Getting Started with Finance for Fundraising

"I'm thrilled you've joined us on this journey to revolutionise your financial planning and fundraising process. At Blox, we're all about helping businesses with financial foresight. We've partnered with SeedLegals to bring you a powerful tool that goes beyond just number crunching - it's about giving you the clarity and confidence to make strategic decisions and impress investors. Let's get started on building your financial future!" 

- Simon Ritchie, Founder and CEO of Blox


We're excited to have you on board and can't wait to help you streamline your fundraising process! This guide will walk you through the essential steps to get started and make the most of your Finance for Fundraising package.


1. Book Your Onboarding Call

To kick things off, schedule a 30-minute onboarding call with one of our expert finance professionals. We'll discuss your specific fundraising goals and give you a personalised walkthrough of the Blox platform.

"Discovering Blox was a game-changer - we never imagined financial modeling could be this easy or robust. For our early-stage startup, every decision counts, and Blox boosts our confidence with instant access to critical financial insights and scenarios." 

- Nathan & Thomas, Co-Founders of Study Stream 


📅 Book Your Onboarding Call


2. Attend a Training Session

Once you’ve completed your onboarding, the next step is to dive deeper into Blox. Sign up for one of our weekly live training sessions or book a one-on-one session for more focused guidance.

“Our training sessions are designed to get you up to speed quickly. We’ll cover everything from basic navigation to advanced scenario modeling.”

📅 When? Every Wednesday at 1PM 

📌 Sign Up Here


3. Build Your Financial Model

Now it's time to put your knowledge into action and build your financial model! Blox's intuitive platform makes it easy to create accurate, investor-grade financial models.

"Blox's intuitive platform makes it easy to build accurate, investor-grade financial models."


4. Get Expert Feedback - Model Review

Once you've built your model, schedule a review session with our financial experts for valuable feedback. We'll help you refine your projections and ensure your model tells a compelling story to investors.

"A solid financial model is crucial for fundraising success. Our experts will help you refine your projections and ensure your model tells a compelling story to investors."  

📅 Book a Model Review

💡 Why book a review?

✔ Get expert insights on model accuracy & efficiency

✔ Identify opportunities for optimization

✔ Ensure your financial model effectively supports your fundraising strategy


5. Access Support & Resources

We're committed to your success. Our support team is here to help you navigate any challenges and make the most of the platform.

  • Access live chat support directly from your dashboard.
  • Email our support team at support@blox.so.
  • Explore our Resource Centre with video tutorials, FAQs, and best practice guides.

"We're committed to your success. Our support team is here to help you navigate any challenges and make the most of the platform."

Remember:

  • Start with our templates and customise them to fit your unique business model.
  • Don't underestimate the power of scenario planning.
  • Financial modeling isn't just about the numbers - it's about telling your business story.

"Together, we're going to transform how you approach financial planning and fundraising. Let's make your business vision a reality!"

- Simon Ritchie


Happy fundraising!

The SeedLegals and Blox Team