The Next Step

Julia | Contaris Partners

Every meaningful phase of growth asks the same quiet question: What’s the next step, and am I ready for it? The Next Step is a podcast for leaders navigating moments that matter. - Scaling a company - Preparing for capital - Modernizing operations - Carrying responsibility that don't come with a playbook We talk through the real work behind progress. The decisions, trade-offs, systems, and mindset shifts required when the path forward isn’t obvious. This isn’t about overnight success. It's about focus and taking the Next Step.

Episodes

  1. Jan 27

    Bridging the Gap: Founder Projections vs. Investor Expectations

    Keywords: founder projections, investor expectations, market data, financial modeling, business viability, sales volume, risk assessment, evidence-based projections, startup funding, investor scrutiny Summary In this conversation, Julia Baldini discusses the critical disconnect between how founders create sales projections and how investors evaluate them. Founders often base their projections on what they need for their business to succeed, while investors look for evidence and market data to support those projections. This difference in mindset can lead to unrealistic expectations and potential funding challenges. Julia emphasizes the importance of grounding projections in external evidence to align with investor expectations and increase the likelihood of securing funding. Takeaways Founders often project sales based on their needs rather than market data.Investors require evidence to support sales projections.There is a fundamental disconnect between founder and investor mindsets.Founders think like visionaries, while investors think like underwriters.Projections should be anchored in external market data.Without external validation, projections are merely targets, not credible forecasts.Investors scrutinize projections during due diligence.Understanding market dynamics is crucial for realistic projections.The gap in thinking can lead to funding challenges for founders.Stress testing investor materials is essential before pitching. To Register for the Webinar: https://contarispartners.com/webinars/

About

Every meaningful phase of growth asks the same quiet question: What’s the next step, and am I ready for it? The Next Step is a podcast for leaders navigating moments that matter. - Scaling a company - Preparing for capital - Modernizing operations - Carrying responsibility that don't come with a playbook We talk through the real work behind progress. The decisions, trade-offs, systems, and mindset shifts required when the path forward isn’t obvious. This isn’t about overnight success. It's about focus and taking the Next Step.