Advertisement
| financial model template startup: Pro Excel Financial Modeling Tom Sawyer, 2009-06-29 Learn the business thinking behind financial modeling and execute what you know effectively using Microsoft Excel. Many believe that sales and profitability projections shown in financial models are the keys to success in attracting investors. The truth is that investors will come up with their own projections. The investor wants to understand the assumptions, structure, and relationships within the modeling of a startup. If the investor is satiated, the entrepreneur has successfully demonstrated a complete understanding of the business side of the enterprise. Pro Excel Financial Modeling provides the keys necessary to learn this thinking and to build the models that will illustrate it. Step–by–step approach to developing financial models in Excel Extensive case studies and Excel templates provided |
| financial model template startup: Pro Excel Financial Modeling Tom Y. Sawyer, 2008-11-01 Learn the business thinking behind financial modeling and execute what you know effectively using Microsoft Excel. Many believe that sales and profitability projections shown in financial models are the keys to success in attracting investors. The truth is that investors will come up with their own projections. The investor wants to understand the assumptions, structure, and relationships within the modeling of a startup. If the investor is satiated, the entrepreneur has successfully demonstrated a complete understanding of the business side of the enterprise. Pro Excel Financial Modeling provides the keys necessary to learn this thinking and to build the models that will illustrate it. Step–by–step approach to developing financial models in Excel Extensive case studies and Excel templates provided |
| financial model template startup: Financial Modeling for Business Owners and Entrepreneurs Tom Y. Sawyer, 2014-09-22 Financial Modeling for Business Owners and Entrepreneurs: Developing Excel Models to Raise Capital, Increase Cash Flow, Improve Operations, Plan Projects, and Make Decisions may be one of the most important books any entrepreneur or manager in a small or medium-sized enterprise will read. It combines logical business principles and strategies with a step-by-step methodology for planning and modeling a company and solving specific business problems. You’ll learn to create operational and financial models in Excel that describe the workings of your company in quantitative terms and that make it far more likely you will avoid the traps and dead ends many businesses fall into. Serial entrepreneur and financial expert Tom Y. Sawyer shows how to break your company down into basic functional and operational components that can be modeled. The result is a financial model that, for example, you can literally take to the bank or bring to local angel investors to receive the funding you need to launch your business or a new product. Or it might be a model that shows with startling clarity that your new product development effort is a likely winner—or loser. Even better, you’ll learn to create models that will serve as guideposts for ongoing operations. You’ll always know just where you are financially, and where you need to be. The models you will learn to build in Financial Modeling for Business Owners and Entrepreneurs can be used to: Raise capital for startup or any stage of growth Plan projects and new initiatives Make astute business decisions, including go/no-go assessments Analyze ROI on your product development and marketing expenditures Streamline operations, manage budgets, improve efficiency, and reduce costs Value the business when it is time to cash out or merge In addition to many valuable exercises and tips for using Excel to model your business, this book contains a combination of practical advice born of hard-won lessons, advanced strategic thought, and the insightful use of hard skills. With a basic knowledge of Excel assumed, it will help you learn to think like an experienced business person who expects to make money on the products or services offered to the public. You’ll discover that the financial model is a key management tool that, if built correctly, provides invaluable assistance every step of the entrepreneurial journey. Tom Y. Sawyer has used the principles this book contains to create financial models of numerous startup and early-stage companies, assisting them in planning for and raising the capital that they needed to grow their businesses and ultimately exit with multiples of their initial investment. Financial Modeling for Business Owners and Entrepreneurs, a mini-MBA in entrepreneurship and finance, will show you how you can do the same. Note: This book is an updated version of Sawyer's 2009 title, Pro Excel Financial Modeling. |
| financial model template startup: The Oxford Guide to Financial Modeling Thomas S. Y. Ho, Sang-bin Yi, 2004 The Oxford Guide to Financial Modeling is accompanied by a companion web site that serves as an interactive workbook designed specifically for the book. This site is simple to use yet exceedingly robust with regard to its technological efficiency and purposeful usability. It is designed to further enhance understanding of the use and applications of the models referred to in the book and it is accessible free of charge at www.thomasho.com. This on-line workbook and resource tool contains more than 95 downloadable Excel models. The models provide clear expositions of the mathematical formulations and can be used along with the book. The companion web site is rich with a plethora of research and analytic tools designed for doing finance on-line. |
| financial model template startup: Financial Modeling Simon Benninga, Benjamin Czaczkes, 2000 Too often, finance courses stop short of making a connection between textbook finance and the problems of real-world business. Financial Modeling bridges this gap between theory and practice by providing a nuts-and-bolts guide to solving common financial problems with spreadsheets. The CD-ROM contains Excel* worksheets and solutions to end-of-chapter exercises. 634 illustrations. |
| financial model template startup: Angel Investing David S. Rose, 2014-04-28 Achieve annual returns of 25% or more with a well-designed angel portfolio Written by David S. Rose, the founder of Gust—the global platform that powers the world of organized professional angel investing—Angel Investing is a comprehensive, entertaining guide that walks readers through every step of the way to becoming a successful angel investor. It is illustrated with stories from among the 90+ companies in which David has invested during a 25 year career as one of the world’s most active business angels and includes instructions on how to get started, how to find and evaluate opportunities, and how to pursue and structure investments to maximize your returns. From building your reputation as a smart investor, to negotiating fair deals, adding value to your portfolio companies and helping them implement smart exit strategies, David provides both the fundamental strategies and the specific tools you need to take full advantage of this rapidly growing asset class. He details the advantages of joining an angel group, explains how seed and venture funds can help leverage an investor’s resources, and reveals how recent regulatory changes and new online platforms are making startup investing accessible to millions of Americans. Making money is no longer about sitting back and reading stock listings, David says. It is now about being part owner of an exciting startup that can be fun and financially rewarding. Angel Investing teaches investors how to carefully select and manage investments, establish a long term view, and approach angel investing as a serious part of an alternative asset portfolio while also enjoying being an integral part of an exciting new venture. |
