Valer

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

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

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

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

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

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

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

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