This volume contains a collection of Excel™ tools, PowerPoint™ presentations, and text descriptions and presentation scripts of the material discussed in the articles in this site. Some of the material was created many years ago while other material is a result of some of the articles recently written.
Most of the items listed below require some level of editing, updating, or refining. These efforts will be completed on an on-going basis. Each tool or presentation will be described in an article in this Volume. Registered users (no charge) will be able to download the associated introductory article and then the related tool, presentation, or other files. As the contents are updated, the issue date of this article will be updated so that users can quickly determine what has been added by selecting the “WHAT’S NEW” tab on the footer of the website’s home page.
The initial list of tools, their targeted audiences, and the current status is shown below. The items are not listed in any order but as they are issued, will be listed by issue date. In addition to the items listed below, thirty-one presentations have been identified and will be updated and posted over time. Those presentations are listed in article 8.040001, “Introduction to Presentations.”
Table has been updated on 11SEP2019
|
Title |
Description |
Format |
Audience |
Status |
|
Company Grading Tool |
A helpful tool that an investor could use to evaluate and compare companies. Useful for entrepreneurs and companies seeking capital. |
2 versions of an Excel tool. Instruction Manual. |
Entrepreneurs and early-stage companies. |
Released 08/01/19 |
|
Risk Assessment Tool |
A numerical method to capture the likelihood and severity of risks that the company faces |
2 versions of an Excel tool. |
Entrepreneurs and all companies. |
Released 08/06/19 |
|
Process Tools |
Three real-world examples of the use of five process creation tools |
PDF and Excel |
All companies |
Released 08/17/19 |
|
Investor Messages Evaluation Tool |
Evaluate your company with statements that are likely to be important to investors |
Excel |
Entrepreneurs and early-stage companies. |
Released 09/09/19 |
|
Adjusting Revenue Timing |
An Excel worksheet that shows a simple method of adjusting revenue timing. |
Excel |
Entrepreneurs and early-stage companies. |
Needs Updating & Instructions |
|
Competitive Spider Charts |
An Excel workbook example that shows how to compare competitive alternatives using Spider charts. |
Excel |
Entrepreneurs and all companies. |
Needs Updating & Instructions |
|
Deal Calculation Template |
An Excel worksheet that shows the impact of various investor term sheet deal terms. |
Excel |
Entrepreneurs and early-stage companies. |
Needs line item comments |
|
Generalized Financial Model` |
An Excel workbook outline that shows one approach to building a high-level financial model. |
Excel |
Entrepreneurs and early-stage companies. |
Needs refinement & Instructions |
|
Investor Comparisons |
A rail diagram that lists extremes in investor characteristics. |
Excel |
Entrepreneurs and early-stage companies. |
Needs Instructions |
|
Suspects to Prospects Characteristics |
An Excel tool that helps a company differentiate between “Suspects” and “Prospects.” |
Excel |
Entrepreneurs and all companies. |
Needs Instructions |
|
Prospect Size Comparison |
A rail diagram that compares small and large company selling issues. |
Excel |
Entrepreneurs and all companies. |
Needs Instructions |
|
Business Partner Qualification Toll |
An Excel workbook that lists business partner requirements and a method to evaluate them. |
Excel |
Entrepreneurs and all companies. |
Needs Instructions |
|
Fitness for Use Tool |
A listing of 30+ “quality” related characteristics that developers should think about and prioritize in their development efforts. |
Excel tool. |
Developers and Product Managers |
Needs Minor Updating |
|
Sales Funnel Progress Questions |
A listing of a number of sales progress questions with the ability to assign them to standard sales funnel levels and weight their relative importance. |
Excel tool. |
Companies of every size. |
Needs Updating |
|
Business Partner Types and Qualifications |
A tool template with examples that can help a company qualify potential distribution partners. |
Excel tool. |
Companies of every size. |
Needs Updating |
To help the user find the tools and presentations, the next article in this section lists the available articles and the associated tools by Chapter and Section.
