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Valer
Valer
Run custom valuation reports
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61 articles in this collection
Written by
Wendy Canady,
Muiread Heffernan,
Camron Simione
and 1 other
Get Started: Customize Your Valuation
How to get started with your custom valuation: A complete tour of Cyndx Valer
Get started | Valuation
Written by
Muiread Heffernan
Updated over a week ago
Valuation video tutorials
Valer | Quick video guided tours | Get started
Written by
Muiread Heffernan
Updated this week
Valuation glossary
Valer | Definitions | Read more
Written by
Muiread Heffernan
Updated over a week ago
Step 1: Enter Company Information - Begin creating your report
Step 1: Enter Company Information
Valuation | Get Started | Company Information
Written by
Wendy Canady
Updated over a week ago
Creating a new report
Start a new valuation report | Create a valuation
Written by
Camron Simione
Updated over a week ago
Why do I need to enter the country my company is located in?
Valuation | Company info | Tax
Written by
Wendy Canady
Updated over a week ago
Why do I need to enter the year my company was founded?
Get started | Valuation | Survival Rate
Written by
Wendy Canady
Updated over a week ago
Step 2: Input Financials - Creating Your Financial Projections
Step 2: Input Financials
Valuation | Get Started | Input Financials
Written by
Wendy Canady
Updated over a week ago
How do I generate an Excel template?
Valuation | Input financials | Upload via spreadsheet
Written by
Wendy Canady
Updated over a week ago
Do I enter the financial projections data by fiscal year or by calendar year?
Valuation | Financial projections
Written by
Wendy Canady
Updated over a week ago
Where do I learn more about the line items asked about in the financial projections input template?
Written by
Wendy Canady
Updated over a week ago
How are my financial projections used in the valuation?
Valuation | Financial projections
Written by
Wendy Canady
Updated over a week ago
What sign convention do I use to enter the requested financial information?
Valuation | Financials
Written by
Wendy Canady
Updated over a week ago
What do I do if my company’s financials contain line items that are not shown in the financial projections input template?
Valuation | Financials | Projections | Upload via Excel
Written by
Wendy Canady
Updated over a week ago
Why doesn’t Valer ask for the company’s net income?
Valuation | Financials
Written by
Wendy Canady
Updated over a week ago
What should I enter as the normalized tax rate?
Valuation | Financials | Tax rate
Written by
Wendy Canady
Updated over a week ago
What happens if the company I am valuing is not yet profitable?
Valuation | Financials | Revenue
Written by
Wendy Canady
Updated over a week ago
What happens if the company I am valuing is pre-revenue?
Valuation | Financials | Revenue
Written by
Wendy Canady
Updated over a week ago
What historical financial information is actually required?
Valuation | Financials | Historical periods
Written by
Wendy Canady
Updated over a week ago
What do I select for the stub period date and valuation date?
Written by
Wendy Canady
Updated over a week ago
What is the “stub period"?
Valuation | Financials
Written by
Wendy Canady
Updated over a week ago
What does selecting the “units for financials” impact?
Valuation | Financials
Written by
Wendy Canady
Updated over a week ago
How should I formulate my financial projections?
Written by
Camron Simione
Updated over a week ago
Step 3: Set Parameters
Step 3: Set Parameters
Valuation | Get Started | Set Parameters
Written by
Wendy Canady
Updated over a week ago
How do the VC method parameters impact my valuation?
Valuation | Parameters | VC method analysis
Written by
Muiread Heffernan
Updated over a week ago
How do I get valuation results in terms of Implied Equity Value?
Valuation | Implied equity value | Waterfall analysis
Written by
Muiread Heffernan
Updated over a week ago
How should I treat convertible securities in my net debt calculation?
Valuation | Financials | Convertible Securities
Written by
Muiread Heffernan
Updated over a week ago
How do the DCF parameters impact my valuation?
Valuation | Parameters | DCF
Written by
Muiread Heffernan
Updated over a week ago
Why can’t I generate a per share valuation with Valer alone?
