Letter Agreement / Confidentiality Agreement. NDA
When potential investor is in a clear dominant position, (i.e. a bigger player in same sector).
Looks after our client�s interests given that lots of “sensitive in Nature” information is expected to be shown.
Suitable for financial transactions, commercial and technical agreements, joint ventures or any other transaction.
CONFIDENTIALITY AGREEMENT - Contract Template and SampleGlobal Negotiator
The purpose of the Confidentiality Agreement is to safeguard certain sensitive information (financial details, commercial or technological secrets) which are brought forward in the process of negotiations between companies.
12 ways a non-disclosure agreement is misusedEveryNDA
Learn how to properly draft a NDA agreement that's beneficial to you and the other party.
Here are 12 possible ways a nondisclosure agreement can be misused:
https://everynda.com/blog/12-ways-non-disclosures-misused/
Request For Proposal: The Web Site RedesignLuke Robinson
At the start of 2008, Calvin College began a re-launch of its Web site spanning three phases: 1) audience research, 2) content management, and 3) continuous improvement. How did we select our goals, draft the request for proposal (RFP), pick a consultant, and bring students, faculty, and staff on board? In Boston, there will be no secrets. Gain valuable insights and a blueprint for re-launching your .EDU Web site.
CONFIDENTIALITY AGREEMENT - Contract Template and SampleGlobal Negotiator
The purpose of the Confidentiality Agreement is to safeguard certain sensitive information (financial details, commercial or technological secrets) which are brought forward in the process of negotiations between companies.
12 ways a non-disclosure agreement is misusedEveryNDA
Learn how to properly draft a NDA agreement that's beneficial to you and the other party.
Here are 12 possible ways a nondisclosure agreement can be misused:
https://everynda.com/blog/12-ways-non-disclosures-misused/
Request For Proposal: The Web Site RedesignLuke Robinson
At the start of 2008, Calvin College began a re-launch of its Web site spanning three phases: 1) audience research, 2) content management, and 3) continuous improvement. How did we select our goals, draft the request for proposal (RFP), pick a consultant, and bring students, faculty, and staff on board? In Boston, there will be no secrets. Gain valuable insights and a blueprint for re-launching your .EDU Web site.
A agreement to what is a mock company who a Chief and CEO of Corporation is a way of manipulation behind the scenes, instead First Wind Power CEO is an employee of the corporation as lands and estates. Targeting First Nation Aboriginal, Indigenous lands in Canada the U.S and elsewhere, and they are not talking about wind energy.
CLIENT CONFIDENTIALITY AGREEMENT FORMAT
FREE LEGAL AND ACCOUNTANT FORMATS
KANOON KE RAKHWALE INDIA
HIRE LAWYER ONLINE
LAW FIRMS IN DELHI
CA FIRM DELHI
VISIT : https://www.kanoonkerakhwale.com/
VISIT : https://hirelawyeronline.com/
A agreement to what is a mock company who a Chief and CEO of Corporation is a way of manipulation behind the scenes, instead First Wind Power CEO is an employee of the corporation as lands and estates. Targeting First Nation Aboriginal, Indigenous lands in Canada the U.S and elsewhere, and they are not talking about wind energy.
CLIENT CONFIDENTIALITY AGREEMENT FORMAT
FREE LEGAL AND ACCOUNTANT FORMATS
KANOON KE RAKHWALE INDIA
HIRE LAWYER ONLINE
LAW FIRMS IN DELHI
CA FIRM DELHI
VISIT : https://www.kanoonkerakhwale.com/
VISIT : https://hirelawyeronline.com/
Modelo de IFORME PERICIAL sobre SWAP de tipos de interés CONTRATADO ENTRE UN BANCO Y UNA PEQUEÑA/MEDIANA EMPRESA.
Para RECLAMACIÓN JUDICIAL contra el Banco
CASO REAL -Despersonalizado- pero con todos los planteamientos y cálculos necesarios.
Caso español, aunque fácilmente adaptable a otros mercados (países) UE y OCDE.
