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Tech Valuations (SaaS)
Learn the unique valuation principles that are used for technology and SaaS companies to maximize your valuation potential.
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Founder Control
This article will help you understand the strategies and trade-offs involved in maintaining or ceding control of both the majority ownership and management control of your company.
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Total Addressable Market
Understanding TAM is important for defining your company’s strategy and determining a valuation during all stages of a start-up’s life cycle.
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IPO Alternative — Direct Listing
This article describes Spotify’s direct listing and examines the advantages and disadvantages of a direct listing in comparison to the traditional IPO process.
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Day of the IPO — Pricing Your Offering
Understanding the ins and outs of IPO pricing can help you know what to expect on the day of your IPO.
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Quarterly Reporting
Quarterly reporting is critical for public companies. Learn the requirements and best practices for efficient quarterly reporting in your S-1 and 10Q.
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Valuation Considerations — Earnings Quality and Accruals
Earnings quality refers to the quality and reliability of your financial statements. Learn how investors will analyze your earnings quality during the valuation process.
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Key Performance Indicators
KPIs are powerful tools for measuring performance. Learn how to choose KPIs and report them in your MD&A.
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Flux Analysis
An effective flux analysis can help you understand changes in your financial statements and communicate them effectively in your S-1.
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Timing Your IPO — Market Windows
Provides practical advice on IPO timing. Explores factors that help identify open market windows, such as the VIX Index.