Investor Connect Podcast

Characteristics of a Good Financial Model

Hello, this is Hall T. Martin with the Startup Funding Espresso -- your daily shot of startup funding and investing.

The purpose of the financial model is not to predict the future with great accuracy but rather to understand the business and how it works.

Here are some characteristics of a good financial model:

The model shows what drives the business, such as leads generated, products launched, or sales reps on the team.

The customer acquisition and retention model is defined so it’s clear what must be done to reach a sales target or performance metric.

The financial model shows what actions must be taken by the team such as website traffic and conversion rates, sales closure rates, and more.  

The model has clear logic to it so investors can follow it easily.

It should be flexible and allow for changes in assumptions.

It should be accurate, which means you applied a bottoms-up approach and not a top-down.

It contains instructions on how to read it if it’s not readily apparent.

It should be visually appealing with a clean design that exudes professionalism.

Finally, it should be printable so that it comes out neatly on a page.


Thank you for joining us for the Startup Funding Espresso where we help startups and investors connect for funding.

Let’s go startup something today.
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For more episodes from Investor Connect, please visit the site at: http://investorconnect.org 

Check out our other podcasts here: https://investorconnect.org/ 
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Music courtesy of Bensound.

Direct download: Characteristics_of_a_good_financial_model.mp3
Category:general -- posted at: 6:00am CST

This is Investor Perspectives. I’m the host of Investor Connect, Hall T. Martin, where we connect startups and investors for funding.

In our new Investor Perspectives series entitled “Faith-Based Investing in a Post-COVID World”, you’ll hear about changes expected in the coming 12 months and our guests’ final thoughts.

As the COVID pandemic passes, we emerge into a new era. The faith-based investing space is now undergoing tremendous change as we shift to a post-COVID world. Faith-based investing takes precedence with many investors in the financial industry. We have investors and startup founders describe the changes coming up.

Our guests are:

Steve Gatena, Founder and CEO, Pray.com [01:26]
Shane Enete, Associate Professor of Finance at Biola University and Investment Analyst at Inspire Investing [05:31]
John Siverling, Director of Private Markets, OneAscent Capital [10:58]
Endel Liias, Founder and Managing Principal, Nexus Impact Advisors [15:48]
Jeff Shafer, CEO, CommonGood Capital [17:20]
Kenn Kelly, CEO, Never Settle [21:22]

We hope you enjoy the show.
_______________________________

For more episodes from Investor Connect, please visit the site at: http://investorconnect.org 

Check out our other podcasts here: https://investorconnect.org/ 
For Investors check out: https://tencapital.group/investor-landing/    
For Startups check out: https://tencapital.group/company-landing/   
For eGuides check out: https://tencapital.group/education/    
For upcoming Events, check out https://tencapital.group/events/  

For Feedback please contact info@tencapital.group  

Please follow, share, and leave a review.

Music courtesy of Bensound.

 

Direct download: IP_Faith_Based_-_Show_7.mp3
Category:general -- posted at: 6:00am CST

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