During Sarthak Ahuja's recent course at Masters’ Union, we learnt about the VC method of valuations among many other things. While DCF is an invaluable tool, it may be difficult to accurately predict cash flows for an early-stage startup, rendering it difficult to use. Additionally, for pre-revenue startups, multiples can’t be used either. This is where the VC method of valuation comes in handy.

The ability of the Venture Capital Method to evaluate early-stage, pre-revenue companies, makes it a commonly used approach among venture capitalists worldwide. How does it work?

Here is a high-level overview-

VCs, as well as any other investors, realize their returns when a liquidity event (an exit) occurs, and they expect a certain rate of return for their investments. Thus, the guiding equation is as follows.

Post-money Valuation = Exit Value / Expected Return on Investment (ROI)

Now, to calculate Exit Value (EV), we typically take a multiple of the company's revenues at the time of exit, based on precedent transactions in the sector.

For example, let's consider a company projected to generate $20 million in revenues upon exit, assuming a revenue multiple of 2. The resultant exit value would amount to $40 million.

The Return on Investment (ROI), representing the expected return for investors, is often expressed as a multiple of the initial investment. Given the inherent risk associated with startups, VCs typically target high ROIs, often north of 10x. Now, with an Exit Value of $40 million and an expected ROI of 10, the post-money valuation stands at $4 million.

Finally, the dilution is determined by how much capital needs to be injected. Let's suppose the company is trying to raise $500,000. Then, the stake for the investor comes to 12.5% ($500,000/$4 million).

What do you think about this approach? Let's chat in the comments.


This post was originally shared by Prabhav Narang on Linkedin.