Monday 3rd Jun 2024

Lunch and Learn: How to build an investor-ready financial model

Lunch and Learn: How to build an investor-ready financial model
Joe Hartman
Joe Hartman
Gray Financial Modelling

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Date:Mon 3rd Jun 2024
Time:11:00 - 11:30

In this Lunch and Learn, Joe Hartman will reveal what investors are looking for when they assess your financial forecast model. He will also provide some modelling tips and tricks, as well as different actionable techniques to structure your model and elevate it to ‘investor-ready’ status.

Whether you are looking to plan or forecast your business, understand the key drivers and metrics, or raise funds from investors, he will show you how to achieve your business goals.

Joe has over 20 years of experience as a venture capital investor and corporate finance adviser, building financial models, advising and investing in early-stage companies.

As the founder of Gray Financial Modelling, a financial modelling consultancy, Joe and his team build dynamic, effective financial models and provide the 'Gray VC hat review', that helps clients effectively plan their business, uncover their key financial metrics and successfully raise funds from investors.

Key takeaways from this session:

  • Learn best practice techniques for building a strong financial model
  • Hear what investors are actually looking for in your financial model and how they use it to value your business
  • Discover the key financial metrics of best-in-class businesses

If you have any questions you'd like Joe to answer during the webinar, please send them to

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How to join the online webinar

When you register for the webinar, you'll receive an automatic email, including the Zoom link to access the event. The event will begin at the time and date stated in the registration information. If you don't receive the link within two hours of signing up via Eventbrite, please let us know by emailing (Note: It may be in your junk folder.)

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Joe Hartman
Joe Hartman
Gray Financial Modelling
GRAY Financial Modelling is a specialist in financial forecast models for business planning and all stages of your company’s fundraise journey, from Pre-Seed and Seed rounds through to Private Equity-backed growth investments, MBOs and Debt raises.  We have over 20 years’ experience in private equity, venture capital and corporate finance, building financial models for, advising, and investing in early and growth-stage companies. 

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