Portfolio

The growth-stage financial plan is suitable for all businesses that have past financials to analyse, and a more predictable growth than seed stage startups. The yearly projections are calculated through an integrated financial plan. The financial plan works with a set of assumptions on the side of the financial plan, meaning that the spreadsheet can be updated anytime without changing any of the formulas in the projections.

The excel valuation here illustrates the basic steps to the calculation of value for a small early-stage growing business, including:
– the calculation of the discount rate (in this case an alternative approach to CSRP calculation is used)
– the Discounted Cash Flows (in this case the Net Equity Method is used instead of the WACC, which in the absence of debt results in the same value)
– the Market Approach, which in this case includes mostly exits
– The Valuation Summary

Depending on the circumstances and characteristics of the company and transaction, the Cost method can also be used, and different versions of the Income and Market Approach can apply.

Additionally some transaction-specific features, such as the calculation of synergies, sometimes are added. Additionally, the Valuation Engagement would include more advanced methods to calculate the discount rate and the terminal value, among other features.

Purchase the Pitch Deck here The images below are templates: every pitch deck is adapted to the company’s brand and with relevant stock images to complement the pitch deck. The presentations are short, clear and simple, suitable for a presentation or email introduction.  

This advanced business plan can accurately display all types of business models and project a realistic growth through a specific sizing method that was devised by Valithea.

3 versions of an investment teaser. Many more variations are possible.

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