The CFO Edge

Top-Down vs. Bottom-Up Forecasting: How to Build Projections Investors Actually Trust


Listen Later

When it comes to pitching your startup to investors, your financial projections can make or break the deal.

In this episode of The CFO Edge, we break down the two core forecasting methods—top-down and bottom-up—and show you how to use them the right way in your investor pitch. Too often, founders rely on big market numbers without connecting the dots back to their own execution. That’s where trust breaks.

🎯 By the end of this episode, you’ll know:

  • The difference between top-down and bottom-up forecasting (and why both matter)
  • Which one investors trust more (hint: it's the one grounded in reality)
  • How to avoid the biggest forecasting mistake early-stage startups make
  • What smart investors look for in your projections and assumptions

If you’ve ever struggled to explain how your startup gets from $0 to $10M, this episode is for you.

📊 Ready to stop guessing and start forecasting with confidence?  It's time to make the next level of your growth intentional, Connect with me HERE

Support the show

Thanks for listening. Your financial edge starts HERE

...more
View all episodesView all episodes
Download on the App Store

The CFO EdgeBy The CFO Edge