Deal Making Software and Financial Consulting

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Advisors to public and private firms

40 Years Experience

** Biotech

** Software

** Oil and Gas 

** Gold Mining

** Restaurants

** Blimp Racing

** Pharmaceutical

** Communications

** Consumer Products

** Medical Instrumentation 

** Construction Equipment 

** Space Commercialization

** HealthCare / Managed Care





BUY Down-Load Software or Consulting Time

Advantages of Consulting

RAISE CAPITAL

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Build projections with Income, Balance, and Cash Flow Statements.


Financials show effects of selling Common, Preferred, Convertible Debt, and Royalties.


Link or Copy your spreadsheet to our Deal Making Calculator.


Produces 5-page Executive Summary perfect to generate early investor interest.

SUFFER LESS DILUTION

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Deal Structure with Royalties and Convertible Debt to keep voting control.


We also use Common, Warrants, Options, Voting Preferred with accrual of Dividends.


Color Coded Cap Table clearly shows control issues.

Increase returns with Dividends.


I OFFER FINANCIAL CONSULTING

    BRUCE@FSER.NET

GET HIGHER PRICE

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Pre-Money Valuation Methodology increases value and reduces dilution.


Investors use this powerful software for valuation analysis and negotiation of equity price.


Rapidly adjust Pre-Money Value and see the effects on price.


Easy to negotiate a more

 realistic equity price, either up or down.


See SAMPLES of REPORTS and FINANCIALS

We provide samples of key elements of our software.

SAMPLE FINANCIALS (docx)

Download

SAMPLE SECURITIES (docx)

Download

SAMPLE of DILUTION (docx)

Download

Professional Content

Financial Forecasts

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  • Make 7-year forecasts
  • Balance sheets BALANCE !
  • Depreciation & Amortization
  • Opening Balances
  • Accounts have Workouts
  • Accounts Receivable
  • Accounts Payable
  • Colored fonts show entries
  • Lots of Pop-up Help
  • YouTube Video Tutorials
  • Letter Landscape Printing
  • Formatted to copy and paste

Valuation Analysis

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  • Set Multiples of REVENUES and EBITDA to establish valuation scenarios
  • Can be done year by year or uniformly over 7-years
  • Graphic input helps visualize rising valuations

Liquidity Analysis

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  • After building financial projections, conditional formats generate colors to show negative cash flow so you can raise money ahead of the deficit
  • Liquidity Index determines how much cash you should have on hand

Make 3 Scenarios

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  • Low, Mid, and High Scenarios can be Saved, Recalled, and Adjusted.
  • Compare which security is best for you and the Investor
  • Scenario Builder can collapse down to essentials suitable for a Summary.

4 Types of Securities

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  • Gross Sales Royalties & Preferential Royalties
  • Common Stock, with Warrant Coverage
  • Voting Preferred Stock with dividends accruing into shares
  • Voting Preferred Stock with Liquidation Preferences
  • Convertible Debt with accruing interest and conversion in next round at a discount and protected with a valuation cap

Capitalization Table

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  • Graphical representation of Progressive Dilution
  • All Classes of Securities represented
  • Capitalization Table shows Exit Value to each Group
  • Voting Control colorized 
  • Support table shows XIRR and iMULT

Decades of Experience

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SharkCapTable.com is ours, too!

  • Our Mobile Web App Deal Making Tool.

  • There we have a downloadable Deal Making Tool designed to make deals with the SHARKS on TV.

  • We tried out for Shark Tank, but they preferred  Gooey, Chewy, Chocolate Chip Cookie products, not  Deal Making Tools.

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BizDev Consultant for Volvo Construction Equipment

  • I created business development software used to set up 150 North American and European franchises

  • Representing $300 million in Franchise Financing's

  • I wrote the first seven Business Plans and later structured a $22 million Australian Construction Equipment Rental deal.

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Volvo GoNoGo Calculator

  • I wrote and designed this Excel VBA application, which was loaded with ActiveX controlled routines.

  • The program helped create strategies for Volvo Rental Store owners to make short, intermediate, and long term rental decisions.

WHY SharkCapTable PRO Will Work For YOU

Sharky Knows Deals

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We have been doing deals for 35 years

Professional Deal Logic

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This is how professional investors and financial consultants structure deals.

Sharky Guarantee

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30 Day Money Back Guarantee

BUILT FROM FINANCIAL CONSULTING EXPERIENCE

Excellent Value

  • Learn to be a Deal Maker
  • Keep more Equity in your Deals
  • 1 point is worth $100,000 or more
  • Much more than the subscription
  • Decades of Wisdom herein
  • CONNECT WITH ME
  • Email me:  Bruce@FSER.net



Consulting Available

  • Let's do a SKYPE call
  • Anywhere in the World
  • We can structure your deal
  • You will see how to use SCT.pro
  • Fees are negotiable
  • I am interested in YOUR DEAL
  • I can help you:  Bruce@FSER.net

150 deal structures

  • Construction Equipment Rentals
  • Consumer Products
  • Biotech / Pharmaceutical 
  • Blimp Racing / Asteroid Mining
  • Communications / Internet
    Communications / Internet

· Oil & Gas / Gold Mining

· Communications / Internet

· HealthCare / Managed Care

  • Oil & Gas / Gold Mining
  • Communinations / Internet
  • HealthCare / Managed Care


YouTube Video Tutorials

  • Each Section has a Video
  • Narrated by Bruce Badeau
  • Red pointers and big numbers guide you
  • Gain professional insight
  • See the financial effects

Projection Financials

  • You can build your own
    • Income Statement
    • Balance Sheet
    • Cash Flow Statement
  • Performance Metrics / Ratios

Builds Your ExecSum

  • Pre-Money Valuation Summary
  • Qualitative Pre-Money Support
  • Automatic Raise Summary
  • Executive Summary
  • Button Controlled Printing

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Subscription: 30-Day, Money Back Guarantee

$400.00
Pay with PayPal or a debit/credit card

$400 buys a 12-month subscription.


PayPal notifies me of your purchase.

Right then, I personally e-mail it to you.


If it does not work for you during the first 30-days, I will refund 100% of the purchase price.


I can help you structure your deal for a fee, however, there are no Consulting Refunds. 


E-MAIL ME -- Bruce@FSER.net


After the first year, $100 buys 6-month extensions.


Minimum System Requirements


SORRY PROGRAM UNTESTED ON MAC's


• Windows 7 or better 

• Excel 7 or better - VBA installed 

• i5 Chips or better --- program needs lots of speed to calculate real time

• 4 GB of Fast Ram

• High Resolution, Large Display




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Contact Us

Drop us a line!

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Better yet, set a SKYPE call

Make an appointment and let's structure your next big deal.

First Sovereign Equity Research

770 South Post Oak Lane, Suite 360, Houston, TEXAS 77056 USA

Bruce@FSER.net

By appointment Only