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

Joe Hartman
Joe HartmanGray Financial Modelling

Posted: Mon 3rd Jun 2024

In this Lunch and Learn, Joe Hartman reveals what investors are looking for when they assess your financial forecast model. He also provides 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, 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

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Joe Hartman
Joe HartmanGray 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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