| financial model template startup: Super Founders Ali Tamaseb, 2021-05-18 Super Founders uses a data-driven approach to understand what really differentiates billion-dollar startups from the rest—revealing that nearly everything we thought was true about them is false! Ali Tamaseb has spent thousands of hours manually amassing what may be the largest dataset ever collected on startups, comparing billion-dollar startups with those that failed to become one—30,000 data points on nearly every factor: number of competitors, market size, the founder’s age, his or her university’s ranking, quality of investors, fundraising time, and many, many more. And what he found looked far different than expected. Just to mention a few: Most unicorn founders had no industry experience; There's no disadvantage to being a solo founder or to being a non-technical CEO; Less than 15% went through any kind of accelerator program; Over half had strong competitors when starting--being first to market with an idea does not actually matter. You will also hear the stories of the early days of billion-dollar startups first-hand. The book includes exclusive interviews with the founders/investors of Zoom, Instacart, PayPal, Nest, Github, Flatiron Health, Kite Pharma, Facebook, Stripe, Airbnb, YouTube, LinkedIn, Lyft, DoorDash, Coinbase, and Square, venture capital investors like Elad Gil, Peter Thiel, Alfred Lin from Sequoia Capital and Keith Rabois of Founders Fund, as well as previously untold stories about the early days of ByteDance (TikTok), WhatsApp, Dropbox, Discord, DiDi, Flipkart, Instagram, Careem, Peloton, and SpaceX. Packed with counterintuitive insights and inside stories from people who have built massively successful companies, Super Founders is a paradigm-shifting and actionable guide for entrepreneurs, investors, and anyone interested in what makes a startup successful. |
| financial model template startup: Investment Banking Joshua Rosenbaum, Joshua Pearl, 2020-03-20 A timely update to the global bestselling book on investment banking and valuation – this new edition reflects valuable contributions from Nasdaq and the global law firm Latham & Watkins LLP plus access to the online valuation models and course. In the constantly evolving world of finance, a solid technical foundation is an essential tool for success. Due to the fast-paced nature of this world, however, no one was able to take the time to properly codify its lifeblood--namely, valuation and dealmaking. Rosenbaum and Pearl originally responded to this need in 2009 by writing the first edition of the book that they wish had existed when they were trying to break into Wall Street. Investment Banking: Valuation, LBOs, M&A, and IPOs, 3rd Edition is a highly accessible and authoritative book written by investment bankers that explains how to perform the valuation work and financial analysis at the core of Wall Street – comparable companies, precedent transactions, DCF, LBO, M&A analysis...and now IPO analytics and valuation. Using a step-by-step, how-to approach for each methodology, the authors build a chronological knowledge base and define key terms, financial concepts, and processes throughout the book. The genesis for the original book stemmed from the authors' personal experiences as students interviewing for investment banking positions. As they both independently went through the rigorous process, they realized that their classroom experiences were a step removed from how valuation and financial analysis were performed in real-world situations. Consequently, they created this book to provide a leg up to those individuals seeking or beginning careers on Wall Street – from students at undergraduate universities and graduate schools to career changers looking to break into finance. Now, over 10 years after the release of the first edition, the book is more relevant and topical than ever. It is used in over 200 universities globally and has become a go-to resource for investment banks, private equity, investment firms, and corporations undertaking M&A transactions, LBOs, IPOs, restructurings, and investment decisions. While the fundamentals haven't changed, the environment must adapt to changing market developments and conditions. As a result, Rosenbaum and Pearl have updated their widely adopted book accordingly, turning the latest edition of Investment Banking: Valuation, LBOs, M&A, and IPOs into a unique and comprehensive training package, which includes: Two new chapters covering IPOs plus insightful contributions from Nasdaq, the leading U.S. exchange and technology provider for IPOs and new listings, and global law firm Latham & Watkins LLP Access to six downloadable valuation model templates, including Comparable Companies Analysis, Precedent Transactions Analysis, Discounted Cash Flow Analysis, Leveraged Buyout Analysis, M&A Analysis, and IPO Valuation Six-month access to online Wiley Investment Banking Valuation Course featuring bite-sized lessons, over five hours of video lectures, 100+ practice questions, and other investment banking study tools Launch your career on Wall Street and hone your financial expertise with Rosenbaum and Pearl’s real-world knowledge and forward-looking guidance in the latest edition of Investment Banking: Valuation, LBOs, M&A, and IPOs. |
| financial model template startup: The Startup Way Eric Ries, 2017-10-17 Entrepreneur and bestselling author of The Lean Startup, Eric Ries reveals how entrepreneurial principles can be used by businesses of all kinds, ranging from established companies to early-stage startups, to grow revenues, drive innovation, and transform themselves into truly modern organizations, poised to take advantage of the enormous opportunities of the twenty-first century. In The Lean Startup, Eric Ries laid out the practices of successful startups – building a minimal viable product, customer-focused and scientific testing based on a build-measure-learn method of continuous innovation, and deciding whether to persevere or pivot. In The Startup Way, he turns his attention to an entirely new group of organizations: established enterprises like iconic multinationals GE and Toyota, tech titans like Amazon and Facebook, and the next generation of Silicon Valley upstarts like Airbnb and Twilio. Drawing on his experiences over the past five years working with these organizations, as well as nonprofits, NGOs, and governments, Ries lays out a system of entrepreneurial management that leads organizations of all sizes and from every industry to sustainable growth and long-term impact. Filled with in-the-field stories, insights, and tools, The Startup Way is an essential road map for any organization navigating the uncertain waters of the century ahead. |
| financial model template startup: Business Model Generation Alexander Osterwalder, Yves Pigneur, 2013-02-01 Business Model Generation is a handbook for visionaries, game changers, and challengers striving to defy outmoded business models and design tomorrow's enterprises. If your organization needs to adapt to harsh new realities, but you don't yet have a strategy that will get you out in front of your competitors, you need Business Model Generation. Co-created by 470 Business Model Canvas practitioners from 45 countries, the book features a beautiful, highly visual, 4-color design that takes powerful strategic ideas and tools, and makes them easy to implement in your organization. It explains the most common Business Model patterns, based on concepts from leading business thinkers, and helps you reinterpret them for your own context. You will learn how to systematically understand, design, and implement a game-changing business model--or analyze and renovate an old one. Along the way, you'll understand at a much deeper level your customers, distribution channels, partners, revenue streams, costs, and your core value proposition. Business Model Generation features practical innovation techniques used today by leading consultants and companies worldwide, including 3M, Ericsson, Capgemini, Deloitte, and others. Designed for doers, it is for those ready to abandon outmoded thinking and embrace new models of value creation: for executives, consultants, entrepreneurs, and leaders of all organizations. If you're ready to change the rules, you belong to the business model generation! |