Valuation | Parameters | Capital structure
Written by
Muiread Heffernan
Updated over a week ago
How do the capital structure parameters impact my valuation?
Written by
Muiread Heffernan
Updated over a week ago
Step 4: Select Comparables - Setting Public Company Comparables
Step 4: Select Comparables
Valuation | Get Started | Select Comparables
Written by
Wendy Canady
Updated over a week ago
What are public company comparables ("comps")?
Written by
Muiread Heffernan
Updated over a week ago
How do I choose public comps in Valer?
Valuation | Select comps
Written by
Muiread Heffernan
Updated over a week ago
Why do I need to enter a private peer and two public comps to generate my comps?
Valuation | Comps
Written by
Muiread Heffernan
Updated over a week ago
How are the Cyndx recommended public comps generated?
Valuation | Public company comparables | Cyndx Finder
Written by
Muiread Heffernan
Updated over a week ago
Which companies should I select from the public comps generated by Cyndx?
Written by
Muiread Heffernan
Updated over a week ago
What types of multiples are shown on the Multiples tab?
Written by
Muiread Heffernan
Updated over a week ago
How does Valer calculate multiples for the public comps?
Valuation | Public company comparables
Written by
Muiread Heffernan
Updated over a week ago
Does Valer use fiscal years or calendar years for the financial metrics used to calculate public comp multiples?
Valuation | Select comparable companies | Public comps
Written by
Muiread Heffernan
Updated over a week ago
Valuation How-to's
How to input my financial information
Input financials | Financial projections
Written by
Muiread Heffernan
Updated over a week ago
How to update my financial information
Updating financials | Modify you financial information
Written by
Muiread Heffernan
Updated over a week ago
How to delete my financial information
Valuation | Deleting financial information
Written by
Muiread Heffernan
Updated over a week ago
How to input parameters
Written by
Muiread Heffernan
Updated over a week ago
How to change parameters once the report has been run
Written by
Muiread Heffernan
Updated over a week ago
How to select comparables
Written by
Muiread Heffernan
Updated over a week ago
Understanding the Valuation report
Understanding the Valuation Report
Valuation report | VC method | Public comps analysis | DCF analysis | Understanding my report
Written by
Wendy Canady
Updated over a week ago
Understanding the Valer valuation summary page
Valuation summary | Reading your Valer report
D
Written by
Demetrios Manthous
Updated over a week ago
Valer financial page preview
Financial summary | Valer report preview
D
Written by
Demetrios Manthous
Updated over a week ago
What is the VC method analysis?
VC valuation method | Return on investments
D
Written by
Demetrios Manthous
Updated over a week ago
What is the Discounted Cash Flow analysis?
DCF analysis | Estimating return from investment
D
Written by
Demetrios Manthous
Updated over a week ago
What is the Public Comparables analysis?
Public comparables | Identifying the appropriate peer group
D
Written by
Demetrios Manthous
Updated over a week ago
Valuation: General FAQs
Who can use Valer?
Valuation | Get started
Written by
Wendy Canady
Updated over a week ago
Does Valer support Valuations performed in currencies other than USD?
Valuation | Currency | Company location
Written by
Wendy Canady
Updated over a week ago
Where do I enter balance sheet information?
Valuation | Set parameters | Balance sheet
Written by
Wendy Canady
Updated over a week ago
What information do I need to generate a valuation?
Valuation | Custom Valer report | Get started
Written by
Wendy Canady
Updated over a week ago
Which valuation methodologies are included?
Written by
Wendy Canady
Updated over a week ago
How long will it take to generate a report?
Written by
Wendy Canady
Updated over a week ago
How accurate is the valuation generated by Cyndx Valer?
Valer | Custom valuation report
Written by
Wendy Canady
Updated over a week ago
How can I use the information in this report?
Valuation report | 409A
Written by
Wendy Canady
Updated over a week ago
What differentiates Valer from other valuation tools?
Valuation | Machine learning | Cyndx Finder
Written by
Wendy Canady
Updated over a week ago
Is this a 409a valuation?
409A valuation | Owner tool
Written by
Wendy Canady
Updated over a week ago