Corporate Finance Models

BjrnarEide 81 views 13 slides Feb 22, 2019
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About This Presentation

FindValue - "Making the investment process easier"


Slide Content

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 Bjørnar Eide (47) 90258110, [email protected] more information.
Corporate Finance Models
Designed for Monthly Licensing
Copyright © 2017 Beide Forvaltning A/S

Web Dashboards
Data Models & Web Publishing
Find Value (Corporate Finance Model) Investment VehicleStatusReal Estate Holding
Financial ReportingKey Performance Metrics Investment Memorandums (IMs)
Copyright © 2017 Beide Forvaltning A/S

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 Bjørnar Eide
(47) 90258110
[email protected]

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 Bjørnar Eide (47) 90258110, [email protected] 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).

(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.

(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 pipelineof
investments,
•Accessthe current
invested portfolio
•Perform analytics on the
current portfolio.

(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.

(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 Bjørnar Eide
(47) 90258110,
[email protected]

(Series A Financing)
Integrated KPIs
Unique KPIsetting 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.

(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

(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.

▪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
Bjørnar 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 : Bjørnar Eide (47) 90258110, [email protected]