How to calculate investment equity

Mondo Finance Updated on 2024-01-29

How to calculate investment equityHow to calculate investment equity, which involves a number of factors, including the amount of investment, company valuation, share ratio, and so on. Let's take a closer look at this issue.

First, we need to value the company. Company valuation refers to the process of appraising a company to determine its market value. When investing in equity, we need to determine the percentage of shares we are able to acquire based on the valuation of the company.

For example, whether the industry in which the company is located is a sunset industry or a sunrise industry, and what is the future growth potential. If it is new energy or pharmaceutical development, new technologies and new business models, it may not be very profitable at present, but it will develop well in the later stage, such as the increasing demand for medicine due to the aging population.

Develop new market needs, and so on. This will increase the valuation of the company, and the proportion of investment of 3 million will be reduced from 50% to 30%, otherwise the founders will not agree to inject capital.

Secondly, we need to consider the relationship between the investment amount and the proportion of shares. The proportion of investment of 3 million will be lower than the proportion of investment of 5 million. In different periods, for example, the angel round investment of 3 million will account for a larger proportion than the A round of 3 million. In other words, the sooner you invest, the more valuable your money will be, and the greater your share.

Finally, we need to understand how the shareholding ratio is calculated. The calculation method of the share ratio is usually determined based on the ratio of the investment amount to the valuation of the company. Specifically, if we invest $1 million and the company is valued at $10 million, then our stake is 10%.

There are also ways to agree on the ratio, such as technology or asset shares, although there is no cash invested. Injecting capital into a certain property, such as a sales channel, can also be used as an investment in a stake and converted into cash.

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