PRIVATE EQUITY / VC FINANCIAL MODEL. A Real Estate CaseManuel Lacarte
Financial Valuation Model made for a real estate fund case, but easily adapted to any other investment profile.
Works automatically and allows to calculate different business scenarios by entering new assumptions just changing data (blue figures in "Front page & Inputs" sheet)
Sheets included:
-Front Page & Inputs
-Capital
-Revenues
-Expenses
-Financing
-P&L
-Cash Flow
-Shareholder`s Cash Flow
-Balance Sheets
-Investments
-Depreciations
-V.A.T.
Financial Model made for a Venture Capital fund.
Works automatically and allows to calculate different business scenarios by entering new assumptions just changing data ( figures shadowed in Inputs" sheet).
Find 2 snapshots with an example of investment criteria which are running on the current model.
Applied Corporate Finance. What is a Company worth?Manuel Lacarte
A thoroughly researched Corporate Finance manual, the fruit of all the understanding the author has gained in this material over his years of professional practice. A rigorous approach to fundamental Ideas, avoiding unnecessary complications Highly convenient for those who: - Already know about these matters, but they would like to refresh them and keep a book for consulting by their side (financial managers, consultants, engineers, business & MBA students, etc). - Need to master financial concepts in order to enhance their professional or academic performance - Want to really know what their money & investments are worth. Here is the rationale.. The author deals with all questions clearly, pragmatically, allowing the readers intuition to guide them forward. However, he never sacrifices his rigorous analysis, necessary to meet the standards of the best business schools in the world. He includes some case studies which show how the key concepts are applied. In the Core chapters, written in an accessible style, the book presents the fundamentals it is necessary to master in order to understand corporate finance and its typical applications such as the valuation of companies and investments in general. The author leads us through questions like the cost of financial resources for the company, shareholders’ equity and external funds and the w.a.c.c, the search for the optimum capital structure and the strategic policies that ensure an adequate financial policy To explain all this, the analysis counts on solid tools and knowledge, which have been applied through the Gordon-Shapiro formula, the CAPM (Capital Asset Pricing Model) or the Modigliani and Miller model, among others. Suitable for beginners too: The first chapter starts at a basic level for inexpert readers and then moves into the key matters of corporate finance that it is necessary to master. This chapter deals with basic questions on the discounting and capitalization of different cashflows, methods for NPV (Net present Value), IRR (internal Rate of Return), Pay-back, etc. and the reasoning behind all of them. The book explains how to deal correctly with inflation when making any analysis. The author has explained the basic concepts in some exercises so that the reader can master them before moving on to more complex issues. There is also an Appendix on the value over time of money, a correct valuation of different structures of bonds and other basic financial concepts and some key basic exercises. The final part of the book explores the valuation of companies, applying all that the reader has learnt up to now. The author also brings together all the themes worked on and enriches them with a great deal of his experience and practical advice, reason why this book is such a useful tool for those who have to make investment decisions.
Finanzas Corporativas Aplicadas. ¿Cuánto Vale una Empresa?Manuel Lacarte
Manual de Finanzas Corporativas de alto nivel fruto de la recopilación sobre estos temas durante años de ejercicio de la profesión. Un enfoque riguroso a los conceptos fundamentales, evitando complicaciones innecesarias.
El primer capítulo arranca desde un nivel básico para lectores NO INICIADOS y se adentra poco a poco en los asuntos clave de las finanzas corporativas que es preciso dominar. Se abordan cuestiones básicas como los métodos del NPV (Net present Value), IRR (internal Rate of Return), Pay-back, etc. y el racional de todos ellos, y se explica cómo tratar de forma correcta la inflación al afrontar cualquier análisis. Hay algunos ejercicios resueltos sobre conceptos básicos para que el lector se familiarice con ellos antes de continuar.
En los siguientes capítulos, el libro presenta, de modo accesible, los fundamentos que es preciso dominar para desempeñarse con soltura y solvencia en financiación corporativa y sus aplicaciones típicas como la valoración de empresas, la gestión de la estructura financiera y las inversiones en general. Se enfrenta a cuestiones como la determinación del coste de los recursos financieros para la empresa (propios , ajenos y el waacc), la búsqueda de la estructura óptima de capital y qué directrices estratégicas se pueden establecer para una adecuada política financiera.
