WHAT CATAPULT DOES

Catapult Intelligence, Business Valuation, Economic Analysis, IP Strategy, Corporate Advisory

Catapult has worked with selected closely held businesses & professional service providers internationally since 2011. The firm has built on intellectual property and product development roots to offer a range of financial services. Does your company have a 409a requirement? Is your company looking to raise money? Does your firm need a litigation consultant/expert? Looking for best practices in Operations Management, an external COO? Are you concerned about fraud? Catapult can help. 

WHO CATAPULT SERVES

 
business valuation, 409A, damages, economic assessment, patent litigation, IP strategy

"Thanks for making me look good, Dustan!"

 

- Sarah McGarrell, attorney at Pierce Attwood, after referring Catapult for a valuation engagement.

"Per usual your product is professional and timely."

 

- Brian Casey, CEO E-Circuit Motors.

"Thank you very much for your work on the independent valuation. The Board found your report excellent."

 

- Oleg Shinkazh, CEO Chromatan.

SELECTED ENGAGEMENTS

PURPOSE:  Transaction

VALUED:  Market value and value to holder of patent license

STAGE:  Pre-market

FUNDING: NYSE

INDUSTRY: Medical Device  

FACTORS: (i) value-based pricing considerations, (ii) indication-based penetration rates, (iii) regulatory

METHODS: DCF using sensitivity analysis and Monte Carlo simulation 

PURPOSE:  Patent Advisory

ACTION:  Drafting and filing of provisional patent application for emerging biotechnology company

STAGE:  Pre-clinical 

FUNDING: Seed

INDUSTRY: Biotechnology.

PURPOSE:  Succession Planning

VALUED:  Fair Value of proportional controlling share interest

STAGE:  Stable Revenue

FUNDING: Self

INDUSTRY: Aerospace engineering, software

FACTORS: (i) purpose, (ii) interest being valued, (iii) case law

METHODS: Formula

PURPOSE:  Intellectual Asset Management

ACTION:  Intellectual asset audit prior to fundraising effort. Analysis of landscape and enforceability. 

STAGE:  1st revenue

FUNDING: Professional

INDUSTRY: Software-enabled electric motor design & manufacture

PURPOSE:  Operational Advisory 

ACTION:  Development, delivery, analysis and reporting of on-line and in-person surveys

STAGE:  New project 

FUNDING: Grant

INDUSTRY: Education

PURPOSE:  Finance and Operations 

ACTION:  Refine and stabilize operational capabilities for a purveyor of authentic specialty food and lifestyle products

STAGE:  Stable Revenue

FUNDING: Self

INDUSTRY: Consumer products

PURPOSE:  Tax (409A)

VALUED:  Interest in small business

STAGE:  Pre-revenue

FUNDING: Professional

INDUSTRY: Electric Motors

FACTORS: (i) recent internal transaction, (ii) sparse financial data

METHODS: DCF, Asset Cost, OPM Backsolve

PURPOSE:  Tax (409A)

VALUED:  Interest in small business

STAGE:  Pre-revenue

FUNDING: Professional

INDUSTRY: Biotechnology

FACTORS: (i) previous financing not available as indication of value, (ii) sparse operational and financial data

METHODS: Hybrid DCF, Asset Cost, and Market transaction

PURPOSE:  Support growth

ACTION:  Refine and stabilize operational capabilities for a cohort of 7 companies

STAGE:  Stable Revenue

FUNDING: Mix

INDUSTRIES: Consumer products, Food  Manufacturing, Health & Fitness, Engineering Consulting, Digital Marketing, Dental Practice, Electrical Contracting

PURPOSE:  Transaction

VALUED:  Minority Block in small business

STAGE:  1st sales revenues

FUNDING: Self

INDUSTRY:  Medical Devices

FACTORS: (i) atypical business model in a  Series A fundraising effort 

METHODS: Income (DCF) and Market (Public Comp) reconciled value using both methods

PURPOSE:  Tax (409A)

