User Tools
Differences
This shows you the differences between two versions of the page.
| Both sides previous revision Previous revision | |||
|
using_offtoa:financial_reports [2015/11/26 12:55] mdavis |
— (current) | ||
|---|---|---|---|
| Line 1: | Line 1: | ||
| - | ====== Financial Reports ====== | ||
| - | {{keywords>investor}} | ||
| - | Offtoa provides both standard //pro forma// financial statements as well as some unique financial reports to make your startup financial planning a breeze. The standard financial statements are: | ||
| - | |||
| - | * [[: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. | ||
| - | |||
| - | The other reports provided by <php>echo $conf['comp_name'];</php> include: | ||
| - | |||
| - | * [[: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. | ||
| - | |||
| - | **Related Questions:** | ||
| - | |||
| - | **[[http://www.linkedin.com/pulse/why-does-my-startup-need-pro-forma-financial-statements-davis/|Why do I need financial reports?]]** | ||
| - | |||
| - | **[[http://blog.offtoa.com/financial-statements-for-investors/|What financial statements do investors expect?]]** | ||
| - | |||
| - | **[[:faqs:how_view_income_statement|How can I see my income statement?]]** | ||
| - | |||
| - | **[[:faqs:how_view_cash_flow_statement|How can I see my cash flow statement?]]** | ||
| - | |||
| - | **[[:faqs:how_view_balance_sheet|How can I see my balance sheet?]]** | ||
| - | |||
| - | **[[:faqs: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?]]** | ||
| - | |||
| - | **[[:faqs:how_view_cap_table|How can I see my cap table?]]** | ||
| - | |||
| - | **[[:faqs:how_view_valuation|How can I determine my company's valuation?]]** | ||
| - | |||
| - | **[[:faqs:how_see_irr|How can I see the IRR my investors will actually receive (if I meet all the assumptions)?]]** | ||
| - | |||
| - | **[[:faqs: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?]]** | ||
| - | |||
| - | {{indexmenu_n>4}} | ||
| - | |||
