Investor Prep Packages for Early-Stage Startups

Build Credible Financials and a Defensible Valuation For Early-Stage Startups

You will get a robust financial plan representing your 5-year growth strategy which can bring all stakeholders on the same page and provide a blueprint for execution.

Specifically, it will illustrate your path to profitability and when you will break even the number of raises and the funding needs per each raise, revenue goals across all revenue streams and how you will achieve them, as well as a resulting valuation.

You need this if you are an early-stage startup and:

  • You are overwhelmed with getting your business off the ground and don’t have the time to learn finance or get an MBA.
  • You know you need to create credible financials for your startup, but finance intimidates you and you simply don’t know where to start.
  • Or you are not scared, but lack the financial knowledge and tools to translate your business plan into a financial model and determine a fair value of your company.
  • Or, like most of my clients and students, you think it's impossible to create credible assumptions and predict the company's financial performance at such an early stage.
  • Or you might have already tried putting your own financial model using templates from the Internet, but have not been successful in attracting investors.

The result:

  • Complete financial model with all KPIs
  • 5-year growth strategy
    • Revenue launch timeline
    • Pricing strategy for each revenue stream
    • Go to market strategy for each revenue
    • Cost needs: operating, CAPEX, and working capital
  • Funding requirements
  • Valuation
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TESTIMONIALS

"Victoria Yampolsky is THE essential tool for any startup looking to present a viable financial model! If you are a founder who, like me, lacks the business/finance background - YOU NEED HER. If you are looking to show your investors a serious plan for growth and capitalization - YOU NEED HER. Victoria's thoroughness and dedication will ensure no stone goes unturned in the FOUNDATION of your BUSINESS. And to top it all, she explains everything with such calm & clarity, it is an absolute delight to be working with her."

- Sansan Fibri, DreaMe

"These workshops are extremely useful for all of us. Victoria is the kind of presenter/professional who inspires confidence. I'd recommend her to any startup trying to figure out how it needs to be organized, capitalized, and operated to have a good business model going forward. She focuses on fundamentals, which, too often, are sorely lacking in our ecosystem, and she knows her stuff backwards and forwards"

- Warren Friesner, Language Hero

"Victoria Yampolsky is THE essential tool for any startup looking to present a viable financial model! If you are a founder who, like me, lacks the business/finance background - YOU NEED HER. If you are looking to show your investors a serious plan for growth and capitalization - YOU NEED HER. Victoria's thoroughness and dedication will ensure no stone goes unturned in the FOUNDATION of your BUSINESS. And to top it all, she explains everything with such calm & clarity, it is an absolute delight to be working with her."

- Sansan Fibri, DreaMe

"I recently took "Startup Financing" and "Financial Modeling" courses, and they were incredibly helpful for a beginner like me. The material was very informative and thorough, and Victoria shared a lot of tips based on her real-life experience. I highly recommend signing up for The Startup Station's courses. I can't wait to learn the next steps!"

- Jason Huyk-Kim, PictureUs

"The materials really helped to solidify the lessons learned and provided an excellent resource to kick off our own financial model using the template."

- Ben Yurcisin, FunFinder and Jersey City Tech Meetup Organizer

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BASIC PACKAGE: $1,650 (with Accounting and Valuation classes)

What’s included:

  • (B only) Accounting class explains the terminology and the structure of three main financial statements and KPIs
  • (B only) Valuation class covers valuation concepts and eight valuation models for early-stage startups
  • Financial modeling class teaches you how to formulate assumptions for your business model: set price for your product, estimate pre-revenue demand, and all costs as well as calculate all necessary KPIs. Available as two options:
  • Complete financial modeling template specific to your business model and inclusive of a valuation model accepted by VCs.
  • 2-hour case study explaining how a template is put together. Available as two options:
  • 2-hour review of financial model assumptions to help you formulate revenue and cost drivers for your business as well as business logic of how these drivers are converted into financial data.
  • 2-hour financial model review to identify and correct any red flags and position the model in the best light for investors

STANDARD PACKAGE: $2,650

  • Everything in the Basic Package
  • Template customization based on the assumptions and business logic requirements
  • 2 hours of revisions based on the financial model review

CUSTOM PACKAGE: $4,500-$6,000

  • Growth strategy assumption and business logic formulation for your business including
    • Pricing strategy
    • Go to market strategy
    • Cost strategy
    • Working capital strategy
    • Fixed asset strategy
  • Complete financial modeling template specific to your business model and inclusive of a valuation model accepted by VCs
  • Template customization based on the assumptions and business logic requirements
  • 2-hour financial model review to identify and correct any red flags and position the model in the best light for investors
  • 2 hours of revisions based on the financial model review

MORE INFO:

All classes: Lifetime access to 2 hours of MBA-level lectures covering how to credibly formulate assumptions for every business model even if you have no or very little financial history. All PowerPoint and Excel materials included as well as 100+ additional practice exercises. No prior finance experience is required.

Templates available:

  • Tech: SaaS and Advertising
  • Tech: Marketplace and Pay-per-Use
  • Tech: Software product and Services
  • Tech: Data and In-App-Purchases (Freemium)
  • Product: E-Commerce, Sales Reps, Wholesale, and Event channels
  • Product: Brick & Mortar and Franchise

A 2-hour template walk-through also includes 100 financial modeling exercises explaining how to customize the template to your needs.

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