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Build Financial Forecasts
Finance
Level 2 - Application

Build Financial Forecasts

Taught by Daniel Okafor

About This Challenge

Create financial forecasts that guide planning and support fundraising. This challenge covers forecast models, assumptions, scenarios, and presentation. You will build working financial models that investors and stakeholders trust.

What You'll Learn

  • Build financial forecast models using structured frameworks and spreadsheets
  • Document and stress-test key assumptions that drive your forecast
  • Model revenue streams with bottom-up and top-down approaches
  • Forecast costs accurately across headcount, infrastructure, and operations
  • Present forecasts persuasively to investors and stakeholders

Challenge Content

21 lessons
Forecast Model Building
Introduction to Financial Forecasting
9 Min
Types of Forecast Models
7 Min
Setting Up Your Forecast Structure
8 Min
Forecast Foundations Knowledge Check
10 Min
Documenting and Testing Assumptions
The Art of Financial Assumptions
8 Min
Identifying and Documenting Key Assumptions
8 Min
Stress-Testing and Sensitivity Analysis
8 Min
Assumption Documentation Exercise
25 Min
Revenue Modeling
Revenue Forecasting Frameworks
9 Min
SaaS Revenue Modeling
8 Min
Non-SaaS Revenue Models
7 Min
Build a Revenue Forecast Model
30 Min
Cost Forecasting
Forecasting Costs That Scale
8 Min
Headcount and Compensation Planning
8 Min
Operating Costs and Contingency Planning
7 Min
Cost Forecasting Knowledge Check
10 Min
Scenarios and Presentation
Building Scenario Models
8 Min
Building Effective Scenarios
8 Min
Presenting Forecasts to Investors
8 Min
Build a Complete Financial Forecast
40 Min
Financial Forecasting Final Assessment
12 Min

Related Challenges

Ratings & Reviews

Challenge Info

Level
Level 2 - Application
Subject
Finance
Progress
0%
Rewards
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Requirements

  • Basic understanding of financial statements and startup metrics
  • Comfort with spreadsheets (Google Sheets or Excel)
  • Familiarity with revenue models and cost structures
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