Presentation on August 7 2015 at TechStars Boston - Topic: Financial presentations to investors. Presented by David Fogel, Member of TiE Angels, Mass Medical Angels. Instructor at WPI.
Presentation soutenance de magister en marketing de l'innovation multicanal...Fethi Ferhane
Presentation de la soutenance de M. FERHANE fethi pour l'obtention du diplome de magister en management de l'innovation et de la technologie. Ecole normale superieure d'enseignement technolgique d' Oran Algérie
A travers l'étude des choix de stratégie et de marketing de la société Nintendo, nous abordons les sujets de marketing de l'innovation, de pivot, de stratégie océan bleu...
1) Active Gear Inc. is considering acquiring Mercury Athletic, a footwear company being sold by its parent company, to double its revenue and expand its market presence.
2) An analysis of Mercury's financial data from 2006-2011 shows that it has higher revenue growth than AGI and its acquisition could help compensate for weaknesses in AGI's product mix.
3) Calculating Mercury's discounted cash flows from 2006-2011 using a 7.65% discount rate results in a positive NPV of $275,399.78 for the acquisition, indicating it should be undertaken.
Active Gear, Inc is considering acquiring Mercury Athletic to double its revenue and expand its market presence. John Liedtke analyzed Mercury's financials from 2006-2011 to determine if the acquisition would be financially beneficial. The net present value of Mercury's projected free cash flows is $275,399.78 using a 7.65% discount rate, indicating the acquisition would provide a positive return on investment. Liedtke also considered qualitative benefits like increased market share and preventing competitors from acquiring Mercury. Based on the financial analysis, the acquisition appears justified and would create value for Active Gear.
This document provides advice on how venture capital firms can position themselves competitively through branding, marketing, and clearly communicating their value proposition. It emphasizes defining an investment thesis focused on specific industries, stages of funding, and deal sizes. It also stresses developing a unique value-add service that portfolio companies need and marketing activities to generate dealflow. Finally, it discusses fundraising by targeting the right limited partner profiles and addressing their needs and motivations for alternative investments.
Presentation soutenance de magister en marketing de l'innovation multicanal...Fethi Ferhane
Presentation de la soutenance de M. FERHANE fethi pour l'obtention du diplome de magister en management de l'innovation et de la technologie. Ecole normale superieure d'enseignement technolgique d' Oran Algérie
A travers l'étude des choix de stratégie et de marketing de la société Nintendo, nous abordons les sujets de marketing de l'innovation, de pivot, de stratégie océan bleu...
1) Active Gear Inc. is considering acquiring Mercury Athletic, a footwear company being sold by its parent company, to double its revenue and expand its market presence.
2) An analysis of Mercury's financial data from 2006-2011 shows that it has higher revenue growth than AGI and its acquisition could help compensate for weaknesses in AGI's product mix.
3) Calculating Mercury's discounted cash flows from 2006-2011 using a 7.65% discount rate results in a positive NPV of $275,399.78 for the acquisition, indicating it should be undertaken.
Active Gear, Inc is considering acquiring Mercury Athletic to double its revenue and expand its market presence. John Liedtke analyzed Mercury's financials from 2006-2011 to determine if the acquisition would be financially beneficial. The net present value of Mercury's projected free cash flows is $275,399.78 using a 7.65% discount rate, indicating the acquisition would provide a positive return on investment. Liedtke also considered qualitative benefits like increased market share and preventing competitors from acquiring Mercury. Based on the financial analysis, the acquisition appears justified and would create value for Active Gear.
This document provides advice on how venture capital firms can position themselves competitively through branding, marketing, and clearly communicating their value proposition. It emphasizes defining an investment thesis focused on specific industries, stages of funding, and deal sizes. It also stresses developing a unique value-add service that portfolio companies need and marketing activities to generate dealflow. Finally, it discusses fundraising by targeting the right limited partner profiles and addressing their needs and motivations for alternative investments.
This document provides financial and membership data for Netflix in Spain. It shows Netflix's objective is to have 4,000 members in Barcelona by the end of fiscal year 2011 with projected revenue of €482,000. Tables and charts display the company's monthly membership growth throughout 2011, as well as projected revenue and profit. Additional information analyzes Netflix's value chain, customer demographics, and the social, economic, and cultural environment in Spain.
