Financial, Valuation & Transaction Support

16. September 2018

Valithea is highly specialised in private businesses and has developed specific method to project growth for pre-revenue companies and SMEs raising significant funds. These services are ideal for companies raising at least $500k-$1m in funds. The financial plan also allows you to adjust the strategy, decide on pricing, measure liquidity, monitor metrics and inventory, and communicate your key figures effectively.

The Startup Financial Plan offers advanced financials and a variety of investor-ready documents in the process of raising funds, as well as strategy consulting and feasibility analysis to assess the market in detail. Valithea is also one of the very few consultancies that carries out advanced startup valuations: these are only delivered in pdf, to avoid exaggerate valuation from being submitted in excel to investors, since all financial plans are fully editable.

Thanks to traction, past funds received, high growth and foreseeable exit options, we can offer the most complete services to growth-stage companies and those involved in a late-stage capital raising or early-stage exit. This typically includes companies between 3 and 10 years of operations. The Growth-stage Financial Plan offers advanced financials and investor-ready documents in the process of raising funds, as well as strategy consulting and feasibility analysis for businesses in expansion.

For projects at inception such as real estate, hotels, power plants and energy efficiency projects, select the Project Financial Plan to received a customised financial plan for your project and share as much information as possible build a technically reliable model. Documents for raising funds and feasibility analyses are available here as well.

When an exit is in sights or planned in the upcoming years, especially when the business has not followed a structured exit strategy during the growth phase, the Value Planning & Maximisation service involves a detailed review of financials, a financial model and valuation with special attention to all additional growth possibilities, the elimination of risks and the analysis of exit possibilities. An on-site visit may be recommended. To prepare effectively for a transaction, process documents can be compiled in advance, as this results difficult during a transaction. The service will begin with interviews of key personnel, research and preparation of analyses, strategy recommendations, a workshop to explain the measures to implement and ends with the preparation of transaction documents. To purchase ideally between 1-2 years before a prospective exit, or even longer if an acquisition strategy should be reviewed before an exit.

During the capital raising process and during a potential early-stage exit Corporate Finance Supportis available. We do not work on success fees, only on consulting fees. The service involves maximising your chances of a successful transaction. The fundraising support services are aimed at setting a financing strategy, understanding whom you should contact, how to highlight your strengths and making sure that you avoid any mistakes during the process that would prevent your from getting an investment or that would lower your value. A monthly retainer for 6 months of consulting is recommended for SMEs.

During an exit process, or in other cases where a change in shareholders requires issuing an official valuation report, a Valuation Engagement can be issued. The service price is variable, starting at €5,000, due to potential regulations, risks, and subsidiaries to include in the valuation services and a contract is mandatory. Calculation Engagements available with the financial plan are recommended for other low-risk transactions. Since we issue Valuaton Engagements in compliance with NACVA’s Professional Standards, the analysis and reports are comprehensive and include the most advanced methods for different valuation cases. Since for companies, except for court cases, there are little known restrictions in terms of who can carry out the valuation, and I have researched and analysed valuation standards in various countries, the Valuation Engagement can be issued for companies in any country at this stage.

Portfolio Valuation, which can be carried out also for just one company, is ideal for reporting purposes and for carrying out valuations of new opportunities. We don’t make any portfolio composition recommendation, instead only value single investments. The content of the report might be reduced when no access to the target company is possible or when the information submitted has gaps. In this case, we use typical VC valuation methods and also analyse the current market conditions.

Any previous document created by Valithea can be edited through the 1-Week Retainer , that allows up to 2 recent documents to be updated during a maximum 1 week availability, without hours limits. The 1-week retainer would usually result in savings compared to purchasing hour-based consulting, and encourages better planning and the collection of all information before the service is purchased.

Any additional consulting not included above or general document reviews, updates and consultations fall under the Consulting Session.

Valithea’s services have a variety of add-on options. We recommend ordering any simple service online in order to agree to the Terms and Conditions, and to subsequently select ‘Bank Account Payment’ in the checkout option. You will then receive an invoice with payment details, which can also be issued in your currency if you provide the information in advance. Advanced and regular services (over $3k) would preferably be closed though a separate online contract. A personalised contract is available for shorter services as well, but in this case an additional fee is charged.

Any new client can get in contact for an Introductory Call to review service options.