The opportunity list enables high volumes of deal screening and deal origination for investors and lenders. It can be seen as a deal inbox and used for traction analysis and loan underwriting. The opportunity list includes all companies that have:
- Submitted an online loan application via the Borrower Questionnaire, with or without sharing live financial data with the lender
- Submitted an online equity fundraising application via the Startup Questionnaire, with or without sharing live financial data with the investor
- Shared their live financial data within Calqulate with the investor/lender
The opportunity profile also offers a possibility to request real-time, detailed financial data of selected companies for a more granular analysis of the opportunity company's financial situation.
The Opportunity list can be accessed via the left-hand menu > OPPORTUNITIES . A list with all opportunities from all the above mentioned opportunity sources will then appear.
In the opportunity list you can see the the following information concerning the opportunity company:
- the intended funding Amount
- Next fundingstage, such as Series A
- the Received date
- My Projected fit
- the best Projected fit
- the Country of the Headquarter
- the type of revenue model
- the Industry in which the company is located in
- the Opportunity source
To see more precise information about an opportunity click on it.
Now detailed information about the Opportunity Details,Company, their financial data can be viewed.
The first tab Opportunity Details displays the companies fundraising profile and their Deal structure preferences. This includes information either about the loan or equity deal an organisation is aiming for.
For a more granular view and live financial data from the company, a Request for data sharing can be sent to the company. This will be done after the response is Accepted.
The second Tab Company Info displays general information about the company, divided into four categories that can be changed in the left-hand menu. The first category Company profile includes data about the:
- Company profile, general data about the company and contact information
- Business model and the stage of the company and important numbers
- IP portfolio and information related to intellectual property.
The category Company financials reveals more about the financial situation of a company. The financial information is divided into:
- Basic financials
- Growth metrics
However, the data displayed is not live. It is manually entered by the company. The live data can be accessed via the tabs Financial Report, Financial Health and True Growth.
On the Past equity financing page, more data about the past equity financing of a company can be accessed.
More information about the past loan financing can be accessed via Past loan financing in the left hand menu.
The tabs Financial Report, Financial Health and True Growth are solely available if the company accepted the request for data sharing. After data sharing approval, live financial data about the company can be accessed there.
The Financial Report tab displays information about:
- Operating Expenses
- Cost of Sales
- Staff Costs
In the Financial Health tab, information about the Financial Health of the company is displayed. Several financial KPIs in the Liquidity, Profitability and Solvency tabs can be accessed via the left-hand menu. To find more information about Calqulates Financial Health Index access this article.
The True Growth tab gives insights into the growth metrics of the company. The data is divided into the following categories:
- True Growth
- Revenue Growth
To find out more about the True Growth Index, read this article about it.
Updated about 2 months ago