Capital Budgeting, Best Practices: Invest For Excel Software

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Are you up to the best practices in your capital budgeting?
Using self-made Excel spreadsheets?

Excel-based Invest for Excel Software might be what you have been looking for.

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Capital Budgeting, Best Practices: Invest For Excel Software

  1. 1.  Invest for Excel® Investment Appraisal · Financial Modeling · Business Valuation Vitaly Stockman Vice-president vitaly.stockman@datapartner.fi
  2. 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. 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. 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. 5. Educational Institutions that use Invest for Excel Software for Teaching 5
  6. 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. 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. 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. 9. 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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