| financial model template startup: Corporate and Project Finance Modeling Edward Bodmer, 2014-11-10 A clear and comprehensive guide to financial modeling and valuation with extensive case studies and practice exercises Corporate and Project Finance Modeling takes a clear, coherent approach to a complex and technical topic. Written by a globally-recognized financial and economic consultant, this book provides a thorough explanation of financial modeling and analysis while describing the practical application of newly-developed techniques. Theoretical discussion, case studies and step-by-step guides allow readers to master many difficult modeling problems and also explain how to build highly structured models from the ground up. The companion website includes downloadable examples, templates, and hundreds of exercises that allow readers to immediately apply the complex ideas discussed. Financial valuation is an in-depth process, involving both objective and subjective parameters. Precise modeling is critical, and thorough, accurate analysis is what bridges the gap from model to value. This book allows readers to gain a true mastery of the principles underlying financial modeling and valuation by helping them to: Develop flexible and accurate valuation analysis incorporating cash flow waterfalls, depreciation and retirements, updates for new historic periods, and dynamic presentation of scenario and sensitivity analysis; Build customized spreadsheet functions that solve circular logic arising in project and corporate valuation without cumbersome copy and paste macros; Derive accurate measures of normalized cash flow and implied valuation multiples that account for asset life, changing growth, taxes, varying returns and cost of capital; Incorporate stochastic analysis with alternative time series equations and Monte Carlo simulation without add-ins; Understand valuation effects of debt sizing, sculpting, project funding, re-financing, holding periods and credit enhancements. Corporate and Project Finance Modeling provides comprehensive guidance and extensive explanation, making it essential reading for anyone in the field. |
| financial model template startup: Financial Modeling in Excel For Dummies Danielle Stein Fairhurst, 2017-04-24 Make informed business decisions with the beginner's guide to financial modeling using Microsoft Excel Financial Modeling in Excel For Dummies is your comprehensive guide to learning how to create informative, enlightening financial models today. Not a math whiz or an Excel power-user? No problem! All you need is a basic understanding of Excel to start building simple models with practical hands-on exercises and before you know it, you'll be modeling your way to optimized profits for your business in no time. Excel is powerful, user-friendly, and is most likely already installed on your computer—which is why it has so readily become the most popular financial modeling software. This book shows you how to harness Excel's capabilities to determine profitability, develop budgetary projections, model depreciation, project costs, value assets and more. You'll learn the fundamental best practices and know-how of financial modeling, and how to put them to work for your business and your clients. You'll learn the tools and techniques that bring insight out of the numbers, and make better business decisions based on quantitative evidence. You'll discover that financial modeling is an invaluable resource for your business, and you'll wonder why you've waited this long to learn how! Companies around the world use financial modeling for decision making, to steer strategy, and to develop solutions. This book walks you through the process with clear, expert guidance that assumes little prior knowledge. Learn the six crucial rules to follow when building a successful financial model Discover how to review and edit an inherited financial model and align it with your business and financial strategy Solve client problems, identify market projections, and develop business strategies based on scenario analysis Create valuable customized templates models that can become a source of competitive advantage From multinational corporations to the mom-and-pop corner store, there isn't a business around that wouldn't benefit from financial modeling. No need to buy expensive specialized software—the tools you need are right there in Excel. Financial Modeling in Excel For Dummies gets you up to speed quickly so you can start reaping the benefits today! |
| financial model template startup: How to Write a Great Business Plan William A. Sahlman, 2008-03-01 Judging by all the hoopla surrounding business plans, you'd think the only things standing between would-be entrepreneurs and spectacular success are glossy five-color charts, bundles of meticulous-looking spreadsheets, and decades of month-by-month financial projections. Yet nothing could be further from the truth. In fact, often the more elaborately crafted a business plan, the more likely the venture is to flop. Why? Most plans waste too much ink on numbers and devote too little to information that really matters to investors. The result? Investors discount them. In How to Write a Great Business Plan, William A. Sahlman shows how to avoid this all-too-common mistake by ensuring that your plan assesses the factors critical to every new venture: The people—the individuals launching and leading the venture and outside parties providing key services or important resources The opportunity—what the business will sell and to whom, and whether the venture can grow and how fast The context—the regulatory environment, interest rates, demographic trends, and other forces shaping the venture's fate Risk and reward—what can go wrong and right, and how the entrepreneurial team will respond Timely in this age of innovation, How to Write a Great Business Plan helps you give your new venture the best possible chances for success. |
| financial model template startup: All In Startup Diana Kander, 2014-06-30 If Owen Chase can't find a way to turn his company around in the next nine days, he'll be forced to shut it down and lay off all of his employees. He has incurred substantial debt and his marriage is on shaky ground. Through pure happenstance, Owen finds himself pondering this problem while advancing steadily as a contestant at the World Series of Poker. His Las Vegas path quickly introduces him to Samantha, a beautiful and mysterious mentor with a revolutionary approach to entrepreneurship. Sam is a fountain of knowledge that may save his company, but her sexual advances might prove too much for Owen's struggling marriage. All In Startup is more than just a novel about eschewing temptation and fighting to save a company. It is a lifeline for entrepreneurs who are thinking about launching a new idea or for those who have already started but can't seem to generate the traction they were expecting. Entrepreneurs who achieve success in the new economy do so using a new scientific method of innovation. All In Startup demonstrates why four counterintuitive principles separate successful entrepreneurs from the wanna-preneurs who bounce from idea to idea, unable to generate real revenue. You will likely get only one opportunity in your life to go all in in on an idea: to quit your job, talk your spouse into letting you drain the savings account, and follow your dream. All In Startup will prepare you for that all in moment and make sure that you push your chips into the middle only when the odds are in your favor. This book holds the keys to significantly de-risking your idea so that your success appears almost lucky. Join Owen and Sam for this one-of-a-kind journey that will set you on the right path for when it's your turn to put everything on the line. |
