Verified Insights
Insights
Practitioner guidance from the Verified Metrics team on valuation, financial due diligence, and audit-ready reporting for private capital.
Featured articles
Portfolio valuation
Portfolio Valuation for Venture Capital Funds
Best practices for marking a venture portfolio at fair value under US GAAP and IFRS, applying the IPEV Guidelines, for quarterly reporting and the year-end audit. By Ray Wyand Article
The Essential Guide to Due Diligence in M&A
Learn about the types of due diligence, key areas to assess, how it impacts deal price, and other aspects that are crucial to your merger and acquisition. Article
Features of Virtual Data Rooms
The best virtual data room also lives and dies by its document management capabilities, they provide robust controls over documents to facilitate secure collaboration. Glossary
Why Operating Working Capital Matters
Operating Working Capital signifies the short-term measurement in which a company's current liabilities are defined during its day-to-day operations.Articles
Guides and analysis
Article
An Introduction to Fund Administration
Fund administration involves a range of services provided by firms to investment funds, such as hedge funds, private equity funds, and real estate funds.
Article
An Investor's Playbook for Private Equity Secondaries
Discover the types of secondary transactions, key players, benefits, risks, and recent trends in this thriving market. Gain insights into valuation and pricing methods for successful investments.
Article
CEO vs. CFO: difference, duties, rank, and annual salary.
The CEO and CFO are essential roles in any company. The CEO is responsible for the planning and execution of corporate strategy in the entire company, while the CFO is responsible for the financial management of the company.
Article
Co-Investing 101: A Guide to Partnering with Top Private Equity Firms
Discover the advantages of co-investing with private equity firms. Gain higher returns, lower fees, more control, and direct access to exclusive deals. Learn the key steps, benefits, and risks involved in co-investing.
Article
Controller vs. Bookkeeper: Which One Should You Hire
Trying to figure out the difference between bookkeeping and controller roles in business can be a little confusing. Both positions have their strengths and weaknesses, so assessing your specific needs and budget is essential before making a decision.
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Due Diligence Software
Due diligence software simplifies and automates investigating and verifying a business's financial, legal, and operational aspects before finalizing a deal in mergers and acquisitions (M&A).
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How Data-Driven Venture Capital is Transforming and Empowering Startups
VC has transitioned from relying on qualitative assessments to embracing data-driven approaches. Data-driven funds have demonstrated improved returns by leveraging technology, analytics, and competitive pressure.
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How Deal Rooms Are Closing the Distance in Virtual Deals
A deal room, or virtual data room, is a secure online platform companies use to store and share confidential information during business transactions.
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How To Make An Investment Thesis: Ultimate Guide To Best Investment Decision
Learn how to craft a compelling investment thesis to guide your investing decisions. Developing a thoughtful investment thesis is essential for generating outperformance in the market.
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How to value a pre-revenue startup?
Valuing a pre-revenue startup/company can be a difficult process. It differs from a mature business valuation, in which founders review the company's accounting reports to assess its value and prospects.
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Introduction to De-SPACs
A de-SPAC transaction refers to the process where a privately held company becomes a publicly traded firm by merging with a special purpose acquisition company (SPAC).
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Lower Middle Market
A lower-middle market company refers to established, medium-sized businesses that generate annual revenues ranging from $5 million to $50 million.
Article
The Complete Guide to Restructuring Support Agreements: Everything You Wanted To Know About RSAs
A Restructuring Support Agreement (RSA) is a legal contract between a debtor company and certain of its creditors in a Chapter 11 bankruptcy restructuring. Understand how debtors and creditors establish agreed-upon terms for claims and plans.
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The ultimate guide to building an optimal portfolio
n optimal portfolio also takes into consideration an investor's goals and their comfort level with risk. The objective of a portfolio is to achieve the "frontier," which consists of portfolios that offer the expected returns for each level of risk.
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Unraveling the Importance of Free Cash Flow Margin
Learn how to enhance profitability, reduce costs, and make efficient capital investments to boost your free cash flow margin. Gain insights into industry benchmarks and best practices for achieving a strong and sustainable margin.
