15. September 2018

Early-stage Investors Services

INVESTMENT OPPORTUNITIES

 

Early-stage Investors Services Valithea Advisory

SERVICES FOR INVESTORS

Valithea provides financial, valuation, analysis and advanced research services to early-stage investors. These services are offered in cases where no conflict of interest arises. We can offer strict privacy and data security.

Get in contact to know more about how we work with investors.

Investment Monitoring

560

per month per company
  • Financial Plan & Analysis of portfolio company
  • Valuation in excel
  • Valuation Report
  • Quarterly updates of documents
  • New Investment Budgeting
  • Monitoring of quarterly investment use
  • Setting of useful company-specific metrics
  • Collection of quarterly updates
  • Quarterly financial & valuation files updates
  • Assessment of quarterly market conditions and reliability of new information submitted
  • Set up of automatic update submission and investor relations report
  • Set up of web collaboration site
  • Cap table
  • +5% cumulative discount on each additional company (payable quarterly)
After an investment, or in cases when there is missing information about current portfolio companies, the Investment Monitoring is recommended. Most early-stage startups do not have a CFO in place and end up overspending or mismanaging the funds received, whereas we can add an additional layer of assurance by being in contact with the company and regularly budgeting for the use of the available funds depending on the strategy. This is a bespoke service that can be adapted to the investors’ needs and characteristics of the company. When the company metrics are known, we can also set up an online form to collect specific metrics and figures from the portfolio companies, to ensure consistent investor reporting and ability to update valuations with the submitted data. Most investors updates do not include all the necessary information to really assess the performance of the company, and in this case we can also set up templates to make the communication smoother. To summarise, the service includes:

  • Valuation (Excel + Estimate Valuation & Analysis Report) of Portfolio Companies
  • New Investment Budgeting/ Monitoring of quarterly investment use
  • Setting of useful company-specific metrics/ Set up of automatic update submission and investor relations report templates + Collaboration Site
  • Collection of quarterly updates/ Quarterly financial & valuation files updates
  • Assessment of quarterly market conditions and reliability of new information submitted

 

 

The Sector Deal Flow Analysis will involved a focused analysis and direct approach or testing of targets to find valuable investment leads. € 3,700 per sector (+10% cumulative discount on each additional sector). It includes:

  • Sector screening methodology & consulting
  • Deep dive sector report
  • 10 Target Leads (approach & collection of information)
  • Benchmarking

 

 

The Valuation of target investment or portfolio companies includes a detailed financial plan, market sizing, valuation in excel (methods adapted to each specific company and to portfolio strategy) and a Calculation Engagement Report (short valuation report). For any information you have available about the investment opportunity or your existing investment, we will analyse documents, estimate a quick valuation based on an expected exit or other variable and create an easy-to-read document that explains different sides of the investment opportunity.  € 1,550 per company (+5% cumulative discount on each additional company)

 

 

However, a proper Financial and Commercial Due Diligence for any investment over $1m is recommended. This includes a comprehensive overview to recognise all associated risks and create financial projections for the company. Available for both for startups and growth-stage companies, with a recommended on-site visit for later-stage companies. In cases when the reliability of an untested technology is key to the investment’s success, part of the due diligence will be outsourced to a suitable technology expert. € 4,600 per startup company (+10% cumulative discount on each additional company). It includes: Financial Plan  & Analysis • Valuation • Feasibility Analysis of Market/ Business Model/ Operations/ Growth Strategy/ Investment • The Analysis of agreements/ IP/ Risks/ Data submitted/ Systems/ Partnerships/ Information Basis/ Team/ Milestones. € 7,600 per growth-stage company or SME as it includes a full financial and commercial due diligence and history of the company.

 

 

We also hold Workshops, on-site or online, for accelerators. The workshops include a full presentation, slides and templates from € 900. In addition, we can extend the workshop to include a practical session where the founders can learn how to create their own financials.

 

 

Order an analysis for your target company or portfolio investment here