EMERGE Program | Workshop: Putting Money To Work

About this Session: How do you forecast revenue, expenses, or growth? A financial model will help you calculate the capital you need to ensure that your business can continue to grow at scale. In this session, you will explore different financial modeling approaches, why it's important, and get the tools to actually create a financial model.

About this Mentor: Kathleen Baxley Interim CFO, founder, investment research analyst, MBA. I work with early-stage companies that are ready for expansion capital but lack a cohesive financial package. Products/services include: building custom predictive financial models, target market assessment, cap table analysis, pitch deck refinement, special situation analyses, financial literacy coaching and valuation services. Background: More than 30 years of financial modeling and valuation, most notably at JP Morgan and Oppenheimer in New York, as well as launching two startups (hospitality and fine apparel) and developing new businesses within a startup media company. Education includes an MBA from Stanford University, a BA with honors from Colgate University and a degree from The Pingry School.

This post is based on content from an Emerge programming session. If you're interested in connecting directly with this mentor, please ask your Labs Manager for assistance.

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