| financial model template startup: Introduction to Lean Analytics IntroBooks, 2016-01-24 Whether you are just going to begin your entrepreneurial journey or are in the middle of it, this entire book of “Introduction to Lean Analytics” is totally suitable for you. There is a lot of information presented in this making you walk through the analytical process and then moving towards the multifaceted aspects. This book discusses the following topics in detail: Introduction to lean analytics What does this term mean? One Metric Concept What is lean analytics cycle Steps of lean analytics cycle explained in detail Case studies regarding implementation of lean analytics cycle How to instil lean analytics in your company? You will surely find this book very much helpful as it guides you through all the important aspects of Lean Analytics. Read out and you will not regret spending your worthy time. ************************* IntroBooks delivers up to the minute information covering everything on a topic in only one hour of reading. This book is written to give essential information in a straight-to-the-point, easy to read format. We have cut out technical jargon, waffle and unnecessary filler to ensure you get the essential information you need to achieve your goals with confidence. |
| financial model template startup: Valuing Early Stage and Venture-Backed Companies Neil J. Beaton, 2010-03-29 Valuing Early Stage and Venture-Backed Companies Unique in the overall sphere of business valuation, the valuing of early stage and venture-backed companies lacks the traditional metrics of cash flow, earnings, or even revenue at times. But without these metrics, traditional discounted cash flow models and comparison to public markets or private transactions take on less relevance, calling for a more experiential valuation approach. In a straightforward, no-nonsense manner, the mystique surrounding the valuation of early stage and venture-backed companies is now unveiled. With an emphasis on applications and models, Valuing Early Stage and Venture-Backed Companies shows the most effective way for your company to prepare and present its valuations. Featuring contributed chapters by a panel of top valuation experts, this book dispels improper valuation techniques promulgated by unknowing business appraisers and answers your key questions about valuation theory and which tools you need to successfully apply in your specific situation. Here, you'll find out more about various valuation techniques, including: Back solving valuation Modified cost approach Option pricing model Probability-weighted expected returns model Asian puts New data on discounts for lack of marketability Detailed and hands-on, Valuing Early Stage and Venture-Backed Companies equips you with broad foundational data on the venture capital industry, as well as in-depth analyses of distinct early stage company valuation approaches. Performing valuations for your early stage company requires an understanding of the special circumstances faced by your organization. With ample examples of generally accepted allocation models with complex capital structures common to early stage companies, Valuing Early Stage and Venture-Backed Companies mixes real-life experience with deep technical expertise to equip you with the complete, user-friendly resource you'll turn to often in valuing your early stage or venture-backed company. |
| financial model template startup: Buy Then Build Walker Deibel, 2022-09 Entrepreneurs have a problem: startups. Almost all startups either fail or never truly reach a sustainable size. Despite the popularity of entrepreneurship, we haven't engineered a better way to start...until now. What if you could skip the startup phase and generate profitable revenue on day one? In BUY THEN BUILD, acquisition entrepreneur Walker Deibel shows you how to begin with a sustainable, profitable company and grow from there. You'll learn how to: Buy an existing company rather than starting from scratch Use ownership as a path to financial independence Spend a fraction of the time raising capital Find great brokers, generate your own deal flow, and see new listings early Uncover the best opportunities and biggest risks of any company Navigate the acquisition process Become a successful acquisition entrepreneur And more BUY THEN BUILD is your guide to outsmart the startup game, live the entrepreneurial lifestyle, and reap the financial rewards of ownership now. |
| financial model template startup: Startup Boards Brad Feld, Mahendra Ramsinghani, 2013-12-09 An essential guide to understanding the dynamics of a startup's board of directors Let's face it, as founders and entrepreneurs, you have a lot on your plate—getting to your minimum viable product, developing customer interaction, hiring team members, and managing the accounts/books. Sooner or later, you have a board of directors, three to five (or even seven) Type A personalities who seek your attention and at times will tell you what to do. While you might be hesitant to form a board, establishing an objective outside group is essential for startups, especially to keep you on track, call you out when you flail, and in some cases, save you from yourself. In Startup Boards, Brad Feld—a Boulder, Colorado-based entrepreneur turned-venture capitalist—shares his experience in this area by talking about the importance of having the right board members on your team and how to manage them well. Along the way, he shares valuable insights on various aspects of the board, including how they can support you, help you understand your startup's milestones and get to them faster, and hold you accountable. Details the process of choosing board members, including interviewing many people, checking references, and remembering that there should be no fear in rejecting a wrong fit Explores the importance of running great meetings, mixing social time with business time, and much more Recommends being a board member yourself at some other organization so you see the other side of the equation Engaging and informative, Startup Boards is a practical guide to one of the most important pieces of the startup puzzle. |
| financial model template startup: Financial Analysis and Modeling Using Excel and VBA Chandan Sengupta, 2009-11-09 An updated look at the theory and practice of financial analysis and modeling Financial Analysis and Modeling Using Excel and VBA, Second Edition presents a comprehensive approach to analyzing financial problems and developing simple to sophisticated financial models in all major areas of finance using Excel 2007 and VBA (as well as earlier versions of both). This expanded and fully updated guide reviews all the necessary financial theory and concepts, and walks you through a wide range of real-world financial problems and models that you can learn from, use for practice, and easily adapt for work and classroom use. A companion website includes several useful modeling tools and fully working versions of all the models discussed in the book. Teaches financial analysis and modeling and illustrates advanced features of Excel and VBA, using a learn-by-doing approach Contains detailed coverage of the powerful features of Excel 2007 essential for financial analysis and modeling, such as the Ribbon interface, PivotTables, data analysis, and statistical analysis Other titles by Sengupta: Financial Modeling Using C++ and The Only Proven Road to Investment Success Designed for self-study, classroom use, and reference This comprehensive guide is an essential read for anyone who has to perform financial analysis or understand and implement financial models. |
