Financials, Valuation & Transaction Support

16. September 2018

Valithea is highly specialised in private businesses and has developed specific method to project growth for pre-revenue companies and fast-growing SMEs. These services are ideal for companies raising at least $500k-$1m in funds.

The Financial Plan  was specifically developed for early-stage startups and fast-growing businesses and includes a variety of options. Valithea uses research and techniques to project growth as realistically as possible. The financial plan is user-friendly, editable and strategy-oriented. It provides the ability to monitor inventory, measure profitability and monitor performance through metrics, it is adapted to information sought, transparency standards and preferences of both investors and founders.

The financial plan includes a variety of options based on your sophistication needs, company or project stage. Additionally, you can choose to include a valuation, investor-ready documents, feasibility analyses, and other delivery options. It’s also possible to order financial plans for projects such as real estate, renewable energy, energy efficiency, hotels and other developments.

 

During the capital raising process and during a potential early-stage exit Corporate Finance Support is available. We do not work on success fees, only on consulting fees. The service involves maximising your chances of a successful transaction. The fundraising support services are aimed at setting a financing strategy, understanding whom you should contact, how to highlight your strengths and making sure that you avoid any mistakes during the process that would prevent your from getting an investment or that would lower your value.

 

 

 

Any previous document created by Valithea can be edited through the 1-Week Retainer , that allows up to 2 recent documents to be updated during a maximum 1 week availability, without hours limits. The 1-week retainer would usually result in savings compared to purchasing hour-based consulting, and encourages better planning and the collection of all information before the service is purchased.

 

 

 

Any additional consulting not included above or general document reviews, updates and consultations fall under the Consulting Session.

 

 

 

During an exit process, or in other cases where a change in shareholders requires issuing an official valuation report, a Valuation Engagement can be issued. The service price is variable, due to potential regulations, risks, and subsidiaries to include in the valuation services and a contract is mandatory. Calculation Engagements available with the financial plan are recommended for other low-risk transactions. Since we issue Valuaton Engagements in compliance with NACVA’s Professional Standards, the analysis and reports are comprehensive and include the most advanced methods for different valuation cases. The Valuation Engagement can be issued for companies in most countries at this stage: please get in contact to know if there are any restrictions for your specific transaction and situation.

 

Valithea’s services have a variety of add-on options. We recommend ordering any simple service online in order to agree to the Terms and Conditions, and to subsequently select ‘Bank Account Payment’ in the checkout option. You will then receive an invoice with payment details, which can also be issued in your currency if you provide the information in advance. Advanced and regular services (over $3k) would preferably be closed though a separate online contract. A personalised contract is available for shorter services as well, but in this case an additional fee is charged.