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Profitual and CharliAI are bringing governed AI to your financial data.

Live events · Webinars

Sharper finance, taught live.

Free, 45-minute sessions on the finance topics that actually move the needle: forecasting frameworks, growth metrics, and the operating habits that turn numbers into decisions. Bring your questions; we'll leave time at the end.

Upcoming

On the calendar

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Financial Metrics & Benchmarks for Start-ups

In this session, we will focus on the specific financial and operational indicators that actually dictate a startup's survival and scalability. We will move through the lifecycle of a venture, identifying how your data priorities must shift as you transition from the early-stage hunt for product-market fit, where cash runway and initial traction are king, to the later-stage demands of capital efficiency and predictable unit economics.

You will learn how to distinguish between the raw engagement data that proves your idea works and the sophisticated efficiency ratios, like Burn Multiples and Net Revenue Retention, that investors use to determine if your business is ready for a major capital infusion. By the end of this webinar, you'll have a clear framework for which benchmarks to prioritize at your current stage and a roadmap for the metrics you'll need to master to successfully navigate your next round of funding.

Register free → Hosted on Zoom · Registration takes ~30 seconds
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Start-up Valuations

Determining the value of an early-stage company is often described as both an art and a science, blending quantitative analysis with market sentiment. In this session, we will move beyond guesswork to explore the methodologies used by professional investors to price startups. We will compare traditional models, such as Discounted Cash Flow (DCF) and the Berkus Method, to analyze the pros and cons of each, while ultimately pulling back the curtain on how valuations are negotiated in the real world.

You will learn how to balance your "paper value" with market comparables and investor expectations, ensuring you walk away with a grounded, defensible valuation strategy that protects your equity while remaining attractive to capital partners.

Register free → Hosted on Zoom · Registration takes ~30 seconds
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Predicting the future utilizing the past

In this session, we will provide a high-level strategic framework for leaders to bridge the gap between historical data and future growth without getting lost in accounting nuances. By analyzing past performance to identify recurring patterns, participants will learn to balance the visionary ambition of top-down forecasting with the operational reality of bottom-up modeling.

We will move beyond the idea of the past as a perfect predictor, exploring how to apply manual "intelligence overlays" to account for market shifts and black swan events.

Attendees will walk away with a "strategic mindset", equipped to lead their organizations with a plan that is both grounded in historical truth and flexible enough to navigate an unpredictable future.

Register free → Hosted on Zoom · Registration takes ~30 seconds
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Forecasting for Growth

In this high-impact webinar, "Forecasting for Growth," startup founders will learn how to transition from basic survival tracking to sophisticated financial modeling designed for rapid expansion. We will dive deep into the "Big Three" of scaling metrics: Customer Acquisition Cost (CAC) efficiency, Lifetime Value (LTV) cohorts, and Burn Multiple, ensuring your model accounts for the diminishing returns that often hit during aggressive growth phases.

Participants will discover how to stress-test their assumptions through sensitivity analysis, calculating exactly how a 10% shift in churn or a delay in hiring impacts their runway. By focusing on unit economics and predictable revenue engines rather than just top-line "vanity metrics," founders will leave equipped to build a robust, investor-ready forecast that proves their startup isn't just growing, but is built to scale sustainably.

Register free → Hosted on Zoom · Registration takes ~30 seconds

Want to put it into practice the same day?

Profitual gives you the modeling tools we teach in every session: building blocks, scenarios, and a 3-statement model. Connect QuickBooks or Xero and you'll have a working forecast in 15 minutes.