Module 7: Financials

Learning objectives: how to build a financial model, model your ask, and present your financials.

Your financials will tell investors most of what they need to know about the investment opportunity you are offering them. What exactly will you deliver over the next five years, in terms of customer, revenue and profit growth. The financials slide is straightforward. The model behind it is anything but. This module shows you what you need to share, how to construct and iterate a financial model, and how to use it to plan your fundraising strategy and calculate how much you need to reach your second round. 

Back to course overview
TAn accountant's calculator

Written and audio guide: 19 mins

Summary video


How to approach it

Slide template

Investor insights, covering common mistakes and tips and tricks

More resources


1 Tool exercise

Develop and iterate a robust model to forecast your financials and calculate your ask (from 30 mins up to a week)






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The Ultimate Financial Modeller

This integrates seven different tools to help you get the right inputs, quickly build your future staff plan, generate a complete set of financials (profit and loss, cashflow and balance sheet statements), a visual dashboard and KPI summary to help you analyse your model, a runway calculator to help you plan your fundraising strategy and an ask generator to calculate how much you need to reach your second round.

The Start-Up Pitch Deck Course

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Lifetime access to all content and community

  • Insider tradecraft from top investors
  • 18 comprehensive modules packed with insight
  • 32 original tools to solve common issues 
  • Flexible content to suit your timings
  • A free deck review when you are finished
  • A bonus free 30 minute advisory call
  • Access to 1:1 support 

Master fundraising fundamentals

Get instant access to everything you need to perfect your pitch deck and boost your fundraising chances. If you need us, we're here to review, solve any problems and hear your practice pitch.

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'Working with Marcus and Nick has been a magical experience. They've helped me crack my own pitch deck and messaging. They've done the same for startups we invested in. They can do it for you as well.' 

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As an angel investor you have the ability to influence and make a real difference with the value you can add. Marcus does this through his startup investments and Nick has added so much value along my journey including through the Thunderdome where I perfected my pitch deck and purpose statement. Big thank you to the U2R team!'

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