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Class # 4: Case study for an early stage software startup - Coolest Thing Ever

A detailed guide to building a financial model start to finish for a software startup with subscription and advertising revenue streams.

This is the fourth class in a five-course online series "How to model, value, and finance early stage software and service startups."

You will receive $100 off if you register for all five classes. Other package options are also available.

Prior knowledge of accounting and valuation basics is required, if you take this class stand-alone.

This class offers over 2 hours of easy-to-understand MBA-level finance lectures, 100+ practice questions, and a complete downloadable functional financial model for a fictional startup with subscription and advertising revenue streams. All other PowerPoint and Excel materials are available for download as well.

All PowerPoint and Excel materials are available for download immediately after purchase. You also have lifetime access to the video content and practice questions.

What if you are confused?

Finance can be scary, but don’t worry - we are here to help you every step of the way. There are two levels of help we offer:

1. For the first 30 days after enrollment, you will have access to a private Facebook group where you can interact with other students and ask questions. Victoria oversees the group and will help you if other students don’t know the answers.

2. If you need support beyond the Facebook group, you can also ask Victoria questions by email.

In this class we will do a comprehensive case study for an early stage software startup with the resulting financial model included.

Specifically, you will learn:

1. How to formulate assumptions for pricing and marketing strategies for each revenue stream.

2. How to model pricing and marketing strategies for each revenue stream.

3. How to formulate cost assumptions and assumptions for working capital and fixed assets.

4. How to create proforma financial statements.

5. How to determine the company's funding needs and valuation.

6. How to create a financial summary and perform a break-even analysis.

The resulting model, available for download, contains the following:

1. Monthly revenue projections for each revenue stream.

  • The subscription stream has two levels of subscriptions: one-month and six-months.
  • There are four marketing strategies for the subscription stream.
  • The advertising stream is launched based on a financial threshold.
  • The advertising stream uses a sales force to generate sales.

2. Monthly variable and dynamically determined operating costs.

3. Yearly salaries and overhead costs.

4. Monthly working capital and fixed asset projections.

5. Annual income statement, balance sheet, and cash flow statement.

6. Valuation and funding needs.

7. Break-even analysis and financial summary.

8. Customer lifetime value calculation for each revenue stream.



Your Instructor


Victoria Yampolsky, CFA
Victoria Yampolsky, CFA

Victoria Yampolsky, CFA, is the President and Founder of the Startup Station, a comprehensive financial resource for early stage startups. She evaluates the financial feasibility of business models and specializes in the financial modeling and valuation of pre-revenue companies. Since founding the Startup Station in 2013, she has advised companies across more than ten industries, ranging from technology, manufacturing, and consumer products to media, entertainment, and fashion.

She has also created a finance curriculum for early stage founders and launched the educational arm of the Startup Station in 2015. Since then, more than 1,000 founders have attended her online and in-person finance classes and learned the basics of financial modeling, valuation, and startup financing.

Victoria is an advisor to DreaMe, Opkix, and Stringflix, as well as a founder of several ventures in media and entertainment. Previously, Victoria worked for the Deutsche Bank Research Department and performed IT consulting for CapGemini's Financial Services Division. Victoria holds a Bachelor's Degree, Cum Laude, in Computer Science, with a minor in Mathematics, from Cornell University and an MBA, with honors, from Columbia Business School. Victoria is also on the Advisory Board of the Computing and Information Science (CIS) Department of Cornell University.


Class Curriculum


  Introduction
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  Revenue streams overview
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  Variable and fixed costs
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  Fixed assets and working capital
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  Conclusion
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Frequently Asked Questions


How long is each course?
Each course has anywhere from 75 min to 120 min of lecture material and approximately 5-15 additional practice questions per video. Each video is 5-15 minutes long. You may need a few hours to complete the practice questions, especially for the courses that include financial modeling. You may purchase solutions to all the questions that include creating a financial model separately, in case you are unable to complete them on your own.
How long do I have access to the course?
All PowerPoint and Excel materials are available for download immediately after purchase. Access to the video content and practice questions is restricted to 30 days.
What if I am unhappy with the course?
Unfortunately, we cannot provide refunds, because when you sign up, you gain access to the class materials and can download them. I recommend watching the FREE introduction video and reading the testimonials and the course agenda before signing up to help ensure that each particular course is useful to you.
How can you contact the instructor?
You can contact Victoria Yampolsky at [email protected]

Get started now!