Capital Budgeting, Best Practices: Invest For Excel Software
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Transcript of Capital Budgeting, Best Practices: Invest For Excel Software
Datapartner Software
Financial Modeling on Microsoft Office
Vitaly StockmanU.S. Country Manager
Company
Datapartner Oy - established in 1987 in Finland Focus on niche market:
Leading provider of software for capital budgeting 750 customers from nearly all industries, 35 countries International company: over 50% revenue is generated abroad Over 25 Business Partners, Profitable, Growing Main software product:
Solutions for Microsoft Office & SharePoint Microsoft Certified Partner
Datapartner’s software is used on 5 continents
Customers by industry
Electricity and heating10%
Other business activities8%
Pulp, paper and paper products8%
Chemicals6%
Metals and metal products6%
Food and beverages5%
Machinery and equipment5%
Public administration5%
Wholesale and retail trade4%
Other manufacturing4%
Electrical machinery and components
4%
Transport and logistics4%
Real estate activities3%
Oil and gas3%
Banking, insurance and finance3%
Publishing, printing and other media
3%
Education2%
Renting of machinery and equipment
2%
Rubber and Plastic products2%
Construction1%
Post and telecommunications1% Mining and quarrying
1%
Wood and wood products1%
Other5%
Segmentation by number of reference companies
Customer referencesAutomotive &
MachineryChemical and
Pharma Oil & Gas Power & Heat Metal Forest & Paper Food and Beverage Other
+ 70 more
Over 750 Customers in 35 countries!
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TAMPERE
For more detailed list, please visit www.datapartner.us/customers
Testimonials
”Invest for Excel has taken away a huge problem. It used to be a headache! Now we have a standardized process to do the impairment testing of more than 6500 stores. It’s a no brainer!Now the solution couldn’t be simpler and more responsive. It’s not overwhelming, I just love it, and it is Excel –based. I understand what is happening when it is used, and it is very comfortable to use.
We have to test the value of the assets (stores) every month. We had a custom built spreadsheet. Nobody knew the rules in the spreadsheet and we had no idea how to maintain the spreadsheet. The implementation of Invest for Excel took 1 week. The time spent on pro-forma valuation came down from 20 hours to 2 hours and now we can guarantee compliance.”
Accounting Manager, Family Dollar Stores, Inc
Read more:http://www.datapartner.fi/en/customers/customer-stories
Application areas
Invest for Excel functionality:
Capital Budgeting Business planning
Cash flow modelingof projects
Impairment testing
ValuationMergers & Acquisitions
Cost-benefit analysesLife cycle costing
Financing Post audit calculation Product calculations
Non-standardized in-house calculations
Time consuming Uncertainty about the correctness Bad comparability of calculations Little or no transparency Many persons involved, but a only a
few that know how to do it Poor quality Low level of Know-How Undeveloped planning & follow up
Value proposition
Invest for Excel © Provides standardised calculations, Saves time of key-personnel Transparent calculations Comparable results Easy user interface & well tested
formulas gives assurance Best practise of >20 years international
experience incorporated Assures best return on company assets Flexibility to model any type of business International Accounting Standards Plus the flexibility of MS Excel
How to decentralizeplanning and streamline thewhole investment process?
Your challenge Our solution
Finally a solution that..
Integrates technical calculations with financial projections for better simulations.
Combines engineering and economics.
Invest fot Excel
Financialprojections
Technicalcalculation
s
Invest for Excel implementation:
Fast and easy installation. Network / workstation. Efficient use after just 1-2 days of training. The whole implementation in just one week - to a very competetive price.
System requirements 150 Mb of free disk space 500MHz Processor processor or higher 512 Mb RAM recommended Microsoft Excel 2002, 2003, 2007 or 2010 Microsoft Windows 2000, XP, Vista or 7
Implementation
Lite Edition
Pro Edition
Enterprise Edition
Standard Edition
Calculation term, interval periods, discounting rate, taxes and more
Capital expenditures with a selection of depreciation methods and options for residual value
Profit calculation in a form of Profit and Loss Account
Working capital calculation
Cash flow statement
Profitability Analysis (NPV, IRR, payback, RONA, EVA, DCVA and more) based on FCFF
A great variety of sensitivity analysis in a form of charts and report tables
Break-even function on any input variable
Comparison of various investments
Margin calculation
Function for creating customized charts and sensitivity analysis
Modeling rows can be categorized into 3 levels of hierarchy specification
Balance sheet
Investment proposal
Currency conversion function
Language change function (English, German, Spanish, Swedish, Finnish, Polish, Russian)
Locking of calculation files (partial/full)
Customization of headings, rows, and key ratios
Project financing module, liquidity planning
Consolidation of many calculations into one summary file
IFRS and US GAAP impairment test
Valuation for acquisitions, mergers, and sales of businesses
Perpetuity (going concern), Extrapolation
Profitability calculation based on Free Cash Flow to Equity (FCFE)
SharePoint Server Integration
LitePro
Enterpris
e
Standard
SOFTWARE EDITIONS
Invest for Excel functionality
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Prices 2010
Invest for Excel licences
Price per license, USD Enterprise Pro
1 license …………… 5,650 2,9505 licenses ………….. 19,250 11,00010 licenses ………… 34,500 20,200
Annual maintenance fee 20% of list price Entitles to training, support and updates
For more information visit:
www.InvestForExcel.com
Contact
Datapartner SoftwareRaatihuoneenkatu 8
06100 Porvoo, FINLAND
Tel. +1 757 6535357 (Americas)Tel. + 358 19 54 10 120 (EMEA)
Fax + 358 19 54 10 [email protected]
Request a presentation:
Vitaly Stockman
U.S. Country ManagerPhone USA +1 757 653 53 57
Worldwide +358 504 389077
E-mail: [email protected]