Lunch & Learn - Finance for Ops Leaders: Building a Budget
Are you a COO, VP of Operations, or Head of Operations, in a VC backed company, responsible for your organisation's budget process?
Then this event was made for YOU. ✨
This session will equip you with the tools you need to build a budget WITH the business, including:
How to create a budget plan with key milestones - free template alert! 🔥
How to engage with the right stakeholders at the right time 💬
We're here to help you cut through the noise and build the end-to-end budget process. 💡
Who should join 👋
Operations leaders who are responsible for owning the budget process in VC backed organisation.
Who shouldn't join ❌
If you're not responsible for the budget process, you probably won't get much out of this event.
Agenda 📌
Introduction & Overview (5 mins)
Creating your budget timetable (10 mins)
Building your budget (25 mins)
Q&A and interactive discussion (20 mins)
Note: The agenda might change based on the questions you submit during the registration.
Together with 🙌
Onside Accounting
Onside Accounting are Cloud-based, Chartered Certificated Accounts, Business Advisors and Tax specialists supporting businesses across the tech and services industry.
Onside specialises in working with high-growth businesses. This means that they can support your business with the tax and compliance issues regularly faced by early-stage technology businesses, such as:
R&D tax credits
EIS and SEIS compliance
Share option scheme setup and reporting
Understanding that high-growth businesses have A LOT to focus on, Onside can help you create your finance systems and build on them as you grow - from incorporation, all the way to Series A & B.
Imran Chagpar
I’ve had the privilege of working with two dynamic early stage companies, one backed by venture capital and the other by private equity:
At By Miles, a VC-backed InsurTech startup:
I built and led the Finance, People, Operations, and Compliance functions, helping the company scale from 12 to 80 employees.
I raised £20 million in equity and debt funding.
Together with the CEO, I was the business lead during the acquisition by FTSE 250 company Direct Line Group (DLG).
Post-acquisition, I was responsible for integrating By Miles with DLG, and also led the Customer Experience function.
Currently, I work as a Fractional CFO, partnering with early-stage businesses to support them through optimising their financial operations, fundraising and sustainable growth.
I’m excited to share my experiences and insights to help you gain the skills needed to drive business success! 🚀