Determining the value of a company is an involved process, that relies on a wide range of variables and assumptions. From data integration to reporting, Foresite Capital leverages Anaplan to drive an end-to-end modeling framework. Learn how the company got off spreadsheets, while increasing speed and quality throughout its processes.

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3. Smarter planning apps
for numbers-driven
companies

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Value in Transparency
Stephen Peterson, Senior Investment Analyst – Foresite Capital
Noah Dennis, Investment Analyst – Foresite Capital

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Stephen Peterson
Sr. Investment Analyst
Noah Dennis
Investment Analyst

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Foresite Capital Management
*Assets Under Management (AUM) = Uncalled Capital + Fair Value of Investments as of March 31, 2016
• Growth equity healthcare
• Founded in 2011
• ~$1 billion assets under management
• Public and private securities
• All areas of healthcare: biotechnology,
pharmaceutical, medical device, healthcare services,
healthcare technology

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Investment Team
Technical Analytics
Scientific Validation
Clinical Evaluation
Regulatory Analysis
IP Evaluation
Business Analytics
Commercial Analysis
Financial Analysis,
Model & Valuation
Deal Structuring
Exit Analysis

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“
Deal Sourcing
Woody Allen
80% of Success
is Showing Up

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Initial Screen
1,000 Financings per Year
Initial Diligence
300 Companies
Deep Diligence
80-100 Companies
New Investments
20 Core
Positions
~1,800 Healthcare Financings Raise $160B per Year
“Back of Envelope”
Initial Screening Model
Full Financial Model

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Financial Models
=
The Link between Quantitative & Qualitative
Analysis

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Key Objectives • Understand true business
economics
• Determine key value drivers
& sensitivities
• Estimate fair range of
intrinsic value today
and how it will evolve

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Our Job
=
Put Every Investment on
a Level Playing Field
(Identify True Opportunity Cost of Capital)

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Prior to Anaplan

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$0.0
$20.0
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$60.0
$80.0
$100.0
$120.0
$140.0
$160.0
$180.0
$200.0
Today Q3
2016
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2016
Q1
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Q2
2017
Q3
2017
Q4
2017
Q1
2018
Q2
2018
Q3
2018
Q4
2018
Q1
2019
Q2
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Q3
2019
Q4
2019
Scenario 1 Scenario 2 Scenario 3 Scenario 4 Scenario 5 Scenario 6 Scenario 7 Scenario 8
Expected value per share

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What’s Important:
Transparency &
Flexibility

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What’s Important:
Internal Consistency

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What’s Important:
Efficiency

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Anaplan, Day 1

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Using Anaplan to Find a Solution

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28. Q A