This course provides the financial professional with detailed tutorials on how to customize the provided Excel Financial Forecast Model and Valuation Model templates as well as how to construct the formal Capital Plan and Valuation Report provided in Part I of this course.
The Excel spreadsheet tutorials review each tab in detail and explain the logic and functions of each “engine.” The valuation and financial models are linked so any changes to the market-based assumptions in the financial model “flows” through to the valuation. The initial valuation is analyzed to determine if the valuation is “in balance” and if “out of balance,” steps are taken to create a “balanced investment.”
Review Questions: Pre-Revenue New Venture and New Product Valuation Technique: Part II
FINAL EXAM: Pre-Revenue New Venture and New Product Valuation Technique: Part II
Illumeo, incorporated in 2009, is revolutionizing the hide-bound world of corporate learning. Illumeo works with corporate professionals and organizations of all sizes to build the skills and capabilities that help everyone be an expert at their job.
Based in Silicon Valley, CA, Illumeo serves thousands of corporations and corporate professionals across Finance, Accounting, Human Resources, Sales and Marketing. The platform offers assessments, industry-benchmarked competency analyses, hundreds of expert-developed courses, collaborative tools, and the ability for companies to self-publish internal courses that promote institutional knowledge retention and dissemination.
Illumeo is the place for expertise management and we are dedicated to the proposition that everyone can be an expert at their job.
After a successful corporate career spanning R&D to Marketing, I developed expertise in new venture finance while working as a business analyst in a technology incubator. While employed full-time with a start-up enterprise, I was also the founding faculty member of the University of Florida's professional MSEntrepreneurship program teaching Venture Finance and New Venture Creation. The Journal of Business Valuation and Economic Loss Analysis published my paper, "Risk-Based New Venture Valulation Technique: Win-Win for Entrepreneur and Investor" in 2013.
Director of Operations : Wave Contact Lens System - [2006-03 to Current]
WCLS provides software for designing custom corneal topography based contact lenses.
Visiting Professor : University of Florida - [2003-09 to 2014-04]
Founding faculty in the professional MSEntrepreneurship program teaching Venture Finance, New Venture Creation, Marketing Analysis Seminar. In 2011, migrated to the full-time MSE program teaching the Lean Entrepreneurship Accelerator Program.PMSE Outstanding Faculty Award in 2005, 2008.
Senior Business Analyst : Enterprise North Florida Corporation - [1997-10 to 2006-03]
ENFC was a technology incubator providing start-up companies access to institutional and private investors.
Owner : VARA & Associates - [1996-09 to 1997-10]
Media Products Manager : Anacomp Magnetics, Inc. - [1994-10 to 1996-08]
Director of Marketing : Graham Magnetics Inc. - [1991-10 to 1994-09]
Director of Product Line Management : Graham Magnetics, Inc. - [1989-10 to 1991-09]
Manager of Quality Engineering : Graham Magnetics, Inc. - [1988-10 to 1989-09]
Director of Research & Devellopment : Graham Magnetics, Inc. - [1981-10 to 1988-09]
Senior Process Engineer/Section Manager : Ampex Corporation - [1977-09 to 1981-10]
Continuous Dye Range Supervisor : Milliken & Company - [1976-04 to 1977-09]
Symposia for Entrepreneurship Educators, Entrepreneurship education : Babson College - [2012 to 2012]
The Lean Launchpad Educators Program, Entrepreneurship education : University of California-Berkeley - [2012 to 2012]
MBA, Business Administration with Marketing emphasis : Texas Christian University - [1988 to 1991]
BSChE, Chemical Engineering : University of Florida - [1973 to 1976]