16. August 2018

About

About & Skills

Why this Approach?

Sectors

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Valithea is an online financial & valuation consultancy that helps innovative entrepreneurs understand the financing and exit process, validate the strategy and financial projections, prepare investor-ready documents fit for purpose, and optimise early-stage transactions. We help make the investment process easier for innovative SMEs and serial entrepreneurs, globally. We are highly specialised in early-stage and startup valuations in uncertain environments. Valithea’s work includes advanced financial modelling techniques, market analysis, user-friendly and top graphical features of documents.

Our model is simple: we offer on-demand services through our webshop to support you throughout the transaction process, whenever you need, without long-term contracts. The consultancy projects have transparent flat fees, set timelines and set goals – after developing the most efficient methods based on years of working with clients. Most services can easily be purchased online by agreeing to the Terms & Conditions, which include our confidentiality responsibility, or you can request a personalised online contract if you prefer. Bespoke and on-site projects are possible for larger companies or transactions.

Alithea (from Greek, also ‘Aletheia’) stands for truth, discovery, unconcealment.

There is Value in truth and in transparency when making business decisions. Today, we possess many tools to come as close as possible to estimating how a company will perform: Valithea has refined these tools to make it possible to create realistic financial projections from the very early stages, and to issue valuations that take all leading and early-stage valuation methods into account, as well as following the most recent market trends, with a commitment to have trustworthy, informed and transparent financial transactions involving new and fast-growing companies.

We are skilled at working with industry experts and technology-oriented individuals, and are able to combine your knowledge and strategy with our financial knowledge to create financial documents and strategies that are fit-for-purpose. We work with clients as a team towards set goals, understand your sector expertise, have clear communication and transparent business practices.

With experience of working in the most innovative sectors, all methods and documents are constantly adapted to changing markets, upcoming trends, new sectors and enriched by the industry knowledge of clients. Valithea is active globally and has worked on projects from the largest startup hubs to innovative projects in developing countries. We follow the highest standards in all of our work, and valuations are carried out according to NACVA’s Professional Valuation Standards. In addition, due to our recurring work for UK and other companies in global startup hubs, English Law is used for our contracts.

Valithea’s mission is to create an efficient way to increase the transparency of early-stage investments through innovative and advanced analytical methods and development of stage-related valuation standards. We are working on issuing practical industry publications and know-how, bringing innovative services to the market to increase the quality and trust in early-stage investments.

SKILLS

  • Market Sizing
  • Competitors’ Analysis
  • Advanced Financial Modelling in Excel for companies, power plants, real estate developments, energy efficiency projects
  • Financial Statements Analysis IFRS/ GAAP
  • Equity Analysis & Knowledge of the CFA Curriculum
  • Financial and Capital Markets Research
  • Databases: Bloomberg, Capital IQ, Thomson Reuters, GuruFocus, Crunchbase, Mergermarket, Thomson Eikon, Bureau van Dijk databases, Factiva, Dun & Bradstreet, Perfect Information, Corpfin, OneSource, Lexis-Nexis, Euromonitor
  • Startup Fundraising Process, Investment readiness, Cap Tables & Term sheets
  • SME Capital Raising Process
  • Complete M&A Sales Process and documentation
  • Investors’ selection, approach & valuation negotiations
  • Exit Strategy and Value Maximisation
  • Liquidity Planning
  • Valuation: Valuation standards; Income, market and asset approach; Valuation of SMEs; Startup
    Valuation; Purchase price allocation and impairment tests; Valuation of intangible assets; International valuation; Indemnity and inheritance valuations; Squeeze-out; Shareholders’ Exit; Joint Ventures; Investors’ portfolio holdings; Beta Calculation, Discounts and premiums
  • Indicative Real Estate Valuation
  • Mining Valuation
  • Financial & Commercial Due Diligence
  • Restructuring Analysis
  • Feasibility Analyses
  • Market Expansion Research
  • Pitch Decks and investor-ready Business Plans (Power Point)
  • Impact Investments

About Valithea Advisory

WHY THIS APPROACH FOR THE FUNDRAISING PROCESS?

This business model was chosen specifically for startups and growth-stage businesses to combine best-in-class methods and easy delivery of documents for the fundraising process, because:

    • The fundraising process in the early stages is based on a personal approach and relationship with the investor, and therefore an advisor cannot manage the entire process
    • The fundraising success at this stage depends 90% on the founders – we work on facilitating the process as much as possible and ensure that there are realistic expectations
    • Most early-stages rounds of funding are too small to support a large advisor fee, and therefore we optimised this process to enable a fee of 1%
    • Approaching investors asking for feedback can generate a better conversation that simply asking for money
    • We still believe in providing the best quality as it is one of the investment markets with the highest risks
    • Most investors have different requirements regarding a personal versus technical approach, so we offer strategic input in our technical work as well, which offers quality in both circumstances
    • We are committed to raising the quality standards of startup investment selection on both sides of the negotiating table
    • The failure rate of startups comes in great part from the lack of market-fit, so we advise entrepreneurs on how best to validate their market, which saves plenty of time on validation, as well as considerably reducing mistakes
    • We try to save the time wasted searching for startup fundraising information sources, by providing a complete approach to fundraising from start to finish
    • We provide you with the tools to take up the time-consuming tasks in your company development, backed by expertise, while we take up the most difficult financial tasks
    • Clients can pay only for the services used, as we split our service in small parts that you can select depending on your needs
    • Time-based retainers ensure that also the client makes timely strategic decision during our project
    • All documents and spreadsheets are easily integrated and consistent – most business plans that early-stage companies produce are disconnected from their financials, especially when this work is outsourced to different consultants
    • Realistic financials are a rare sight for early-stage companies, and therefore investors have learnt not to trust projections – we work on changing this, by keeping projections positive and fit for VCs but realistic and defensible in negotiations
    • Additionally, we apply a consistent standard in the quality of our financials
    • Most financial plans are also not used for operations and liquidity planning, whereas we developed documents that can contribute to operations and strategy as well
    • Automated documents and software do not help much, as for projecting growth and valuing a company, as well as explaining the assumptions, expertise is required
    • Startup valuation expertise is missing on the market – instead, we researched and tested these methods extensively, and can now provide insight and value planning for startups and investors as well.

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