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
Let's talk about how we can help you.
Advantages of Consulting
RAISE CAPITAL
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
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
GET HIGHER PRICE
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.
Would You Like to?
DEAL MAKING PROGRAM FEATURES
Professional Content
Financial Forecasts
- 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
- 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
- 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
- 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
- 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
- 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
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.
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.
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
We have been doing deals for 35 years
Professional Deal Logic
This is how professional investors and financial consultants structure deals.
Sharky Guarantee
30 Day Money Back Guarantee
Produces 7-Year Financials (3 Showing)
Subscription: 30-Day, Money Back Guarantee
$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