Financial Planning for Social Ventures

About Course

The financial stability of a social venture strongly depends on the business and financial model upon which the venture is built. A financial model gives a clear idea of the value of a venture and the cost of that value. This course teaches social entrepreneurs practical and easily implementable steps for building a financial model that guarantees their social venture’s accountability, value maximization, and sustainability. This course makes financial modelling very simple!

Course Contributor: Professor Christina Hachikian She is a Clinical Associate Professor of Strategic Management at the University of Chicago Booth Business School, Illinois, U.S.A.

Course Editor: Duomi Ding (Ivey Business School), University of Western Ontario, London, Ontario, Canada

Course Content

Module 1: Develop an optimistic and defendable revenue model using vetted assumptions

Introduction to financial modelling
The financial modelling process
Creating revenue assumptions
Checking your assumptions
Choosing a pricing model
Determining your market size
Creating a revenue model
Another example of revenue modelling

Module 2: Develop an optimistic and defendable cost model using vetted assumptions

Module 3: : Extract unit economics and business drivers from your models

Module 4: Develop a compelling financial story and articulate a financial ask
Our final module focuses on how to present your business’ financials to investors in a way that clearly demonstrates feasibility and potential for growth. We will show you how to do this through two examples.

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Financial Planning for Social Ventures

About Course

What Will You Learn?

Course Content

Module 1: Develop an optimistic and defendable revenue model using vetted assumptions

Introduction to financial modelling

The financial modelling process

Creating revenue assumptions

Checking your assumptions

Choosing a pricing model

Determining your market size

Creating a revenue model

Another example of revenue modelling

Module 2: Develop an optimistic and defendable cost model using vetted assumptions

Creating a cost model in six steps

Considering your costs

Other cost considerations

Estimating costs of goods and services and marketing cost

Example of how to estimate cost of goods and services

Example of how to estimate marketing costs

Module 3: : Extract unit economics and business drivers from your models

Unit economics

Examples of unit economics

Understanding the key business drivers

Module 4: Develop a compelling financial story and articulate a financial ask
Our final module focuses on how to present your business’ financials to investors in a way that clearly demonstrates feasibility and potential for growth. We will show you how to do this through two examples.

How to present your financials to investors – Example of AIM Clinics

How to present your financials to investors – Example of Pipe Jump

Financial Planning for Social Ventures

About Course

What Will You Learn?

Course Content

Module 1: Develop an optimistic and defendable revenue model using vetted assumptions

Introduction to financial modelling

The financial modelling process

Creating revenue assumptions

Checking your assumptions

Choosing a pricing model

Determining your market size

Creating a revenue model

Another example of revenue modelling

Module 2: Develop an optimistic and defendable cost model using vetted assumptions

Creating a cost model in six steps

Considering your costs

Other cost considerations

Estimating costs of goods and services and marketing cost

Example of how to estimate cost of goods and services

Example of how to estimate marketing costs

Module 3: : Extract unit economics and business drivers from your models

Unit economics

Examples of unit economics

Understanding the key business drivers

Module 4: Develop a compelling financial story and articulate a financial ask Our final module focuses on how to present your business’ financials to investors in a way that clearly demonstrates feasibility and potential for growth. We will show you how to do this through two examples.

How to present your financials to investors – Example of AIM Clinics

How to present your financials to investors – Example of Pipe Jump

Student Ratings & Reviews

Module 4: Develop a compelling financial story and articulate a financial ask
Our final module focuses on how to present your business’ financials to investors in a way that clearly demonstrates feasibility and potential for growth. We will show you how to do this through two examples.