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Invest for Excel®
Investment Appraisal · Financial Modeling · Business Valuation
Vitaly Stockman
Vice-president
vitaly.stockman@datapartner.fi
About DataPartner
 DataPartner has been established in 1987 in Finland
 Focused on capital budgeting software
 Over 1,600 customers from 52 countries
 International: most of revenue generated abroad
 Over 30 Business Partners, profitable and growing
 Main software products:
 Solutions for Microsoft Office & SharePoint
 Certified Microsoft Partner
Customers
by industry Electricity and heating
15%
Professional, Scientific
& Technical Services
11%
Metals and metal
products
7%
Pulp, paper and
paper products
6%
Chemicals
5%
Food and beverages
5%
Other manufacturing
4%
Transport and logistics
4%
Oil and gas
4%
Wholesale and
retail trade
4%
Machinery and
equipment
3%
Real estate activities
3%
Public
administration
3%
Publishing
, printing
and other
media
3%
Electrical
machinery and
components
3%
Banking,
insurance and
finance
2%
Construction
2%
Post and
telecommunications
2%
Other
13%
Customer references
Over 1,600 customers from 52 countries, please visit www.datapartner.fi/customers to see the full list.
Automotive,
Machinery & Equipm.
Transport and
Logistics
Oil & Gas Power & Heat Metal Forest & Paper Food and Beverage Other
>150 total
Educational Institutions that use
Invest for Excel Software for Teaching
5
Application areas
Invest for Excel functionality:
Capital Budgeting Business planning
Cash flow modeling
of projects
Impairment testing
Valuation
Mergers & Acquisitions
Cost-benefit analyses
Life cycle costing
Financing Post audit calculation Product calculations
 Non-standardized in-house calculations
 Time consuming
 Uncertainty about the correctness
 Bad comparability of calculations
 Little or no transparency
 Many persons involved, but a only a few
that know how to do it
 Poor quality
 Low level of Know-How
 Undeveloped planning & follow up
Value proposition
Invest for Excel©
 Provides standardized calculations
 Saves time of key-personnel
 Transparent calculations
 Comparable results
 Easy user interface & well tested formulas
gives assurance
 Best practice of 30 years international
experience incorporated
 Assures best return on company assets
 Flexibility to model any type of business
 International Accounting Standards
 Plus the flexibility of MS Excel
How to decentralize
planning and streamline the
whole investment process?
Your challenge Our solution
Lite Edition 
Pro Edition 
Enterprise Edition 
Standard Edition 
Calculation term, interval periods, discounting rate, taxes and more    
Capital expenditures with a selection of depreciation methods and options for residual value    
Profit calculation in a form of Profit and Loss Account    
Working capital calculation    
Cash flow statement    
Profitability Analysis (NPV, IRR, payback, RONA, EVA, DCVA and more) based on FCFF    
A great variety of sensitivity analysis in a form of charts and report tables    
Break-even function on any input variable    
Comparison of various investments   
Margin calculation   
Function for creating customized charts and sensitivity analysis   
Modeling rows can be categorized into 3 levels of hierarchy specification   
Balance sheet, Monte Carlo Simulations  
Investment proposal  
Currency conversion function  
Language change function (English, German, Spanish, Swedish, Finnish, Polish, Russian)  
Locking of calculation files (partial/full)  
Customization of headings, rows, and key ratios  
Project financing module, liquidity planning 
Consolidation of many calculations into one summary file 
IFRS and US GAAP impairment test 
Valuation for acquisitions, mergers, and sales of businesses 
Perpetuity (going concern), Extrapolation 
Profitability calculation based on Free Cash Flow to Equity (FCFE) 
SharePoint Server Integration 
EDITIONS
Invest for Excel functionality
8
Thank you!
Vitaly Stockman
Vice-president
vitaly.stockman@datapartner.fi Thank you!
Request a free presentation and buy at:
www.InvestForExcel.com

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Capital Budgeting, Best Practices: Invest For Excel Software

  • 1.  Invest for Excel® Investment Appraisal · Financial Modeling · Business Valuation Vitaly Stockman Vice-president vitaly.stockman@datapartner.fi
  • 2. About DataPartner  DataPartner has been established in 1987 in Finland  Focused on capital budgeting software  Over 1,600 customers from 52 countries  International: most of revenue generated abroad  Over 30 Business Partners, profitable and growing  Main software products:  Solutions for Microsoft Office & SharePoint  Certified Microsoft Partner
  • 3. Customers by industry Electricity and heating 15% Professional, Scientific & Technical Services 11% Metals and metal products 7% Pulp, paper and paper products 6% Chemicals 5% Food and beverages 5% Other manufacturing 4% Transport and logistics 4% Oil and gas 4% Wholesale and retail trade 4% Machinery and equipment 3% Real estate activities 3% Public administration 3% Publishing , printing and other media 3% Electrical machinery and components 3% Banking, insurance and finance 2% Construction 2% Post and telecommunications 2% Other 13%
  • 4. Customer references Over 1,600 customers from 52 countries, please visit www.datapartner.fi/customers to see the full list. Automotive, Machinery & Equipm. Transport and Logistics Oil & Gas Power & Heat Metal Forest & Paper Food and Beverage Other >150 total
  • 5. Educational Institutions that use Invest for Excel Software for Teaching 5
  • 6. Application areas Invest for Excel functionality: Capital Budgeting Business planning Cash flow modeling of projects Impairment testing Valuation Mergers & Acquisitions Cost-benefit analyses Life cycle costing Financing Post audit calculation Product calculations
  • 7.  Non-standardized in-house calculations  Time consuming  Uncertainty about the correctness  Bad comparability of calculations  Little or no transparency  Many persons involved, but a only a few that know how to do it  Poor quality  Low level of Know-How  Undeveloped planning & follow up Value proposition Invest for Excel©  Provides standardized calculations  Saves time of key-personnel  Transparent calculations  Comparable results  Easy user interface & well tested formulas gives assurance  Best practice of 30 years international experience incorporated  Assures best return on company assets  Flexibility to model any type of business  International Accounting Standards  Plus the flexibility of MS Excel How to decentralize planning and streamline the whole investment process? Your challenge Our solution
  • 8. Lite Edition  Pro Edition  Enterprise Edition  Standard Edition  Calculation term, interval periods, discounting rate, taxes and more     Capital expenditures with a selection of depreciation methods and options for residual value     Profit calculation in a form of Profit and Loss Account     Working capital calculation     Cash flow statement     Profitability Analysis (NPV, IRR, payback, RONA, EVA, DCVA and more) based on FCFF     A great variety of sensitivity analysis in a form of charts and report tables     Break-even function on any input variable     Comparison of various investments    Margin calculation    Function for creating customized charts and sensitivity analysis    Modeling rows can be categorized into 3 levels of hierarchy specification    Balance sheet, Monte Carlo Simulations   Investment proposal   Currency conversion function   Language change function (English, German, Spanish, Swedish, Finnish, Polish, Russian)   Locking of calculation files (partial/full)   Customization of headings, rows, and key ratios   Project financing module, liquidity planning  Consolidation of many calculations into one summary file  IFRS and US GAAP impairment test  Valuation for acquisitions, mergers, and sales of businesses  Perpetuity (going concern), Extrapolation  Profitability calculation based on Free Cash Flow to Equity (FCFE)  SharePoint Server Integration  EDITIONS Invest for Excel functionality 8
  • 9. Thank you! Vitaly Stockman Vice-president vitaly.stockman@datapartner.fi Thank you! Request a free presentation and buy at: www.InvestForExcel.com