About
The Startup Finance Toolkit is built by IOL Inc. to make financial literacy accessible to Filipino startup founders.
Kevin teaches startup finance to Filipino founders through comprehensive presentation decks covering pricing strategy, entrepreneurial accounting, financial statements, cash flow management, fundraising, valuation methods, equity division, dilution mechanics, Philippine compliance (SEC/DTI/BIR), and financial modeling.
Kevin's startup finance teachings come from direct, hands-on experience raising and managing funds. For IOL Inc., he secured a DOST-PCIEERD Startup Grant (2021) and a DOST-TAPI TECHNiCOM Grant (2023), and raised angel investment after completing the IdeaSpace Foundation Incubation Program (Cohort 7). He also served as Finance Manager of Vivita Philippines Corp. (2020–2024), where he managed investment funds from Mistletoe Ventures (investor of Vivita International), developed financial sustainability plans for the organization's transition to a non-profit, and helped raise funds for both Vivita Philippines and IOL Inc. as part of the EU-Philippines Green Economy Partnership grant program. His startup finance experience spans pre-seed fundraising, grant administration, angel investor relations, and international donor funding.
Beyond fundraising, Kevin has been invited as a resource speaker by USTP CDO b.i.t.e.s. (Cohort 9 Incubation Program), CHED Region I (BANKS Summit, 2024–2025), and NATCCO (National Confederation of Cooperatives). He serves as Finance Mentor at the New Energy Nexus Startup Acceleration Program, is a certified mentor under PCE – Go Negosyo, a Philippine Startup Challenge Finalist, and an ARISE Plus Ye! Boost graduate. He also serves as a Visiting Lecturer at Saint Louis University's graduate school.
This toolkit transforms those teachings into interactive calculators that founders can use to make real financial decisions — from pricing their first product to modeling their cap table through multiple funding rounds.
Valuation Calculator — 5 methods (DCF, Berkus, Scorecard, VC Method, Revenue Multiple) with a comparison summary.
Equity & Cap Table Simulator — Model founder splits, funding rounds, ESOP pools, and dilution visually.
Pre/Post-Money Calculator — Quick calculation with formula breakdown and ownership pie chart.
Burn Rate & Runway — Cash balance projections with what-if scenario sliders.
Pricing Calculator — 6 strategies from cost-plus to psychological pricing with unit economics.
Cash Flow Forecaster — 12-month projection with DSO/DPO tracking and CSV export.
Market Sizing — Estimate TAM, SAM, and SOM with top-down and bottom-up methods, funnel chart, and 3-year revenue projections.
Unit Economics — Calculate CAC, LTV, LTV:CAC ratio, payback period, and break-even with churn sensitivity analysis.
Financial Model Builder — 3-year integrated P&L, Balance Sheet, and Cash Flow model with linked statements, charts, and CSV export.
PH Compliance Checklist — Interactive step-by-step guide to SEC, DTI, BIR, and LGU registration with dependency tracking, cost estimates, and progress persistence.
Finance Self-Assessment — Interactive quiz covering Financial Statements, Valuation, Cash Management, Fundraising, and Compliance with personalized learning recommendations.
Fundraising Stage Guide — Interactive R&D to Scaling lifecycle guide with stage-specific checklists, funding sources, key metrics, and dependency tracking.
SAFE Calculator — Model how SAFEs and convertible notes convert to equity at a priced round, with cap vs. discount comparison and post-conversion cap table.
Break-Even Analysis — Calculate your break-even point in units and revenue, with interactive what-if sliders for price, variable cost, and fixed costs.
Startup Cost Estimator — Estimate total startup capital with PH-specific registration costs pulled from the compliance checklist, category-based budgeting, and contingency buffer.
Free educational modules that teach core startup finance concepts with practical examples in Philippine pesos. Each module links to an interactive tool so you can practice what you learn.
Pricing Your Product — 6 pricing strategies from cost-plus to psychological pricing with real examples.
Reading Financial Statements — How P&L, Balance Sheet, and Cash Flow connect and why founders must understand them.
Startup Valuation — 5 valuation methods explained simply with Philippine context.
Managing Cash Flow — Burn rate, runway zones, working capital, and Kevin's cash flow rules.
Understanding SAFEs — SAFEs vs. convertible notes, valuation caps, discount rates, and what stacking multiple SAFEs means for your cap table.
Break-Even Analysis — Break-even formula, contribution margin, the 3 levers that move your break-even point, with SaaS and Philippine context.