Instructor for this course
more

This course provides the financial professional with detailed tutorials on how to customize the provided Excel Financial Forecast Model and Valuation Model templates as well as how to construct the formal Capital Plan and Valuation Report provided in Part I of this course.

The Excel spreadsheet tutorials review each tab in detail and explain the logic and functions of each “engine.” The valuation and financial models are linked so any changes to the market-based assumptions in the financial model “flows” through to the valuation. The initial valuation is analyzed to determine if the valuation is “in balance” and if “out of balance,” steps are taken to create a “balanced investment.” 

Course Series

This course is included in the following series:

2 CoursesNew Venture and Product Valuation

  1. Pre-Revenue New Venture and New Product Valuation Technique: Part I
  2. Pre-Revenue New Venture and New Product Valuation Technique: Part II

Learning Objectives

  • Discover the New Venture and New Product Valuation Technique.
  • Recognize how to manipulate and customize the Financial Model and Valuation Templates.
  • Recognize how to analyze the results to determine if the valuation is balanced.
  • Discover how to create a formal valuation document. 
Last updated/reviewed: November 18, 2017

5 Reviews (25 ratings)Reviews

5
Anonymous Author
Well thought out and presented modeling example with underlying logic explained clearly. Having the templates to use for reference helps the information sink in.
4
Member's Profile
A bit of a rehash of Part 1 - but still a valuable rehash Got to love Excel for this one :)
5
Member's Profile
Great course..
4
Anonymous Author
Good overview.
5
Member's Profile
Great course

Prerequisites

Course Complexity: Advanced

No Advanced Preparation or Prerequisites are needed for this course. However, it is recommended to take the other course in the series prior to completing this one.

Education Provider Information

Company:
Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
Contact:
For more information regarding this course, including complaint and cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to .
Course Syllabus
INTRODUCTION AND OVERVIEW
Financial Model
  6:41Financial Model Approach
  6:30Financial Model Problems
  13:09Financial Model Tutorial
  14:32Financial Model Tutorial (continued)
Valuation Model
  13:45Valuation Model Review
  4:39Valuation Model Approach
  10:09Valuation Tutorial
Illustrative Examples
  4:36Illustration Introduction
  13:50Illustration Financial Model
  6:24Illustration Financial Model (continued)
  10:20Illustration Valuation Model
Conclusion
  7:12Course Summary
Continuous Play
  2:01:37Pre-Revenue New Venture and New Product Valuation Technique: Part II
SUPPORTING MATERIALS
  PDFSlides: Pre-Revenue New Venture and New Product Valuation Technique: Part II
  PDFPre-Revenue New Venture and New Product Valuation Technique: Part II Glossary/Index
  XLSXTemplate_Financials-Internet
  XLSXTemplate_Financials
  XLSXTemplate_Valuation
  PDFValuation Report Boiler Plate
REVIEW & TEST
  quizREVIEW QUESTIONS
 examFINAL EXAM