Target Corporation achieved record financial performance in 2005 through consistent execution of its strategy. It maintained its focus on creativity and innovation, expanded its food assortment, continued disciplined store expansion, and invested in technology and infrastructure. This resulted in considerable market share gains, surpassing $50 billion in annual sales and generating a 31% increase in earnings per share. Target is well positioned to build on this success through continued focus on newness, innovation, and delivering great design and value.
Création d'entreprise - projet tutoré DUT GEARalph Ward
Dans le cadre du DUT en Gestion des Entreprises et Administrations, nous sommes amenés à réaliser un projet de création d'entreprise fictive. Cette unité d'enseignement a pour objectif de nous confronter à la réalité d'une telle démarche. Puis ce travail fera l'objet d'une soutenance orale devant un jury constitué de professeurs.
Ce dossier a reçu la meilleure note de notre promo
The document provides an overview and valuation of Mercury Athletic Footwear, which manufactures and sells athletic and casual footwear. It summarizes Mercury's products, customers, strengths, and weaknesses. It also summarizes projections for Mercury's revenue, expenses, cash flows, and valuation using a discounted cash flow model. The valuation ranges from $500-600 million depending on the assumptions for discount rate and long-term growth rate.
La problématique qui sous-tend ce module est la suivante :
Ne pouvant être vu, ni touché, gouté et senti, comme les biens matériels
peuvent l’être, comment rendre l’appréciation des services possible?
Comment leur attribuer un marketing ?
Pourquoi s’intéresser au secteur des services ?
En quoi le secteur des services nécessite-t-il une attention particulière en
marketing ?
Ppt memoire de fin d'étude Marketing de contenu Master 1rokaya lachgar
L’époque du produit roi est belle et bien terminée, désormais, c’est le client qui doit
requérir toute notre attention. L’acquisition coûte cher : nous devons donc, à chaque étape
de notre réflexion de marketing online, réfléchir à ses besoins et à ses attentes en fonction
de sa situation dans le processus de décision d’achat, pour mieux l’attirer vers notre produit
et le convertir d’un client potentiel au client acheteur.
L’évolution d’internet a permis la création de nouveaux outils, notamment les réseaux
sociaux, pour les entreprises pour élargir leur clientèle cible.
Afin de ne pas faire uniquement une analyse sur les réseaux sociaux
« webmarketing », nous allons porter notre étude sur l’application du marketing de
contenu au sein des entreprises. Ce contenu qui permettra la création du trafic, la
fidélisation des cibles et aussi la conversion des leads en clients. Un contenu riche aura
donc pour mission de servir leur intérêt et de les aider à progresser dans leur parcours de
décision d’achat.
La thématique de ce mémoire permet de voir non seulement ce qui a déjà été fait par les
entreprises par rapport aux réseaux sociaux, mais aussi saisir des opportunités en élaborant
une stratégie marketing de contenu de valeur.
RESUME
Le marketing moderne est une science mais aussi une activité pratique qui
permet de satisfaire les besoins des publics et de l’entreprise par la conception de
produits adaptés. L’innovation est ainsi de créer et concevoir des services ou
produits correspondant aux attentes des publics utilisateurs. En cela se déploie,
tout un art ou une stratégie marketing. Les Sciences du Langage et de la
Communication y contribuent énormément, et en donnant un savoir et savoir-faire
aux apprenants et professionnels marketers dans la perspective de mener à bien
leurs projets.
Cette étude de cas simulée en est un exemple des compétences et du savoir
que peut disposer une entreprise pour la création et le lancement d’un produit.
Etude PwC sur les fusions-acquisitions dans le secteur des Télécoms, Médias e...PwC France
http://pwc.to/1aXFEzY
PwC analyse les fusions-acquisitions des Télécommunications, Médias et Technologies (TMT) dans une nouvelle étude qui dessine les perspectives de ce secteur en pleine mutation. L’année 2013 marque une rupture de tendance avec une valeur cumulée de transactions impliquant un acteur français de 38 milliards d’euros, soit environ 3 fois le niveau atteint en 2012. Face aux changements structurels qui pèsent sur le secteur, la croissance externe constitue un moyen de s’adapter aux évolutions toujours plus rapides des usages.
