Financial Health Index

Stakeholder Environment

When a bank or a venture debt company lends money to a startup, credit ratings and credit scores are handy tools. However, those are usually only available to larger companies. There is no well-established indicator for small and medium-sized companies representing their financial health. 

At Calqulate we offer the Financial Health Index. It measures a company’s financial health, profitability and liquidity, and calculates a value between 0-100%. It is based on different metrics and uses ratios from three different metric groups: Liquidity, Profitability, and Solvency. 

The financial Health dashboard

Go to PORTFOLIO > Active Portfolio and choose the company for that you want to check the financial health.

Choose then the Financial Health tab and choose again Financial Health on the left-hand menu. This tab is divided into three important sections: the Financial Health Index, the Financial Health Metrics, and the Financial Health Index evolution

The Financial Health Index displays your overall performance on a speedometer (gauge) chart. Your company scores between 0 and 100 %, whereby 100 % is the best possible result. The Financial Health Metrics, which are displayed on the right side of the screens, lists all metrics that are used to calculate the index value. All metrics are listed with the ratio and the score in percentage so you can understand how the index value is calculated. The chart below it shows the evolution of the Financial Health Index

Liquidity

If you click on Lidquidity you can see details about the Gross Burn in Months, which tells you more about a companies lidquidity.


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