Build your next investment committee deck from your research.
Start with a completed example. Add your theses, financial model, and previous presentation. Save the process so the next meeting starts with updated materials.
Workbook · FCFF (USD m)
| Year | Revenue | FCFF |
|---|---|---|
| Y1 | 2,120 | 186.0 |
| Y2 | 2,247 | 197.2 |
| Y3 | 2,382 | 209.0 |
| Y4 | 2,525 | 221.6 |
| Y5 | 2,676 | 234.9 |
- PV of FCFF
- 808
- PV of terminal value
- 2,407
- Less net debt
- 800
- Value per share
- 24.15
Margin 18%, tax 25%, reinvestment 35%, WACC 9%, terminal growth 2.5%, 100m shares.
Slide 3 · Recommendation
Hold: value $24.15 vs price $22.00 (+10%)
- Revenue grows 6% a year for five years.
- Terminal value is 75% of enterprise value.
- Changes the decision: value equals price at 4.4% annual growth.
What it produces
Recommendation slide, valuation bridge, countercase and conditions that would change the decision.
What changes on the next run
- Refreshes the model from new filings
- Updates the recommendation and valuation bridge
- Shows which thesis conditions changed since the last meeting
Use your own work
Bring the report, workbook or deck you already use. MO keeps your format and fixed disclosures and saves the method so the next version starts updated. Included in Desk.
Questions
What if the recommendation changes?
The slide states the new conclusion and lists the inputs that moved it.
Are sources kept?
Every figure keeps its source reference into the next version.