Developed a financial model that analyzed the total cost of ownership (TCO), payback, and return on investment (ROI) for different deployment scenarios of a software product.
Led a project to develop a sophisticated interactive financial model for a software startup. The model prepared detailed pro forma financials, benchmarks, departmental budgets, and staffing plans based on multidimensional algorithms and highly granular user-defined revenue, cost, and capital assumptions. With a hyperlink and menu-driven interface that shielded users from protected areas and working tables, the model enabled rich “what-if” analysis and scenario development.
Working with the founders and advisors of an enterprise software startup, authored and led the development of a comprehensive business plan. The plan contained significant market, customer, and competitive analysis. Reviewed by venture capitalists that see hundreds of plans a year, several described the document as among the best business plans they have analyzed.
Assisted the experienced founders of a seed funded wireless hardware company seeking institutional Series-A financing with a critical review of draft investor materials, including business plan and market analysis.
Coached the founders of a home automation/security startup in the development of their business plan, financial plan and investor presentations.
Assisted the founder of an eLearning startup, leveraging emerging technologies and offshore services, in the definition and development of investor materials and presentations. The founder succeeded in closing a sale to a preferred strategic buyer.
Worked with the owners of a market-leading software vendor to design and develop an employee option plan. The plan leveraged local and industry best practices and benchmarks and was designed to meet the specific objectives of the company. An automated options administration tool was developed.
Worked closely with investment bankers and the senior management of a software company, led the process that secured an a US$11 million (69%) valuation premium over the next best offer. The total cycle time from initial planning to strategy buyer’s decision to issue a term sheet was under 120 days.
Worked with a California investment banker in the preparation of a prospectus for the sale of an Ottawa software company. Wrote key sections of the prospectus, including market analysis, competitive analysis, and strategic market opportunity. A leading software vendor acquired the company for $40 million.
Led the development of angel and venture capitalist investment materials for a software startup, including introductory documents, presentations, business plan, and venture fair applications. The company was selected, through a juried process, to participate in two prominent VC events. In a tough high tech investment market, the company attracted widespread interest and engagement by Canadian and US VCs and angel investors.