| financial model template startup: The Business of Venture Capital Mahendra Ramsinghani, 2014-07-14 The definitive guide to demystifying the venture capital business The Business of Venture Capital, Second Edition covers the entire spectrum of this field, from raising funds and structuring investments to assessing exit pathways. Written by a practitioner for practitioners, the book provides the necessary breadth and depth, simplifies the jargon, and balances the analytical logic with experiential wisdom. Starting with a Foreword by Mark Heesen, President, National Venture Capital Association (NVCA), this important guide includes insights and perspectives from leading experts. Covers the process of raising the venture fund, including identifying and assessing the Limited Partner universe; fund due-diligence criteria; and fund investment terms in Part One Discusses the investment process, including sourcing investment opportunities; conducting due diligence and negotiating investment terms; adding value as a board member; and exploring exit pathways in Part Two Offers insights, anecdotes, and wisdom from the experiences of best-in-class practitioners Includes interviews conducted by Leading Limited Partners/Fund-of-Funds with Credit Suisse, Top Tier Capital Partners, Grove Street Advisors, Rho Capital, Pension Fund Managers, and Family Office Managers Features the insights of over twenty-five leading venture capital practitioners, frequently featured on Forbes' Midas List of top venture capitalists Those aspiring to raise a fund, pursue a career in venture capital, or simply understand the art of investing can benefit from The Business of Venture Capital, Second Edition. The companion website offers various tools such as GP Fund Due Diligence Checklist, Investment Due Diligence Checklist, and more, as well as external links to industry white papers and other industry guidelines. |
| financial model template startup: 24-hour Business Plan Template Steven Fies, 2015-09-03 Writing a business plan should be simple, dynamic, and straightforward. More importantly, it must be a FUNCTIONAL tool that advances you forward towards your goals -- rather than holding you back due to endless tinkering and perfecting of your plan without taking action. Enter the 24 Hour Business Plan Template, your functional tool to get you there as efficiently as possible. This is a complete guide that includes a downloadable pre-formatted business plan template and cash flow spreadsheet to help you get started. In the book, I lay out the method I personally used to plan my own business - and in doing so, leave my full-time job and start my business on a full-time basis within seven months. My plan itself was constructed in under 24 hours on January 1, 2015 as my new years resolution; the remainder of the time spent was executing this plan over time. In the book you'll learn how to do the same, or close to it at the very least - and you'll begin to understand why this efficiency in the beginning is so important. To reiterate, it's important to get to the action-taking phase as soon as possible. This cannot be overstated enough. Successful entrepreneurs and authors like Eric Ries, Gabriel Weinberg, and Justin Mares tout this very principle in their books The Lean Startup and Traction -- the simple fact is, it's much easier to make progress by taking action and adapting over time vs. trying to get everything perfect the first time around. Too much time can be spent getting stuck in your head due to information paralysis or perfectionism, only to wake up one day realizing you've actually done nothing concrete at all to advance your goals. Don't be this person! Get up out of your chair and take action to make your goals happen. Realize that it may take several iterations of creating a business plan, or cycling through various ideas, before you feel confident in moving forward with one in particular. This is okay -- and in fact, it's the exact reason why you need to be efficient during the initial planning and evaluation stage. Much better to spent one or two weeks cycling through 5-10 ideas than an entire year getting nowhere. In this book, we'll cover the following topics: -The importance of validation, and how to validate your business idea. -The key elements of designing an amazing cover page for your business plan. -How to write an executive summary, and why it must be written last after everything else. -The proper elements that make up your Company Objectives section. -The right approach to laying out your Products & Services section. -How to setup a target customer profile including the right questions to ask. -Websites and tables that will greatly simplify your industry and competitor analyses. -Several possibilities for getting started with sales and marketing, and the difference between each. -The key elements that will comprise your operational plan and any business logistics. -What roles need to be defined in your Management section. -The preferred formats and metrics to use in your business capitalization (initial funding) section. -How to lay out your financial plan, both for your business and your personal finances. Please know fat was trimmed from every section of this book to ensure you can get through it and understand the key principles quickly and move on to actually creating your own plan. Only the critical elements were left in, with additional explanation added at key junctions to ensure comprehension. Whether you're venturing out for your first time as an entrepreneur, or you're a seasoned veteran looking for a no-nonsense way to manage the planning process for your next venture, 24 Hour Business Plan Template belongs on your tool belt. |
| financial model template startup: Slicing Pie Mike Moyer, 2012 Slicing Pie outlines a simple process for making sure that the founders and early employees of a start-up company get their fair share of the equity. You will learn: How to value the time and resources an individual brings to the company relative to the contributions of others ; The right way to value intangible things like ideas and relationships ; What to do when a founder leaves your company ; How to handle equity when you have to fire someone. (4e de couv.). |
| financial model template startup: Trajectory: Startup Dave Parker, 2021-03-30 Have a startup idea? Want to launch it fast? People often spend years on working on startup ideas that fail—and they could have known long before, had they asked the hard questions earlier. Five-time tech founder Dave Parker has been there, and in Trajectory: Startup he offers a path to get you from ideation to launch and revenue in just six months. With a track record of starting companies from scratch, raising both angel and venture capital, and participating in eight exits as founder, operator, and board member, Parker's experience is practical and actionable. Having sold three of his own startups and closed two, Parker learned just as much from his failures as from his successes, and he brings this wit and wisdom into his writing in a transparent way. Parker shares advice on: • What makes a good idea that makes money • Recruiting and working with cofounders • Asking customers what product they want (customer development) • How to build a tech product even as a non-tech founder • How to get out of your head, ship a product, and make your first sale Trajectory: Startup removes the mystery from the startup process and outlines a roadmap of tasks and timeframes, with monthly milestones and resources. This pre-accelerator program will help you get the momentum you need. Skip the Executive MBA and go make money! This guide makes starting a company accessible to a broad range of founders, investors, and employees who have the spark of innovation and drive to follow their dreams. |
