1 DAY (09:00 - 18:00//incl. short breaks)

ON DEMAND - Personal Online Coaching


This online live coaching teaches us the basic knowledge and methods for the creation of financial plans, as well as the derivation of financial key figures (KPIs) from financial plans and the indispensable, solid, argumentation of assumptions to investors. Advanced topics such as company valuation, investment monitoring and reporting will be discussed on a case-by-case basis, but will not be covered in depth. Specific attention will be paid to the “key performance indicators”, which will quickly give investors a better understanding of their business model.


  • Structure, standards and important tips for creating a financial plan
  • Argumentation on assumptions and planning parameters
  • Joint creation of a FAQ (typical questions and answers) for a finance plan
  • Create simple reports for investors/banks
  • What numbers do investors expect and why


The price includes:

  • Overall you get 3,5 days of expert’s attention and input on your individual case
  • 2 days pre-workshop preparation time of your trainer, based on your individual financial plan
  • Follow-up talk within 14 days after the workshop


There are no formal requirements for booking this coaching. This personal online webinar is aimed at founders as well as business angels who have already gained initial experience in the field of start-up or venture capital investments and wish to expand their expertise in the field of company valuation.


The successful investor and serial entrepreneur Berthold Baurek-Karlic has been accompanying start-ups in different development phases for many years. He is president of the European Super Angels Club, founder and CEO of Venionaire Capital and the Business Angel Institute. He knows the start-up scene and its players like no other. His lectures at universities, at renowned accelerators and at large international events inspire hundreds (maybe even thousands) of participants every year.


This coaching is designed for founders or business angels (without business management training). Basic knowledge in finance is an advantage, but not a prerequisite for this live online coaching.

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