Financial Modeling

Showing 1-9 of 10 results
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The Metrics Investors Want: Quantitative Forecasting for Early-stage Startups

By Sean Heberling

It’s a catch-22 for young startups: How do you attract investors with compelling financial projections if you don’t have historical data? Here’s a three-part strategy for making the most of what you’ve got to seal the deal.

11 minute readContinue Reading
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The Power of 3-statement Modeling: Best Practices for Valuations and Projections

By Abdullah Karayumak, CFA

To value or build projections for a company accurately, you have to factor in working capital—and you can’t do that without investing in a three-statement financial model.

12 minute readContinue Reading
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Real Estate Financial Modeling: 3 Costly Mistakes to Avoid

By Robert Finch

Rising construction costs mean real estate developers are relying on complex—and potentially costly—finance structures more often. Smarter modeling will help keep borrowing costs low.

12 minute readContinue Reading
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Financial Modeling Case Study: OOVA

By Elizabeth J. Howell Hanano, CFA

Amy Divaraniya, CEO and co-founder of OOVA, created a product she knew the market needed. Yet, while she was pitching investors trying to close her seed round, she found that the financial projections needed a fresh pair of eyes.

< 5 minute readContinue Reading
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A Step-by-step Guide to Building an Accurate Financial Model

By Hudson Cashdan

Many financial models fail because they rely on optimistic assumptions and ignore the risks presented by uncertain variables. This six-step guide illustrates how to avoid these pitfalls and develop practical, accurate financial models to inform your decision-making.

8 minute readContinue Reading
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How to Approach Financial Data Visualization

By Archil Lursmanashvili (FMVA)

Looking to make your financial models more effective with better data visualization? Design principles can be effective tools in corporate decision-making.

8 minute readContinue Reading
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Python and Finance: Power Up Your Spreadsheets

By Stefan Thelin

The Python language has the functionality to consign many a VBA-filled spreadsheet, held together with sticky tape, to the recycle bin. Its ease of use and suitability for iterative development lends well to finance-based workflows. We delve into this and provides a brief tutorial.

20 minute readContinue Reading
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Advanced Financial Modeling Best Practices: Hacks for Intelligent, Error-free Modeling

By Alberto Mihelcic

From abstract spreadsheets to real-world application, financial models have become an inextricable part of business life and an indispensable part of every company’s toolkit. But irrespective of its ubiquitousness as a productivity and decision-making tool, many out there still have a love-hate relationship with it. Finance expert Alberto Bazzana authors a comprehensive “how-to guide,” for both the novices and experts among us, detailing Wall Street’s best practices for intelligent, effective, and error-free financial modeling.

17 minute readContinue Reading
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Corporate Tax Reform and the Future of Valuation

By Jacob Wright

In December 2017, Congress’ tax reform bill, amongst many sweeping changes, reduced the marginal tax rate to 21% from 35% for corporations, and limited their use of interest expense as a tax shield. This article explores the implications of these changes for traditional methods of valuation, including the discounted cash flow (DCF) method and the EBITDA multiple method for the corporate manager and finance professional.

11 minute readContinue Reading

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