Financial Planning, Budgeting, and Forecasting for Startups, With Eric Fiegoli

Filed in Podcasts, Previous Episodes on February 6, 2025

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Financial planning can make or break a startup, yet many founders struggle to create a clear roadmap for sustainable growth.

In this episode, we sit down with Eric Fiegoli, co-founder of Exbo Group, to break down the essentials of budgeting, forecasting, and financial strategy for early-stage businesses.

Whether you’re launching your first venture or scaling a growing business, this episode is packed with actionable insights to help you take control of your financial future.

Tune in to hear Eric’s thoughts on:

  • What are the biggest financial mistakes startups make, and how can they avoid them?
  • How can founders create a realistic budget that supports growth without overspending?
  • What’s the difference between budgeting and forecasting, and why do both matter?
  • How often should startups revisit their financial plans to stay on track?
  • What tools or strategies can help early-stage companies manage their finances more effectively?
  • And much, much more!

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About This Guest: ()

Eric Fiegoli co-founded Exbo Group in 2017. Since the firm’s inception, he has helped to provide finance, operations, and strategy support to more than 50 growth-stage companies. Eric focuses much of his time supporting clients’ fundraising efforts as well as new business development for Exbo Group. His areas of focus include software, education technology, and digital health. Prior to Exbo, Eric worked as a Senior Product Manager at Amazon where he managed the design and execution of a global order consolidation program. Previously, Eric worked at TD Securities as an Associate on the debt capital markets and sales & trading teams. Eric began his career at Deutsche Bank where he worked in credit risk on a global team spending extensive time in New York, London, and Hong Kong. Eric received a BS in finance, with honors, from Lehigh University and earned his MBA from the Tuck School of Business at Dartmouth. In his free time, Eric enjoys running, skiing, traveling, and spending time with his family.
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