Sell Side Brochure

8/9/2019 Sell Side Brochure

1/18


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

$


4/18

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


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Excelqueries

Excelquerytool

Selectany

set

of

parameters

storedinthedatabase

Settimeframe

Chooseallorsubsetofcompanies

followed

Producean

Excel

table,

easily

usedtogenerategraphs,asinput

forcalculationsorproprietary

applicationsandanalyses


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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.


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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.


12/18

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


13/18

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/


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Appendix:Additionalscreenshots


15/18

Interactivetools:XYscattercomparison

Creategraphswithasingleclick

Choosefromextensivepredefinedcriteria,e.g.,:

P/Evs.XyearsEPSgrowth

P/BVvs.

Xyears

average

ROE%

EV/EBIT vs.XyearsEBITgrowth

Easilycreatecustomcriteria

Stockpricesareupdateddaily

Includehistoricalpositionsforchosenperiod


16/18

Viewpredefinedoruserdefinedratiosand

figuresforcompanies

Sortbyanyparameterwithasingleclick

Create

customized

parameters

by

defining

formulaebasedonexistingfigures

Interactivetools:Shareranking


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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:


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Excelmodel:Sensitivityanalysis

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