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The Startup Fundraising Stack

Equidam

LivePlan : A platform that offers a step-by-step guide for creating a business plan, including financial forecasting tools and customizable templates. Below are a few of the best options for a startup: Airtable : A customizable database tool that can be used to track investor contacts, manage fundraising pipelines, and analyze data.

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Growth Equity: The Child Prodigy of Private Equity and Venture Capital, or an Artifact of Easy Money?

Brian DeChesare

With interest rates at ~0%, funds inevitably flowed into anything with “growth” in the name – regardless of its real growth potential: Table Of Contents: What is Growth Equity? the Founders sell some shares to take money off the table, but “the company” doesn’t get any of that cash).

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Valuing a Holding Company: A Comprehensive Guide

Equilest

For further insights into the complexities of valuing holding companies and to explore the finer points of financial analysis, market conditions, and valuation methods, continue reading our comprehensive guide. Holding companies exist for the primary purpose of owning and managing subsidiaries, which can operate in diverse industries.

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Property tax 101

ThomsonReuters

Accountants who help clients effectively manage property taxes can further strengthen their role as a trusted advisor. Table of contents: What is property tax? There is a cap on the deduction limit. Users can manage workflow more efficiently, gain control, and get more visibility into what’s working and what’ s not.

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Convertible Arbitrage Hedge Funds: The Perfect Combination of Investment Banking and Sales & Trading?

Brian DeChesare

For example, if you long a company’s convertible bond and short the underlying stock , and you manage the positions properly, the stock’s volatility – not its absolute price – determines whether or not you make money. Hedge Funds / Asset Management Directly Out of Undergrad: 28%. 5:23: Part 2: Which Companies Issue Convertible Bonds?

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Metals & Mining Investment Banking: The Full Guide to Ground Zero for the Energy Transition

Brian DeChesare

Companies often provide long-term production forecasts in their investor presentations, so you don’t necessarily need to make many judgment calls in your models: Gold and Precious Metals Representative Large-Cap Public Companies: Zijin Mining (China), Newmont (U.S.), Freeport-McMoRan (U.S.), and Steel Dynamics (U.S.). Anglo-American (U.K.),

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