Course description

Are You a CEO or CFO of a Startup Company?

Are You An Entrepreneur Who Wants To Know How To Effectively Work With Investors?

Do You Want The Inside, Real World Knowledge Of The Startup-Venture Capitalist Relationship?

Did You Ask "What Is A Waterfall Report?"

Do You Want To Learn How To Build a Waterfall Report Investors Will Love? 

If You Answered "Yes" To Any Of The Above, Look No Further.  This Is The Course For You!

* Updated October 2019 with new content! ***

Enroll today and join the 100,000+ successful students I have taught as a Top Rated instructor!

Three reasons to TAKE THIS COURSE right now:

  1. You get lifetime access to lectures, including all new lectures, assignments, quizzes and downloads
  2. You can ask me questions and see me respond to every single one of them thoroughly! 
  3. You will are being taught by a professional with a proven track record of success!
  4. Bonus Reason: Uthena has a 100% refund policy - no questions asked and no risk for you!

Recent Reviews:

Pasqual R says "Really glad I took this course.  The waterfall report has been a life saver for me in my company, such useful information and impressive yet simple.  I was able to build one with ease, provide it for my management who were blown away not just by the report, but also by my initiative.  Chris is a great instructor, very knowledgable and personable"


Entrepreneurs: Why You Need A Waterfall Report:

Have you ever been asked to not only track a Budget vs. Actual month by month, but also somehow track changes in the budget... in an easy to use, simple way?  Just thinking about it made my head spin the first time!  

There's still hope!! Let me teach you how to wow investors with a Waterfall Report that does EXACTLY WHAT INVESTORS WANT!

By the end of this course, you will have fully developed waterfall report which is detailed, complete, and most important: 


This course teaches entrepreneurs, startups and small businesses, accountants, CFO's and ANYONE how to write build a waterfall report that is actually effective and useful, follows the best business practices, and isn't another "fill in the blank" report investors hate to see. 


What You and I Will Do In This Course

In this course we start with a completely blank Excel workbook.  By the end, we have a fully functioning Waterfall report.  During the course we do everything that takes us from A to Z.  We'll go step by step on building, best business practices, data entry, how to maintain and update the report, and more.

The course is almost all video instruction, a mix of both me talking and instructing, along with screen captures as we work through a waterfall report.

If you are ready to roll up your sleeves, ditch all the fill in the blank software and build a report that is custom tailored to you, your team and your investors needs, then lets get started today! 


Additional Bonuses For You

I have also included a copy of my ebook "Fund Your Startup by Chris Benjamin" which you will find as a download in the last lecture.  Learn your options for funding, where to find investors, how to wow them, and lastly the must do steps to successful funding! 



Who this course is for:

  • Entrepreneurs
  • Investors
  • Accountants
  • CFO
  • Venture Capitalists
  • Angel Investors
  • Startups
  • And anyone else wanting to learn how to create waterfall financial reports in Excel



  • Basic Microsoft Excel knowledge
  • No previous experience required!
  • Commitment to learning
  • If you have a company with data you can use to model around the course will be more practical but not required


What you'll learn:

  • Learn From A Top Rated Instructor Who Has Been Teaching Since 2013 and Taught Over 100,000 Students!
  • Template Download: Template Available To Download At Course End
  • Microsoft Excel Basics
  • Understand A Little Known and Powerful Report
  • Excel Tips, Tricks, Shortcuts
  • Waterfall Report Creation
  • Advanced Analytics
  • Impress Investors
  • Answer Budget and Forecast Questions
  • And Much More!

Course curriculum

  • 2


    • Course Introduction

    • Review Of Complete Dashboard

    • Waterfall Report Template In Excel

  • 3

    Waterfall Framework

    • Waterfall Framework Video 1

    • Waterfall Framework Video 2

    • Waterfall Framework Video 2

    • Waterfall Framework Video 3

    • Waterfall Framework Video 4

    • Waterfall Framework Video 5

    • Waterfall Framework Video 5

  • 4

    Waterfall Formulas

    • Waterfall Formulas Video 1

    • Waterfall Formulas Video 1

    • Waterfall Formulas Video 2

    • Waterfall Formulas Video 3

    • Waterfall Formulas Video 3

    • Waterfall Formulas Video 4

    • Waterfall Formulas Video 5

  • 5

    Waterfall Report Vetting

    • Waterfall Report Vetting Video 1

    • Waterfall Report Vetting Video 2

  • 6

    Course Conclusion

    • Course Conclusion

Meet your instructor!

Chris Benjamin
Instructor & Management Consultant

Welcome Students,

I have created over 85 courses with 100,000+ students!  I love teaching on online, and empowering students with knowledge in accounting, finance, entrepreneurship, Excel and other business topics. 

In my day to day life, I work as a consulting CFO, Chief Financial Officer.  Mainly I work with growth stage companies, helping them put in place all the best accounting practices, financial modeling, working with investors, and financial reporting and analysis.   

I have worked as a CFO exclusively to growing companies for 10+ years, bringing my past corporate experience, my passion for the entrepreneur community, and experience helping over 100+ startups succeed.

Now let me take my knowledge and experience and teach you!

See you in class!


Specialties: MBA, Startup & growth-stage experience, raising capital, financial forecasts, business plans, virtual CFO, cash management, growth strategy, policy & procedure implementation, financial modeling, SEC reporting, accounting, finance, entrepreneurship, Excel, and much more.

Take this course today!

"The Complete Course On Building A Waterfall Report In Excel"

Bundle including this course!