Document 412323
Cloud-‐fp for Investors Investor Venture Capital Firm Company A Company C Entrepreneur Cloud-‐fp account Company B • Investors can use cloud-‐fp for two dis5nc5ve objec5ves – Consolidate financial data and Key Performance Indicators across the whole por>olio – Steer and monitor por>olio companies with regard to their business and financial performance • Investors can create within their cloud-‐fp account an individual model for every por>olio company and assign it to the entrepreneur (or to his CFO) to manage and update • Such model can be a very small list of management metrics (KPI) or a complex financial model, at discre5on of the user assigned to manage it Account / Model Structure (example) Users Investor Founder A CFO B Founder C Models Por>olio Company A Company B Company C • The account owner (Investor) creates 4 models – Por>olio – Company A, B and C • He defines the metrics he wants to collect from the por>olio company in every company model, e.g. – Revenue, Gross Margin, EBIT – FTE – Nr. Customers • He defines addi5onal users – At least one for each por>olio company – Typically the entrepreneur or the assigned CFO • He assigns “manager rights” for each model to the respec5ve entrepreneur / CFO, who can then further develop the model according to her specific needs Por>olio Dashboard aggregated By company • Selected model: Por>olio • All charts and reports made with the consolidated data • Source is por>olio model • The owner of the por>olio model can use all the data available to create all analyses and reports she might need • In the displayed view, charts show the revenues and FTE of the 3 por>olio companies as well as the gap analysis of the aggregated revenues Por>olio Model • Selected metrics for the por>olio are imported from the company models by selec5ng the specific source model within the formula Por>olio Revenues Company A Company A Revenues Company B: Dashboard • Selected Model: Company B • Manager of company model can select the charts to be shown in the dashboard associated with his company model Company B: Model • Every Founder has the possibility to either – Only report the expected metrics or – to build a very sophis5cated financial model for his company • Only constraining factor is the number of nodes included in the chosen cloud-‐fp service • For financial modeling insights, refer to related case studies and user guides Working with mul5ple cloud-‐fp accounts Investor Cloud-‐fp account • The same results can also be achieved with every company owning its own cloud-‐fp accounts and allowing „guest access“ to the investor Venture Capital Firm Company A Company C Entrepreneur Cloud-‐fp account Company B Cloud-‐fp account
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