Article
Virtual Data Protection: How to Safely Shield Your Digitally Stored Information
Virtual data protection is measures and protocols implemented to ensure the safety of digitally stored information. Following general data protection regulation and security protocols will allow leverage benefits of operating online with lower risk.
Article
What is a Virtual Data Room and How Do They Benefit Startups?
A virtual data room serves as a platform for storing and sharing confidential documents with authorized individuals. Virtual data rooms offer digital accessibility to protected storage around the clock from any location across the globe.
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What is a Virtual Data Room for Investors?
For startups and businesses seeking investment opportunities having a data room is essential for managing the due diligence process with potential investors and partners.
Article
What is an Operating Partner?
Operating partners are an essential component within private equity (PE) firms acting as the link between the PE firms and their portfolio companies. Article
What Makes a Good LBO Candidate
Discover the key financial, operational, and strategic traits that make a company an ideal Leveraged Buyout (LBO) candidate in this comprehensive guide.
Article
Why Redaction Software Matters for Private Equity and Venture Capital Firms
A redaction software helps in eliminating sensitive details like information from various digital files such as PDFs, Word documents, Excel sheets, images, videos, legal documents, papers, and more. Article
Your Checklist for Buying an Existing Business
Acquiring a business is a commitment, so it's essential to understand your reasons for buying a business, acquiring the business assets and the benefits you expect to achieve.
Article
Your Guide to Understanding Private Equity Placement Agents
Placement agents play a key role in the process of capital raising. Their primary objective is to advise and connect equity funds, real estate funds, and other entities seeking capital with the right investors for funding purposes.Glossary
Deal and finance terms, A to Z
A
B
C
- CapEx planning: Definition, importance and best practices
- Capital Calls: The Inside Scoop on Private Equity's Cash Infusions
- Capital gains vs. dividends: What’s the better option?
- Capitalization Table (Cap Table)
- Cash coverage ratio made easy
- Cash Flow After Tax (CFAT): Definition, Calculation, and Importance
- Cohort modeling
- Covariance vs. Variance: Top differences you should know
- Cumulative Dividends 101: A Beginner's Guide to Compounding Payouts
F
G
H
- Historical cost: How it works, benefits and limitations
- How Investment Syndicates Can Supercharge Your Portfolio
- How Lead Investors Guide Companies to Success
- How Middle Market M&A is Driving the Economy
- How Startups Can Recover From a Down Round
- How to Calculate Unit Economics for Your Business
- How to Keep Private Information Under Lock with NDAs
- How Virtual Data Rooms Took Data Sharing into the Digital Age
I
R
S
T
- Term Sheet
- The Entrepreneur's Guide to Navigating Startup Exit Events
- The Hidden Landmines in Reps and Warranties (and How to Avoid Them)
- The Hidden Risks of Unfunded Commitments: How to Protect Your Portfolio
- The Insider's Guide to Navigating an IPO
- The Investor's Guide to Calculating MOIC Returns
- Top line vs. bottom line: Definitions and differences
U
- Understanding Financial Due Diligence Accounting
- Understanding revenue bridge: a guide to managing financial gaps
- Unit contribution margin formula
- Unlevered free cash flow (UFCF)
- Unlocking Growth and Mitigating Risks: Mastering Reverse Triangular Mergers
- Unlocking Hidden Value: How Equity Kickers Can Sweeten Your Deal
- Unlocking the Power of Strategic Investments: A Founder's Playbook
- Using Deal Sourcing to Uncover Your Next Unicorn Investment
V
W
- What Are Preemptive Rights?
- What Does a DDQ Mean?
- What is a Business Valuation Software?
- What is a Liquidity Event?
- What is a revolving credit facility?
- What is a Right of First Refusal (ROFR)?
- What is an LBO?
- What, why, and how of aggressive market penetration
- What's a consolidated balance sheet, and how to use it like a pro?
- Why Infrastructure Debt Belongs in Your Portfolio
- Why Operating Working Capital Matters
- Working capital turnover: understanding how it works
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