The document repeatedly lists the name "Vivian Chen" and citations for papers by B.J. Fogg, S. Nicholson, and S. Consolvo et al. describing behavior change models and theory-driven design strategies for persuasive technologies. No other substantive information is provided.
Example Presentation Of Financial Reports Powerpoint Presentation SlidesSlideTeam
The document appears to be a presentation of financial reports for a company. It includes sections on the company's profit and loss report with key performance indicators over four quarters, a profit and loss report in tabular form, a balance sheet with key metrics over four quarters and in tabular form, a cash flow statement with metrics over four quarters and in tabular form, financial projections for income statement and balance sheet for multiple years, key financial ratios, and liquidity and profitability ratios. The presentation provides an overview of the company's financial performance and projections across various financial reports for analysis.
Financial Projections for Investor Presentations - Sept 18 2013David Fogel
ABC Company's financial statements from 2010 to 2013 show growing revenue and losses that are decreasing over time. Revenue increased from $584,000 in 2010 to over $91 million in 2013, driven primarily by growth in installation revenue. Losses decreased from $755,000 in 2010 to $2.5 million in 2013 as revenue growth outpaced operating expense growth. Headcount increased from 18 employees to over 1,100 from 2010 to 2013 to support operations.
Florin Toma, member of the International Federation of Accountant's Small and Medium Practices (SMP) Committee provides a look at the future of financial reporting for micro-entities.
This document provides financial and membership data for Netflix in Spain. It shows Netflix's objective is to have 4,000 members in Barcelona by the end of fiscal year 2011 with projected revenue of €482,000. Tables and charts display the company's monthly membership growth throughout 2011, as well as projected revenue and profit. Additional information analyzes Netflix's value chain, customer demographics, and the social, economic, and cultural environment in Spain.
Target Corporation achieved record financial performance in 2005 through consistent execution of its strategy. It maintained its focus on creativity and innovation, expanded its food assortment, continued disciplined store expansion, and invested in technology and infrastructure. This resulted in considerable market share gains, surpassing $50 billion in annual sales and generating a 31% increase in earnings per share. Target is well positioned to build on this success through continued focus on newness, innovation, and delivering great design and value.
Création d'entreprise - projet tutoré DUT GEARalph Ward
Dans le cadre du DUT en Gestion des Entreprises et Administrations, nous sommes amenés à réaliser un projet de création d'entreprise fictive. Cette unité d'enseignement a pour objectif de nous confronter à la réalité d'une telle démarche. Puis ce travail fera l'objet d'une soutenance orale devant un jury constitué de professeurs.
Ce dossier a reçu la meilleure note de notre promo
The document provides an overview and valuation of Mercury Athletic Footwear, which manufactures and sells athletic and casual footwear. It summarizes Mercury's products, customers, strengths, and weaknesses. It also summarizes projections for Mercury's revenue, expenses, cash flows, and valuation using a discounted cash flow model. The valuation ranges from $500-600 million depending on the assumptions for discount rate and long-term growth rate.
La problématique qui sous-tend ce module est la suivante :
Ne pouvant être vu, ni touché, gouté et senti, comme les biens matériels
peuvent l’être, comment rendre l’appréciation des services possible?
Comment leur attribuer un marketing ?
Pourquoi s’intéresser au secteur des services ?
En quoi le secteur des services nécessite-t-il une attention particulière en
marketing ?
Ppt memoire de fin d'étude Marketing de contenu Master 1rokaya lachgar
L’époque du produit roi est belle et bien terminée, désormais, c’est le client qui doit
requérir toute notre attention. L’acquisition coûte cher : nous devons donc, à chaque étape
de notre réflexion de marketing online, réfléchir à ses besoins et à ses attentes en fonction
de sa situation dans le processus de décision d’achat, pour mieux l’attirer vers notre produit
et le convertir d’un client potentiel au client acheteur.
