Fundraising Valuation Report
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A Fundraising Valuation Report serves a distinct purpose compared to a traditional Business Valuation Report. While the latter focuses on a company ...
Determine the pre-money valuation & Post-money valuation of company
Financial Modeling of business
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Fundraising Valuation Report
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Share financial information
Customer shares company’s financial data
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Value is calculated
Valuer calculates enterprise valuation
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Valuation Report is issued
Merchant Banker issues signed report
Share financial information
Customer shares company’s financial data
Value is calculated
Valuer calculates enterprise valuation
Valuation Report is issued
Merchant Banker issues signed report
Contents of Report
Overview
The name and registration number of the Merchant Banker and details of the company requesting for Fundraising Valuation Report
Scope of Work
Outlines the specific shares being valued, along with any limitations or restrictions on the valuation process.
Methodology
Details about the approaches and methods used to determine the value of the share.
Market Analysis
Information about the relevant market conditions, trends, and factors that may impact the value of the share.
Valuation Results
The final estimated value of the asset, along with any supporting calculations or analyses.
Merchant Banker's Declaration
A statement by the Merchant Banker confirming that the report has been prepared in accordance with relevant laws and standards.
Signature and Stamp
The report is signed by the Merchant Banker, along with their official stamp or seal.
Benefits of Fundraising Valuation Report
Credibility
The report is prepared by a Merchant Banker/Registered Valuer/CA which lends credibility to the valuation process and assurance to stakeholders.
Regulatory Compliance
Fundraising Valuation Report ensures compliance with the provisions of the Income Tax Act, SEBI regulations and RBI guidelines.
Objective and Unbiased Assessment
It provides an impartial and unbiased valuation, free from any conflicts of interest.
Risk Mitigation
Fundraising Valuation Report helps mitigate the risk of disputes or disagreements related to the value of the asset.
Financial Reporting and Accounting
Premium per share as mentioned in the Valuation Report is used for financial reporting purposes as per accounting standards compliance.
Professional Accountability and Ethics
The preparation of a Fundraising Valuation Report demonstrates adherence to these standards, which enhances trust and confidence in the valuation.
Documentation of Methodology and Assumptions
Transparency in method, approach, and assumptions helps stakeholders understand how the value was determined.
Documents Required for Fundraising Valuation Report
Business Plan and Financial Projections
A detailed business plan outlining the company’s strategy, goals, market analysis, competitive edge, and financial forecasts. This should include projections for revenue, expenses, cash flow, and EBITDA for upcoming years.
Historical Financial Statements
Audited financial statements (income statement, balance sheet, cash flow statement) for the past three to five years, providing a track record of financial performance.
Capitalization Table
A cap table that details the equity ownership of the company, including shares held by founders, current investors, and option holders. This document is crucial for calculating pre-money and post-money valuations.
Investment and Funding History
Documentation of all previous funding rounds, including terms of investment, valuation at the time of each investment, and investor details.
Market and Industry Analysis
Comprehensive market research and industry reports that support the company’s growth projections and valuation. These should include insights into market size, growth trends, and competitive landscape.
Competitor Valuations and Benchmarks
Information on valuations and financial metrics of comparable companies, which can be crucial for relative valuation methods.
Term Sheets or Letters of Intent
Any existing term sheets or letters of intent from potential investors, which can influence the valuation negotiations.
Legal and Compliance Documents
Any legal documents that affect the company’s operations or valuation, including intellectual property rights, regulatory approvals, and compliance certificates.
Management Team and Employee Information
Bios and roles of key team members, emphasizing their experience and skills relevant to achieving the company's strategic goals. Details on the organizational structure and employee count can also be relevant.
Minutes of Recent Board and Shareholder Meetings
Records of discussions and decisions regarding strategic directions, fundraising, and other relevant issues.
Exit Strategy Considerations
Information on potential exit strategies for investors, including historical examples of industry acquisitions or IPOs.
Risk Analysis
An assessment of potential risks that could impact the business and its valuation, including market, operational, and financial risks.
Deliverables
Determine Enterprise Valuation
Issue of Valuation Report signed and stamped
Frequently asked Questions
What is a Fundraising Valuation Report?
