Q: Greetings, First of all, congratulations on making this tool and wish you the best.
I have already purchased a code but had a few queries before I go ahead and activate it. Disclaimer: I am not much of a finance/CPA type of guy but I consult a couple of startups for IT and I thought they could take the benefit of this tool which I plan to help them with.
1. As I understand, we can activate the code and I can generate 16 valuations without any expiry / timeline.
2. What exactly would be considered as a complete valuation. The moment I generate the report/pitchdeck or something or till I download the full report, or something else. Why I ask.. If a company keeps entering data in the system over a period of days / weeks it will still be available or once the data is filled in that slot is sort of used up and connect be changed/modified again ?
3. To extrapolate on the above point, in case a company enters some data and generates a valuation, now for some reason they do not get the exact report that they want, they change the data and again make the report and so on, till they feel that they can now present it to an inventor. Is this use case allowed, or am I misunderstanding.
4. Does the site have any predefined example report, pitchdeck or investment proposal letter, etc. I mean a demo one, where we mere mortals (non-financial) guys can see exactly what we are going to get ?
5. Can I buy multiple codes and stack all those codes into a single username which I can use for the coming years ? For e.g. I buy 3 codes and if you could stack them all in just one username instead of creating three different usernames.
Thank you and wish you the very best for success of EquiTest
Manish Naik
Tamir_1
May 14, 2024A: Thanks, Manish,🙏
I appreciate your interest in Equitest as well as your questions.✨
First, you are welcome to schedule a meeting with me - where I can personally answer all your questions -
https://tidycal.com/equitest/15-minute-meeting
You wrote "I am not much of a finance/CPA". Equitest
We put a lot of thought and effort into building a tool that would be easy to operate and clear to use, even for non-finance people. Alongside this, we provide regular support advice - so that the user becomes an expert in the valuation of companies very quickly.
No wonder Equitest is becoming a leading tool for company valuation - both for those who understand company valuation and want to speed up the process and those who are not experts but need company valuation.
You asked: "What exactly would be considered as a complete valuation.
There is a process where the data is entered. Only as soon as you finish the valuation and want to print the report - it is considered a valuation. Until you print - it can be changed a large number of times."
This also answers your third question.
For the question - "Does the site have any predefined example report, pitchdeck or investment proposal letter, etc. I mean a demo one, where we mere mortals (non-financial) guys can see exactly what we are going to get ?"
The answer is yes. As said - we are more than happy to support the customers face-to-face.
Your last question was:
"5. Can I buy multiple codes and stack all those codes into a single username which I can use for the coming years ? For e.g. I buy 3 codes and if you could stack them all in just one username instead of creating three different usernames."
The answer is yes. After buying, you should send the codes via email, and we will update the number of companies you can evaluate.
I hope that answers the questions. And as I mentioned - you are welcome to make an appointment - and all questions will be answered in detail.
Tamir
Verified purchaser
Greetings Tamir,
Thank you for taking the time to respond to all my questions.
All the points understood, except the Demo documents part. I could try and get on a meeting with you, but it could be a little difficult due to timezone differences. However, will try and get on a meeting as soon as I can. Till that time, if there are some demo Reports, PitchDeck, etc. I would be a great help so I could come to you a little prepared else I would end up embarassing myself :) It is ok, if we do not have a Demo Document.
Will try and connect with you soon.
Thank you again
Manish
Please send us a mail via the contact form in Equitest + send a link to your calendar. I will send you the demo reports + find a time slot that best meets your calendar.