L’évolution d’internet a permis la création de nouveaux outils, notamment les réseaux
sociaux, pour les entreprises pour élargir leur clientèle cible.
Afin de ne pas faire uniquement une analyse sur les réseaux sociaux
« webmarketing », nous allons porter notre étude sur l’application du marketing de
contenu au sein des entreprises. Ce contenu qui permettra la création du trafic, la
fidélisation des cibles et aussi la conversion des leads en clients. Un contenu riche aura
donc pour mission de servir leur intérêt et de les aider à progresser dans leur parcours de
décision d’achat.
La thématique de ce mémoire permet de voir non seulement ce qui a déjà été fait par les
entreprises par rapport aux réseaux sociaux, mais aussi saisir des opportunités en élaborant
une stratégie marketing de contenu de valeur.
RESUME
Le marketing moderne est une science mais aussi une activité pratique qui
permet de satisfaire les besoins des publics et de l’entreprise par la conception de
produits adaptés. L’innovation est ainsi de créer et concevoir des services ou
produits correspondant aux attentes des publics utilisateurs. En cela se déploie,
tout un art ou une stratégie marketing. Les Sciences du Langage et de la
Communication y contribuent énormément, et en donnant un savoir et savoir-faire
aux apprenants et professionnels marketers dans la perspective de mener à bien
leurs projets.
Cette étude de cas simulée en est un exemple des compétences et du savoir
que peut disposer une entreprise pour la création et le lancement d’un produit.
Etude PwC sur les fusions-acquisitions dans le secteur des Télécoms, Médias e...PwC France
http://pwc.to/1aXFEzY
PwC analyse les fusions-acquisitions des Télécommunications, Médias et Technologies (TMT) dans une nouvelle étude qui dessine les perspectives de ce secteur en pleine mutation. L’année 2013 marque une rupture de tendance avec une valeur cumulée de transactions impliquant un acteur français de 38 milliards d’euros, soit environ 3 fois le niveau atteint en 2012. Face aux changements structurels qui pèsent sur le secteur, la croissance externe constitue un moyen de s’adapter aux évolutions toujours plus rapides des usages.
The document repeatedly lists the name "Vivian Chen" and citations for papers by B.J. Fogg, S. Nicholson, and S. Consolvo et al. describing behavior change models and theory-driven design strategies for persuasive technologies. No other substantive information is provided.
Example Presentation Of Financial Reports Powerpoint Presentation SlidesSlideTeam
The document appears to be a presentation of financial reports for a company. It includes sections on the company's profit and loss report with key performance indicators over four quarters, a profit and loss report in tabular form, a balance sheet with key metrics over four quarters and in tabular form, a cash flow statement with metrics over four quarters and in tabular form, financial projections for income statement and balance sheet for multiple years, key financial ratios, and liquidity and profitability ratios. The presentation provides an overview of the company's financial performance and projections across various financial reports for analysis.
Financial Projections for Investor Presentations - Sept 18 2013David Fogel
ABC Company's financial statements from 2010 to 2013 show growing revenue and losses that are decreasing over time. Revenue increased from $584,000 in 2010 to over $91 million in 2013, driven primarily by growth in installation revenue. Losses decreased from $755,000 in 2010 to $2.5 million in 2013 as revenue growth outpaced operating expense growth. Headcount increased from 18 employees to over 1,100 from 2010 to 2013 to support operations.
Florin Toma, member of the International Federation of Accountant's Small and Medium Practices (SMP) Committee provides a look at the future of financial reporting for micro-entities.
Calculate Financial Projections for Investment PresentationsThe Capital Network
Join our experts in an overview discussion of financial projections. Learn the key metrics that will get investors to notice you, as well as those that will get you rejected. If you have no idea where to begin with your financial projections, this program is for you.
Experts -
Heather Onstott, Launch Capital
Heather Shanahan, Venture Advisors
This document provides an overview of key concepts in financial reporting and US Generally Accepted Accounting Principles (GAAP). It discusses the major standards-setting bodies that establish GAAP, including the SEC, FASB, and AICPA. It also summarizes the conceptual framework underlying financial reporting, including assumptions, principles, elements of financial statements, and recognition and measurement guidelines.