| financial model template startup: The Art of Startup Fundraising Alejandro Cremades, 2016-04-11 Startup money is moving online, and this guide shows you how it works. The Art of Startup Fundraising takes a fresh look at raising money for startups, with a focus on the changing face of startup finance. New regulations are making the old go-to advice less relevant, as startup money is increasingly moving online. These new waters are all but uncharted—and founders need an accessible guide. This book helps you navigate the online world of startup fundraising with easy-to-follow explanations and expert perspective on the new digital world of finance. You'll find tips and tricks on raising money and investing in startups from early stage to growth stage, and develop a clear strategy based on the new realities surrounding today's startup landscape. The finance world is in a massive state of flux. Changes are occurring at an increasing pace in all sectors, but few more intensely than the startup sphere. When the paradigm changes, your processes must change with it. This book shows you how startup funding works, with expert coaching toward the new rules on the field. Learn how the JOBS Act impacts the fundraising model Gain insight on startups from early stage to growth stage Find the money you need to get your venture going Craft your pitch and optimize the strategy Build momentum Identify the right investors Avoid the common mistakes Don't rely on the how we did it tales from superstar startups, as these stories are unique and applied to exceptional scenarios. The game has changed, and playing by the old rules only gets you left behind. Whether you're founding a startup or looking to invest, The Art of Startup Fundraising provides the up-to-the-minute guidance you need. |
| financial model template startup: Ten Years to Midnight Blair H. Sheppard, 2020-08-04 “Shows how humans have brought us to the brink and how humanity can find solutions. I urge people to read with humility and the daring to act.” —Harpal Singh, former Chair, Save the Children, India, and former Vice Chair, Save the Children International In conversations with people all over the world, from government officials and business leaders to taxi drivers and schoolteachers, Blair Sheppard, global leader for strategy and leadership at PwC, discovered they all had surprisingly similar concerns. In this prescient and pragmatic book, he and his team sum up these concerns in what they call the ADAPT framework: Asymmetry of wealth; Disruption wrought by the unexpected and often problematic consequences of technology; Age disparities--stresses caused by very young or very old populations in developed and emerging countries; Polarization as a symptom of the breakdown in global and national consensus; and loss of Trust in the institutions that underpin and stabilize society. These concerns are in turn precipitating four crises: a crisis of prosperity, a crisis of technology, a crisis of institutional legitimacy, and a crisis of leadership. Sheppard and his team analyze the complex roots of these crises--but they also offer solutions, albeit often seemingly counterintuitive ones. For example, in an era of globalization, we need to place a much greater emphasis on developing self-sustaining local economies. And as technology permeates our lives, we need computer scientists and engineers conversant with sociology and psychology and poets who can code. The authors argue persuasively that we have only a decade to make headway on these problems. But if we tackle them now, thoughtfully, imaginatively, creatively, and energetically, in ten years we could be looking at a dawn instead of darkness. |
| financial model template startup: Financial Modeling Using Excel and VBA Chandan Sengupta, 2004-02-26 Reviews all the necessary financial theory and concepts, and walks you through a wide range of real-world financial models - cover. |
| financial model template startup: Valuation McKinsey & Company Inc., Tim Koller, Marc Goedhart, David Wessels, 2010-07-16 The number one guide to corporate valuation is back and better than ever Thoroughly revised and expanded to reflect business conditions in today's volatile global economy, Valuation, Fifth Edition continues the tradition of its bestselling predecessors by providing up-to-date insights and practical advice on how to create, manage, and measure the value of an organization. Along with all new case studies that illustrate how valuation techniques and principles are applied in real-world situations, this comprehensive guide has been updated to reflect new developments in corporate finance, changes in accounting rules, and an enhanced global perspective. Valuation, Fifth Edition is filled with expert guidance that managers at all levels, investors, and students can use to enhance their understanding of this important discipline. Contains strategies for multi-business valuation and valuation for corporate restructuring, mergers, and acquisitions Addresses how you can interpret the results of a valuation in light of a company's competitive situation Also available: a book plus CD-ROM package (978-0-470-42469-8) as well as a stand-alone CD-ROM (978-0-470-42457-7) containing an interactive valuation DCF model Valuation, Fifth Edition stands alone in this field with its reputation of quality and consistency. If you want to hone your valuation skills today and improve them for years to come, look no further than this book. |
| financial model template startup: Financial Model Detective Hedieh Kianyfard, 2019-06-15 I used to love Kinder Surprise as a kid, and now opening up someone else's financial model gives me the same sensation. Unnecessarily complex models are like those gifts that require an engineering background to assemble; the overly simplified models are like the readily assembled figurine of dinosaurs that end up in the trash right away, and good financial models are like those gifts that you still keep inyour secret shoe box.Within the pages of this financial modeling manual, you will find hints and tricks on how to conduct a preliminary review of a financial model and decide as early as possible whether you want to work with the inherited model or build your own model instead. |
| financial model template startup: Secrets of Sand Hill Road Scott Kupor, 2019-06-04 A Wall Street Journal Bestseller! What are venture capitalists saying about your startup behind closed doors? And what can you do to influence that conversation? If Silicon Valley is the greatest wealth-generating machine in the world, Sand Hill Road is its humming engine. That's where you'll find the biggest names in venture capital, including famed VC firm Andreessen Horowitz, where lawyer-turned-entrepreneur-turned-VC Scott Kupor serves as managing partner. Whether you're trying to get a new company off the ground or scale an existing business to the next level, you need to understand how VCs think. In Secrets of Sand Hill Road, Kupor explains exactly how VCs decide where and how much to invest, and how entrepreneurs can get the best possible deal and make the most of their relationships with VCs. Kupor explains, for instance: • Why most VCs typically invest in only one startup in a given business category. • Why the skill you need most when raising venture capital is the ability to tell a compelling story. • How to handle a down round, when startups have to raise funds at a lower valuation than in the previous round. • What to do when VCs get too entangled in the day-to-day operations of the business. • Why you need to build relationships with potential acquirers long before you decide to sell. Filled with Kupor's firsthand experiences, insider advice, and practical takeaways, Secrets of Sand Hill Road is the guide every entrepreneur needs to turn their startup into the next unicorn. |
