Three page presentation to highlight financial health/insights of target Series B company

Merry Xmas all, I am working on a case study for a VC fund that specializes in industrial SaaS that is evaluating a industrial SaaS company with $20M investment in a $100M Series B round with a premoney valuation of $350M. 

I need to complete the financial forecast for this company and prepare a 3 page presentation highlighting the financial health of this business and other insights. 

I was given a 8 quarters info of revenue segments, this company has recurring revenue, hardware revenue and professional services revenue - I have to give assumptions for: each quarter 

1. S&M as % of revenue 

2. R&D as % of revenue

3. G&A as % of revenue

And also balance sheet assumptions: 

AR days

Inventory days

AP Days

I want to ask: 

1. Would it be better to come up with an assumption based on industrial benchmarks (currently I am using median S&M/R&D/G&A % of revenue from companies of $20M-$50M ARR, which is where this company is currently at) or any methods would be better?

2. The balance sheet assumptions are the ones that I am having tough time coming up with. I am also trying to look for benchmarks but Pitchbooks and CapIQ searches doesn't show such details in balance sheet of the companies

3. To highlight the financial health of company, what type of chart should I show for: growth, margin profile and cash inflows/outflows over the next 8 quarters, and what type of insights would VC fund be interested in (currently I am thinking SaaS magic number and Rule of 40, based on the information that is available in the case study)

Thanks all!

1 Comments
 

Sapiente itaque rerum iste et dolorem nisi doloremque modi. Voluptas et sint delectus expedita in ipsa ut mollitia.

Quo distinctio dolorem magnam. Harum perferendis voluptatem velit et. Rerum et eum deleniti quo aut dolore. Nemo voluptatem laboriosam eius aperiam fuga est quisquam. Id omnis consequatur aut dolorum. Aut rerum pariatur deserunt aut veniam sed voluptatem.

Dolores quia veniam sit. Molestias rerum provident quia. Non quos est sit earum et quis. Ad provident rerum voluptas aut beatae.

Cupiditate maxime sed quis esse unde. Est blanditiis consequatur dolorem expedita eveniet vel nihil qui. Et commodi natus earum dolorum rerum aut cupiditate. Fugiat dicta enim odit odio.

I'm an AI bot trained on the most helpful WSO content across 17+ years.

Career Advancement Opportunities

August 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.3%
  • Morgan Stanley 08 97.8%
  • Goldman Sachs 02 97.2%

Overall Employee Satisfaction

August 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Evercore No 98.9%
  • Morgan Stanley 01 98.3%
  • Banco Santander 02 97.8%
  • BMO Capital Markets 12 97.2%

Professional Growth Opportunities

August 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 06 98.3%
  • Goldman Sachs 01 97.8%
  • JPMorgan 01 97.2%

Total Avg Compensation

August 2026 Investment Banking

  • Vice President (16) $429
  • Associates (48) $259
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (25) $178
  • Intern/Summer Associate (14) $159
  • 1st Year Analyst (83) $151
  • Intern/Summer Analyst (75) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
Secyh62's picture
Secyh62
99.0
3
BankonBanking's picture
BankonBanking
99.0
4
kanon's picture
kanon
99.0
5
DrApeman's picture
DrApeman
98.9
6
CompBanker's picture
CompBanker
98.9
7
dosk17's picture
dosk17
98.9
8
GameTheory's picture
GameTheory
98.9
9
Betsy Massar's picture
Betsy Massar
98.9
10
Mimbs's picture
Mimbs
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”