Fins Assignment

Learning Outcomes At the completion of this appellation, you expected to acquire and demonstrate 0 C C D the pertinent technical skills in making quantitative and qualitative assessments of a head-to-head federation at the early stage of its development cycle the mogul to apply and discuss the relevant theories cogitate to destinationure capital enthronization the ability to collect and compile important financial tuition as well as to produce and present a detailed and win over investment proposal report the ability to work cooperatively In a gathering Scenario Your task is to act as a consulting slopped to a small or medium enterprise In the join States, to develop an investment proposal and to seek supporting for the proposal. Each theme depart be given a firm that requires expansion and bridge-to- inclination capital. Preliminary Information on the each of the firms Is provided to you on Blackboard, mainly in the form of disclosure documents (filings) do by the firm to he US Securities and Exchange Commission (SEC). Should you require more Information to lie with the assignment, It go away be up to you to gather It. There are SIX firms pre-selected by your lecturer as this years assignment materials. These films are close to list on virtuoso of the US stock cacographyets or moderate applied (filed) for listing.Whatever the case, the boldness we incur in the assignment is that due to weak conditions In the dissipate food market, these firms decide that they are not actually at the stage or In a epoch where they should be raising capital on the stock exchange. Instead we assume that they now abandon their PIP computer programme and consider seeking venture capital/private equity supporting instead. Each group should choose ONE firm and prepare the sustenance proposal/report establish on that firm. You should select the firm base on whether Its activity suits your Interests / expertise / knowledge. The background information gi ven to you is in the S-l or F-1 form filed by the company to the SEC, which is essentially a anterior prospectus.You should rely on this Information however, you must make the assumption that the company is still private firm seeking venture capital funding. So when you rely on the prospectus for information, you must discard details related to the proposed listing (e. G. Invitation to subscribe for contends In a public offer, offer share price, arrive of shares offered to the public, pro- formal flannel statements, etc. ). However, you can rely on the prospectus share offer information to make assumptions about (1) how much capital the firm is raising in new capital (excluding issuing be and amount sold directly by selling shareholders), (2) how the money raise would be used, and (3) the captureness of the original prospectus price (If available).You must excessively assume that your report proposal is written at or so time after the closing date stated in the prospectus. food market and assiduity conditions at such times should be taken into account. Some of make your report is due. In this case, you can consult all available determine information but this must not be used as input to your military rank. Team Setup The assignment is a group assignment and must be done in groups of your choice of either 3 or 4 students (inclusive). If you cannot find a group by the end of week 4 then you should email the tutor and he will assign you to a group. You need to be proactive in the tutorial regarding forming a group.A starting point could be to talk to people that you afford known in other subjects. If you do not know many other students, do not be shy about public lecture to as many other class members as you can. If you find it unenviable to catch up with other students, ask your tutor to allocate some time at the end of the class so that all students who have not formalized their groups can Join together and discuss with one another. It is a req uirement that all group members must be from the like tutorial class. Contributions and Responsibilities Group assignments can sometimes attract a free-rider who fails to make a fair contribution towards the assignment workload.When you establish your group, you should clearly instal out the expectations for workload in your assignment plan. You can also keep down the division of tasks among group members and a timeline of agreed due dates for several(a) components of the assignment. All of this information can be used to resolve group conflicts, review individual members performance and penalties students who are deemed to have not made a fair and reasonable contribution by the LECTURER. In send to ensure equity in the group, students will be required to complete a overlay sheet indicating the level of contribution of each student to the assignment, including the number of meetings attended and percentage contribution in three areas research, synthesis and writing.This give chase sheet will be available on Blackboard earlier the entry date. All students must sign the cover sheet. Otherwise, a mark of ZERO will be awarded to any student who fails to sign to cover sheet. It is also imperative that all group conflicts are brought to the attention of, first, the tutor, and then, the lecturer early (I. E. As soon as they arise) and that records of all immunization, meeting attendances, submission schedules, and input documents are kept by each group member. In the event of a serious group conflict, where there is disagreement about individual contributions, the lecturer will adjust the marks individually based on this additional information.Writing your Proposal You must write a funding proposal for raising the capital to fund your selected firms growth opportunities. The proposal should be written for people external to the company, I. E. Managers of a venture capital fund, a private equity fund or a syndicate of funds. You should point out that the con tent, style and level of detail of this type of business plan is variant from that of an internal business plan that you would use to run the business. It must market the firm well and provide venture capital funds with the information they need to determine whether they will invest in your firm or not. Your business plan should cover the following topics 1 . Executive abbreviation / Information memorandum This should be a 1 1. 5 scalawag opportunity.It should contain your recommendation regarding the funding decision, the funding amount, price, and main purposes of funding. . Background concern and product description Current owners Management team, personnel and compensation Market and industry competitiveness epitome Production and operational strategy usance of proceeds 3. Financial analysis and projections Historical financial analysis, including ratio analysis (if necessary) Valuation based on peers and the industry average Key rating assumptions and how they can be li nked to market and strategy analyses Forecasting of future profitability and cash flows Capital budgeting for the investment proposal analyses of funding requirements and valuation (e. G. Counted free cash flows, AIR, etc. ) Any other valuation techniques considered appropriate for the selected company 4. The deal Pricing and Justification Pre and post-money ownership structures and their implications.