The document discusses guidelines and requirements for project financial statements and quarterly reports for IFAD funded projects. It provides guidance on preparing financial statements in accordance with international accounting standards on an annual basis and quarterly reports. The financial statements should include minimum disclosures such as expenditures by category, statements of income and expenditures, balance sheets, and notes to the accounts. Quarterly reports should include updates on project progress, sources and uses of funds, procurement activities, and physical progress.
This document discusses the role of boards of directors in corporate governance. It defines corporate governance and outlines how boards can build effective governance through defining roles, putting in place governance arrangements, and ensuring proper oversight. It describes the key roles of the board chairman and CEO and discusses how board committees and instruments like charters can enhance effectiveness. The document also addresses boards' responsibilities in areas like financial oversight, risk management, and upholding legal principles of directorship.
The document analyzes the business and financial performance of Panasonic and Sony over the period of 2008 to 2011. It includes sections on information gathering, accounting techniques used, and an analysis of the companies' financial performance based on ratios calculated from income statements, balance sheets, and cash flow statements. Key metrics examined include profitability, asset utilization, working capital, debt levels, and changes in owners' equity. The analysis provides a comparison of the financial positions and performance trends of the two electronics companies over the three-year period.
Here are a few reasons why monthly revenue forecasting is important:
1. It provides a more granular view of your expected cash flows. Monthly forecasts allow you to better plan cash needs and identify potential shortfalls.
2. Seasonal trends are easier to identify. Certain months may be stronger or weaker than others due to factors like holidays, weather, etc. Monthly forecasts capture this.
3. Monthly forecasts support operational planning. You can align hiring, inventory, marketing spend to expected monthly demand levels.
4. Monthly forecasts are needed for financial projections. Investors and lenders will want to see 12-month projections, not just annual totals.
5. It improves forecast accuracy. Breaking forecasts into
Financial Forecasting for Investor Presentations - Bus Fundamentals BootcampDavid Fogel
The document provides projected financial statements for ABC Company from 2010 to 2013. It shows increasing revenue over the years as the company grows. While losses are projected for 2010-2012 as operations expand, profits are estimated for 2013 as the company reaches scale. The document also notes increasing headcount and capital expenditures to support the company's growth trajectory over this period.
The document contains projected financial statements for ABC Company from 2010 to 2013. It shows increasing revenue over the years from $584,000 in 2010 to $91.3 million in 2013. Operating expenses also increase substantially over this period. The company grows from a net loss of $755,000 in 2010 to a net loss of $2.5 million in 2013 as it expands operations and markets. Key notes indicate headcount increasing from 18 to 1,128 over this period and capital expenditures growing from $126,000 to $4.5 million.
Swifton mc carter english - fin projections 091713David Fogel
ABC Company's financial statements from 2010 to 2013 show growing revenue and losses that are decreasing over time. Revenue increased from $584,000 in 2010 to over $91 million in 2013, driven primarily by growth in installation revenue. Losses decreased from $755,000 in 2010 to $2.5 million in 2013 as revenue growth outpaced operating expense growth. Headcount increased from 18 employees to over 1,100 from 2010 to 2013 to support operations.
128 Innovation Capital Group (128 ICG) - Presented Compelling Financials for ...David Fogel
This document is an estimated statement of operations for ABC Company from 2010 to 2013. It shows revenue, costs, expenses, margins, and other financial metrics over this period. Revenue grew substantially from $584,000 in 2010 to over $91 million in 2013, driven primarily by growth in installation revenue. Gross margins increased from 20.5% to over 47% from 2010 to 2013. Operating expenses also increased substantially over this period but grew at a slower rate than revenue. The company reported net losses from 2010 to 2012 but earned a small net income in 2013. Headcount grew significantly from 18 employees in 2010 to over 1,100 in 2013. Capital expenditures also increased substantially over this period.
This document provides financial information for a proposed steak buffet restaurant, including:
1. Variable and fixed annual costs, with the total variable costs being 63.11% and total fixed costs being $485,718.
2. A break-even analysis showing that monthly revenue of $67,519 is needed to break even.
3. Three years of projected profit and loss statements, cash flow statements, and balance sheets to estimate the financial performance and position of the restaurant.
