You want your company to achieve something? First things first. Every business needs planning!

A financial plan is like a financial game plan for your startup. It outlines your company's current financial state, your goals for the future, the actions you'll take to reach those goals, and how much it's going to cost. Financial planning is the process of putting your “game plan” together and documenting it.

This online live coaching teaches the basic knowledge and methods for the creation of financial plans, as well as the derivation of financial key figures (KPIs) from financial plans and the indispensable, solid, argumentation of assumptions to investors. Advanced topics such as company valuation, investment monitoring, and reporting will be discussed on a case-by-case basis, but will not be covered in depth. Specific attention will be paid to the “key performance indicators”, which will quickly give investors a better understanding of their business model.
Financial planning for Startups


Following topics are covered within the coaching

  • Structure, standards, and important tips for creating a financial plan

  • Argumentation on assumptions and planning parameters

  • Joint creation of a FAQ (typical questions and answers) for a finance plan

  • Create simple reports for investors/banks

  • What numbers do investors expect and why

  • Overall you get 3,5 days of expert’s attention and input on your individual case

  • 2 days pre-workshop preparation time of your trainer, based on your individual financial plan

  • Follow-up talk within 14 days after the workshop


To be financially flexible, you have the choice between an one-time payment or an payment in installments.


Managing Partner (CEO)

Berthold Baurek-Karlic

Berthold Baurek-Karlic is an active investor focusing on disruptive technologies. He consults on business development, change management, finance, M&A and exits. He has founded and developed several companies by himself and currently setting up a new venture fund in Europe.

Financial Planning for Startups

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