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8/9/2019 Sell Side Brochure
1/18
8/9/2019 Sell Side Brochure
2/18
Improveyourequityresearchproductivity
Creatingandupdatingcompanymodels
StandardizedExcelbasedcompanymodelsensureeachanalystsworkseamlesslyintegrateswithresearchdatabaseandcanbereusedinreports,website,industryoverviews,etc.
Save time through automated rebalancing ofbalance sheet,year changes,model versionupdates
Outputs can be customized,andproprietary inputsheets linked tomodel
Optionally,company data
from Bloomberg
or ThomsonReuters can be imported to
facilitate creation of
new
models
Generatingreports
CreatereportsusingcustomizedWordorPowerPointtemplates
Importtables andcharts from company datainthedatabase
Publish asPDFor include insearchable online report library
Distributingresearch
Offeryourresearchininteractive,reusableformatthroughonlineresearchdatabase
Users can view any followed company,run comparisons using customizable tools andtry their own scenarios building
onanalyst estimates
Research database can be customized toclient specifications
Maintainingyourresearchlibrary
Valuatum hoststhedatabaseandwebinterface,minimizingmaintenanceneedsatyourend
Updates,version
control,
etc.
are
automatically
rolled
out
You can always revert toanearlier versionofany model uploaded
Industrystandardsecurityandbackupsolutionsarebuiltintothesystem
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OverviewofValuatums Sellsidesystem
Modellibrary
database
Interactivecompanymodels
Reportgeneration
tools
Valuatums researchsystemisbuiltaroundahosted
databaseofstandardizedcompanymodels.The
modelscanbecreatedandmodifiedusingExcel,a
webbased
interface,
or
acustom
Java
Applet.
The
modelscanalsobeusedtogeneratePowerPoint,
WordorPDFreports.
Wealsoofferacustomizablesuiteofwebbasedtools
integratedwiththedatabase.Theseallowendusersto
createtheir
own
company
comparisons,
filters,
sort
rules,etc.Userscanalsocreatetheirownscenarios
basedontheanalystscompanymodels.
Asahostedcloudcomputingservicefollowingthe
SaaS (SoftwareasaService)paradigm,oursystemis
easytosetupandrequireslittleintegrationwith
existingsystems
(integration
with
CRM
systems,
and/orlinkingexistingcompanymodelsispossibleif
desired).
Shareprice
data
FXrates
$
8/9/2019 Sell Side Brochure
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Workflowmanagement
Analystcreatesandupdatescompany
model
Standardizedmodelstructure
AbilitytolinkcustomExcelinputsheets
Optionto
pre
populate
modelwithReutersorBloombergdata
Automatedcalculationstoensuremodelisinternally
consistent Keyfiguresandratios
automaticallycalculated
BuiltinDCFandEVAmodels
Analystuploadsmodelintodatabase
Modelssavedinstandardform,allowingeasydataextraction,crosscompanycomparisons,etc.
Revisionhistory
saved,
allowingrollbacktoearliermodel
Shareprice,FXrates,andaffectedkeyfigures
automaticallyupdated
Abilitytoreusedatainautomatedreports,
website,emails,SMS
Dataextractioninto:
Standardandcustomwebpages
WordandPowerPoint
reporttemplates
Emails,SMSmessages
Interactivetoolsallowenduserstobuildcomparisons,constructscenarios
using
analysts
orownnumbers
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Creatingcompanymodels
Companymodels
AvailableforMicrosoftExcel,can
alsobeviewedandeditedusing
webinterfaceorJavaApplet(see
nextpages)
Standardized,stateoftheart
modelwithbuiltinDCFandEVA
valuationengines
Possibilitytolinkwithclients
currentmodel,allowinganalyststo
continueusingtheirownsheets
Automatedyearchanges,balancing
ofbalancestatement
Forcedinternalconsistency(yearlyvs.quarterly
figures,divisionalvs.grouplevelfigures,income
statementandbalancesheet,etc.)
Extensiveinputs
covering
virtually
any
contingency
(e.g.,stocksplitsandissues,currencyconversions,etc.)
Uploadanddownloadchangesto/frommodellibrary
databasewithasingleclick
Optionallyimportcompanydata(realizedand
consensusestimates)fromThomsonReuters or
Bloombergwheninitiatingcoverage,forpeergroup
comparisons,etc.
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JavaAppletmodelinterface
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Webbasedresearchdistribution
Webbasedresearchdatabase
Viewindividualcompanies
Userscanchangeestimatesto
testtheir
own
scenarios
Modelautomaticallyrecalculates
afteranychangestoremain
internallyconsistent
Layoutandfeaturescanbe
tailoredaccordingtoclientwishes
Multipleviewsavailable,including
quarterlyanddivisional
breakdown,DCF/EVAvaluation,
analystcomments,andreviewof
historicalestimatesaccuracy
Interactivetoolsforcross
companycomparisons,
including
filtering,ranking,XYscatter
diagrams,etc.