4. Key business ratios such as current ratio, quick ratio, and net profit margin are presented to benchmark the restaurant's financial health against industry standards.
This document provides an overview of Nelnet's business segments and financial performance. The key points are:
- Nelnet has four business segments: NDS (loan origination/servicing software), NBS (education payment processing software), AGM (student loan asset management), and ALLO (fiber network provider).
- Over the past decade, Nelnet has diversified its business and grown revenues across all segments. Adjusted net income has increased from $41 million in 2007 to over $200 million in recent years.
- Nelnet services over $195 billion in student loans for nearly 10 million borrowers. Its student loan portfolio is expected to generate $2.07 billion in future cash flows.
This document provides an overview of Nelnet's business segments and financial performance. The key points are:
- Nelnet has four business segments: NDS (loan origination and servicing software), NBS (education planning and payment software), AGM (student loan asset management), and ALLO (fiber optic network provider).
- Over the past decade, Nelnet has diversified its business and grown revenues across all segments. Adjusted net income has increased from $41 million in 2007 to over $200 million in recent years.
- Nelnet services over $195 billion in student loans for nearly 10 million borrowers. Its student loan portfolio is expected to generate $2.07 billion in future cash
The document provides an overview of financial planning, including why it is needed, what it entails, and how to build financial models and projections. Financial planning involves setting goals and strategies, developing assumptions and projections for revenue, expenses, cash flow, and financial statements. It requires building a financial model typically using Excel to integrate projections and assess feasibility and timing of plans. The presentation recommends starting with a 2-year monthly financial plan plus 3 years of annual projections and considering engaging a part-time CFO initially to help with the process.
This document provides an overview of Nelnet's business segments and financial performance. The key segments are:
- NDS: Student loan origination and servicing software for government and private loans. Services over $200B in loans.
- NBS: Tuition payment plans and school software. Serves 13,500 K-12 schools and 970 colleges.
- ALLO: Fiber optic network providing internet, phone, TV to businesses and residences in underserved areas.
- AGM: Manages $23B in student loans expected to generate $2B in future cash flows.
The document reviews financial metrics like revenue, expenses, margins and cash flows by segment from 2007-2017. Overall
This document provides an overview of Nelnet's mission, vision, values, corporate objectives, and business segments. The company's mission is to create opportunities for people through education services. Its vision is to empower customers to achieve their dreams. The corporate objectives include enhancing customer experiences, growing the core business, diversifying products/services, and exceeding financial targets. The main business segments are Nelnet Diversified Solutions (NDS), Nelnet Business Solutions (NBS), ALLO Communications (ALLO), and Asset Generation and Management (AGM). NDS provides student loan origination/servicing, NBS offers education payment plans/software, ALLO provides fiber optic internet/TV services, and AGM manages loan assets
This presentation was delivered at the April 23, 2009 Smart-ups event in Eugene, OR by Dan Vishny (CFO for two start-ups companies). Dan is also known for having one of the top 10 best scores on the CPA exam - for the entire U.S.A.!
The document provides information on integrating financial statements for startups. It discusses the importance of having accurate income statements, balance sheets, and cash flow statements to understand business profitability, stability, and liquidity. Common mistakes made by startups are listed, such as not understanding revenue drivers or underestimating costs. Recommendations are given for financial statement formats and assumptions. Sample financial statements including income statements, balance sheets, and cash flow statements are presented for a fictional startup called EZ Vein over a five year period.
The Finance Perspective: The Business Model for the Subscription EconomyZuora, Inc.
Learn best practices for subscription financial management, with a focus on the ‘Three Metrics That Matter’, the new income statement for the Subscription Economy and how to apply it to your business. Learn best practices for subscription financial management, with a focus on the ‘Three Metrics That Matter’, the new income statement for the Subscription Economy and how to apply it to your business.
