BestPractices

Showing 1-9 of 39 results
FinanceIcon ChevronInvestors & Funding

Equity Levels of Value: The Logic Behind Premiums and Discounts

by S. Nathan Krishnan

Business value is much more than just the sum of discounted future cash flows. There are strategic elements related to equity control that also determine true worth. These factors manifest through control, liquidity, marketability, and synergistic discounts and premiums.

10 minute readContinue Reading
FinanceIcon ChevronFinance Processes

Google Apps Script Tutorial for Mastering Macros

by Stefan Thelin

Google Apps Script may appear familiar to those with knowledge of Microsoft’s Visual Basic for Applications (VBA) language. However, Google’s coding offers more integrations and the ability to harness workflows seamlessly across spreadsheets, documents, and presentations.

11 minute readContinue Reading
FinanceIcon ChevronFinance Processes

Why You Should Move to Google Sheets

by Stefan Thelin

Google Sheets offers a more collaborative and expansive approach towards spreadsheet management for finance professionals.

9 minute readContinue Reading
FinanceIcon ChevronRevenue & Growth

From Allbirds to Patagucci: The Ultimate Guide to Finance Fashion

by Natasha Ketabchi

Having the right look has always been important in finance. As dress codes are relaxing and the gamut of careers are expanding, what should one wear? From Allbirds to Patagucci, a style guide for financial services.

9 minute readContinue Reading
FinanceIcon ChevronFinance Processes

Digital Companies and the Valuation of Intangible Assets

by Surya Krishnan

The move to a digital economy has coincided with a higher proportion of enterprise value - 84% of the S&P 500 - being derived from intangible assets, such as patents and software. Yet, accounting rules have not caught up with this shift and current disclosure practices can paint an incomplete picture for investors.

9 minute readContinue Reading
FinanceIcon ChevronProfitability & Efficiency

Forecast for Success — A Guide to Cash Management

by Paul Ainsworth

Running out of cash is one of the main reasons why startups fail. More established companies can also be affected. We outline the importance of managing cash, key metrics, and actions to improve performance.

9 minute readContinue Reading
FinanceIcon ChevronFinance Processes

Treasury Is the Most Underrated Team in Your Company

by Alex Graham, CFA

Your company’s treasury team is a powerful function with the ability to influence all the levers of shareholder returns. Yet, often these teams are structured, staffed, and incentivized poorly.

12 minute readContinue Reading
FinanceIcon ChevronInvestors & Funding

Selecting the Right Valuation Method for Pre-IPO Startups

by Bertrand Deleuse

Valuation for mature late-stage startups can be tricky: Too developed for guestimate methods, yet still without the depth of data offered by public market companies.

14 minute readContinue Reading
FinanceIcon ChevronRevenue & Growth

Fintech Valuation Methods for Money Transfer Disruptors

by Nirvikar Jain

Valuation of private fintech startups is a step-by-step process that requires a holistic assessment of macro industrial factors and micro assumptions about the startup's future prospects. Learn how to value fintech companies in a practical step-by-step manner with this working example for payments unicorn Transferwise.

14 minute readContinue Reading

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