A startup with a product designed to enhance wind farm efficiency had signed a large, multi-year deal with a potential strategic that was looking at making a temporary majority investment
We built out a detailed financial model showing the roll out of the product at several different wind farms over time. Important aspects of the model included (a) workload, resulting in staffing changes, and (b) working capital, requiring additional investing rounds
The model was used to support the company’s valuation in discussions with the strategic investor as well as hiring plans and product pricing (as the strategic was requesting a discount on the product)
We used the model to negotiate aggressively with the strategic. Their initial “bully bid” investment offer gave way to a more realistic, reasonable offer that will support the company as it grows to serve many more wind farm operators
An investment firm focused on providing growth capital has engaged us to perform a detailed review of their investment reporting software, including recommendations for enhancement of the current investment reporting process.
The company was looking for a centralized database to replace outdated software, with the ability to quickly create reports in company specific formats for compliance reporting, and to generate management insights on net asset value trends by class and over time.
