For public equities, Customer-Based Corporate Valuation services will provide a more insightful customer-based view of potential and current investments
Investing
Better estimate investments’ value and gain deeper insights into unit economics using publicly available data (SEC filings, presentations, 3rd-party data providers, etc.)
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CBCV is able to uncover hidden customer behavior patterns in aggregate SEC filings when even a few key customer metrics are reported (e.g., gross customer acquisitions, active customers, total orders)
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3rd-party data can enhance CBCV ability to forecast future customer behavior
Holding
Always have an up-to-date forward-looking view of portfolio investments
Periodically re-assess value of portfolio investments using the CBCV methodology with the latest available data
Make adjustments to your investments based on updated CBCV valuations
Reports and recommendations
Provide a more insightful picture of company unit economics in analyst reports
Set more accurate target prices in analyst reports and recommendations