SearchablePDFreportlibrary
8/9/2019 Sell Side Brochure
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Excelqueries
Excelquerytool
Selectany
set
of
parameters
storedinthedatabase
Settimeframe
Chooseallorsubsetofcompanies
followed
Producean
Excel
table,
easily
usedtogenerategraphs,asinput
forcalculationsorproprietary
applicationsandanalyses
8/9/2019 Sell Side Brochure
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Generatingcompanyreports
Reporttemplates
AvailableforMicrosoft
WordandPowerPoint
Layoutfully
customizable
toclientspecifications
Tablesandchartsarepre
populatedwithcompany
datafromdatabase
Data
for
multiple
companiescanbe
includedineachreportto
create,e.g.,sector
overviews
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Frequentlyaskedquestions
Q: Canyoucreateawebinterfaceandreporttemplatesmatchingourcompanylook&feel?
A: Certainly.Wehavedonethisforseveralcustomers.
Q: Ilikethefeatures,butIdontliketheideaofhavingdozensofconsultantsrunningaroundmyofficeforthenext6
months,distractingmyanalystsandIT.Howlongdoesittaketogetthesystemupandrunning?
A:
Sinceour
system
is
run
from
centralized
servers,
it
does
not
require
any
complex
IT
integration.
Most
of
the
customizationworkinvolvesmodifyingthereporttemplatesandwebinterfacetomatchyourrequirements.
Dependingonthelevelofcustomizationrequired,wecould haveyouupandrunninginafewweeks.
Q: Howmuchdoesitcosttousethesystem?
A: Insteadofalargeupfrontinvestment,youpayamonthlychargeforusingourservice.Themonthlybillingamount
dependsonseveralfactors,suchasnumberofusers,numberofcompaniesfollowed,andlevelofcustomization/
supportrequired.Wewouldbehappytodiscussyourspecificneedsandprovideatailoredquote.
Q: Canyoumigrateourcurrentmodellibraryintoyoursystem?
A: Mostlikely,yes.IfyouuseExcelspreadsheetstobuildyourmodels,wewillprobablybeabletolinktherelevant
outputcells
of
your
existing
models
into
our
models
input
cells.
Q: Ifweadoptyourdatabase,butwanttouseourownwebsitetoshowcompanydata,whatinterfaceoptionsdo
yousupport?
A: Anydatastoredinthedatabase(approximately9,000figuresforeachcompanymodel)canberetrievedusingRSS
orWebServices technology.
8/9/2019 Sell Side Brochure
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Frequentlyaskedquestions,continued
Q: Ifyourunfromcentralizedservers,canIbesuremydataissafe?Whatsecurityandbackupsolutionsdoyouuse?
A: Backupsaretakenonadailybasis,andwehavesophisticated securitysystems.Someofourmajorclients,suchas
Danske BankandtheStateofFinlandhaveconductedsecurityauditsonoursystems,andwewouldalsowelcome
anyfutureclientstodoso.
Q: Canyour
models
handle
special
situations,
such
as
corporate
actions
(stock
splits,
issues,
etc.)?
A: Yes.Ourmodelwasdesignedbyformersellsideanalysts,andwehaveincludedmostofthespecialsituations
commonlyencounteredinanalyzingacompany.Wearehappytoconsultwithourclientsonthebestwaytohandle
anyspecificsituationthatwillarise,andwillcreateacustomsolutionifthesituationsimplycannotbehandled
usingthecurrentmodelversion.
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Companybackground
ValuatumEquityanalysissolutions Foundedin2000
Headquarteredin
Helsinki,
Finland
Currentlyemploys17staff
Sustainablebusiness
model
Owned90%byemployees,financedwithcashflow
AAAcreditratingfromDun&Bradstreetsince2006
20+
clients,
including
equity
brokers,
institutional
investors,
and
investor
relations
depts
8/9/2019 Sell Side Brochure
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Visitourwebsite,www.valuatum.com foravideowalkthroughoftheValuatum Sellsidesystemandadditional
information,includingtechnicalarchitecture
Signupforafreetrialaccountthroughthewebsite
[email protected] todiscussyourspecificneeds,ortorequestaquotation
Wanttoknowmore?
http://www.valuatum.com/mailto:[email protected]:[email protected]://www.valuatum.com/8/9/2019 Sell Side Brochure
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Appendix:Additionalscreenshots
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Interactivetools:XYscattercomparison
Creategraphswithasingleclick
Choosefromextensivepredefinedcriteria,e.g.,:
P/Evs.XyearsEPSgrowth
P/BVvs.
Xyears
average
ROE%
EV/EBIT vs.XyearsEBITgrowth
Easilycreatecustomcriteria
Stockpricesareupdateddaily
Includehistoricalpositionsforchosenperiod
8/9/2019 Sell Side Brochure
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Viewpredefinedoruserdefinedratiosand
figuresforcompanies
Sortbyanyparameterwithasingleclick
Create
customized
parameters
by
defining
formulaebasedonexistingfigures
Interactivetools:Shareranking
8/9/2019 Sell Side Brochure
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Interactivetools:Multicriteriaranking
Usepredefinedpointsschemes
orcreatecustomschemesto
rankcompaniesusingmultiple
criteria
Definescoring
formula
for
each
criterionmeasured
0
1
2
3
4
0 1 2 3 4 5 6 7 8 9 10
Points
Value (Percent)
Limitvalue
=2%
Targetvalue
=4%
Max points = 3
Example of scoring:
8/9/2019 Sell Side Brochure
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Excelmodel:Sensitivityanalysis