Toptal Finance Expert
Making Your Software Work for You: An ERP Implementation Tutorial
In the life of almost any growing enterprise, there comes a point in time when the existing systems and processes become insufficient. For most enterprises at this key inflection point, implementing enterprise resource planning (ERP) software, which integrates all areas of the business, can help to overcome this issue. This article provides enterprise leaders with the benefits and risks of ERP, as well as a detailed step-by-step implementation guide.
Ted Bartlett
Ted has led finance and operating functions at $2bn to $20bn companies, and is an expert at M&A, negotiations and deal architecture.
LTV and CAC: What Are They and Why Do They Matter?
LTV:CAC analysis is one of the most important exercises startup founders must go through to evaluate their business’ prospects and raise external funding. It is, however, frequently misunderstood and misinterpreted.
In this article, Toptal Finance Expert Ryan Downie runs through a practical tutorial of how to perform LTV:CAC analysis correctly, and how it should be adapted and interpreted depending on the business model or sector in question.
Ryan Downie
Ryan left the hedge fund world to become a startup consultant. He has helped clients raise more than $1.2 million in early-stage capital.
What’s My Return on Investment and How Do I Calculate It?
Finding out your return on investment from a project can become a subjective process with the myriad of returns measures and formulas that exist. This overview provides a breakdown and explanation of how to calculate return on investment, looking at what type of return you need to measure and how to arrive at an answer. With further guidance on how to use returns data to guide objective decision making.
David Bradshaw
David is an expert in planning asset acquisitions, managing projects of up to $100m across the financial, real estate and consumer space.
Biotech Valuation Idiosyncrasies and Best Practices
Biotech companies with little to no revenue can still be worth billions. Consider the most prominent 2017 biotech M&A deal when Gilead bought Kite Pharma for almost $12 billion. At the time of the deal, Kite had over $600 million in accumulated deficit, but it also had a pipeline of CAR-T cell therapies, which treat cancer. This article examines how to value such pipelines. It also focuses on the risk-adjusted NPV valuation methodology, portfolios of multiple drug candidates, and how value is impacted by the characteristics of the investor or acquirer.
Raphael Rottgen, CFA FRM
Raphael is a partner at a crypto hedge fund. Prior, he founded and exited a fintech company, and worked as a banker and equities investor.
For Founders Raising Capital: Thinking Through the Implications of Convertible Notes
Convertible notes have become an increasingly popular and common method for raising capital by startups, but how well do founders truly understand the implications of going down this route?
In this article, Toptal Finance Expert Jeffrey Briggs outlines the basics of convertible note structures, and runs through the pros and cons of using them to raise money for new entrepreneurial ventures.
Jeffrey Briggs
Jeff is an M&A and VC financing expert, having led three acquisitions and six VC investments at Seagate, a private investment group.
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Real Estate Valuation Using Regression Analysis – A Tutorial
Traditional approaches to valuing real estate can lean towards the qualitative side, relying more on intuition over sound rationale. Linear regression analysis, however, can offer a robust model for using past transactions in an area, to provide better guidance on property valuations.
Daniel Barr, CFA, CAIA
Dan has deep expertise in all CFO functions, having led team of Controllers responsible for over $185 Bn of transactions at Credit Suisse.
M&A Negotiation Tactics and Strategies: Tips From a Pro
Mergers and acquisitions are headline-grabbing events that are often the pinnacle of a CEO’s career. But they also often fail to generate value, as numerous studies over the years have shown.
With over 15 years of experience doing M&A deals, Toptal Finance Expert Javier Enrile shows that the main reason for disappointing results is simple: Most people think M&A is merely an exercise of agreeing on a price for the deal. What they fail to understand is that there is a science to doing M&A that often makes the difference between a deal being successful or not.
In this article, Enrile runs through three key tactics for ensuring your company can get the most value out of an M&A transaction.
Javier Enrile
Javier has 16 years of experience in mid-market M&A and VC, with 35 completed transactions and hundreds of others evaluated and negotiated.
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