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  • Writer's pictureChristina Sjahli

Her CFO Tips: 3 Steps to Impressing Your Investors with a Mid-Year Financial Review

Updated: Aug 18, 2021

Your relationship with your investors shouldn’t end after you’ve successfully raised capital. It's vital to update them on the progress of your business. After all, they placed faith in you and your vision. Being proactive in letting your investors know where the money is going will build trust and strengthen investor relationships. You can do this by having a transparent and well-constructed mid-year financial review.

In this episode, we will talk about three steps you should take to successfully create a mid-year financial review. Aside from impressing your investors, doing so can also help you spot problems and solve them promptly.

If you want to build up your investor relationships and create accountability for yourself, then tune in to this episode!

Here are three reasons why you should listen to the full episode:

  1. Learn why a financial review after successfully raising capital can help you with investor relationships.

  2. Find out the three steps you need to take to craft a well-thought-out mid-year financial review.

  3. Understand the options that you, as a founder, have concerning your business finance.


  • Visit Christina Sjahli's website for more insights on business finance on the Her CEO Journey podcast.

  • Chat with Christina about your mid-year financial review by setting up a time!

  • Are you getting ready to raise capital? Identify the financial gaps that can stop you from building a profitable and sustainable business first. Download this quiz!

Episode Highlights

[00:00] Maintaining Investor Relationships After Capital Raising

Your investors will appreciate that you're taking the initiative of updating them on your business's financials. Having a mid-year financial review after capital raising helps. When you share this data with your investors, they are assured that the money they invested in your vision is being used well. Doing this builds trust.

Your current plans might change from what you have presented in your pitch deck as you go through your business operations. This is okay. You can use the mid-year review to let your investors know what changed. As you explain the financial implications, you strengthen your investor relationships. Aside from this, you can also pinpoint any problems you may have and solve them before it's too late.

[02:18] Step 1: Review and update the assumptions in your financial model

At the start of your business, you made assumptions and predictions based on the information available. You then share this data when you pitch to investors. After a few months, you need to update this data to reflect the new information you got and the current economic situation. For example, you should update your sales, expense, and capital investment pipelines.

You can also compare your initial model to your current one when updating your investors. And as you do so, you can also share possible issues you may encounter and how you plan to solve them. Who knows, your investors may have suggestions as well!

[03:23] Step 2: Prepare a financial projection for the next 12 months

Your projection should include:

  • your cash burn rate

  • currently available cash-on-hand

  • cash runaway.

[03:40] Step Number 3: Review your working capital

This step helps you understand your cash runaway. Once you determine this, you can identify possible cash flow issues you may face in the near future. Here, you want to know how long it takes for the following: your clients to pay you, you to pay suppliers, and you to sell inventories.

[04:07] Partnering with a CFO

These three steps ensure that your investor relationships are strong and that you know the direction that your company is taking. Indeed, business finance can help you make the best decisions for your business. However, this process takes time — time that you, as a founder, may want to spend on other business activities you enjoy.

This is where a CFO can help you with the process. When you partner with one, you can be sure that you'll have financial results that you understand and trust.

Enjoy this Podcast?

Business finance can help you make the best business decisions for your company because it looks at the whole process. Specifically, a mid-year financial review after raising capital can help you strengthen investor relationships and create accountability for yourself.

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Write us a review and share it! If you enjoyed tuning into the show, then do not hesitate to leave us a review. You can also share this episode with your friends so they can learn what it takes to raise capital for businesses.

Have any questions about business finance? You can contact me through LinkedIn or schedule a chat with me at any time. You can also suggest topics you're curious about for future episodes to help your business grow. Thanks for listening!

For more episode updates, feel free to visit my website. You may also tune in on Apple Podcasts, Google Podcasts, Spotify, or Stitcher.

To fuelling the life you want to live,



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