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18 Ways to Make Your Financial Model Stand Out to Investors

David Teten

It’s misleadingly precise to have two digits to the right of the decimal in a CAC/LTV multiple for year 3 of your forecast (“Customer Acquisition Cost”/”LifeTime Value of Customer”). This allows readers to differentiate your file from all of the other files they receive, and also easily track the evolution of your document as it changes.

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The Key Elements of the Financial Plan

Up and Running

Balance sheet. Major corporations use pro forma statements to illustrate projected numbers, like in the case of a merger or acquisition, or to emphasize certain current figures. your “cost of sale” or “cost of goods sold” (COGS)—keep in mind, some types of companies, such as a services firm, may not have COGS.