FP&A
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Budget Best Practices - it's the time of year to check these!
As the end of the calendar year draws near (I know it's hard to believe!) everyone should be thinking about and planning the budget process for their organization, if you haven't already started. I thought it would be timely to put out a discussion around some of the reasons we do a budget and …
2
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SaaS Program to Measure Customer & Product Profitbility
I am looking for a software service that allows me to track customer and product profitablity. I work for a SaaS company and we are trying to track engineering and marketing time along with any direct expenses to a particular customer or product. Since labor is the biggest cost, we are looking…
4
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Optimizing the Yearly Financial Planning and Budgeting Process
I am doing my best to get a "head start" on the budgeting and planning process in 2012. Just like most other things in the realm of treasury and finance, the alignment of people, process, and technology is critical in driving the success of any initiative. It seems as if I am "behind the curve…
3
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Are there limits to the % discount versus valuation?
Are there limits to the % discount versus valuation that new executive employees can receive incentive stock option grants in privately held companies, specifically LLC's?
1
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Finding Venture Financing in the Double Dip
I am with an early stage start-up that will be looking to raise capital in the next 6 months. We completed a Series B round 9 months ago when there was a sense of things starting to recover. With all the market volatility do you think I will be able to get a deal done or will VC's and PEGs be tig…
2
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XRBL Conversion for Small Companies
The XRBL reporting requirement has finally come to the smallest of public companies, and we have to arrange for our 10Q to be edgarised AND XRBL'd this quarter, and still filed by the usual 45 day deadline. I would like to find out how other small companies without internal specialist resources …
4
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Advisory Board for a startup- useful or not?
Looking for feedback from startup Entrepreneurs if you used an Advisory Board in the initial phase, and if so, did you grant them equity?
8
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Looking for current Venture Debt rates
We are pitching a few Venture Debt folks on a $500K tranche of debt. We are an early stage, Silicon Valley, venture-backed (~$1.5M raised so far from quality VCs), in revenue, internet company. I'm looking for current rates of interest (e.g. prime + X%), warrant coverage, and practice around securi…
3
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Low-quality IRC 409a being rejected by audit firms. What is your experience?
Recently discussed our IRC409a services offering with a SF Bay-Area compensation attorney (large national firm). First question asked: "Are your appraisals acceptable to audit reviewers, because we have had several of our clients seeking IPO registration or under M&A audit who have had to redo …
1
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Specific Provisions for Raising a Series B Financing?
I am working with a company raising a $10-$15 million B round, with A level funds. They are about to launch their product. Are there any specific items that should be addressed while raising the B round?
1
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Should I be administering my own stock plan?
We have a small but growing company. We have an option plan and it takes some time to administer monthly. Not a ton of time, but it's growing. Is there a "best time" to start looking for outside stock plan administration?
3
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SecondMarket - sale of private equity
I am interested in others' experience with secondary markets for private equity, such as SecondMarket. I see this as an alternative to an IPO, noting that companies such as Facebook and LinkedIn traded on these exchanges.
2
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Who are the players in the Business performance management software / corporate performance management software space?
Who are the players in the Business performance management software / corporate performance management software space (aka enterprise performance management software)? And what do the current offerings focus on? Are they all about budgeting/forecasting, or KPIs and dashboarding? Seems to be a confu…
3
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Is there a "sanctioned" IRC 409a summary report?
When I get a 409a done for my company is there a summary form I should make sure I get for investors, IRS, etc., or is it just one long report that becomes my document of record?
1
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Is there a holding requirement before dividends may be pulled from China - even if taxable? (Webinar Attendee Question)
The following question was asked by an attendee at a recent Proformative China M&A, Tax and Structure webinar: Is there a holding requirement before dividends may be pulled from China - even if taxable? Does fact that we have not yet met our capital contribution requirement to our WFOE in Chin…
2
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What is Notice 698? From where does this come and where can I find out more about it? (Webinar Attendee Question)
The following question was asked by an attendee at a recent Proformative China M&A, Tax and Structure webinar: In brief, what is Notice 698? From where does this come (where in the China legal or business codes) and where can I find out more about it?
1
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What kind of disruptions have the new revenue recognition rules caused within adopting companies?
This question was asked by an attendee at a recent Proformative Rev Rec webinar: There must be a lot of issues for non-accounting groups at the company when implementing EITF 08-1 and 09-3. What positive or negative feedback back have you seen from sales, marketing, professional services and legal …
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