Creating in-depth financial models for a US-based hedge fund
Built a comprehensive valuation model of a SaaS company to identify potential investment opportunities in the tech sector.
- Manually spread the historical financial data and created a detailed revenue driver model and cost structure
- Analyzed the company on key sector KPIs, including number of subscribers, dollar retention rate, ARR, subscription revenue mix, and LTV/CAC ratio
- Made quarterly and annual financial forecasts
- Valued the company on DCF and comparative basis.
- Conducted base, upside and downside case scenarios
