FP&A
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Creative Angel Investment Repayment Scenarios
We are developing a pharmacuetical product. Ideally we would pass certain milestones using angel investment from a government incubator program to get us to the point where a large pharma company would be interested in partnering with us. At that point we would expect a current and future milesto…
5
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What are some important ratios to look at when analyzing customer concentration?
When analyzing sales, what are some good ratios and/or rules of thumb when looking at customer concentation? For example: "Top 3 customers make up X% of sales", "Top 25% of customers make up Y% of sales", etc.
5
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Looking to potentially taking credit cards for payment - are there any concerns I should be aware of?
We are looking at potentially being able to accept credit cards for payment of invoices. We are a services organization. Are there any concerns I should take into consideration? It seems like there are some rules we have to follow for safeguarding credit card information but I have not spent muc…
7
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Would you have a different answer to your organization's top 5 risks if you were asked formally by the Board as opposed to informally by your CEO?
Very curious about the psychology of risk management. Would we name a different set of risks if our name is associated it with it in writing as opposed to a verbal exchange between colleagues? How does that impact the effectiveness of risk management in an organization?
4
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Investor Relations Cutbacks - Tips For Scaling Back IR Departments (Webinar Attendee Questions)
We would like to cut back on our investor relations activities but are concerned about negative impact to our stock price. Any suggestions? This question was asked by an attendee during the Proformative webinar "Analytics: The MVP on Your Investor Relations Team" held on January 9, 2013. Join the…
1
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Investor Relations Department - Who Runs It? (Webinar Attendee Question)
Who is responsible for creating an IR plan . . . CFO, VP Finance, legal, investor relations? This question was asked by an attendee during the Proformative webinar "Analytics: The MVP on Your Investor Relations Team" held on January 9, 2013. Join the discussion and add your insights below. A vi…
4
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Investor Relations & Corporate Governance By Board Of Directors (Webinar Attendee Question)
How frequently should a company involve the Board of Directors in their IR activities? This question was asked by an attendee during the Proformative webinar "Analytics: The MVP on Your Investor Relations Team" held on January 9, 2013. Join the discussion and add your insights below. A video of…
3
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Value vs Growth vs Index Investors in my company From An Investor Relations Point Of View (Webinar Attendee Question)
From an Investor Relations (IR) perspective, are there any situations in which it is desirous to have shareholders that are index funds versus funds that are focused on growth or fundamentals? This question was asked by an attendee during the Proformative webinar "Analytics: The MVP on Your Inve…
1
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Shareholder Activism Defenses Protecting Against Activist Shareholders (Webinar Attendee Question)
How does a company protect against activist shareholders? This question was asked by an attendee during the Proformative webinar "Analytics: The MVP on Your Investor Relations Team" held on January 9, 2013. Join the discussion and add your insights below. A video of the webinar can be viewed he…
1
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Index funds, Programmatic Trading Institutional Investors & Dark Pools (Webinar Attendee Question)
Between index funds, programmatic trading, and dark pools, how can someone trust its institutional shareholder mix at any given time or hope to move the investor mix from point A to point B? This question was asked by an attendee during the Proformative webinar "Analytics: The MVP on Your Investor …
1
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If you could bundle on-line services to help your business function which would be your top five or six?
There are so many on-line services out there to help a small business. However these services require you to go to multiple sites with multiple log ons. Some sites are very user friendly and others less so. if you could bundle these services and make them available on your smartphone or tablet, …
2
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Corporate Travel & Entertainment Credit Card Questions
What card provider do you use? Visa, Master Card, American Express, Diner's, etc.? Does your card program contract offer incentives (loyalty benefits)? Do you permit individuals to benefit from loyalty points earned from using the Corporate T&E credit card for business purposes?…
2
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Does a company have to complete a 409a valuation to reprice stock options? Is there another way a company can reprice their option strike prices?
A friend's company has decreased in value over the past year and they'd like to reprice their stock options for their employees so they have the opportunity to benefit more in the upside as the company starts to perform better again. They are trying to determine the best way to set the new strike …
4
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Have you had experience with crowd funding?
Be interested to hear from those of you that have participated in crowdfunding. What to avoid or watch out for? What was your experience?
10
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Pooled cell phone minutes
For companies that provide company cell phones and manage a pool of minutes, is there a best practice target utilization of used pool minute? For example, if you had a pool of 20,000 minutes, should you target 18,000 as the average minutes used as you try to balance the risk of overages against u…
3
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Need Playbook for Venture Fund Administration
Hoping folks can point me to resources where I could find checklists and compliance requirements for typical small venture fund operations. Looking at taking over back office and want to know what I might be looking at. Many thanks in advance.
2
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When raising seed fund by angels how do evaluate the cap of the comapany
I am running after seed funds, meeting with angels and they all love the company and the solution, it supposed to be a $1m -$1.5 round invested by some number of individuals. it seems like each one hesitate to be on of the first to invest, how do I resolve this matter? In addition - I have been a…
3
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Opening a banking relationship in Ireland: advice?
Colleagues, We're opening a vanilla account in Ireland as we are seeing local revenue and expenses, and want to start handling it directly. This isn't a Dutch Sandwich or anything complex like that. So...does anyone have recommendations or cautions about local Irish banks that are easy to work wit…
6
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Ways to finance the buying out of ones partners?
If i wish to purchanse the shares of my two partners how do I finance the purchase price. The partners wish to be paid out in cash, and i do not have extra availability on my borrowing base.
3
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