Stage 1 — Financial Clarity
Build Your Financial Model in 2 Days.
The Financial Modelling Masterclass gives SME owners the tools, structure, and guided practice to build a real financial model — for their own business — in a single weekend.
Sound familiar?
You have revenue. You have costs. But do you really understand your business?
Most SME owners know their business is doing something right — because they're still running it. But ask them to explain their unit economics, their gross margin by product line, or what drives their monthly cash position — and the answers get vague. That's not a reflection of how smart they are. It's a reflection of the tools they've been given.
Excel is powerful but inconsistent. Accountants give you history, not forecasts. And hiring a CFO costs more than most SMEs make in a month. The Financial Modelling Masterclass was built to close this gap — affordably, quickly, and practically.
What You Walk Away With
Not a certificate. A working financial model for your business.
By the end of Day 2, you and your team will have built — from scratch, using your own numbers — a structured financial model that you actually understand and can use.
A complete 3-statement financial model (P&L, Balance Sheet, Cash Flow)
Defined unit economics — revenue per customer, cost per unit, contribution margin
Revenue and cost driver mapping specific to your business
A monthly forecast you can track against actual performance
12 months of CapitalOS access to keep your model live
A clear picture of what's driving growth — and what's holding it back
Program Details
Two days. Three people from your team. One financial model you'll use for years.
| Format | 2-Day In-Person Workshop |
|---|---|
| Participants | Up to 3 per registration |
| CapitalOS Access | 12 months included |
| Price | RM 2,880 |
| Normal Price | RM 10,659 (you save RM 8,019) |
| HRDC | Claimable — fully eligible |
| Next intake | [Insert upcoming date] |
Ready to take the next step?
Enrol Now — RM 2,880HRDC Claimable · 3 participants included · 12 months CapitalOS access
Is This For You?
Designed for SME owners ready to run their business on real numbers.
You're in the right place if:
- Your business has revenue but no structured financial model
- You make decisions based on intuition more than data
- You've tried building an Excel model but it never quite worked
- You know you need financial clarity but can't afford a CFO or consultant
- You want your leadership team to understand the numbers, not just the finance department
This is not for you if:
- You already have a fully functioning financial model and KPI tracking system
- You are a financial professional looking for advanced modelling techniques
- You are looking for accounting software training
What Happens in the Room
A structured 2-day experience — not a lecture.
Foundation & Structure
- Understanding capital logic and how financial models work
- Setting up your CapitalOS workspace
- Mapping your revenue streams and cost structure
- Building your revenue forecast with your actual numbers
- Defining your unit economics
Integration & Insight
- Building your cost model and cash flow forecast
- Connecting the 3 statements into one coherent model
- Stress-testing your assumptions
- Reading your model — what it tells you about your business
- Setting up your monthly tracking rhythm in CapitalOS
Photo — TBD
Who's in the Room With You
Taught by practitioners, not professors.
Every FMM session is facilitated by capital market practitioners who have built financial models, supported fundraising, and worked with real SMEs across Southeast Asia. You won't be taught theory. You'll be guided through applying it to your own business, with your own numbers, in real time.
What FMM Graduates Say
I've been running my business for 8 years and never had a proper financial model. After 2 days, I had one — and I finally understood what was actually driving my margins. It changed how I run my weekly team meetings.
We sent 3 people from our leadership team. All three came back speaking the same financial language. That alignment alone was worth the investment.
What Comes After FMM
FMM is Stage 1. The journey continues.
Once you have financial clarity, the natural next step is investor confidence. The Investor Readiness Masterclass (IRM) builds directly on your FMM financial model — adding valuation, investor narrative, and pitch preparation. Most clients complete both programs within 3 to 6 months, and go on to the Investors Readiness Blueprint when they're ready to actively seek capital.
Your numbers are waiting to make sense.
Join the next Financial Modelling Masterclass and build the financial foundation your business has always needed.
HRDC Claimable · 3 participants included · 12 months CapitalOS access · Next intake: [date]