Our Team and Platform Enable You to:

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Attach research directly to the key drivers in an Interactive Strategic Model

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Model scenarios for actual cash flows and how multiple may change

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Produce odds of upside and downside to returns based on your insight

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Rate the impact of key drivers and test your conviction

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Keep the model ‘Living and Breathing’ with new research in the BPN Feed

Clients

Clients share their insightful stories — like business plans, slide decks, and investment committee memos — with BPN’s world-class analyst team. Together, we employ our software Platform to produce an Interactive Strategic Model that Quantifies those Stories in Scenarios to drive better decisions.

Venture Capital

You Have:

  • Deal flow and relationships
  • Ability to identify great founders, opportunities and products
  • Experience, insight and pattern recognition
  • Extensive network of venture partners and advisors
  • Busy meeting schedules with new leads, portfolio companies and fundraising

BPN helps you avoid the “mental trap” of simplistic valuation by quantifying your investment memo in scenarios for cash flows and future expectations at multiple future horizons.

Venture Capital Video

Private Equity & Credit

You have:

  • Deal flow and relationships
  • Experienced senior teams, operating partners and advisors
  • Deep research and insight on your portfolio companies
  • Governance control to drive capital margins and leadership
  • Busy schedules with new deals, board meetings and fundraising

BPN helps you confront the “gorilla in the room” of exit multiples after a change thesis by quantifying your investment memo in scenarios for cash flows and future expectations at multiple horizons.

Private Equity & Credit Video

Public Markets

You have:

  • Idea generation from experienced PMs and analysts
  • Disciplined process to filter opportunities vs criteria
  • Primary research, sell side support and expert networks
  • A nose for entry price, position sizing and exit timing
  • Busy schedules with conferences, earnings and fundraising

BPN helps you quantify your thesis in scenarios for future cash flows and stock price at multiple horizons.

Public Markets Video

Family Office

You have:

  • Insight, deal flow and ideas
  • Patient, long-term capital
  • Aligned decision making
  • Industry experience and network around family’s enterprise asset
  • Busy days with family business, asset allocation, generational planning, and philanthropy

BPN helps you leverage your insight, network and experience with BPN’s world-class team and patented software to rival the rigor as a private equity fund.

Family Office Video

Portfolio Companies

You Have:

  • Vision, passion, insight
  • Operating data
  • Competitive intelligence
  • Great teams for product, sales, operations
  • Full-time day jobs with customers, investors and talent

BPN helps you chart strategy, prioritize resources and validate investors’ “sanity-checks” by quantifying your company deck in scenarios for cash flows and valuation at multiple horizons.

Portfolio Companies Video

Analysis Examples and the BPN Feed

Click to see an Interactive Strategic Model and supporting evidence in the BPN Feed: 

BPN Engagement Process

Initial Underwriting

You ask: Should we spend time? Devote resources?
You provide: Your preliminary research and analysis on a deal.
BPN delivers: Preliminary scenarios and key research questions in five business days.

Final Underwriting

You ask: Should we invest? How much?
You provide: Your feedback on iterations of scenarios.
BPN delivers: Validated scenarios and conclusions on your diligence timeline

Re-Underwriting

You ask: Where should CEO focus? Where to raise or exit?
You provide: Quarterly board materials, other updates.
BPN delivers: Updated scenarios with new evidence and insight quarterly.

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BPN’s analysts will:

Strategic Model
Build and maintain an Interactive Strategic Model for each portfolio company
Map Evidence
Map company information, market studies, diligence notes and your insight to key drivers
Interactive Presentations
Upon request, provide value-added research, diligence, and monitoring
People Round 1
Deliver interactive presentations for your team, approved 3rd parties and portfolio company
Update Your Team
Via the BPN Feed, add new information, update your team and capture their insights over time

*Some clients rely on their own research process. Others use our BPN analysts for primary research, leveraging
our team’s experience, NLP tools, expert networks, and fundamental insight to validate key assumptions.

Portfolio companies can engage BPN to maintain an interactive strategic model after the deal is closed

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Many portfolio companies could benefit significantly from ongoing BPN strategic finance services. The BPN Feed will enable management, key advisors, and the Board to engage seamlessly and stay aligned. Different groups can be permissioned for different views.

Board meetings or annual budget reviews can include re-underwriting of key assumptions and valuation drivers, increasing oversight, and enabling more decisive acceleration or course correction.

We work with company executives, boards, and 3rd party advisors to enhance their grasp of:

  • Resource Allocation
  • Capital Raising
  • Product/Market Expansion
  • Commercial Partnerships
  • Exit Analysis
Our Interactive Strategic Model and BPN Feed bring a valuation lens to every CEO decision, boardroom conversation or partnership discussion.

 

Learn more

Schedule demo? Questions?
Contact us today.

We’d love to show you the power of BPN’s graph technology and experienced research team.