| financial model template startup: Disciplined Entrepreneurship Startup Tactics Paul Cheek, 2024-04-02 A hands-on, practical roadmap to get from great idea to successful company In Disciplined Entrepreneurship: Startup Tactics, renowned entrepreneur and Executive Director of the Martin Trust Center for MIT Entrepreneurship Paul Cheek delivers an actionable field guide to transforming your one great idea into a functional, funded, and staffed startup. Building on the ideas presented in the bestselling Disciplined Entrepreneurship, the author delivers a startlingly complete and comprehensive set of solutions you can implement immediately to advance your company to its next stage of growth. This is not a theoretical book. You’ll find ground-level, down-and-dirty entrepreneurial tactics—like how to conduct advanced primary market research, market and sell to your first customers, and take a scrappy approach to building your first products—that keep your firm growing. These tactics maximize your impact with limited resources. You’ll also discover: Effective marketing tactics specific to early startups that go beyond cookie-cutter digital MarTech solutions Tactics for designing and testing your product concepts yourself before investing limited resources in developing a fully functional product Methods for equity distribution that minimize conflict and maximize investor return An invaluable resource for founders and entrepreneurs, Disciplined Entrepreneurship: Startup Tactics will also benefit any professional working at an early-stage startup or launching new products looking for concrete solutions to the most common and difficult problems faced by young companies and the people who work in them. |
| financial model template startup: Get Backed Evan Baehr, Evan Loomis, 2015-10-27 “Anyone who comes to pitch on Shark Tank should read this book first!” —Barbara Corcoran, ABC's Shark Tank “I have seen literally thousands of companies trying to raise capital and know that a great pitch deck is critical. This book gives you the playbook for creating yours.” —Naval Ravikant, cofounder and CEO, AngelList “I raised twice the amount of money I set out to in a mere five weeks. I’m naming my firstborn child after the Evans.” —Slava Menn, cofounder and CEO, Fortified Bicycle HOW DO YOU LAUNCH THE VENTURE OF YOUR DREAMS? Get Backed isn’t just about startup fundraising. It’s a handbook for anyone who has an idea and needs to build relationships to get it off the ground. Over the last 3 years, entrepreneurs Evan Loomis and Evan Baehr have raised $45 million for their own ventures, including the second largest round on the fundraising platform AngelList. In Get Backed, they show you exactly what they and dozens of others did to raise money—even the mistakes they made—while sharing the secrets of the world’s best storytellers, fundraisers, and startup accelerators. They’ll also teach you how to use “the friendship loop”, a step-by-step process that can be used to initiate and build relationships with anyone, from investors to potential cofounders. And, most of all, they’ll help you create a pitch deck, building on the real-life examples of 15 ventures that have raised over $150 million. What’s in the book? • The original pitch decks and fundraising strategies of 15 ventures that raised over $150 million • Email scripts that will get you a meeting with angel investors, venture capitalists, and potential board members • Pitching exercises developed by startup talent beds like Stanford University’s d.school and Techstars • A breakdown of the 10 essential pitch deck slides, how to create them, and what questions you should answer with each • An overview of the 5 main funding sources for startups, the pros and cons of each, and who the big players are • A crash-course in visual and presentation design that will make any deck beautiful • Templates for 4 stories every entrepreneur should know how to tell • The story of one entrepreneur who showed up in Silicon Valley with no network and six months later had investments from Fred Anderson, Bono, and Peter Thiel Get Backed will show you exactly what it takes to get funded and will give you the tools to make any idea a reality. |
| financial model template startup: Rich Dad's Cashflow Quadrant Robert T. Kiyosaki, 2014 This work will reveal why some people work less, earn more, pay less in taxes, and feel more financially secure than others. |
| financial model template startup: Building Financial Models John S. Tjia, 2004-01-10 Financial modeling is essential for determining a company's current value and projecting its future performance, yet few books explain how to build models for accurately interpreting financial statements. Building Financial Models is the first book to correct this oversight, unveiling a step-by-step process for creating a core model and then customizing it for companies in virtually any industry. Covering every aspect of building a financial model, it provides a broad understanding of the actual mechanics of models, as well as their foundational accounting and finance concepts. |
| financial model template startup: 21 Secrets of Successful Startups Sam Wong, 2019-04-01 Thousands of entrepreneurs aspire to start and build companies that disrupt markets and transform the business landscape. Most start with a novel idea, assemble a team of founders, fashion a business model, and begin the long road to raise funds. Unfortunately, 95% of startups fail or dramatically miss expectations. However, industry analysts, advisors and investors agree that great execution maximizes the likelihood of success. After serving as an executive for five different startups, Silicon Valley advisor Sam Wong can provide unique execution guidance for founders, entrepreneurs and leaders. 21 Secrets of Successful Startups draws upon the battle scars of 30 years of victories and defeats to present actionable advice, guidance, and frameworks spanning numerous topics related to startup execution, fundraising, talent and lifestyle. Whether you are thinking of launching a company or are currently working to grow, fund, and scale your startup, 21 Secrets of Successful Startups provides a playbook to build your startup and achieve success. |
| financial model template startup: The Plan-as-You-Go Business Plan Tim Berry, Timothy Berry, 2008-07-02 The plan-as-you-go premise is simple - plan for your business' sake, not for planning's sake. Tim Berry invites you to block all thoughts of overwhelming, traditional, formal, cookie-cutter business plans and embrace and easier, more practical business plan.--BOOK JACKET. |
| financial model template startup: The Four Steps to the Epiphany Steve Blank, 2020-03-17 The bestselling classic that launched 10,000 startups and new corporate ventures - The Four Steps to the Epiphany is one of the most influential and practical business books of all time. The Four Steps to the Epiphany launched the Lean Startup approach to new ventures. It was the first book to offer that startups are not smaller versions of large companies and that new ventures are different than existing ones. Startups search for business models while existing companies execute them. The book offers the practical and proven four-step Customer Development process for search and offers insight into what makes some startups successful and leaves others selling off their furniture. Rather than blindly execute a plan, The Four Steps helps uncover flaws in product and business plans and correct them before they become costly. Rapid iteration, customer feedback, testing your assumptions are all explained in this book. Packed with concrete examples of what to do, how to do it and when to do it, the book will leave you with new skills to organize sales, marketing and your business for success. If your organization is starting a new venture, and you're thinking how to successfully organize sales, marketing and business development you need The Four Steps to the Epiphany. Essential reading for anyone starting something new. The Four Steps to the Epiphany was originally published by K&S Ranch Publishing Inc. and is now available from Wiley. The cover, design, and content are the same as the prior release and should not be considered a new or updated product. |
