Corporate Finance Models
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This document describes various financial models and tools for evaluating investments in startups, renewable assets, and real estate. It includes standalone excel models tailored for startup valuation and funding, renewable asset investments over 10-30 years, and risk simulation integration. It also describes a web-based solution called FindValue for supporting the investment process in renewable energy, real estate, and startups using PowerApps, Azure cloud services, and Power BI for data visualization. The document promotes licensing of these models and tools and provides contact information.
Corporate Finance Models
- 2. Startup / Venture ? Stand alone 60 month excel model. ? Tailored to startup / venture companies. ? For companies seeking valuation & funding. ? Summary financials, monthly break down. ? Income statement, balance sheet and cash flow statement. Renewable Asset Investment Model. ? Stand alone 10 - 30 years excel model. ? Tailored to scenario runs for long term investments in renewable assets. ? Tailored input panel, summary financials & financial statements ? Avoided rate economics / analysis ? Exit valuations / packaging of green bonds. @ Risk Simulation Integration. ? Integrated with Pallisade @ Risk measurements. ? Applied to all investment models. ? Monte Carlo simulation of key output such as NPV, IRR, ROE and other outputs. ? Abilty to set and choose many distribution parameters for key input / uncertainty variables. FindValue - Web Solution ? Supports the investment process ? Renewable Energy, Real Estate, Startup ? Web Based solution (Microsoft plattform) ? Designed in PowerApps, CDS & PowerBI ? Investment parameters and output stored on CDS. Web Presentation Direct Investment ? Presentation web template in PowerBI ? Stand alone Data Model ? Link to corporate finance models ? Presentation of company, earnings forecast, valuation and unceretainties ? Stand alone publication or to be emdedded in web portals. All models available for licensing fee and distributed in Excel / PowerApps, CDS with defined inputs – data models and web publishing designed in PowerBI Contact Bj?rnar Eide (47) 90258110, blnoeide@msn.com for more information. Corporate Finance Models Designed for Monthly Licensing Copyright ? 2017 Beide Forvaltning A/S
- 3. Web Dashboards Data Models & Web Publishing Find Value (Corporate Finance Model) Investment Vehicle StatusReal Estate Holding Financial ReportingKey Performance Metrics Investment Memorandums (IMs) Copyright ? 2017 Beide Forvaltning A/S
- 4. All models available for licensing fee and distributed in Excel / Power BI with defined input, calculation and output tabs. Copyright ? 2017 Beide Forvaltning A/S Find Value Categories Corporate Finance Model(s) FindValue - Energy Solution tailored to renewable investments in solar, hydro and wind. Ability for organizations to digitalize, standardize and share strategic investment information. Despite headwinds - 2 out of 3 respondent plan to increase investments in renewables in years to come by more than 5% -and half of respondents plan to increase investments by more that 10% according to ACORE (American Council of renewable energy”. For eight consecutive years, global investments in renewables have exceeded 200 Billion per year. FindValue – Real Estate US real estate is a $35 trillion industry – In 2017, venture investors deployed over 5 billion in real estate technology more than 155 times that of 2010. New innovative solutions will emerge to enhance and provide deeper insights, investment analysis and insurance alternatives for the asset class in a record low interest rate environment. The world will need to spend $57 trillion on infrastructure by 2030 to keep up with global growth according to McKinsey Global Institute – this is a massive incentive for players in the construction industry to identify solutions to transform processes and productivity by introducing new technologies (digital) and improved practices. FindValue – Startup / Venture Early stage venture capitalization is setting new records with a quarterly growth in 2018 of over 20% per quarter to a quarterly volume of $25 Billion – Crunchbase. This trend will create a deeper focus on how best to digitalize and standardize investment models and financial plans. Contact Bj?rnar Eide (47) 90258110 blnoeide@msn.com
- 5. Development Platform ? Developed in Power BI Desktop ? Parameter driven (Input parameters driving the business case) ? Fully coded DAX solution with internal database All models available for licensing fee and distributed in Excel / Power BI with defined input, calculation and output tabs. Contact Bj?rnar Eide (47) 90258110, blnoeide@msn.com for more information. Copyright ? 2017 Beide Forvaltning A/S Technical Description Corporate Finance Model(s) Publication Services ? Each business case developed represents a separate file ? The business case (file) with unique name is published to the web (Power BI) ? The business case can be distributed publicly or private (corporate network) based on Power BI subscription (enabled web links or embedded application links) Portfolio – Fund Aggregation ? Financial dataset for each business case are downloaded using Microsoft Power BI Publisher for Excel. ? Data set for business cases are re-imported to PowerBI desktop to aggregate fund return metrics, characteristics and financial statements. ? The portfolio og business cases (the fund) is pubslihed to web (Power BI) ? Power BI developed (Desktop, Web & Power BI Publisher for excel).
