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Venture Capital Fundraising and Valuation Trends
Management Accounting
Webcast

Venture Capital Fundraising and Valuation Trends

In an environment with higher inflation and interest rates, and public market volatility, gain insight into market trends affecting fundraising and valuation for companies backed by venture capital.

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Format

Webcast

NASBA Field of Study

Specialized Knowledge

Level

Update

CPE Credits

1.5

Instructor

Justin Kuczmarski, Antonella Puca, Brett Hickey

Availability

3 months

Product Number

WC4162432

 View  
 Business & partner 
Product Details

Fundraising environment

Understand how current market trends affect the valuation of companies backed by venture capital (VC).

Learn about the increasing use of instruments with equity features, such as simple agreements for future equity (SAFEs) and convertible bonds, in VC fundraising.

Through a series of practical case studies, understand the special valuation challenges of equity-like instruments.

This webcast will cover:

  • The special challenges of valuing VC-backed companies in the current environment
  • Using the indication of value provided by SAFEs and convertible bond rounds to identify the equity value of a VC-backed company and other securities in the company’s capital structure (common, preferred stock, warrants, etc.)

Key Topics

  • Impact on VC valuation of current trends in VC capital raising
  • Valuation of venture-backed enterprises
  • Valuation of equity-like instruments in VC companies

Learning Outcomes

  • Identify and evaluate the impact of current trends in VC capital raising on venture capital valuation.
  • Recognize SAFEs, convertible bonds, and other instruments with equity features in a complex capital structure.
  • Select the latest SAFE and convertible bond pricing rounds to estimate the value of a venture-backed company.

Who Will Benefit

  • Venture capital fund managers
  • CEO/CFOs of venture-backed companies
  • VC fund auditors,
  • Accountants
  • Attorneys
  • Valuation professionals
  • VC investors
More Details
NASBA Field of Study
Specialized Knowledge
Level
Update
Prerequisites
None
Access
This is a digital product. With full paid access the content will be available to you for 3 months after purchase date.
Duration
1hr 15mins
Pricing
Do you have an AICPA or CIMA membership? Log in to apply your member discount.

Group ordering for your team

2 to 5 registrants

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Start order

6+ registrants

We can help with group discounts. Email client.support@aicpa-cima.com
US customers call 1-800-634-6780 (option 1)

Contact us
Speakers
Justin Kuczmarski
Justin Kuczmarski, CPA/ABV/CFF/CEIV is the President of NAV Valuation & Advisory LLC. He is a dual M&A investment banker and valuation expert and has advised on over 150 transactions in his 24-year career. He specializes in technology and healthcare M&A banking and financial valuations for private equity and venture capital funds. He is a frequent technology earnings and M&A commentator for Fox Business News, Yahoo! Finance, TD Ameritrade Network, i-24, and several global networks. He is the sole author of the 300-page guidebook entitled The Executive's Guide to Business Valuation (bio updated 4/2023).
Antonella Puca
Antonella Puca, CPA/ABV, CFA is a Partner at BlueVal in New York. Ms. Puca specializes in the valuation of private equity and venture-backed companies for financial and tax reporting, M&A transactions, buy-sell agreements, estate planning, and litigation purposes. Ms. Puca has served on the Business Valuation Committee of the AIPCA, as a member of AIMA’s research committee, as a director and treasurer of the Board of the CFA Society of New York, and as a Director at CFA Institute. Ms. Puca is the author of Early Stage Valuation (Wiley: 2020) and a frequent presenter and author on valuation and alternative investment topics. She has received the 2021 Volunteer of the Year Award – Valuation Services of the AICPA. (Bio verified 3/21/2023)
Brett Hickey
Brett Hickey has been structuring, analyzing, and managing private equity, mezzanine and U.S. Government sponsored investment funds for over a decade. Prior to launching Star Mountain Capital, Mr. Hickey was the Co-Founder and President of a multi-manager platform including 4 U.S. state sponsored small business investment funds. Mr. Hickey has extensive experience performing due diligence on, selecting and building small business fund managers and has helped structure over a dozen larger funds representing a few billion dollars in assets.
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