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How to Build a 3-Year Financial Forecast for Startups (Hands on Financial Tool in MS Excel) Model

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Tommy White
American Unversity Center for Innovation, Director

Tommy White is a Professorial Lecturer at the Kogod School of Business at American University (teaching entrepreneurship courses) and the Director of the American University Center for Innovation (working with 20 – 30 student startup ventures annually).

Mr. White is an entrepreneur with 3 successful exits. He is an active angel investor for 10+ years and coaches/mentors 20 – 25 startup ventures annually at the 1776 Incubator, Vinetta Project and BLAZE program.

He received his MBA in Marketing from the Kogod School of Business, American University (1995) and his BA in Economics and History from the University of North Carolina at Chapel Hill (1986).


Understanding the flow of money in and out of your business is paramount to essential business success. However, this issue is often misunderstood or put on the "back burner" by startup founders. In this session, we will provide attendees a template model (in MS Excel) that includes revenue, cost (COGS and Fixed), Operating Income, Cashflow, and break-even analysis for a 36 monthly period. We will also introduce a simple CAP Table in the model. Sample practice numbers will be provided for discussion! You get to keep and use the model!