Projections . . .
are management’s best estimates of how its company
will progress. The word "projections" is usually used to
refer to the financial estimates contained in a business plan. They
are where all the narrative analyses and market research of the
business plan are translated into language investors understand best -
dollars and cents. In a way, they are the heart of the business plan.
Usually, projections are given in substantial detail,
in the format of financial statements, and include pro forma cash flow
and income statements broken out on a quarterly or monthly basis.
Projections usually appear immediately after the company’s
historical financial data in the business plan. Most venture
capitalists like to see projections carried forward three to five
years.
Investors scrutinize projections. If the numbers
interest them, they will question management thoroughly about the
assumptions underlying the projections. The more rigorous, considered,
and realistic the projections, the more likely they are to be
achieved, and the more likely they are to withstand an investor’s
scrutiny.
Projections provide investors with a basis for
determining how much equity they will require in return for funding a
company. Projections can also help management of a company estimate a
reasonable range of value for their company using a discounted cash
flow or market pricing methodology, which are discussed in the
Discounted
Cash Flow and Pricing
entries found in this book.
Unrealistic projections that fail to provide for
foreseeable contingencies are not likely to attract funding. If a
venture capitalist does offer to fund a company with unrealistic
projections, it will usually be at a substantially higher price than
management anticipated. By contrast, realistic projections not only
help attract funding but also help management to forecast how much
equity the company will have to sell to obtain funding.
Some entrepreneurs believe that having
a large accounting firm review their projections will help them raise
money. The theory is that such projections are more believable and,
therefore, more likely to convince prospective investors to invest in
the company. The fact, however, is that accountants cannot guarantee
the accuracy of the assumptions underlying the projections, and
investors know this. As a result, an accountant’s signature near a
company’s projections may make an investor more comfortable with the
accuracy of the arithmetic in the projections but will not make him
more likely to invest. See:
Benchmarks,
Business Plan Format,
Pricing.