Startup valuation is the disciplined act of translating a fundraising story into numbers, and translating numbers back into a story […] The post What is Startup Valuation? appeared first on Equidam.| Equidam
The post Understanding AI Startups: Moats, Revenue & Diligence appeared first on Equidam.| Equidam
How to Value a Startup with Multiples | Equidam| Equidam
Most of the HMRC losses from tax avoidance aren’t from multinationals or billionaires – they’re from small businesses, who’ve often been sold disastrous schemes by unregulated advisers. It’s a mis-selling problem as much as a tax problem. This report presents one example – but the internet is full of many, many others. The media focus […]| Tax Policy Associates Ltd
The stock market is discounting the ongoing resilience of the economy and corporate earnings. It is discounting that the odds of a recession over the rest of the Roaring 2020s are low. The longer the economy is expected to grow without a recession, the more sustainable high valuation multiples can| Yardeni QuickTakes
Selling a family business is both emotional and strategic—much like auctioning a rare treasure. Inspired by Phyllis Kao’s insights at a recent event with Diversified Trust and Sotheby’s, this piece applies four auction principles—provenance, presentation, timing, and the auctioneer—to the sale process. By telling your business’s story, presenting it effectively, and acting at the right market moment with trusted advisors, families can maximize value while honoring their legacy.| Mercer Capital
Explore 2025 SaaS benchmarks and see how they compare to 2024. We analyze private B2B SaaS startup revenue growth rates, salary costs, churn, and more. We also break down the data by ARR and vertical.| Lighter Capital
Convertible notes are a popular funding tool because they’re fast, flexible, and keep your startup moving when traction is building but valuation debates feel premature. Here’s a founder-friendly guide to the most common questions about convertible notes.| Lighter Capital
We field a lot of questions from SaaS founders about raising convertible and priced equity rounds in their early stages. We’re here to help you answer the most frequently asked question.| Lighter Capital
When your startup is fresh out of the garage with little more than a pitch deck and a dream, valuing your company can feel like signing up to run a marathon without any preparation. That’s why convertible debt remains popular among early-stage startups and investors| Lighter Capital
"Growth at all costs" is no longer the mantra in tech. Today, the real winners achieve sustainable growth. If you're running a SaaS or subscription-based business, you live and die by retaining and expanding customer accounts. Without a good measure of how your core business is expanding and contracting, your startup could find itself in serious financial trouble you didn't expect.| Lighter Capital
The post Top 10 Startup Valuation Platforms for Effective Fundraising appeared first on Equidam.| Equidam
Valuing a startup is notoriously difficult: early revenue is lumpy, risk is multi-dimensional, and “intangibles” like team quality and market […] The post Equidam vs AI Valuation: A Comparison of Startup Valuation Approaches appeared first on Equidam.| Equidam
Daily insights, focused news, clear charts, weekly video webcasts, and much more. Posted by Dr Ed Yardeni and his research team.| Yardeni QuickTakes
Private equity continues to reshape the RIA landscape in 2025, fueling record deal activity and driving consolidation at an unprecedented pace. With 132 transactions in the first half of the year totaling $182.7 billion in AUM, PE-backed firms now account for more than half of all acquirers. Their disciplined “buy-and-build” strategies, focus on scalability, and willingness to pay strategic premiums are redefining ownership dynamics and valuations across the sector. For RIA owners, aligni...| Mercer Capital
In Part II of our buy-sell agreement series, we dive into three real-world scenarios where independent appraisers play a critical role in resolving disputes, facilitating fair buyouts, and mitigating litigation risks for family-owned businesses. From valuation deadlocks to triggering events and shareholder conflicts, see how independent valuations can protect both your company’s legacy and shareholder relationships.| Mercer Capital
The post Equidam vs Manual Valuation: A Comparison of Startup Valuation Approaches appeared first on Equidam.| Equidam
The post Equidam vs Kaaria: Choosing the Best Startup Valuation Platform appeared first on Equidam.| Equidam
Choosing the Right Tool: What to Expect from a Top-Tier Startup Valuation Platform | Equidam| Equidam
When divorce cases involve businesses, one of the most challenging questions is how to value […] The post Goodwill Hunting in Divorce: A Clearer Path for Valuation Professionals appeared first on HBK.| HBK
In the late spring of 2015, Brooks Hamner and I were having lunch and started talking about creating a blog to explore what we were seeing regarding valuation and advisory projects in the RIA space. The big question was not whether we could start it, but whether we could keep it going. Most blogs start strong for a few months and then kind of fade out. When we got back from lunch, I pulled up a Word doc and Brooks and I started brainstorming topics. In a few minutes, we had several dozen idea...| Mercer Capital
As directors of private family businesses, you’re no strangers to the delicate balance of maintaining harmony among shareholders while safeguarding the company’s long-term stability. In this week's post, we dive into a related but often overlooked tool: buy-sell agreements. These agreements act as a safety net, ensuring smooth transitions when life throws curveballs, such as a shareholder’s departure, death, or divorce.| Mercer Capital
In the investment management world, evaluating a firm’s margin isn’t as simple as “more is better.” For RIAs, margin reflects efficiency, but it also reflects the firm’s tradeoffs with compensation.| Mercer Capital
This article dissects the Surge AI and Scale AI deals to explain the difference between traditional metrics and strategic value. Essential reading for AI founders and investors navigating fundraising.| Equidam
Relying on comps makes VCs miss outliers. Use first‑principles valuation and multi‑method triangulation to improve returns and back innovation.| Equidam
What’s the best way to get seed-stage startup valuations? It’s a difficult question, and one with many answers. This post will provide a guide to 3 different types of valuation... The post 3 Methods for Seed-Stage Startup Valuations appeared first on Valor Ventures.| Valor Ventures
The Logic of the VC Method for Startup Valuation | Equidam| Equidam
Explore the rise of AI agents in 2025, transforming workflows and valuation methods. AI funding, automation, agent economy| Equidam
Trump's victory dealt the final blow to the Green Energy sector at the end of last year. In Q4 2024 the median EV/Revenue multiple was 5.7x. The post Green Energy & Renewables: 2025 Valuation Multiples appeared first on Finerva.| Finerva
Inflationary pressures and supply chain crises through the last few years brought multiples down well below pre-pandemic levels.| Finerva
The collector market is more than just sports cars. Here are six of the most valuable vintage off-roaders from the '60s though the '90s.| Hagerty Media
One of the most critical aspects of SaaS financial management is having clear and distinct revenue streams. A well-structured SaaS P&L provides fundamental data for analyzing margins, operational efficiency, and business health. However, many SaaS companies do a poor job of clearly defining their revenue streams. This has major impacts on how you manage your […] The post The SaaS Revenue Hierarchy: Why Defining Your Revenue Streams Matter appeared first on The SaaS CFO.| The SaaS CFO
Price vs Value: The Momentum Trap in VC | Equidam| Equidam
Is Fundraising the Right Move for Your Startup? | Equidam| Equidam
A blog about markets, finance and all things money related.| aswathdamodaran.blogspot.com
SAFE Caps and Discounts: Setting the right terms for your round | Equidam| Equidam
Almost every week, I have a conversation with executives at B2B software companies who don’t see a bright-line distinction between software license revenue and customization/implementation revenue. Or why this distinction is essential to their investors. But when I do product due diligence for SaaS-focused PE/VC firms, it's| Rich Mironov's Product Bytes
Follow these principles for building aggressive, yet realistic financial projections for your startup when raising capital from investors.| Lighter Capital
The Hype Trap: Valuation for AI Startups | Equidam| Equidam
Beyond the Hype: Credible Valuation for AI Startups | Equidam| Equidam