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using-offtoa:financial-reports [2016/09/05 13:27] mdavis |
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| - | ====== Financial Reports ====== | ||
| - | {{keywords>investor}} | ||
| - | Offtoa provides both standard //pro forma// financial statements as well as some unique financial reports to make your company's financial planning a breeze. The standard financial statements are: | ||
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| - | * [[:using-offtoa:financial-reports:income-statement|Income statement]], aka profit and loss (P&L) statement, shows your company's revenues, expenses, and profit (or loss) during a period of time. | ||
| - | * [[:using-offtoa:financial-reports:cash-flow-statement|Cash flow statement]], shows all the cash coming into (or out of) the company during a period of time. | ||
| - | * [[:using-offtoa:financial-reports:balance-sheet|Balance sheet]], shows all the company's assets (things the company owns) and liabilities (things the company owes), as well as the difference (the shareholders' equity) at a moment of time. | ||
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| - | The other reports provided by <php>echo $conf['comp_name'];</php> include: | ||
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| - | * [[:using-offtoa:financial-reports:per-unit-sold-report|Per unit product analysis]], shows you the contribution to the company's bottom line of the sale of one unit of each product. | ||
| - | * [[:using-offtoa:financial-reports:capitalization-table|Capitalization table]], aka cap table, shows you exactly who owns how many of each class of shares of the company. | ||
| - | * [[:using-offtoa:financial-reports:internal-rate-of-return|Internal rate of return]], aka IRR, analysis, shows you valuation of the company upon a liquidity event, how the proceeds would be distributed among the classes of shareholders, and what their IRRs would be. | ||
| - | * [[:using-offtoa:financial-reports:customer-analysis|Customer analysis]], shows on a month-by-month basis, exactly how many new customers you acquired through sales and marketing efforts, how many new customers you acquired through referrals, and how many customers you lost through attrition. | ||
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| - | **Related Questions:** | ||
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| - | **[[http://www.linkedin.com/pulse/why-does-my-startup-need-pro-forma-financial-statements-davis/|Why do I need financial reports?]]** | ||
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| - | **[[http://blog.offtoa.com/financial-statements-for-investors/|What financial statements do investors expect?]]** | ||
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| - | **[[:faqs:inc-stmt:how-view-income-statement|How can I see my income statement?]]** | ||
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| - | **[[:faqs:cash-flow-stmt:how-view-cash-flow-statement|How can I see my cash flow statement?]]** | ||
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| - | **[[:faqs:bal-sht:how-view-balance-sheet|How can I see my balance sheet?]]** | ||
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| - | **[[:faqs:per-unit:how-view-per-unit-sold-statement|How can I see an income statement for the sale of just one product? How can I see a "per unit sold" report?]]** | ||
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| - | **[[:faqs:cap-table:how-view-cap-table|How can I see my cap table?]]** | ||
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| - | **[[:faqs:irr:how-view-valuation|How can I determine my company's valuation?]]** | ||
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| - | **[[:faqs:irr:how-see-irr|How can I see the IRR my investors will actually receive (if I meet all the assumptions)?]]** | ||
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| - | **[[:faqs:customer-report:how-view-customers|How can I see how many new customers I get each period? How can I see how many new customers I get each period from referrals? How can I see how many customers are buying my products each period? How can I see how many of my customers are not buying my products each period? How can I see how many customers I lose each period through attrition? What is the average order size each period? What is the AOS each period? How many of each product do I sell each period?]]** | ||
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