RazorPlan: Navigating the Software

This session will focus on navigation and the many value-added features of RazorPlan that will help you grow and scale your business.

Learning Objectives

  1. Housekeeping Items
  2. RazorPlan Home Screen
    • How to create a desktop shortcut
    • Settings Toolbar
    • Features Toolbar
  3. RazorPlan Interface
    • File Toolbar
    • Analysis Toolbar
    • Scenarios Toolbar
  4. Open Q&A

Resources

  • Nov 2 – 3 session recording – Click here
  • 2022 Projection Assumptions Guidelines PDF – Click here
  • Weighted Return Allocation Excel Calculator – Click here