Sun Acquisitions

MARCH 22, 2024

Ensure all records are up-to-date, accurate, and compliant with relevant laws and regulations. Contract Analysis: Natural language processing (NLP) algorithms can analyze contracts and agreements to flag unfavorable terms or hidden risks. Risk Assessment: Identify and evaluate potential risks associated with the target company.

Technology 59

Technology Start-ups Market Risk Marketability 59

Audit Board

SEPTEMBER 21, 2023

FRM best practices offer companies ways to handle the most common financial risks, and reduce or eliminate the likelihood or impact of those risks. With a financial risk management approach and regular risk assessments, your organization can manage various types of risks, and gain an advantage in a market full of volatility.

Market Risk 52

Market Risk Start-ups Marketability Compliance 52

Musings on Markets

FEBRUARY 10, 2021

In this post, I will start by looking at the role that hurdle rates play in running a business, with the consequences of setting them too high or too low, and then look at the fundamentals that should cause hurdle rates to vary across companies.

Risk-free Rate 52

Risk-free Rate Risk Premium Start-ups Equity 52

Musings on Markets

AUGUST 2, 2021

Just over a week ago, I valued Zomato ahead of its market debut, and as with almost every valuation that I do on this forum, I heard from many of you. Some started by describing me as some kind of valuation luminary, and then proceeding to describe what I did to arrive at value as the result of deeply insightful research.

Marketability 52

Marketability Start-ups Technology Market Risk 52

Equilest

JUNE 27, 2024

These include financial statements, market conditions, growth prospects, and risk factors. Market Demand for Security Services Security is a booming industry. Preparing for the Valuation Process Gathering Financial Documents Before you start the valuation process, you need to gather all relevant financial documents.

Business Valuation 40

Business Valuation Intangible Assets Discounted Cash Flow Asset-based Approach 40

Reynolds Holding

APRIL 12, 2022

In addition to such historical information, though, investors want to assess potential risks. Risk, by its definition, often involves events that have not yet occurred. In 1964, the SEC started to offer guidance about disclosure of risk factors. I also am guided by the concept of materiality.

Start-ups 45

Start-ups Market Risk Marketability Technology 45

Reynolds Holding

MARCH 24, 2024

Jack’s paper was called “Market Failure and the Economic Case for a Mandatory Disclosure System.” [1] 3] Relying solely on market-based incentives would lead to under-production of the public good of information about securities. First, disclosure promotes more efficient markets. It also helps issuers access the markets.

Marketability 45

Marketability Market Risk Compliance Start-ups 45

Reynolds Holding

AUGUST 9, 2023

Require these banking organizations to calculate their risk-based capital ratios under the existing standardized approach and expanded standardized approach (a “dual-stack” requirement), and use the lower (less favorable) ratio of the two. Eliminate the opt-out for accumulated other comprehensive income (“AOCI”).

Banking 52

Banking Market Risk Marketability Finance 52

Musings on Markets

JANUARY 28, 2024

In my last data updates for this year, I looked first at how equity markets rebounded in 2023 , driven by a stronger-than-expected economy and inflation coming down, and then at how interest rates mirrored this rebound. Analysts often try to bring company-specific components, i.e,

Risk Premium 121

Risk Premium Beta Start-ups Equity 121

Equidam

JUNE 30, 2025

Companies that would have struggled to raise $5M in a normal market suddenly commanded $50M+ valuations with minimal revenue and no path to profitability. Because revenue multiples are procyclical—they amplify market highs during bull markets and market lows during downturns, creating exactly the boom-bust cycles we’re seeing today.

Equity 59

Equity Marketability Risk-free Rate Start-ups 59

Brian DeChesare

APRIL 13, 2022

It seems like a simple strategy: buy a stock if you think it’s going up and sell or short a stock if you think it’s going down. The basic idea is simpler than other hedge fund strategies , but it gets more complex when you think about the entire portfolio and risk management: What is Long/Short Equity?

Equity 98

Equity Start-ups Banking Marketability 98

Equidam

JANUARY 24, 2025

Introduction: Why ESOP Valuations Matter Startup founders often focus on product development, market fit, and fundraisingrightly so. This valuation becomes particularly important when you decide to set up an ESOP (Employee Stock Ownership Plan). By presenting a conservative but defensible valuation, the startup can mitigate risk.

Compliance 59

Compliance Equity Fair Market Value Discounted Cash Flow 59

Equidam

APRIL 22, 2025

S ection 3: What Influence Do Markets Have on Startup Valuation? Valuing startups relies heavily on assumptions about future performance, interpretations of market trends, and the specific perspectives and risk appetites of the involved parties. [3] This exploration will cover: Section 1: What is Startup Valuation?

Discounted Cash Flow 64

Discounted Cash Flow Terminal Value Marketability EBITDA 64

Equidam

APRIL 22, 2025

Communicating Future Potential Section 3: Riding the Waves: The Influence of Markets Section 4: The Goal of Valuation: Building Investor Confidence Section 5: The Founder’s Valuation Playbook Section 6: Bridging the Gap: Founder, Investor, and Advisor Perspectives Section 1: What is Startup Valuation? 11] [13] Internal/Compliance (e.g.,

Discounted Cash Flow 52

Discounted Cash Flow Marketability Risk Premium Start-ups 52

Reynolds Holding

JANUARY 14, 2025

Thrift and Bank Crisis of the 1980s Let me start by going back to 1980, when the banking and thrift industries had experienced more than four decades of stability. Newly formed money market mutual funds (MMMFs) offered deposit-like products but paid higher interest rates than banks were allowed. In 1982, Congress passed the Garn-St.

Banking 45

Banking Marketability Treasury Start-ups 45

Global Finance

DECEMBER 26, 2024

Against this backdrop, FX services have been gaining ground on companies balance sheets over the past few years, currently driving an average 50% of corporate value allocation, according to recent research by the market structure and technology research team at Coalition Greenwich. trillion this year, according to J.P.

Banking 87

Banking Marketability Technology Finance 87