A financial model doesn't need to be complex to be insightful and guide your growth.
Financial (and Mission Impact) Modeling
Every entrepreneur needs to understand how to create a basic financial model of their business. This workshop teaches you the most important elements to model for the most common business types, and to project how your business will grow based on the relationship between specific customer and product metrics and engines of growth.
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Who It’s For?
For innovators who need to clearly articulate how their project will make money or achieve mission impact.
How It Works
Our experienced coach guides you through each step, giving you direct feedback on your work and helping you develop innovation as a core competency. You will use your own projects to ensure that the theory is immediately applied to real-world scenarios.
Get individual feedback on your real projects.
Develop new skills with a small cohort and direct coaching.
Run live exercises with an expert coach during our weekly sessions.
Materials & Frameworks
Get self-study learning materials and frameworks.
What You Learn
How to represent a financial model in a visual format
How to design a financial modeling spreadsheet to predict basic profit / loss
How to define the three engines of growth
How to turn basic dashboard metrics into a financial model
How margin of error impacts financial projections
When to increase the complexity of your model and when to keep it simple
Designed by Successful Entrepreneurs and Experts
Tristan Kromer works with innovation teams and leaders to create amazing products and build startup ecosystems. He has worked with companies from early stage startups with zero revenue to enterprise companies with >$1B USD revenue (Unilever, Swisscom, Salesforce, Fujitsu, LinkedIn).
Megan is an Innovation Coach and Process Designer. She brings ten years of experience in project management and consulting - analyzing data, solving problems, and communicating with stakeholders. Her key strengths lie in providing design solutions that balance both the business and user needs.
Peter has acquired a unique blend of experiences over the last 3 decades. He has advised large enterprises through agile and innovation transformation, volunteered in a fledgling venture capital firm, mentored startups in various incubators, professionally coached leaders and their teams, and operated as a change management consultant.
Kromatic’s hands-on introduction to Lean Startup and its guiding principles was a complete wake-up call for my startup, forcing us to launch our MVP and learn fast.
Ryan Bruels, Vice President of Engineering, Knock
Kromatic’s workshop was incredibly engaging and interactive. Every detail was carefully thought out, from the design-thinking approach to clear and visually engaging material.
Kathryn Haydon, Innovation Strategist, Sparkitivity
It helped to think through a new lens on how to measure the middle space between initial vanity metrics and long-term revenue/product results.
Kyle Smith, Senior Manager, American Family Insurance
Rigorous is a great word to describe Kromatic. The pace is fast and intense. It’s part of their ethos that you need to learn and fail quickly.
Brendan Sheehan, Chief Financial Officer, CBUSA
Our coach helped us to identify the most important steps to take, and we always had a clear objective and action plan at the end of a conversation.
James Bryce Smith, Founder, Magnetize
This workshop is part of these programs
Become a faster, more confident decision-maker with our six-week Innovation Accounting program. Learn how to make better pivot or persevere decisions on your real project by building a hypothesis-driven financial model. Taught by real entrepreneurs with real experience, you’ll get results you can use right away.
Each workshop is a component of the greater innovation library. Programs can be curated to include all the workshops you need to make real progress and show impactful results. Whether you are part of an innovation team, you are coaching teams, or leading a business unit as an innovation leader, our library will give you the tools and skills to succeed.
Send us a message below if you are interested in creating your own curriculum.
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Book a 15-minute chat to learn how our workshops can help your project.
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