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Establishing a 5-Year Financial Plan for Startups (Essential for Fundraising)

I will explain how to create a 5-year financial business plan using Excel for startup fundraising and IR pitches. A free Excel template is also provided.

(5.0) 1 reviews

7 learners

Level Intermediate

Course period Unlimited

  • dymanagementlab
Business Plan
Business Plan
Financial Management
Financial Management
Business Plan
Business Plan
Financial Management
Financial Management

What you will gain after the course

  • Business Plan

  • Attracting Investment


DY Management Research Institute

(Director Dae-young Lyu, Ph.D. in Business Administration / Certified Management Consultant (Finance))

I am Daeyoung Lyu, and I run 'DY Management Research Institute' on YouTube and N-Blog.

Based on my corporate experience and studies in business administration, I aim to provide practical assistance to professionals in related fields. I offer highly practical approaches that can provide immediate help across costing, management, accounting, financial business planning, investment attraction, and general management. If you are interested in the lectures I have posted or wish to collaborate within my areas of expertise, please contact me via email!


※ Areas of Expertise:

  • Management/cost consulting, feasibility studies, financial business planning, management simulation, and financial projections for fundraising.

  • Practical Excel training, data visualization using Excel, and improving work efficiency through Excel. I will cut your work time in half.

  • I welcome inquiries regarding lectures, project requests, and Q&A related to my areas of expertise and YouTube videos.




Companies typically establish mid-to-long-term plans. In particular, for new ventures or startups, establishing a mid-to-long-term financial plan is essential for setting a vision for future growth.


If you are a newly founded company, this process must be completed before starting the business to accurately determine whether or not to proceed with it.


If it is an existing company or business unit, these mid-to-long-term plans can be established and used to set future growth targets.



※ Mid-to-long-term financial plans are established in the following manner.

(This explains the process from the revenue plan to the operating profit.)


- Long-term volume plans are established for each product by year. (In the case of startups, sales typically increase.) If there are various products, it is recommended to group them into product families and establish plans accordingly.


- Unit price plans are established by year, and sales revenue plans are formulated accordingly.


- Establish a cost plan. Costs should be categorized into manufacturing costs (cost of goods sold) and SG&A expenses, as well as into fixed and variable costs.


- When establishing a medium-to-long-term plan, it is formulated to show an increase in revenue. Variable costs should be increased accordingly. For fixed costs, if revenue grows rapidly, it must be accompanied by an increase in headcount. Additionally, investments in tangible and intangible assets are required.


- Establish annual headcount and personnel cost plans before planning fixed costs. When creating the headcount plan, it is essential to monitor the annual revenue per employee metric. While it is natural for headcount to increase as revenue grows, the revenue per employee metric should actually improve (increase). This is how economies of scale are realized.


- Calculate tangible and intangible investments by year. Use these figures to calculate depreciation and amortization expenses. Since the useful life varies by asset type, it is recommended to categorize them when planning.


- Establish a fixed cost plan excluding labor and investment costs. Unless there are specific exceptions, you can develop the plan by reflecting the headcount growth rate.


- By reflecting the previously established variable and fixed costs into the cost of goods sold (COGS) and SG&A expenses and subtracting them from sales revenue, you will arrive at the operating profit.


  • Please refer to the figure below for more details.
















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these people

Who is this course right for?

  • Business Manager

  • Startup

  • Aspiring entrepreneur

Need to know before starting?

  • Accounting

  • Business Plan

Hello
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Learners

18

Reviews

5

Answers

4.5

Rating

16

Courses

I am Daeyoung Ryu, and I run 'DY Management Research Institute' on YouTube and Naver Blog.

Based on my professional experience and studies, I aim to provide practical assistance to those working in related fields. I offer highly hands-on approaches that can be immediately applied across various areas, including costing, management, accounting, financial business planning, investment attraction, and overall business management.

I am here to help. I provide highly practical and immediate solutions across cost accounting, management, accounting, financial business planning, investment attraction, and overall business management.

  • YouTube DY Management Research Institute: www.youtube.com/@dy-4714

  • Naver Blog DY Management Research Institute: https://blog.naver.com/udae025

※ Areas of Expertise:

  • Management/cost consulting, feasibility studies, financial business planning, management simulation, and financial projections for investment attraction.

  • Practical Excel training, data visualization using Excel, and improving work efficiency through Excel. I will cut your working time in half.

  • I welcome inquiries regarding lectures, project requests, and Q&A related to my areas of expertise and YouTube videos.

Data visualization and business efficiency using Excel. I will cut your work time in half. I welcome requests for lectures, projects, and Q&A regarding my areas of expertise and YouTube videos.

Curriculum

All

5 lectures ∙ (52min)

Course Materials:

Lecture resources
Published: 
Last updated: 

Reviews

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1 reviews

5.0

1 reviews

  • cosmos7님의 프로필 이미지
    cosmos7

    Reviews 4

    Average Rating 5.0

    Edited

    5

    75% enrolled

    This content showed me how to create quantitative business plans using Excel in real-world practice and provided direction. It served as a guide for someone like me who hasn't had much experience with management accounting practice. I was feeling overwhelmed, but it was really helpful.

    • dymanagementlab
      Instructor

      Thank you very much for the good evaluation and review. A quantitative business plan is an important management compass that guides a company's future. I hope my lectures and materials have been helpful in setting management goals. Thank you.

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