The document provides an agenda and overview for a workshop on understanding and using financial statements. The workshop will cover profit and loss statements, cash flow statements, balance sheets, and how to project cash needs and evaluate debt vs. equity financing. It includes examples and analysis of key financial metrics like returns on sales, assets, and equity to help participants better interpret and use financial statements to manage their business.
Week 9: David rudofsky%27s presentation 051117 handout (1)Talou Diallo
The document provides an agenda and overview for a workshop on understanding and using financial statements. The workshop aims to improve participants' ability to interpret financial statements to manage operations and plan growth. The agenda covers financial statement basics, using statements to run a business, calculating returns, and funding solutions. It includes reviewing income statements, cash flow statements, balance sheets, and how to project cash needs and evaluate debt vs. equity financing.
Interview Case - Financial Statements NOWSumi Allen
This document contains financial statements and key metrics for Steelwood Healthcare, LLC from 2011 to 2014. It includes income statements, cash flow statements, and calculations of earnings before interest and taxes (EBIT), free cash flow to the firm (FCFF), and year-over-year changes in revenue, costs, profits, and other financial figures. The tables show increasing revenue, costs, profits and cash flows over the four-year period.
Week 9: David rudofsky%27s presentation 051017Talou Diallo
The document provides an agenda for a workshop on understanding and using financial statements. The workshop will cover income statements, cash flow statements, balance sheets, and how to use financial statements to run a business. It will include exercises on profit margin analysis, sensitivity analysis, calculating returns, and benchmarking. The expected outcomes are for participants to improve their ability to interpret financial statements to manage operations and plan growth. The full-day workshop will include presentations, exercises, breaks and a Q&A session.
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Swifton CFOs - McCarter English - Fin Proj 100511David Fogel
AB C Company saw rapid revenue growth from 2010 to 2013, with total revenue increasing from $584,000 in 2010 to over $91 million in 2013. While gross margins improved over this period from 20.5% to 47.3%, the company consistently operated at a net loss due to high operating expenses, which outpaced revenue growth. Total operating expenses were over $44 million in 2013, contributing to a net loss of $2.5 million despite significant revenue growth. Headcount and capital expenditures also increased substantially over this period to support the company's expanding operations and markets.
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AB C Company saw rapid revenue growth from 2010 to 2013 as installation revenue increased substantially each year, but the company consistently lost money over this period due to high operating expenses that grew faster than revenue. While gross margins improved as revenue increased, operating expenses as a percentage of revenue were high across sales, marketing, research and development, and general and administration. As a result, the company reported increasing net losses each year from 2010 to 2013.
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The document provides 10 rules for formatting financial statements and forecasts to make them credible and easy to understand for readers. It discusses developing financial projections by documenting assumptions, creating sales forecasts based on market research, spreading numbers out monthly, and integrating projections across statements. Key recommendations include showing expenses as percentages over time, highlighting revenue growth, and ensuring consistency between financials and other presentation materials. The overall message is that financial projections should tell a clear story and be presented in a way that builds confidence.
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Explore the key differences between silicone sponge rubber and foam rubber in this comprehensive presentation. Learn about their unique properties, manufacturing processes, and applications across various industries. Discover how each material performs in terms of temperature resistance, chemical resistance, and cost-effectiveness. Gain insights from real-world case studies and make informed decisions for your projects.
24. Customers
Year # new
clients
# total
clients J F M A M J J A S O N D
Year 0 - - - - - - - - - - - - - -
Year 1 3 3 3 3 3 3 3 3 3 3 3 3 3 3
Year 2 9 12 12 12 12 12 12 12 12 12 12 12 12 12
Year 3 25 37 37 37 37 37 37 37 37 37 37 37 37 37
25. Customers
Year # new
clients
# total
clients J F M A M J J A S O N D
Year 0 - - - - - - - - - - - - - -
Year 1 3 3 3 3 3 3 3 3 3 3 3 3 3 3
Year 2 9 12 12 12 12 12 12 12 12 12 12 12 12 12
Year 3 25 37 37 37 37 37 37 37 37 37 37 37 37 37
• Are you really going to jump from 12 to 37 customers from Year 2
December to Year 3 January? Then why would you forecast it?
Other reasons:
• Timing and seasonality
• Basis for cash forecasting