Blended learning program

Financial plan for Startups

Create a financial plan to secure funding, make key decisions, and track performance. Learn to select the right model, build a solid plan, and present it effectively to investors, funding agencies, and your team. Live 1:1 coaching and structured feedback are included.
Format

Self-paced and Live Online

Language

English

Course preview

Who is this program for?

Startup owners

Startup owners seeking a clear, investor-ready financial plan to secure funding, make informed decisions, and track their company’s financial health. No prior experience is needed.

Concept

Build a strong foundation in financial planning principles —understanding key frameworks, structures, strategies, sales, and revenue.

Assignments

Complete hands-on assignments, use our templates to build your financial and operational models and discuss challenges and outcomes with your trainer.

Community access

Join the community to connect with fellow founders, exchange insights, tackle challenges together, and share valuable resources and solutions.

Certificate

You'll receive a Konsultori Academy certificate to showcase your achievement after completing the course. Share it with everyone and celebrate your growth.
Today I kicked off my financial coaching journey with the incredible Petra Wolkenstein 

Petra has this rare mix of crazy deep expertise, patience, and clarity that makes complex financial topics feel approachable and even exciting. She doesn’t just help with numbers, she helps you see the bigger picture of your mission and how to make it truly sustainable. I truly think she is the best out there in Vienna Right now! 

Rita Laila Fussenegger, AufAtmenWG
All your questions answered!

One-on-One Coaching and Feedback

 In a 50-minute one-on-one session, you'll get personalized feedback on your financial and operational models to fine-tune your approach and ensure effective implementation. You’ll also have the chance to ask questions and discuss any challenges you face. Our trainers will provide tailored advice to guide you through overcoming obstacles and achieving your financial goals.

How will you do it?

Learn

You’ll start by learning how to structure your financial plan through self-paced modules supported by case studies for real-world insights. 

Do

You'll gain access to templates, resources, and assignments, allowing you to create and analyze your financial plan and operational model independently.

Reflect

You'll receive constructive feedback from our trainers on your financial and operational models and how to effectively implement them in your startup.

Start now with your Financial journey

Start your financial planning journey!

Participant of the 2025 Autumn Cohort

"It makes sense to update your financial plan regularly. The workshop offers tips and tricks to help you do this."

Participant of the 2025 Autumn Cohort

“You Rock! Go on in building solutions for a better future 🚀”

Participant of the 2025 Autumn Cohort

“The workshop really helped us. We finally have a structure for our financial plan that makes sense and is easy to understand. The theoretical introduction to the blended learning format was great, as it allowed us to organise our time well. The practical tasks that followed were perfect for applying what we had learned directly.”

Still have questions?

If you have any remaining questions, please email us. We'll provide all the additional details about the program, and our experienced trainer and team will be happy to assist you.

Meet your trainer

Write your awesome label here.

Petra Wolkenstein

Tech Corporate Finance and Strategy Expert; CEO of Konsultori

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Petra is a seasoned strategist with expertise in strategy, M&A, and growth. As an Investor and General Partner at Africa Startup Wise Guys, she supports innovative African startups. With 10 years of experience, she has led funding rounds and sales in cybersecurity (Whalebone), eCommerce, and HealthTech. Her ability to drive growth and navigate complex business landscapes makes her a valuable asset.

Start your financial journey now

Start learning now!

Frequently asked questions

Do I need prior financial knowledge to take this course?

Most of our course participants are first-time founders with little to no experience in financial planning. So, no, prior financial knowledge is not necessary.

Will I get personalized feedback on my financial plan?

Yes, our course includes a dedicated live 1:1 session with an expert, allowing you to receive personalized feedback and ask any questions.

How long does the course take to complete?

Depending on your learning pace, the course can be completed in approximately 1 to 2 weeks.

What specific financial skills will I gain?

You’ll learn how a financial plan works, which key results matter most to you, and what investors prioritize.

What tools or software do I need to complete this course?

You need your laptop to watch the videos and excel to fill in your financial model.

Is there any support available after I complete the course?

We offer a dedicated 1:1 session for your questions. If you need further support, additional coaching is available as an add-on. Learn more here: https://www.konsultori.com/en/financial-business-plan/

Can I use the templates provided in the course for my actual business?

Yes this is what the course is about, to use the templates for your own business.