Building the Case for Capital
Learn to turn your proformas and financial projections into powerful tools for planning, pitching, and negotiating with confidence.
Date and time
Location
The Carhartt Workshop
5800 Cass Avenue #2nd Floor Detroit, MI 48202About this event
- Event lasts 2 hours
DATE: Thursday, August 28, 2025
PRESENTATION BEGINS PROMPTLY AT: 11:00am
LOCATION: Carhartt Workshop - 5800 Cass Ave, 2nd Floor, Detroit, MI 48202
📍 In-person only | Max 50 participants | Boxed lunch provided
🚨 Please note:
- Each participant is limited to one registration and one ticket per session.
- If you register for multiple tickets, any beyond the first will be canceled to ensure more people can attend and benefit.
- If you’re sharing this opportunity with partners or peers, please ask them to complete their own individual registration.
Session Overview:
This practical, two-track session equips real estate developers and small business owners with the financial tools and knowledge needed to prepare for funding. Whether you're working to finance a real estate project or expand your business, understanding how to clearly project revenue and organize financial records is critical. Participants will learn how to build and interpret financial models that support clear, data-driven funding conversations. Each track will explore cash flow projections, revenue planning, and the foundations of financial preparedness—offering step-by-step guidance to help secure capital and support long-term growth.
Track 1: Real Estate Development
- Gain a clear understanding of a real estate proforma, including how to create and interpret revenue projections.
- Understand development budgets, financing terms, and sources and uses of funds
- Evaluate project feasibility and calculate DSCR (Debt Service Coverage Ratio)
- Identify what lenders look for in a finance-ready development proposal
Track 2: Small Business
- Review key financial documents: balance sheet, profit & loss statement, revenue mix, and cash flow
- Learn how to use these tools to forecast business growth and prepare for funding
- Understand the role of organized documentation such as bank statements and monthly reports
- Apply the 5 C’s of Credit—Character, Capacity, Capital, Collateral, and Conditions—in funding preparation
🔀 Choose your Discussion Room: Small Business Room or Developer Room
Session Objectives:
Participants will:
- Build and analyze a real estate proforma or business financial projection aligned with funding goals
- Understand essential elements of financial preparation—including revenue strategy, expense tracking, cash flow, and debt service coverage
- Identify what funders and underwriters typically review during the lending process
- Gain access to practical tools and templates for immediate application to their business or project
Recognize how clear financial planning supports better funding outcomes and long-term operational stability
Tickets
Emerging Developer
0FREEEntrepreneur/ Small Business Owners
0FREECapital Impact Partner's Alumni
0FREEGeneral
0FREE
Frequently asked questions
No, each session stands alone and focuses on a specific topic. You can attend the ones most relevant to your goals, or join all sessions to build a well-rounded foundation.
No prior experience is required. These sessions are designed for emerging developers and small business owners—whether you're just starting or actively growing your venture.
The series is facilitated by experienced professionals and industry advisors with deep knowledge in real estate, small business development, finance, and legal practices. Speaker information will be shared with registrants in advance of each session.