book

Pro Excel Financial Modeling: Building Models for Technology Startups

Name: Pro Excel Financial Modeling: Building Models for Technology Startups
Author: Tom Y. Sawyer
ISBN: 9781430218982

by Tom Y. Sawyer

March 2009

Beginner

304 pages

8h 46m

English

Apress

Read now

Unlock full access

Title Page
Dedication
Contents at a Glance
Contents
About the Author
About the Technical Reviewer
Acknowledgments
Introduction
Who This Book Is ForHow This Book Is StructuredPrerequisitesDownloading the CodeContacting the Author
CHAPTER 1: Business Thinking and Financial Modeling for Technology Startups
Analyzing, Demonstrating, and Explaining the Value of the Financial ModelAttracting the Resources You Need to Grow Your BusinessCommon Ways of Getting StuckLooking at Startups from the Perspective of ValueThinking Critically About the Business and Financial ModelSummary
CHAPTER 2: Company Business Model
Designing a CompanyBusiness Thinking About Financial ModelingCreating the Company Business ModelTaking the 35,000-Foot ViewUsing the Top-Down ApproachSummary

CHAPTER 3: The Green Devil Control Systems Business Case
Founding Green Devil Control SystemsGiving Birth to the IdeaGetting the Company StartedDesigning the CompanySummary
CHAPTER 4: The Staffing Model
Business Thinking About Staffing: Evolution or Intelligent Design?Reviewing the Staffing Business CaseUnderstanding the Critical Components of the Staffing ModelPlanning the Staffing ModelUsing the Building Blocks of the STAFF ModelSummary
CHAPTER 5: Sales and Revenue Model
Business Thinking About Sales and RevenueThe Products, Services, and Sales Strategy Business CasePlanning the Sales and Revenue ModelExploring the Building Blocks of the REV ModelSummary
CHAPTER 6: Cost of Goods Sold and Inventory Model
Using Business Thinking About COGSConsidering the Green Devil Control Systems Product Offering and Sales StrategyPlanning the COGS ModelExamining the COGS Model's Building BlocksSummary
CHAPTER 7: Cost of Sales and Marketing Model
Business Thinking about the Cost of Sales and MarketingExploring the Sales and Marketing Strategy Business CasePlanning the COSM ModelUsing the Building Blocks of the COSM ModelSummary
CHAPTER 8: Cost of Product Development Model
Business Thinking About Product DevelopmentProduct Development Objectives, Strategies, and TacticsDeveloping the Green Devil Control Systems Product Development StrategyPlanning the DEV ModelExploring the Building Blocks of the DEV ModelSummary
CHAPTER 9: Operating and Capital Expenditures Models
Business Thinking About Cash FlowPlanning the Operating Expenditure (OPEX) ModelPlanning the Capital Expenditure (CAPEX) ModelBuilding and Using the OPEX and CAPEX ModelsExploring the Building Blocks of the OPEX ModelThe Building Blocks of the CAPEX ModelSummary
CHAPTER 10: Statements of Profit and Loss and Cash Flow
Business Thinking about Profit, Loss, and Cash FlowExploring Cash Flow Impacts of the Product Development Strategy Business CasePlanning the FIN ModelUnderstanding the Building Blocks of the FIN ModelSummary
CHAPTER 11: Modeling Valuation and Investment with the FIN Model
Business Thinking about Valuation and InvestmentExploring the Valuation and Investment Strategy Business CasePlanning the FIN ModelUnderstanding the Building Blocks of the FIN ModelSummary
CHAPTER 12: Financial Reporting and Analysis Using the FIN Model
Business Thinking About Financial Reporting and AnalysisUnderstanding the Business Case Impact on Financial ResultsPlanning the FIN ModelUnderstanding the Building Blocks of the FIN ModelSummary
INDEX

Overview

Learn the business thinking behind financial modeling and execute what you know effectively using Microsoft Excel. Many believe that sales and profitability projections shown in financial models are the keys to success in attracting investors. The truth is that investors will come up with their own projections. The investor wants to understand the assumptions, structure, and relationships within the modeling of a startup. If the investor is satiated, the entrepreneur has successfully demonstrated a complete understanding of the business side of the enterprise. Pro Excel Financial Modeling provides the keys necessary to learn this thinking and to build the models that will illustrate it.

Step-by-step approach to developing financial models in Excel

Extensive case studies and Excel templates provided

Become an O’Reilly member and get unlimited access to this title plus top books and audiobooks from O’Reilly and nearly 200 top publishers, thousands of courses curated by job role, 150+ live events each month,
and much more.

Read now

Unlock full access

More than 5,000 organizations count on O’Reilly

O’Reilly covers everything we've got, with content to help us build a world-class technology community, upgrade the capabilities and competencies of our teams, and improve overall team performance as well as their engagement.

Julian F.

Head of Cybersecurity

I wanted to learn C and C++, but it didn't click for me until I picked up an O'Reilly book. When I went on the O’Reilly platform, I was astonished to find all the books there, plus live events and sandboxes so you could play around with the technology.

Addison B.

Field Engineer

I’ve been on the O’Reilly platform for more than eight years. I use a couple of learning platforms, but I'm on O'Reilly more than anybody else. When you're there, you start learning. I'm never disappointed.

Amir M.

Data Platform Tech Lead

I'm always learning. So when I got on to O'Reilly, I was like a kid in a candy store. There are playlists. There are answers. There's on-demand training. It's worth its weight in gold, in terms of what it allows me to do.

Mark W.

Embedded Software Engineer

Mastering Financial Modeling: A Professional’s Guide to Building Financial Models in Excel

Publisher Resources

ISBN: 9781430218982Purchase book

Cloud Computing

Data Engineering

Data Science

AI & ML

Programming Languages

Software Architecture

IT/Ops

Security

Design

Business

Soft Skills