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Finance Team Score Cards

This document outlines the goals, activities, deliverables, timelines, and risks for a project with the goal of making a firm ready for pitching to investors. The key activities are pitch deck creation, valuation estimation, and roadmap development. Deliverables include a completed pitch deck, current valuation, and identification of valuation drivers. The target completion date is 5 days and metrics include developing a valuation framework and monetization plan. Market research results and PnL projections are dependencies and lingering uncertainty around valuing intangibles is a key risk.

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KOTHAPALLI VENKATA JAYA HARIKA PGP 2019-21 Batch
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80 views18 pages

Finance Team Score Cards

This document outlines the goals, activities, deliverables, timelines, and risks for a project with the goal of making a firm ready for pitching to investors. The key activities are pitch deck creation, valuation estimation, and roadmap development. Deliverables include a completed pitch deck, current valuation, and identification of valuation drivers. The target completion date is 5 days and metrics include developing a valuation framework and monetization plan. Market research results and PnL projections are dependencies and lingering uncertainty around valuing intangibles is a key risk.

Uploaded by

KOTHAPALLI VENKATA JAYA HARIKA PGP 2019-21 Batch
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
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Sprint No (1 to 5).

1 for first 2
weeks, 2 for next two weeks start date of the
etc) project

Goal and Objective Make the firm ready for pitching in front of investors
key activities Pitch deck creation, Valuation estimation and roadmap
key deliverables Completed Pitch deck, Current valuation of firm, Identifica
key target dates 5 days
key Metrics Devising Valuation framework, Monetisation Plan
key dependencies Market research results, PnL projections
Key Risks Lingering uncertainity about how to value the intangibles
Remarks
Tower (sales and marketing,
end date of the strategy, finance,
project technology, HR, etc.) Sub team

Finance External Finance

m ready for pitching in front of investors


creation, Valuation estimation and roadmap
Pitch deck, Current valuation of firm, Identification of valuation drivers

luation framework, Monetisation Plan


arch results, PnL projections
ncertainity about how to value the intangibles
Individual Name
(only for individual
score cards. For team
scorecards you may
leave it blank)
Sprint No (1 to 5). 1 for first 2
weeks, 2 for next two weeks start date of the
etc) project

Goal and Objective To value the company and achieve 10M$ valuation in 10
key activities Preparation of P&L for SigmaRed and doing financial proj
key deliverables To carry out a detailed analysis about the various segmen
key target dates 5th August
key Metrics Gross Margin
key dependencies S&M Team, Pricing team
Key Risks Incorrect predictions due to wrong predictions
Remarks
Tower (sales and marketing,
end date of the strategy, finance,
project technology, HR, etc.) Sub team

Finance Internal Finance

e company and achieve 10M$ valuation in 10 months


of P&L for SigmaRed and doing financial projections for the company
a detailed analysis about the various segments of internal finance: product, service and operations

in
Pricing team
edictions due to wrong predictions
Individual Name
(only for individual
score cards. For team
scorecards you may
leave it blank)

ervice and operations


Sprint No (1 to 5). 1 for first 2
weeks, 2 for next two weeks start date of the
etc) project

Goal and Objective Make the firm ready for pitching in front of investors
key activities Pitch deck creation, Valuation estimation and roadmap
key deliverables Completed Pitch deck, Current valuation of firm, Identifica
key target dates 5 days
key Metrics Devising Valuation framework, Monetisation Plan
key dependencies Market research results, PnL projections
Key Risks Lingering uncertainity about how to value the intangibles
Remarks
Tower (sales and marketing,
end date of the strategy, finance,
project technology, HR, etc.) Sub team

Finance External Finance

m ready for pitching in front of investors


creation, Valuation estimation and roadmap
Pitch deck, Current valuation of firm, Identification of valuation drivers

luation framework, Monetisation Plan


arch results, PnL projections
ncertainity about how to value the intangibles
Individual Name
(only for individual
score cards. For team
scorecards you may
leave it blank)

Harshit Gupta
Sprint No (1 to 5). 1 for first 2
weeks, 2 for next two weeks start date of the
etc) project

Goal and Objective Make the firm ready for pitching in front of investors
key activities Pitch deck creation, Valuation estimation and roadmap
key deliverables Completed Pitch deck, Current valuation of firm, Identifica
key target dates 5 days
key Metrics Devising Valuation framework, Monetisation Plan
key dependencies Market research results, PnL projections
Key Risks Lingering uncertainity about how to value the intangibles
Remarks
Tower (sales and marketing,
end date of the strategy, finance,
project technology, HR, etc.) Sub team

Finance External Finance

m ready for pitching in front of investors


creation, Valuation estimation and roadmap
Pitch deck, Current valuation of firm, Identification of valuation drivers

luation framework, Monetisation Plan


arch results, PnL projections
ncertainity about how to value the intangibles
Individual Name
(only for individual
score cards. For team
scorecards you may
leave it blank)

Sai Kumar Ronanki


Sprint No (1 to 5). 1 for first 2
weeks, 2 for next two weeks start date of the
etc) project

Goal and Objective


key activities
key deliverables
key target dates
key Metrics
key dependencies
Key Risks
Remarks
Tower (sales and marketing,
end date of the strategy, finance,
project technology, HR, etc.) Sub team

Finance Internal Finance


Individual Name
(only for individual
score cards. For team
scorecards you may
leave it blank)

Purnima Ranjith
Sprint No (1 to 5). 1 for first 2
weeks, 2 for next two weeks start date of the
etc) project

Goal and Objective To ensure that SigmaRed achieves 10 million valuation in


key activities To carry out a detailed analysis of the various segments o
key deliverables P&L prpjections, Product(pricing, commercial, customisati
key target dates 5 days
key Metrics Devising P&L statement and other aspects of internal fina
key dependencies Coordinating with other departments to ensure that there
Key Risks Lingering uncertainity about how to value the intangibles
Remarks
Tower (sales and marketing,
end date of the strategy, finance,
project technology, HR, etc.) Sub team

Finance Internal Finance

hat SigmaRed achieves 10 million valuation in 10 weeks


a detailed analysis of the various segments of internal finance
ions, Product(pricing, commercial, customisation charges), Service (sales cycle, cash flow)

&L statement and other aspects of internal finance


g with other departments to ensure that there is a smooth coordination among all the activities
ncertainity about how to value the intangibles
Individual Name
(only for individual
score cards. For team
scorecards you may
leave it blank)

Rounak Ghosh

e, cash flow)

all the activities

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