article thumbnail

Tech Due Diligence: Your Financial Model Sucks.

Beyond M&A

The Financial Model Challenge in Tech Due Diligence It’s no secret that the current economic climate is challenging. The M&A world is feeling the squeeze, and nowhere is this more apparent than in the financial models being presented during Tech Due Diligence (DD). Fundraising is tough across the board.

article thumbnail

Convertible Securities

Wall Street Mojo

What Are Convertible Securities? Article Link to be Hyperlinked For eg: Source: Convertible Securities (wallstreetmojo.com) The convertible securities are preferred over non convertible securities for investments, given the lesser payout involved and more fruitful returns expected.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Understanding the SaaS Financial Model: Key Concepts and Methods

Software Equity Group

At its most basic, a financial forecast model is a summary of your company’s financial position that helps forecast its future performance. This makes financial modeling an invaluable tool for any company, but it’s important to understand that it is built on numerous assumptions and inputs.

article thumbnail

How to Stand Out in a Competitive Private Equity Associate Job Market

OfficeHours

Individuals can enhance their prospects of securing coveted roles within this dynamic industry by highlighting key strategies and essential skills. T he most important skill for a private equity junior is financial modeling. Before diving into the case study, develop a structured framework to guide your analysis.

article thumbnail

Capstone’s Abigail Iaconis Earns MMP Certification

Successful Acquisitions

The program covers the topic areas of: financial markets overview, financial statement analysis, financial projections, comprehensive valuation analysis, financial modeling, merger modeling, the M&A process, and regulatory/ethical/legal considerations.

article thumbnail

05-21-2023 Newsletter: Thinking if Private Equity is for you?

OfficeHours

They are typically closest to the financial modeling, analytical work, and diligence that private equity firms perform. Learn the essential strategies for financial modeling. Private equity associates are the workhorses of any investment team.

article thumbnail

M&A in the Digital Age: How Tech is Supercharging Dealmaking

Sun Acquisitions

VDRs offer secure, cloud-based platforms for storing and sharing vast documents. At the same time, AI can analyze contracts, financial statements, and other critical documents with superhuman speed and accuracy. Communication & Collaboration: Seamless and Secure Gone are the days of endless email chains and scattered documents.

M&A 59