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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”). 6) Title your file in a format like [Company Name] [Forecast] [yyyymmdd], e.g., “[Company Name] Forecast 20150524″. 7) Organize your tabs.

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Financing Acquisitions: Keys to Structuring the Deal And Obtaining The Funding

YoungUpstarts

And, namely, they pique the interests of those in the private capital markets. Then value the acquisition in the context of your business, giving consideration to the likely cost savings and potential revenue lift that can result from combined capabilities. Value the target acquisition as a standalone business first.

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The Key Elements of the Financial Plan

Up and Running

Balance sheet. This is a financial statement that goes by a few different names—profit and loss statement, income statement, pro forma income statement, P&L (short for “profit and loss”)—but no matter what you call it, it’s an essential report and very important to understand. Balance sheet . Sales forecast.