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Valuation Dilemma
•Economic Profit = Invested Capital x (ROIC – Opportunity Cost of Capital)
•How do you forecast ROIC when a startup has no revenue, next to nil physical assets, good will as premium on valuation and IP?
•Partial answer: V&V measurable milestones
•Minimum ROIC for startups: 40% (30% risk of having to write-off investment altogether)