Learn how viewing your business through a "number lens" can improve decision making, and which tools should be considered at different stages of growth. As a business, part of your task is to build a model of the business. Having that financial model provides you with the foundation to raise funds, predict troubles, and otherwise survive as a company.
------- About Kathleen Baxley -----------------------------
Kathleen Baxley is an experienced MBA, founder, investment research analyst works with early-stage companies that are ready for expansion capital but lack a cohesive financial package to seek funding. Develops client-specific financial tools and provides strategic advice to create investor-ready due diligence materials. Products/services include: building custom predictive financial models, target market assessment, cap table analysis, pitch deck refinement, special situation analyses and other services to focus on cash flow potential and corresponding valuation.
Kathleen has more than 30 years of financial modeling and valuation, most notably at JP Morgan and Oppenheimer in New York, as well as launching two startups (hospitality and fine apparel) and developing new business at an entrepreneurial media company. Her education includes an MBA from Stanford University, a BA with honors from Colgate University and a degree from The Pingry School.