- 6. (Series A Financing) FindValue - Architecture (Schematic overview - time line 12 months) The Architecture will be based on Microsofts infrastructure for developing and hosting applications in an international environment fit for licensing solutions and scaling of business model. Application Design: PowerApps for end user navigation control, push of data and import of visuals. Gateways : Microsoft flow to communicate and transfer data between infrastructure components Visualization : PowerBI for key visualization ofkey data, tables, graphs and KPIs Cloud Services: Azure for VM, application plans. services and security Objective – Establish a unique technological infrastructure, process for tracking investment valuations.
- 7. (Series A Financing) Main Menu The Main menu enables the investor to perform the following tasks; ? Create an Investment following a flow and investment process. ? View current pipeline of investments, ? Access the current invested portfolio ? Perform analytics on the current portfolio.
- 8. (Series A Financing) The Investment Case Managing the process by tracking progress and parameters; ? Registering the investment case with a unique identifier. ? Investment status - tracking where in the investment process the investment case is. ? Ability to upload description and Video debrief explaining the process and investment. ? Store investment parameters associated with the investment case.
- 9. (Series A Financing) Investment Details Investment details accessible by buttons for each segment supporting; ? Tax specific items for the investment case such as depreciation, special investives and valuation parameters. ? Operating expenses for the investment case detailing monthly expenses and investment dispursements. ? Articles / Growth – Definition of revenue articles and growth scenarios for each articles All models available for a licensing fee and distributed in Excel / Power BI with defined inputs, calculation and output tabs. Contact Bj?rnar Eide (47) 90258110, blnoeide@msn.com
- 10. (Series A Financing) Integrated KPIs Unique KPI setting where the user can define KPIs and set a deadline for achieving KPIs for each investment case modeled; ? Financial ? Sales ? Organizational ? HR / Safety KPIs are compared to current status that can either be retreived by accounting or typed in to compute performance to date based on weights of each KPI.
- 11. (Series A Financing) The Investment Summary The Investment summary includes the following; ? Project Presentation ? Investment Summary ? Valuation – Fair Value ? Financial Statements ? Income statement ? Balance Sheet ? Cash Flow Statement ? Financing ? Supporting information ? Volume distribution ? Price Distribution ? Etc
- 12. (Series A Financing) Portfolio Aggregation / Dashboards Portfolio Aggregation is supported by the following; ? Portfolio presentation ? Portfolio contribution ? Web DashBoards - Ability to use PowerBI web templates for dashboard potrayal of portfolio net asset value and other portfolio metrics and details.
- 13. ? 15+ years extensive international experience from Fortune 500 companies as a trusted advisor to senior C level executives. ? International energy experience working with companies, such as Equinor, Sempra Energy Utilities, NRG , Statkraft, ENEL and AES ? Head of Risk Management for larger asset backed portfolios (NRG & Sempra Energy Utilities). ? Portfolio Manager for asset backed portfolios. petroleum products, natural gas and electricity for Equinor - (5 years). ? Involved in transactions of more than 10,000 MW Equinor : Troll, Nordic Marketing portfolio(s) and US Assets (NYPP & PJM) NRG (North America) – more than 8,000 MW SDGE & SoCal Gas) - 1,000+ renewable generation. ? Designed corporate finance models for several successfully funded projects. Profile Transaction Experience Experience Bj?rnar Eide (M.B.A) Professional Profile Financial Executive with extensive international experience from S&P 500 organizations. Emphasis on strategy, financial valuations, commercial due diligence, leadership and strategic management driving business growth and operations by providing timely and insightful financial valuation and management information. Areas of Key Competence ? Strategy ? Investment Management ? Corporate Finance Models ? Financial Reporting ? Financial Markets & Analysis ? Financial Investment Vehicles ? Derivatives ? Corporate Governance Contact information : Bj?rnar Eide (47) 90258110, blnoeide@msn.com