Building a Financial Model That You will Actually Use

Location: Campus 500 Harrison Ave Boston, MA 02118

Course Description: During this hands-on class, Dan Allred (SVB) and Matt Nichols (Gemvara) will walk you through a "Bottoms-Up" financial analysis. Explore revenue assumptions, general & administrative assumptions, and sales & marketing assumptions as you learn how to build a model for your business from two seasoned experts. Matt and Dan will walk you through examples from the SVB portfolio, and will draw on Matt's experience with the team at Gemvara. 

Bottoms up analysis: This approach is valuable when it comes to operating a business and checking the vital signs of a business such as progress versus plan, performance to expectations, hitting key performance indicators, etc. 

Financial Model Template: Walk away from the class with a template you can use to begin to explore your own financial model. Learn more about this topic here

Dan Allred is a Senior Relationship Manager with Silicon Valley Bank. He moved to Boston in 2007 to start SVB’s Accelerator group which has now grown into a team of seven bankers who are advising, banking and lending to over 400 local high growth technology start-ups. Dan also currently serves on the Board of Directors of the SVB Foundation, which makes grants to various organizations in the communitiy. He is also a Board member and Treasurer for The Capital Network, a resource for New England entrepreneurs seeking early-stage financing, and serves on the Young Leadership Committee for the Museum of Science in Boston, MA and the steering committee for Start-up Massachusetts.
Matt Nichols is the EVP Operations/Board Member at Gemvara. Prior to Gemvara, Matt was a Principal at Highland focusing on information technology investments with a specialty in digital media, e-commerce and online marketing. Matt is actively involved with Bullhorn, Gemvara, Pixable, and OpenSky. He also represented Highland on the board of U.S. Search (acquired by Intellius) and was actively involved with (acquired by AOL), Quigo (acquired by AOL), and Turbine (acquired by Warner Brothers).