Tough Times Don’t Have to Mean Tough Terms: Leveraging Financial and Cap Table Modeling in VC Negotiations
When capital is scarce, VCs may tighten their terms to reduce their risk. Here’s how to think through three of the most common preferred terms to ensure you don’t give away too much of your company.
The Power of 3-statement Modeling: Best Practices for Valuations and Projections
To value or build projections for a company accurately, you have to factor in working capital—and you can’t do that without investing in a three-statement financial model.
Abdullah Karayumak, CFA
Real Estate Financial Modeling: 3 Costly Mistakes to Avoid
Rising construction costs mean real estate developers are relying on complex—and potentially costly—finance structures more often. Smarter modeling will help keep borrowing costs low.
The New Risk Management Playbook: Black Swans and the Rise of Scenario Analysis
Want a risk management strategy that fosters resilience and reveals new opportunities? Shift your focus from predicting events to preparing for impacts.
Michael J. McDonald
Modeling an Asset Class: Why Wall Street May Be in the Single-family Rental Market for Keeps
Wall Street has its eye on the single-family rental market. A convergence of rising home prices, changing rental preferences, and advancing technology is fueling the boom.
Cash Flow Optimization: How Small and Medium Businesses Can Unlock Value and Manage Risk
Cash flow optimization requires a disciplined approach that anticipates liquidity shocks and allocates windfalls strategically in order to maximize opportunity.
Robo-advisor Industry Portfolio Risk: Efficiency or Corner-cutting?
Robo-advisor investing uses algorithms (instead of humans) for portfolio selection and rebalancing. Its affordable ways have opened up wealth management options to the masses, but its means of quantifying risk need more sophistication and tailoring to individual circumstances.
Ishwinder Singh, CFA
Financial Modeling Case Study: OOVA
Amy Divaraniya, CEO and co-founder of OOVA, created a product she knew the market needed. Yet, while she was pitching investors trying to close her seed round, she found that the financial projections needed a fresh pair of eyes.
Elizabeth J. Howell Hanano, CFA
A Step-by-step Guide to Building an Accurate Financial Model
Many financial models fail because they rely on optimistic assumptions and ignore the risks presented by uncertain variables. This six-step guide illustrates how to avoid these pitfalls and develop practical, accurate financial models to inform your decision-making.
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