Para ello se exponen con rigor herramientas y conocimientos y la forma de aplicarlas como la fórmula de Gordon-Shapiro, el CAPM (Capital Asset Pricing Model) o la proposición de Modigliani & Miller, entre otros.
En la parte final se refiere a la valoración de empresas, materia donde se aplica, en mayor o menor grado, todo lo anterior, pero donde se presenta además una importante organización de conceptos y una gran dosis de experiencia y consejos prácticos que harán de este libro una útil herramienta para “practitioners”
Se añade un apéndice, al final, en el que se repasan algunos conceptos básicos sobre el valor inter-temporal del dinero, la adecuada valoración de distintas estructuras de bonos, el descuento y capitalización de flujos de fondos y también algunos ejercicios prácticos sobre estas materias, lo que resultará útil al lector menos experimentado y al que necesita refrescar la memoria.
Todas las cuestiones se abordan de un modo claro, pragmático e intuitivo, pero con gran rigor y al nivel de las mejores escuelas de negocios del mundo. Incluye algunos casos resumidos para los reincidir sobre la aplicación de los conceptos clave.
BANCA CORPORATIVA. Los préstamos sindicados, qué son y cómo funcionanManuel Lacarte
A la fecha de publicación de este libro ( final de Mayo 2012) el Gobierno de España estaba a punto de lanzar una de sus medidas económicas estrella: La gran operación de pago a empresas y autónomos que fueron Proveedores de ayuntamientos y CCAA españolas a quienes se adeudaba unos 35.000 Millones €. Ya era hora! pues esa deuda se demoraba tanto que había destruido una tremenda porción del tejido productivo español, cientos de miles de pequeñas empresas cerraron, y había dejado sin trabajo a millones de personas.
Para ello, el Gobierno ha tenido que figurar como garante (avalar) y ha habido que poner en marcha un PRESTAMO BANCARIO SINDICADO BRUTAL (...podría llegar a 30.000 millones de euros)
¿Cómo funcionan estas operaciones?
¿Cómo actúa este grupo de profesionales de banca de élite?
Para muchos es un mundo poco conocido... pero cada vez va a ser más útil manejarse en él.
Las grandes operaciones típicas de la banca corporativa están al alcance de unos pocos. Se trata unas prácticas de uso restringido entre un grupo muy estrecho de profesionales de las finanzas.
Pero lo cierto es que estas operaciones, conocidas en general como operaciones sindicadas, representan una gran porción del negocio bancario de las empresas e instituciones en todo el mundo, debido a que se trata de operaciones de gran volumen.
La tendencia actual se dirige hacia la sindicación de operaciones cada vez más pequeñas, lo que exige que, de modo creciente, empresas, instituciones y profesionales tengan que afrontar este tipo de operativa que, hasta hace muy poco tiempo, era coto privado de los grandes bancos y sus profesionales expertos.
Las oportunidades profesionales y de negocio son inmensas. En este libro se expone una explicación sencilla y clara, pero rigurosa de qué son y cómo funcionan estas operaciones de préstamo sindicado. Es una excelente herramienta para profesionales de la banca o de la dirección financiera, para empresarios e incluso para estudiosos de las finanzas para aproximarse al mundo de la banca corporativa más seductor e interesante.
BALANCED SCORECARD BANK -RRHH- (Manuel Lacarte)Manuel Lacarte
ENFOQUE METODOLOGICO PARA DISEnO E IMPLANTACION DE SISTEMA DE GESTION BASADO EN BALANCED SCORECARD PARA EL AREA DE RRHH DE UN GRAN BANCO (inicio de implantacion por area de Banca comercial)
RESUMEN EJECUTIVO de la PRESENTACION DE PROPUESTA DE FINANCIACION
Para proyectos, empresas y negocios
Sirve como guía para la elaboración del RESUMEN EJECUTIVO que recoge los estándares que se utilizan en el entorno financiero profesional para el análisis de proyectos de inversión /financiación.
