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

Write a financial plan like a pro!

A strong financial plan is essential for securing funding, making informed decisions, and driving your startup’s success. This blended learning course combines self-paced modules with hands-on assignments, expert guidance, and real-world examples.

You’ll begin by selecting the right financial model and understanding what’s needed before diving into the details of each component. By the end of the course, you’ll have a fully structured financial plan that’s ready for public funding applications, investor discussions, and internal decision-making. You’ll be able to set clear financial objectives and track progress over the next 24 months.

You’ll also receive structured feedback on your financial plan and a certificate of completion to showcase your expertise. 

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.
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 your financial planning journey!

What our students say about us

Thank you, Petra, for great insights on the investor readiness topic!
Alona Belinska, swg
We really appreciate the great help and tips we received during Investor training. The valuable feedback and hands-on approach gave us a clear picture, what activities are most important for us and how to execute them!
Oliver Sögel, consorto
Petra Wolkenstein has supported and consulted us in several phases in a very professional way. Working together has been excellent when looking for new investors. She matched us with qualitatively valuable and very suitable investors. Her cross-border investor network is truly extensive. Many thanks for your excellent and proactive support!
Valentin Jilch, Handcheque

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 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.