YoungUpstarts

NOVEMBER 27, 2018

There’s a trick or two that most seasoned investors keep tucked away for when they want or need to feel secure in a project they plan on investing in, which hopefully has some chance of achieving success down the line. Secure the financial investment plan. Evaluate the marketing and monetization strategies set in place.

Early Stage 160

Early Stage Cofounder Startup Security 160

YoungUpstarts

MAY 14, 2018

Think of financing an acquisition as an exercise with two parts that work in concert: 1) structuring a desired deal with a suitable target and 2) obtaining the funding. Structuring the Desired Deal. Structure the deal so that the acquisition works by simply continuing the performance of the businesses “as-is.”

Acquisition 124

Acquisition Finance Raleigh Mezzanine 124

YoungUpstarts

MAY 17, 2019

Since every reward comes with risk, I have put together the top 3 risks I see first-time small business buyers face, the profitable opportunities they present, and the diligence to find these opportunities. The opportunity: Use this as a negotiating point when bargaining for the deal. Risk 1: The business owner IS the business.

Due Diligence 185

Due Diligence Forecast Deal Structure Valuation 185

Cracking the Code

OCTOBER 10, 2008

The CLTV is the net present value of the recurring profit streams of a given customer less the acquisition cost. Together, CMRR, Cashflow, Churn, CAC, and CLTV make up the “5 C’s of SaaS Finance. A profitable business will have a positive CLTV. a 70% Gross Margin and 10% each of R&D and G&A costs. Philippe Botteri.

Software Review 48

Software Review North America Europe Metrics 48