Her CEO Journey™: The Business Finance Podcast for Mission-Driven Women Entrepreneurs

Weekly show where my featured guests and I explore the financial and business challenges women face on the entrepreneurial journey to success. You'll hear them talk about the money side of their businesses in ways you've always wanted to know about, but wouldn't dare ask. They openly share their disappointments, failures, successes, and everything in-between as they grew sales ranging from 6 to 9 figures. Knowing where your business stands financially helps you make critical decisions with confidence. It's simply the best way to be sure you grow a business that fuels the life you want to live.

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episode 122: Her CFO Tips: 3 Steps to Impressing Your Investors with a Mid-Year Financial Review [transcript]


Your relationship with your investors shouldn’t end after you’ve successfully raised capital. It's vital to update them on the progress of your business. After all, they placed faith in you and your vision. Being proactive in letting your investors know where the money is going will build trust and strengthen investor relationships. You can do this by having a transparent and well-constructed mid-year financial review.

In this episode, we will talk about three steps you should take to successfully create a mid-year financial review. Aside from impressing your investors, doing so can also help you spot problems and solve them promptly. 

If you want to build up your investor relationships and create accountability for yourself, then tune in to this episode!

3 reasons why you should listen to the full episode: 

  1. Learn why doing a financial review after successfully raising capital can help you with investor relationships.
  2. Find out the three steps you need to take to craft a well-thought-out mid-year financial review.
  3. Understand the options that you, as a founder, have with regard to your business finance.

Episode Highlights

  • [00:00] Maintaining Investor Relationships After Capital Raising
  • [02:18] Step 1: Review and update the assumptions in your financial model
  • [03:23] Step 2: Prepare a financial projection for the next 12 months 
  • [03:40] Step 3: Review your working capital
  • [04:07] Partnering with a CFO 

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 2021-07-01  5m