Funding Growth

58 Enrolled
1 Hour (On-Demand)
1 CPE  
Not currently accepting new students

The course sensitizes the course-taker to the importance of fully comprehending what their financial statements tell them around funding growth, and how to understand those needs through P&L and cash analyses. The course has successfully awakened many entrepreneurs and finance and accounting professionals that were managing their business with only the Profit and Loss statement to the fact that there is much more needed to know in order to make sound financial decisions for their company.

The "Funding Growth" course walks through a case study of a small company that plans for major growth in sales. The company thinks they will most likely need funding or outside investment to finance this growth. The course takes you through the process of building a projected Income Statement (P&L) and then shows you how you can determine the funding needed. There is a particular focus on how Cash Flow is the real bottom line of a business.


Learning Objectives
  • Discover the the fundamentals of creating a projected P&L, Balance Sheet and Cash Flow Statement
  • Recognize how to manage a business with your financial statements beyond the P&L
  • Identify common financial ratios
  • Identify the Cash Conversion Cycle and how it impacts funding
Last updated/reviewed: March 19, 2024
4 Reviews (30 ratings)


Anonymous Author
A very easy to understand starter course on non-intuitive issues related to funding business growth.

Anonymous Author
Nice overview and helpful case study. Gave me things to think about.

Member's Profile
Excellent case study and practical information. Well presented.

Member's Profile
Good overview for beginners

Course Complexity: Intermediate

Prerequisite: Exposure to corporate finance
Advanced Preparation: None

Education Provider Information
Company: Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
Contact: For more information regarding this course, including complaint and cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to .
Instructor for this course
Course Syllabus
Case Study
  Company Profile8:11
  Determine Funding Needed11:10
  Graphing Calculations 5:49
  Fundamentals of Calculating Cash Flow5:47
  Generate Forecasted Balance Sheet 9:38
  Strategy Changes and Impacts on Funding needs 7:47
  Review and Conclusion 4:30
Continuous Play
  Funding Growth56:59
  Slides: Funding GrowthPDF
  Funding Growth Glossary/IndexPDF