The Financials slide serves as a benchmark for where your company is estimated to financially headed over the next few years. It should include: A 3 to 5 year projection including your break even point along with revenue, expenses, and net profit. The Financials Slide typically is placed after your Market Slide or Roadmap Slide.
Unless you have a revolutionary solution such as the light bulb, you’ll need a financials slide (Be realistic. There is a 99.99% chance your solution isn’t on the “lightbulb” revolutionary level.)
Investors care about money to a significant extent because, well, they are investors. Ya, they likely have a drive to solve a greater world problem, but they can’t continue to do that without making smart investment decisions (ones that MAKE them money).
Therefore, you should paint a clear financial picture of your business over the next few years.
The job of your financial slide + model isn’t to be 100% accurate. Its job is to serve as a mental bookmark and provide quantifiable metrics to run further projections off of.
The Purpose of the Financials Slide is to give investors a benchmark of where your company is estimated to head over the next few years.
Info and Content that is typically included in the Financials Slide:
Info and Content that can be included in the Financials Slide:
The How Fucked am I Matrix (or HFI Matrix) was designed for team members to not only learn about how they optimally operate, but also about their fellow teammates.It monitors each member’s energy level and workload each week which gives both them and you a good idea of where everyone on the team stands. This does three things for the entire team: In the short term, it allows you to see who might have too much on their plate and who might have too little on their plate for the week. In the long term, it helps you learn about each member’s energy and work cycles (EX. John is typically really motivated and has lots of stuff to do for two-ish weeks. Then he usually has very little energy the next week and needs some help getting...
A collection of snaps from a day in Lima, Peru.
I view design as an evolving process in which the client and the designer collaborate to find the best solution for the problem at hand. Just as nature has gone through evolution over billions of years, design should follow the rules set forth by this process. A principle that I always work with in mind: Good design = evolving design. With that being said, let’s jump into...