Product
Quotation

MergeComp® is a software tool for computing and modeling the waterfall distributions from a merger (or post-financing) back to security holders of a private VC-backed target company, where the capitalization structure may be complex, multi-layered, and difficult to compute with spreadsheet models.

MergeComp is a perfect tool for performing “what if” analyses, and determining the effects of different types of investment strategies.

MergeComp costs only $300 for each analysis — but you may run up to two additional analyses for the same company (within 3 days of the first analysis) at NO extra charge (a “3–in–3” benefit — perfect for modeling or “what if” exploring).

HERE’S HOW IT WORKS:

You send us your Summary Capitalization Data including:

  • liquidation preferences, participation, options, warrants, management bonus plan carve-outs, convertible notes, etc.

We send you the Waterfall Analysis Spreadsheet showing:

  • EACH point of sale value at which the distribution changes (due to caps, conversions, exercises, etc. – the “Transition Points”)

  • The distribution to each of the securities classes at each of the Transition Points

  • A cell where you can enter ANY SALES VALUE, and see the distributions to all security classes at that sales value

  • Charts and graphs of the distributions to all security classes

Click for a larger view

Click here to see a Sample Waterfall Analysis Spreadsheet.

Who can benefit from MergeComp?

  • VC/PE firms investing in private companies
    – evaluate your investment returns across all market values

  • Law firms servicing private companies
    – accurately compute client distributions

  • Investment bankers servicing private companies
    – understand key transition points of distribution

  • Acquirers acquiring private companies
    – determine distributions to security holders

  • CEOs and CFOs of private companies
    – compute your share of the acquisition proceeds

ARE YOU SUBJECT TO FAS 157 (TOPIC 820) REQUIREMENTS?  MERGECOMP CAN HELP!

  • See the entire waterfall analysis for each portfolio company

  • Enter any market value estimate into the analysis – to see the distribution back to you

  • Easily perform multiple sensitivity analyses for each portfolio company

Copyright © 2005-2016 Equilytics, Inc. All Rights Reserved.    contact us