La primera aproximación al inversor es crítica para captar su atención pues se compite con gran cantidad de propuestas y una presentación adecuada, sintética y profesional es la clave.
EXECUTIVE SUMMARY Guidelines. FUNDRAISING REQUEST FORM. start-ups, small bus...Manuel Lacarte
A template for small business, start-up... “How to” build an EXECUTIVE SUMMARY of your financial proposal (professional standards)
First approach to investors is critical to capture their attention because it competes with large number of proposals and a proper, synthetic and professional presentation is key.
Terminos y condiciones de fondo Venture Capital (TERMSHEETS) en español. Una muestra completa concretando para un caso. Incluye Resumen ejecutivo (Teaser document)
Venture Capital. Private equity. Modelo de Valoración. Entrada en Nuevo Negoc...Manuel Lacarte
Caso de start-up de negocio de nuevas tecnologías pero fácimennte adaptable a otros negocios.
Hojas que contiene:
Inputs
Esquema Operación
P&L- Anual
CF- Anual
BS-Anual
P&L- Mensual año 1
CF-Mensual año1
BS-Mensual año1
P&L Mensual año 2
CF-Mensual año 2
BS-Mensual año 2
Rentabilidad
Ppales. Magnitudes
Fuentes y Usos
Ingresos
Gastos de producción
Gastos Operativos
Inversiones y gastos activables
Financiación ajena
Impuestos
Fondo de maniobra
Personal
Modelo de VALORACION ( private equity and venture capital estandar) de FONDO ...Manuel Lacarte
Modelo de valoración completo para valorar el caso de un fondo de inversión inmobiliaria. En español. El modelo corre para un caso de inversiones en un país en Europa del Este, pero es fácimente adaptable a otro caso
Hojas que contiene:
-Disclaimer
-Hipótesis
-Portada (inputs)
-Capital
-Ingresos
-Gastos
-Financiación
-PyG
-Tesorería
-Cash Flow del accionista
-Balances previsionales
-Inversiones
-Amortizaciones
-Tesorería del IVA
Modelo de VALORACION ( private equity and venture capital estandar) de FONDO ...
NDA. Confidentiality Agreement- InSECTOR (When potential investor is in a clear dominant position)
1. Confidentiality Agreement
INVESTORS CORPORATION Ltd.
STRICTLY PRIVATE & CONFIDENTIAL
Month xxth, 20xx
INVESTORS CORPORATION Ltd.
Address. – Postal code –City- State
Attention of: Mr. ---------------------------------, Chief Executive Officer
Dear Sirs,
In connection with your consideration of a possible agreement (including without limitation
commercial and technical agreements, joint ventures or any other transaction) with FACTOR
COMPANY Ltd and/or its subsidiaries or affiliates (collectively, with such subsidiaries or
affiliates, the "Company"), the Company and/or ADVISORS PARTNERS Ltd as its advisor
(herein referred to as “Advisor”), prepared to make available to you certain information
concerning the business, financial condition, operations, prospects, assets and liabilities of the
Company. As a condition to such information being furnished to you and your directors,
officers, employees, agents or advisors (including, without limitation, attorneys, accountants,
consultants, bankers and financial advisors) (collectively, "Representatives"), you agree to treat
any information concerning the Company (whether prepared by the Company, its advisors or
otherwise and irrespective of the form of communication) which has been or will be furnished to
you or to your Representatives by or on behalf of the Company (herein collectively referred to as
the "Evaluation Material") in accordance with the provisions of this letter agreement, and to
take or abstain from taking certain other actions hereinafter set forth.
