New venture quant model

4.40K viewsGeneral Discussion

Well, I’m in the position that you’ve all experienced before… finally decided to take the plunge and see if I can translate myself to quantrix. The catalyst/task is building a financial model for a new venture.

1. 13 Lines of business, including SaaS, training subscription, fees charged vs. assets under management, mobile access, etc.
2. Need robust scenario modeling
3. Needs to be event-driven. The timing for most of the major drivers is yet to be determined, and we need to be able to quickly change the assumed date for major events, flowing thru to the rest of the model. Not the least of the events that are variable would be the official start date of the model
4. Need qtr and annual roll-ups
5. “Employees” will be phased in with compensation allocated to cash/equity at varying rates along the time axis; varying rates of part/full-time; varying pay grades across time
6. Model should include cap table and infusions of equity

I am confident that quantrix can handle all this, but any help that you care to offer to help me speed the process would be VERY much appreicated. Of course I am on a crazy time goal.




Despite I don’t have experiences in the venture business I am willing to help you in developing your model.

Here are some high-level starter hints:
– Start small and extend your model step by step
– Create a matrix for each araea: Business lines, employees, Time measures etc.
– Use linked categories

Are you taking the data from a database or do you plan to input it manually?

I suppose that you a migrating one or more Excel models to Quantrix. Is it possible to provide these Excel files? I then can take a look at them and better understand the modeling aspects.

The model development in Quantrix is iterative and not linear. You may have sometimes the feeling that the initial work could be done in Excel much quicker but in Quantrix you have the advantage of scalability, better transparency and and it’s much easier to extend a Quantrix Model than an Excel file.

Kind regards,

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