos 00:26:32
  • Introduction to YouWorks, our first case study - Sanity check 13:19
  • YouWorks - Modeling revenue 12:50
• 5. Modeling growth 7 Videos 01:01:47
  • User segmentation and the difference between users & customers 07:07
  • User segmentation: YouWorks example 07:46
  • Usage segmentation 12:17
  • Think in terms of funnels 07:31
  • Follow up on funnels 04:51
  • Modeling growth rate 04:59
  • Modeling attrition 17:17
• 6. Modeling revenue 8 Videos 01:30:53
  • Free, but ad-based 22:27
  • Affiliate model 11:54
  • Freemium model 12:25
  • Subscription model 06:59
  • Pay per use 12:57
  • Free product, pay for service 08:39
  • Tiered pricing 06:26
  • Base plus features pricing 09:06
• 7. Modeling startup costs & expenses 6 Videos 00:49:48
  • Startup costs & operating expenses 06:52
  • Headcount & labor 12:31
  • Modeling rent & office needs 09:52
  • Modeling hosting expenses 12:31
  • Adding contingency 05:12
  • Putting it all together 02:29
• 8. Case study #1: Standard Assembly programming bootcamp 5 Videos 00:28:57
  • Standard Assembly - Overview 03:22
  • Standard Assembly - Model overview & Startup costs 07:05
  • Standard Assembly - Modeling Revenue 08:06
  • Standard Assembly - Modeling expenses 07:07
  • Standard Assembly - Summary 03:18
• 9. Case Study #2: YouWorks Co-Working Space (part 2) 5 Videos 00:18:25
  • Getting re-acquainted with YouWorks 02:07
  • YouWorks - Startup Costs 04:40
  • You Works - Modeling Revenue 02:54
  • YouWorks - Modeling Expenses 03:49
  • YouWorks - Summary 04:56
• 10. Case Study #3: Fancy Bread, mobile app for renting offices 5 Videos 00:33:19
  • Fancy Bread - Overview 02:36
  • Fancy Bread - Overview & Startup Costs 04:08
  • Fancy Bread - Revenue Modeling 12:50
  • Fancy Bread - Modeling Expenses 09:39
  • Fancy Bread - Summary 03:44
• 11. Case Study #4: ScholarPRO & its inevitable doom 5 Videos 01:18:18
  • ScholarPRO - Introduction 10:09
  • ScholarPRO - Assumptions & Data part 1 18:49
  • ScholarPRO - Assumptions & Data part 2 19:39
  • ScholarPro - Income Statement & Expenses 21:55
  • ScholarPro - Graphs, Simple Revenue, & Scenarios 07:47
• 12. Case study #5: Tee Lounge, a brick and mortar business 5 Videos 00:33:09
  • Tee Lounge - Overview 03:19
  • Tee Lounge - Model overview & Startup costs 12:44
  • Tee Lounge: Modeling Revenue 06:25
  • Tee Lounge: Modeling Expenses 05:54
  • Tee Lounge - Summary 04:49
• 13. Case Study #6: SaaSForce SaaS Startup 5 Videos 00:41:07
  • SaasForce - Overview 03:51
  • SaaSForce - Model Overview & Single Salesperson Economics 18:17
  • SaaSForce - Modeling Revenue 08:17
  • SaaSForce - Modeling Expenses 07:15
  • SaaSForce - Summary 03:30
• 14. Case Study #7: "Smoked Chili" Fast Casual Mexican Restaurant 5 Videos 00:45:46
  • Smoked Chili - Overview 02:26
  • Smoked Chili - Model Overview & Menu Economics 18:43
  • Smoked Chili - Revenue Modeling 08:57
  • Smoked Chili - Modeling Expenses 11:46
  • Smoked Chili - Summary 03:33