| financial model template startup: The Agile Start-Up Jeff Scheinrock, Matt Richter-Sand, 2013-09-16 An inspiring and impactful compilation of the most important lessons of entrepreneurship The tools of a digital age make it easier than ever to start a new business. And with billion-dollar IPOs and acquisitions making weekly headlines, the potential rewards are enormous. But even with all of the advantages and resources that today's entrepreneurs have access to, the likelihood of any one business succeeding is slim. That's why you need the simple, clear lessons found in The Agile Startup. Engaging and informative, The Agile Startup doesn't offer step-by-step instructions on how to build a better mousetrap. Instead, it shows you how to build companies that continually adapt to the real world. Along the way, you'll discover you're not alone in your entrepreneurial endeavors, and that almost every challenge a startup can face has already been faced, and overcome, by someone in the past. Contains lessons culled from decades of creating successful companies, which includes possessing a flexible mindset Provides valuable insights, based on a market-driven philosophy, regarding launching and managing products, businesses, and brands Written by two authors who have a combined sixty-plus years of startup experience and understand the reasons behind their successes and failures A companion Website contains supplementary material that allows you to learn in a hands-on fashion long after closing the book The journey of a startup is daunting. Think about everything that has to be overcome and you'll quickly see that the odds are stacked heavily against you. But with The Agile Startup as your guide, you'll learn exactly what it takes to succeed in your entrepreneurial endeavors. |
| financial model template startup: The Entrepreneur's Roadmap New York Stock Exchange, 2017-06 Entrepreneur's guide for starting and growing a business to a public listing |
| financial model template startup: Damodaran on Valuation Aswath Damodaran, 2016-02-08 Aswath Damodaran is simply the best valuation teacher around. If you are interested in the theory or practice of valuation, you should have Damodaran on Valuation on your bookshelf. You can bet that I do. -- Michael J. Mauboussin, Chief Investment Strategist, Legg Mason Capital Management and author of More Than You Know: Finding Financial Wisdom in Unconventional Places In order to be a successful CEO, corporate strategist, or analyst, understanding the valuation process is a necessity. The second edition of Damodaran on Valuation stands out as the most reliable book for answering many of today?s critical valuation questions. Completely revised and updated, this edition is the ideal book on valuation for CEOs and corporate strategists. You'll gain an understanding of the vitality of today?s valuation models and develop the acumen needed for the most complex and subtle valuation scenarios you will face. |
| financial model template startup: Innovation Accounting Dan Toma, Esther Gons, 2021 Currently, there is no official method for how to measure innovation in business. This is where Innovation Accounting comes in. This book helps businesses to develop their level of capability and performance within innovation and accounting. This guide provides examples of tools, templates, and frameworks that businesses can utilize to improve their business culture, inspire innovation, and find a way to measure innovation. In a world where numbers, statistics, and analytics are increasingly becoming the most important aspect of everyday business, this book can help to find meaning in innovative practices and measure them. This will allow you to demonstrate to stakeholders how capital is used, and the impact it has on the business. So whether you're managing a lean startup aiming to meet a particularly difficult to meet KPI, or a corporation aiming to replicate the level of success you achieved in your most recent financial quarter, this book will contain something for everyone. |
Yahoo Finance - Stock Market Live, Quotes, Business & Finance …
Encouraging economic data has boosted market hopes for Fed rate cuts, but policymakers remain cautious. Trump's tariff timeout is almost up. Here's what could happen next.
Stock Market Prices, Real-time Quotes & Business News - Google
Google Finance provides real-time market quotes, international exchanges, up-to-date financial news, and analytics to help you make more informed trading and investment decisions.
Home Page - APG Federal Credit Union
APGFCU offers checking, savings, loans, and business banking services in Maryland to help you achieve your financial goals.
Stock Markets, Business News, Financials, Earnings - CNBC
Global Business and Financial News, Stock Quotes, and Market Data and Analysis. CNBC is the world leader in business news and real-time financial market coverage. Find fast, actionable...
MarketWatch: Stock Market News - Financial News
Americans spend $10 billion more on Mother’s Day than Father’s Day. What’s going on? So your company offered you a buyout. Should you take it? Here’s what to know. Hate paying so much …
Home - First Financial Federal Credit Union
Since 1953, First Financial Federal Credit Union has been strengthening the community through volunteering, donations, and financial education. Banking made easy. We’re your partner in …
Magnum Advisors - CPA Financial Services
Trust Magnum Advisors for expert financial services. Our CPAs offer personal and business tax solutions for connection, clarity, and confidence.
Financial Times
Planning your retirement? ChatGPT can help with that.
Branch Locations Near You - OneMain Financial
Find the closest OneMain Financial branch near you to talk to a real person. Get branch hours, directions, and phone numbers for our over 1,500 locations today.
Fidelity Investments - Retirement Plans, Investing, Brokerage, …
Manage your own investments (stocks, ETFs, mutual funds, CDs, and more), with help from our free resources. With a Fidelity Roth IRA, you get the flexibility to save for retirement, while …
Yahoo Finance - Stock Market Live, Quotes, Business & Finance …
Encouraging economic data has boosted market hopes for Fed rate cuts, but policymakers remain cautious. Trump's tariff timeout is almost up. Here's what could happen next.
Stock Market Prices, Real-time Quotes & Business News - Google
Google Finance provides real-time market quotes, international exchanges, up-to-date financial news, and analytics to help you make more informed trading and investment decisions.
Home Page - APG Federal Credit Union
APGFCU offers checking, savings, loans, and business banking services in Maryland to help you achieve your financial goals.
Stock Markets, Business News, Financials, Earnings - CNBC
Global Business and Financial News, Stock Quotes, and Market Data and Analysis. CNBC is the world leader in business news and real-time financial market coverage. Find fast, actionable...
MarketWatch: Stock Market News - Financial News
Americans spend $10 billion more on Mother’s Day than Father’s Day. What’s going on? So your company offered you a buyout. Should you take it? Here’s what to know. Hate paying so much …
Home - First Financial Federal Credit Union
Since 1953, First Financial Federal Credit Union has been strengthening the community through volunteering, donations, and financial education. Banking made easy. We’re your partner in …
Magnum Advisors - CPA Financial Services
Trust Magnum Advisors for expert financial services. Our CPAs offer personal and business tax solutions for connection, clarity, and confidence.
Financial Times
Planning your retirement? ChatGPT can help with that.
Branch Locations Near You - OneMain Financial
Find the closest OneMain Financial branch near you to talk to a real person. Get branch hours, directions, and phone numbers for our over 1,500 locations today.
Fidelity Investments - Retirement Plans, Investing, Brokerage, …
Manage your own investments (stocks, ETFs, mutual funds, CDs, and more), with help from our free resources. With a Fidelity Roth IRA, you get the flexibility to save for retirement, while …
