Financial Planning on Microsoft Office

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Datapartner Software
Financial Modeling on Microsoft Office
Company
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Datapartner Oy - established in 1987 in Finland
Focus on niche market:
Leading provider of software for capital budgeting
700 customers from nearly all industries, 31 countries
International company: over 50% revenue is generated abroad
Over 20 Business Partners, Profitable, Growing
Main software product:
Solutions for Microsoft Office & SharePoint
Microsoft Certified Partner
Datapartner’s software is used on 5 continents
Customers by industry
Wood and wood products
Post and telecommunications
1%
1%
Rubber and Plastic products
Mining and quarrying
2%
Construction 1%
Other
1%
Renting of machinery and
5%
Electricity and
equipment
heating
2% Education
10%
2%
Publishing, printing and other
media
3%
Other business activities
Banking, insurance
8%
and finance
3%
Oil and gas
Pulp, paper and paper
3%
products
Real estate activities
8%
3%
Chemicals
6%
Transport and logistics
4%
Electrical machinery
and components
4%
Metals and metal products
6%
Other manufacturing
4%
Wholesale and retail trade
4%
Public administration
5%
Machinery and equipment
5%
Food and beverages
5%
Segmentation by number of reference companies
Customers
AUTOMOTIVE
POWER & HEAT
CHEMICAL & PHARMA
+ 50 more
FOREST & PAPER
METAL
OIL & GAS
FOOD & BEVERAGE
700 Customers, 31 countries
OTHER
Testimonials
Invest for Excel helps us analyze
investment proposals and prepare
investment presentations. It also ensures,
that all needed information is included.
Invest for Excel saves time compared to the
previous complex Excel constructions. The
calculations are more reliable now. This has
increased confidence in our calculations.
Development Manager, Fortum Heat
Vice President – Corporate Business
Development, Outokumpu Oyj
Now, we controllers can focus on the presumptions and
results of the calculations, we don't need to worry about the
correctness and form. It saves us a lot of time and money.
Controller, Stora Enso
When the same model is used
corporation-wide, discussions regarding
principle assumptions or impenetrable
Most energy companies and their marketing
jungle of rules can be avoided.
managers could draw great benefit from Invest
Finance Director, Myllykoski Paper Oy
for Excel, especially if their task is to provide
profitability calculations for their customers.
Read more:
http://www.datapartner.fi/en/customers/customer-stories
Manager of Customer Projects and
Investment, Lunds Energi
Testimonials
” Invest for Excel has taken away a huge problem. It used to be a
headache! Now we have a standardized process to do the
impairment testing of more than 6500 stores. It’s a no brainer!
Now the solution couldn’t be simpler and more responsive. It’s not
overwhelming, I just love it, and it is Excel –based. I understand
what is happening when it is used, and it is very comfortable to
use.
We have to test the value of the assets (stores) every month. We
had a custom built spreadsheet. Nobody knew the rules in the
spreadsheet and we had no idea how to maintain the
spreadsheet. The implementation of Invest for Excel took 1 week.
The time spent on pro-forma valuation came down from 20 hours
to 2 hours and now we can guarantee compliance. ”
Accounting Manager,
Family Dollar Stores, Inc
Read more:
http://www.datapartner.fi/en/customers/customer-stories
Invest for Excel® Software
Datapartner delivers software in the
areas of corporate finance and
controlling that:
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Creates basis for strategic decisions
regarding capital investments
Establishes best practices of
investment modeling as standard in
the organisation and creates
investment decision process
Facilitates flexible financial analysis in
capital budgeting, valuation and
financing
Our software solution facilitates:
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DCF (Discounted Cash Flow) Modeling
Creation and usage of templates
Sensitivity Analyses
Tools for comparing alternative solutions
Profitability overview
Detailed cash flow calculations
Cost of capital calculations
Compliance with corporate internal
guidelines and external regulations
Using Invest for Excel you can quickly create an investment
model, perform profitability analysis and select the most
effective investment alternative.
Application areas
Invest for Excel functionality:
Valuation
Mergers & Acquisitions
Capital Budgeting
Business planning
Cost-benefit analyses
Life cycle costing
Cash flow modeling
of projects
Impairment testing
Financing
Post audit calculation
Product calculations
Invest for Excel® Software
The tool that brings transparency,
facilitates and standardizes capital budgeting.
Return on
investment
Sensitivity
analysis
Break-even
Timeframe
Create
investment
model
Discounting
rate / WACC
Comparison
tables
Perform
profitability
analysis
Investment &
business model
cash flows
Reports
Profitability
analysis
Investment
proposal
Select
FCFE & FCFF
calculation
Consolidation
& Marginal
effect
the best
investment
alternative
Financing
plan
Value preposition
Your challenge
How to decentralize
planning and streamline the
whole investment process?
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Non-standardized in-house
calculations
Time consuming
Uncertainty about the correctness
Bad comparability of calculations
Little or no transparency
Many persons involved, but only a
few that know how to do it
Poor quality
Low level of Know-How
Undeveloped planning & follow up
Our solution
Invest for Excel ®
 Provides standardised calculations,
 Saves time of key-personnel
 Transparent calculations
 Comparable results
 Easy user interface & well tested
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formulas gives assurance
Best practise of >20 years international
experience incorporated
Assures best return on company assets
Flexibility to model any type of business
International Accounting Standards
Plus the flexibility of MS Excel
Finally a solution that..
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Integrates technical calculations with financial
projections for better simulations.
Combines engineering and economics.
i4E
Financial
projections
Technical
calculations
Implementation
Invest for Excel implementation:
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Fast and easy installation.
Network/ workstation.
Efficient use after just 1-2 days of training.
The whole implementation in just one week - to a very competetive price.
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System requirements
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100 Mb of free disk space
Pentium III processor
512 Mb RAM recommended
Microsoft Excel 2000, 2002, 2003 or 2007
Software Editions
Lite Edition
Standard Edition 
Pro Edition 
Polish, Spanish, Russian
Enterprise Edition 
Prices
Invest for Excel licences
Software edition
Total price per licenses, EUR
Enterprise
Pro
 1 license…………………… 3,900
2,050
 5 licenses …………………… 13,250
7,700
 10 licenses ……………………..23,500
14,000
Annual fee
 20% of list price
 entitles to training, support and updates
Contact
For more information visit:
www.InvestForExcel.com
Tel. +358 19 54 10 100
Fax + 358 19 54 10 111
Verkauf&Support Schweiz
ShakeHands Software Ltd
Sägerei Kröschenbrunnen
3555 Trubschachen, SCHWEIZ
Tel. +41 (0)878 87 47 77
Fax +41 (0)34 495 70 25
datapartner@datapartner.fi
invest@shakehands.com
Datapartner Oy
Raatihuoneenkatu 8
06100 Porvoo, FINLAND
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