Both Sides of the Table

MAY 19, 2018

Your historical trading information including financials and a “customer file” which shows the history of your transactions so that investors can run “cohort” analyses Customer reference, personal references, key team members, compensation, cap table, stock option plan, etc. against a broad range of similar companies.

Cap Table 336

Cap Table Due Diligence Forecast Churn Rate 336

Seeing Both Sides

OCTOBER 24, 2015

There has been a lot of good stuff written over the years on the topic of calculating customer lifetime value (LTV). One important component to an LTV calculation is the churn rate or cancellation rate. A monthly churn rate of 1%? Then multiply that monthly revenue by 100.

Churn Rate 20

Churn Rate Early Stage Revenue Metrics 20

Up and Running

MAY 1, 2014

Your business plan isn’t complete without a financial forecast. Every business is solving a problem for its customers and filling a need in the market. Who is your ideal customer? If you can show that your potential customers are already interested in—or perhaps already buying—your product or service, this is great to highlight.

Business Plan 163

Business Plan Forecast Balance Sheet Distribution 163