Each quarter, Venture Mechanics offers a rotating series of Founder Workshops on specific topics that every startup team needs to master. These are typically 2.5-3 hour evening sessions given by the best of our mentors. While the workshops are intended to be taken sequentially they can be taken out of order.

​Companies in the Venture Mechanics Catapult Accelerator are entitled to an unlimited free buffet of these workshops during their term. The workshops are also open to startups that aren't in the Catapult, at the regular tuition price.

​More About This Workshop:

​"Budget Modeling for Startups"

​Effective budgeting is essential for startup success, providing a roadmap for financial management and strategic decision-making. This workshop is designed to equip startup founders and financial decision-makers with the skills and knowledge to develop robust budget models tailored to their business needs. From initial projections to ongoing monitoring and adjustment, participants will learn practical techniques and tools to navigate financial complexities and optimize resource allocation.

Key Learning Objectives:

• ​Gain critical insights into tax planning strategies that can save millions during an exit event.
• ​Understand estate planning steps applicable before fundraising rounds or exit scenarios.
• ​Learn about legal maneuvers and structures to optimize tax efficiency and retain capital gains.

​Key Takeaways:

• ​Develop a practical and scalable budget model aligned with your startup’s growth trajectory.
• ​Gain insights into effective revenue forecasting and expense management strategies.
• ​Learn to use budgeting as a tool for strategic decision-making and resource allocation.
• ​Access templates, tools, and resources to streamline budgeting processes.

​Who Should Attend:

• ​Startup founders and entrepreneurs responsible for financial planning and management.
• ​CFOs, finance managers, and financial analysts seeking to enhance budgeting skills.
• ​Investors and advisors interested in understanding startup financial operations and budget modeling.
  

​Instructor:

​Bill Dillmeier, Fractional CFO | SaaS Finance Leader

​Details:

​​​The course begins promptly at 6:00pm, but feel free to arrive up to 30 minutes early to network with the instructors and other attendees. IRL attendees are welcome to bring their own dinners. Light snacks and beverages will be available. Free and convenient parking is always available at Venture Mechanics.

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