VALUED:  Interest in emerging business

STAGE:  Pre-revenue

FUNDING: Non-dillutive

INDUSTRY: Pharma Servicing

FACTORS: (i) previous financing more than one year prior to valuation date, and (ii) significant convertible debt

METHODS: Discounted Cash Flow, Black Scholes, Transaction

PURPOSE:  Tax (409A)

VALUED:  Interest in small business

STAGE:  Pre-revenue

FUNDING: Professional

INDUSTRY: Med Device / Drug

FACTORS: Consideration of strong intangibles vs unknown market acceptance

METHODS: Income (DCF), Market (Transaction)

PURPOSE:  Transaction

VALUED:  Minority Block in small business

STAGE:  Pre-revenue

FUNDING: Professional

INDUSTRY:  Medical Devices

FACTORS: (i) need for  stakeholder management in  Series B fundraising effort 

METHODS: Income, Asset, and Market - factors triangulated value using all methods

PURPOSE:  Transaction

VALUED:  Minority Block in small business

STAGE:  Pre-revenue

FUNDING: Professional

INDUSTRY:  Medical Devices

FACTORS: (i) need for  stakeholder management in  Series B fundraising effort 

METHODS: Income, Asset, and Market - factors triangulated value using all methods

PURPOSE:  Tax (409A)

VALUED:  Interest in emerging business

STAGE:  Pre-revenue

FUNDING: Professional

INDUSTRY: Life science R&D

FACTORS: (i) previous financing more than one year prior to valuation date, and (ii) significant convertible debt

METHODS: Expanded NPV & Black Scholes, Asset Cost

PURPOSE:  Tax (409A)

VALUED:  Interest in small business

STAGE:  Pre-revenue

FUNDING: Professional

INDUSTRY: Electric Motors

FACTORS: (i) previous financing more than one year prior to valuation date, (ii) sparse financial data

METHODS: DCF, Asset Cost

PURPOSE:  Tax (409A)

VALUED:  Interest in emerging business

STAGE:  Pre-revenue

FUNDING: Professional

INDUSTRY: Life science R&D

FACTORS: (i) previous financing more than one year prior to valuation date, and (ii) significant convertible debt

METHODS: Expanded NPV & Black Scholes, Asset Cost

PURPOSE:  Tax (409A)

VALUED:  Interest in small business

STAGE:  Pre-revenue

FUNDING: Professional

INDUSTRY: Electric Motors

FACTORS: (i) previous financing more than one year prior to valuation date, (ii) sparse financial data

METHODS: DCF, Asset Cost

PURPOSE:  Tax (1202)

VALUED:  Small business & its intangible assets

STAGE:  Growth

FUNDING: Professional, Sales

INDUSTRY: Pharmaceuticals

FACTORS: (i) engagement required identification valuation of significant unidentified intangible assets

METHODS: Control transaction, DCF, Formula Method

PURPOSE:  Transaction

VALUED:  Emerging business & its intangibles

STAGE:  Pre-revenue

FUNDING: Pre-seed

INDUSTRY: Estate-planning

FACTORS: (i) identification, protection & valuation of significant unidentified intangible assets

METHODS: DCF, Formula Method

PURPOSE:  Defensibility

ACTION:  Drafting & filing a provisional patent application 

STAGE:  Pre-revenue

FUNDING: Pre-seed

INDUSTRY: Health-IT

FACTORS: (i) coordination with business planning & product development strategies

CONSIDERATIONS 101, 103. Alice

PURPOSE:  Defensibility

ACTION:  Drafting & filing a provisional patent application 

STAGE:  Pre-revenue

FUNDING: Pre-seed

INDUSTRY: Biotech

FACTORS: (i) coordination with technology, regulatory & product development strategies

CONSIDERATIONS Valuation and funding as project using real options approaches

CVA, Certified Valuation Analyst, NACVA

What does a certification as a valuation analyst through the National Association of Certified Valuators and Analysts mean? Contact Catapult's Principal to learn how his qualification as a CVA can benefit you. 

 
BostonVoyager, Dustan Bonnin, Catapult Intelligence, Valuation

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