Outcome: Develop a preliminary KPI dashboard outlining key metrics and their target values. Discuss and refine individual KPIs, ensuring alignment with overall business goals. Trainer: He is the founder of Plouton AI, an agentic platform automating complex FinanceOps across systems like NetSuite and Excel without APIs. With a background co-founding and exiting the licensed fintech […]
Outcome: This session introduces participants to the fundamentals of financial planning for startups, including financial statements, budgeting, forecasting, and funding options Trainer: He leads investor partnerships at Morse Bridge Ventures, building an active community of founders, VCs, family offices, and LPs across LinkedIn, Telegram, and WhatsApp. In 2024, he organized 96 investor events and regularly […]
Outcome: Develop a detailed revenue model outline, including pricing strategy and financial forecast for their business. Participate in a case study analysis, dissecting the revenue model and pricing strategy of a successful company in their industry. Product Pricing Strategies for Founders Trainer: A seasoned finance and audit professional with 13+ years of experience in financial […]
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