The term "Evaluation Material" shall be deemed to include all notes, analyses, compilations,
studies, interpretations or other documents or materials prepared by you or your Representatives
which contain, reflect or are based upon, in whole or in part, the information furnished to you or
your Representatives pursuant hereto. The term "Evaluation Material" does not include
information which (i) is or becomes generally available to the public other than as a result of a
disclosure by you or your Representatives, (ii) was within your possession prior to its being
furnished to you by or on behalf of the Company pursuant hereto, provided that the source of
such information was not known by you or any of your Representatives, after reasonable
investigation, to be bound by a confidentiality agreement with or other contractual, legal or
fiduciary obligation of confidentiality to the Company or any other party with respect to such
information or (iii) becomes available to you on a non-confidential basis from a source other
than the Company or any of its Representatives, provided that such source is not bound by a
confidentiality agreement with or other contractual, legal or fiduciary obligation of
confidentiality to the Company or any other party with respect to such information.
You hereby agree that you and your Representatives shall use the Evaluation Material solely
for the purpose of evaluating a possible transaction between the Company and you, that the
Evaluation Material will be kept confidential by you and your Representatives and that you and
your Representatives will not disclose any of the Evaluation Material in any manner whatsoever;
provided, however, that (i) you may make any disclosure of such information to which the
PRAGMATICA Management Consulting page 1
2. Confidentiality Agreement
INVESTORS CORPORATION Ltd.
Company gives its prior written consent and (ii) any of such information may be disclosed to
your Representatives who need to know such information for the sole purpose of evaluating a
possible transaction with the Company, who agree to keep such information confidential in
accordance with this letter agreement and who are provided with a copy of this letter agreement
and agree to be bound by the terms hereof to the same extent as if they were parties hereto. In
any event, you shall be responsible for any breach of this letter agreement by any of your
Representatives and you agree, at your sole expense, to take all reasonable measures (including
but not limited to court proceedings) to restrain your Representatives from prohibited or
unauthorized disclosure or use of the Evaluation Material.
In addition, you agree that, without the prior written consent of the Company, you and your
Representatives will not disclose to any other person the fact that the Evaluation Material has
been made available to you, that discussions or negotiations are taking place concerning a
possible transaction involving the Company or any of the terms, conditions or other facts with
respect thereto (including the status thereof), unless in the written opinion of your counsel such
disclosure is required by law and then only with as much prior written notice to the Company as
is practical under the circumstances. Without limiting the generality of the foregoing, you further
agree that, without the prior written consent of the Company, you will not, directly or indirectly,
enter into any agreement, arrangement or understanding, or any discussions which might lead to
such agreement, arrangement or understanding, with any other person regarding a possible
transaction involving the Company. The term "person" as used in this letter agreement shall be
broadly interpreted to include the media and any corporation, partnership, group, individual or
other entity.
In the event that you or any of your Representatives are requested or required (by deposition,
interrogatories, requests for information or documents in legal proceedings, subpoena, civil
investigative demand or other similar process) to disclose any of the Evaluation Material, you
shall provide the Company with prompt written notice of any such request or requirement so that
the Company may seek a protective order or other appropriate remedy and/or waive compliance
with the provisions of this letter agreement. If, in the absence of a protective order or other
remedy or the receipt of a waiver by the Company, you or any of your Representatives are
nonetheless, in the written opinion of your counsel, legally compelled to disclose Evaluation
Material to any tribunal or else stand liable for contempt or suffer other censure or penalty, you
or your Representative may, without liability hereunder, disclose to such tribunal only that
portion of the Evaluation Material which such counsel advises you is legally required to be
disclosed, provided that you exercise your best efforts to preserve the confidentiality of the
Evaluation Material, including, without limitation, by cooperating with the Company to obtain
an appropriate protective order or other reliable assurance that confidential treatment will be
accorded the Evaluation Material by such tribunal.
If you decide that you do not wish to proceed with a transaction with the Company, you will
promptly inform the Company of that decision. In that case, or at any time upon the request of
the Company for any reason or for no reason, you will promptly deliver to the Company all
Evaluation Material (and all copies thereof) furnished to you or your Representatives by or on
behalf of the Company pursuant hereto. In the event of such a decision or request, all other
PRAGMATICA Management Consulting page 2
3. Confidentiality Agreement
INVESTORS CORPORATION Ltd.
Evaluation Material prepared by you or your Representatives shall be destroyed and no copy
thereof shall be retained and you agree to certify in writing that such destruction has occurred.
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PRAGMATICA Management Consulting page 3