Financial Projections for Investor Pitches

Cambridge Innovation Center One Broadway, 5th Floor - Havana Training Room Cambridge, MA 02142

Guest speaker David A. Fogel, Managing Director at Swifton CFOs, will talk about the Do’s and Don’ts of properly preparing your company’s Financial Projections, including techniques that will help get you noticed by investors and mistakes that will screen you out. Topics will include: 

•        Financial statements that command attention
•        The financial forecast as a marketing tool
•        How to develop assumptions that resonate
•        Creating a sales forecast (even if you have no sales)
•        What about Gust?

David possesses over 26 years of senior financial management experience and has worked in-house for several high technology companies.  He is a frequent speaker at entrepreneurship events, including MassChallenge, CleanTech Open, WPI Venture Forum, Harvard Entrepreneurship Conference, 128 Innovation Capital Group, MIT Enterprise Forum, and the MIT Entrepreneurial Teams (MIT e-Teams).  His firm, Swifton CFOs is a sponsor of The Capital Network, and David is an active member of Mass TLC, MassMedic, Beacon Angels and Mass Medical Angels.

David is an Adjunct Instructor of Finance and Accounting in the Master’s program at the Tufts University Gordon Institute and in the MBA program at Worcester Polytechnic Institute.  He is also a licensed Certified Public Accountant (CPA). Swifton CFOs is an outsourced CFO firm that provides emerging businesses with cost-effective financial leadership and support so entrepreneurs can focus on growing their business.


Doors will open for networking at 9:30am.

This program is part of McCarter & English’s ongoing series at CIC on legal and business topics for entrepreneurs and emerging companies.  Programs are held once or twice each month and are open to members of the CIC and their guests, as well as to the greater Boston entrepreneurial community.  Contact: Benjamin Hron, 617-449-6584,, @HronEsq 

About the McCarter & English Emerging Companies Group 
McCarter’s Emerging Companies Group is dedicated to helping entrepreneurs build and finance their businesses. The group is composed of tech-savvy lawyers who have helped build, grow, sell and take public companies across the full spectrum of businesses, including Internet, software, medical devices, new media, life sciences, cleantech, healthcare, consumer products, biotechnology, retail, e-commerce, entertainment, financial services, insurance and telecom.