Tech Valuations (SaaS)
Learn the unique valuation principles that are used for technology and SaaS companies to maximize your valuation potential.
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.
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.
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.
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.
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.
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.
Key Performance Indicators
KPIs are powerful tools for measuring performance. Learn how to choose KPIs and report them in your MD&A.
Flux Analysis
An effective flux analysis can help you understand changes in your financial statements and communicate them effectively in your S-1.
Timing Your IPO — Market Windows
Provides practical advice on IPO timing. Explores factors that help identify open market windows, such as the VIX Index.