Unlike a traditional Business Valuation Report, a Fundraising Valuation Report estimates a company’s worth specifically for attracting investors. It’s a forward-looking assessment crucial for startups and young companies seeking funding.
How does a Fundraising Valuation Report differ from a Business Valuation Report?
A Business Valuation Report focuses on a company’s current market value, while a Fundraising Valuation Report emphasizes the company’s potential for future growth and return on investment, making it more attractive to investors.
What factors influence a company's attractiveness in a Fundraising Valuation Report?
Key factors include the size and growth potential of the target market, the company’s financial forecasts demonstrating future profitability, the management team’s experience and industry expertise, and a clear analysis of the competitive landscape showcasing the company’s unique value proposition.
What's the benefit of a Fundraising Valuation Report?
The report acts as a compelling story for investors, highlighting the company’s potential for significant growth and a strong return on investment, ultimately increasing the chances of securing funding.
Is a Fundraising Valuation Report mandatory?
No, it’s not mandatory, but it’s a valuable tool for startups and young companies seeking investment by providing a credible and forward-looking assessment of their potential.
What is fund valuation?
Fund valuation refers to the process of determining the fair market value of a venture capital fund or a private equity fund. This value reflects the overall worth of the fund’s portfolio companies, considering their current and projected future value.
What is the validity period of a valuation?
A valuation is like a financial snapshot at a specific date. Its accuracy generally holds for about a year, assuming no major changes in your business or the market.
Why do I need a professional valuation if I have an idea of my business worth?
A professional valuation provides credibility and defensibility for your estimated worth. It uses recognized methods and considers factors you might miss, strengthening your position in negotiations or financial reporting.
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Reviews
4.8
Nisha Sharma
ezyLegal's fundraising valuation report was not just a document; it was a roadmap to successful fundraising. The insights provided us with a clear understanding of our company's value proposition and investment attractiveness, enabling us to tailor our fundraising strategy and messaging accordingly. I'm grateful for ezyLegal's expertise and support, which have played a crucial role in our successful fundraising efforts. With their guidance, I'm confident that we'll secure the funding we need to realize our vision and achieve our goals.Rahul Sharma
Transparency is crucial in fundraising, and ezyLegal's fundraising valuation report provided us with the transparency and credibility we needed to attract investors. The detailed analysis and valuation methodology was presented with complete transparency and integrity, giving investors confidence in our company's worth and potential for growth. I appreciate ezyLegal's commitment to delivering reliable information that fosters trust and confidence in the fundraising process. With their support, I'm confident that we'll secure the funding we need to fuel our growth and success.Rahul Sharma
Transparency is crucial in fundraising, and ezyLegal's fundraising valuation report provided us with the transparency and credibility we needed to attract investors. The detailed analysis and valuation methodology was presented with complete transparency and integrity, giving investors confidence in our company's worth and potential for growth. I appreciate ezyLegal's commitment to delivering reliable information that fosters trust and confidence in the fundraising process. With their support, I'm confident that we'll secure the funding we need to fuel our growth and success.Neha Gupta
ezyLegal's fundraising valuation report provided us with the support and confidence we needed to approach potential investors. The detailed analysis and market insights helped us articulate our value proposition and growth potential effectively, making it easier to garner investor interest and support. I'm grateful for ezyLegal's expertise and dedication to helping startups like ours succeed. With their assistance, I'm confident that we'll secure the funding we need to take our business to the next level.Rohit Verma
ezyLegal's fundraising valuation report was an essential tool in our strategic fundraising planning process. The insights provided us with valuable guidance on setting realistic fundraising targets, structuring investment deals, and negotiating terms with investors. I appreciate ezyLegal's commitment to delivering actionable intelligence that drives successful fundraising campaigns. With their support, I'm confident that we'll secure the funding we need to fuel our growth and expansion.Priya Patel
ezyLegal's fundraising valuation report empowered us with valuable insights that strengthened our fundraising efforts. The detailed analysis provided a clear understanding of our company's value proposition and growth potential, making it easier to attract investors and secure funding. I'm grateful for ezyLegal's expertise and support, which played a significant role in our successful fundraising campaign. With their assistance, I'm confident that we'll continue to grow and achieve our goals.
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