Ask an Expert: Live with Kat Wellum-Kent

55

Mins

Overview

Good ideas aren’t enough to secure funding. Investors back stories they can trust.

In this Ask an Expert session, Kat Wellum-Kent (Founder & Fractional CFO, Fractional Finance) shares how to transform your financials into a compelling story that earns investor confidence.

In this webinar you'll learn

Why even great ideas get ignored without credible financials
How to build investor-ready forecasts that stand up under scrutiny
The scenarios every founder should model before a pitch
How to connect data with narrative to win investor confidence

About your presenter

No items found.

More Resources

View all

Video

Ask an Expert: Live with Mike Michalowicz

Best-selling author Mike Michalowicz makes the case that the traditional accounting formula is quietly killing small business profitability — and introduces Profit First, the method that flips the equation on its head and puts cash in your pocket from day one.

Video

The Build: "What does the next 12 months look like?"

CFO Edition: Your board wants to know where the business is heading over the next 12 months. Build the three-scenario forecast and board-ready pack that answer their real question: are we going to be OK?

Video

Ask an Expert: Live with Chris Ortega

Fractional CFO Chris Ortega makes the case that budgeting is a waste of time for most SMBs, and shows how a lighter, rolling forecast gives owners more clarity, confidence and control at a fraction of the cost.

Ask an Expert: Live with Kat Wellum-Kent

55

Mins

Overview

Good ideas aren’t enough to secure funding. Investors back stories they can trust.

In this Ask an Expert session, Kat Wellum-Kent (Founder & Fractional CFO, Fractional Finance) shares how to transform your financials into a compelling story that earns investor confidence.

In this webinar you’ll learn