Deal Making Software and Financial Consulting

Advantages of Consulting

RAISE CAPITAL

image377

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

image378

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

image379

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

image391

  • 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

image392

  • 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

image393

  • 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

image394

  • 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

image395

  • 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

image396

  • 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

image397

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.

image398

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.

image399

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

image400

We have been doing deals for 35 years

Professional Deal Logic

image401

This is how professional investors and financial consultants structure deals.

Sharky Guarantee

image402

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

Subscribe

Contact Us

Drop us a line!

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

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