Exploring the diversity of investment options for retail investors. — As long as I remember, I have been curious about the investment world, professionally, but also on a personal level. Now, investment is a big part of my job. Specifically, after graduating from one of the world top business schools with a specialty in Finance, I acquired a lot of…

An easy but powerful analysis framework for VC, investment and business analysts — VC & the finance of innovation — A must read

Wondering what structure to use to pitch your company to potential investors? In this post, I will walk you through a pitch deck / information memorandum structure that, based on over 7 years of experience working in Private Equity and Merger & Acquisition, will provide investors with the key information…

Churn rate is a metrics so widely used in the SaaS market that it is easy to naturally think it is a well understood metrics. Churn rate, defined for example as “the ratio of customers leaving a company over a certain period of time divided by total number of customers…

How to de-risk your investment decisions — Introduction In this article we detail 10 due diligence risks to look for before investing your capital in or acquiring a private business. Why? Because as an investor, it is fundamental to have a strong understanding of what you are buying into. In the private equity and start-up space, public…

Look beyond simple churn rate to best understand your sales — A quick reminder churn rate definition If you are familiar with SaaS (Software as a Service) or subscription type business models, you know that churn rate (or retention rate) is one of the key KPIs you need to monitor correctly and try to improve. In short, churn rate corresponds to…

From the elegance of valuation theory to the hard truth of reality — Valuation is an interesting and complex topic indeed. The theory behind modern valuation approaches is fascinating, hard to grasp, and even harder to apply to real life projects. Everyone working in corporate finance, Merger & Acquisition or Private Equity Investment have heard of and understand at the very least the…