How to Forecast Your Fundraising till You Exit
Originally published: 31/10/2018 11:56
Publication number: ELQ-57307-1
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How to Forecast Your Fundraising till You Exit

This tool helps to forecast fundraising until the exit point for founders seeking investors.

This detailed tool by Alexander Jarvis helps founders and business owners to forecast and plan fundraising initiatives and investments from outside sources. It contains a number of detailed metrics so that you can answer crucial questions, such as:

- For which reasons have you decided to raise funds?

- How much would you be willing to sell for?

- How much are you looking to raise in your next round? When will this be?

There are a number of tabs in this ready-to-use Excel spreadsheet:

- Calculations: Including Assumptions - this is where you start, calculating how much you are willing to sell and how much you need to raise, Backward Math (figure out what is possible), Growth Forecast, Fund Allocation, Headcount, Burn, and Forward Month (actual plan).

- Funding Plan Backwards: Containing a graph presenting the route from the pre-investment stage to exit.

- Funding Plan Forward

- Charts: Noting the revenue and funding plan for both backward and forward plans

- Growth

Refer to the methodology to learn about whether you should be raising for your start up, what each stage of the investment process will entail, and how to use this tool for more effective implementation into your business.

For more tools and templates, please visit my channel.

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1 Excel Spreadsheet

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