CV

CA Final · Advanced Financial Management

Startup Finance & Business Valuation

Chapter 6 · 4 formulas · 4 exam-critical pointers

Core concepts

  1. 01Funding stages: bootstrapping → angel → seed → Series A/B/C → IPO/exit.
  2. 02Valuation methods: DCF (FCFF/FCFE), relative valuation, asset-based, real options.
  3. 03Pre-money & post-money valuation differ by investment amount.
  4. 04Convertible instruments: SAFE, CCD, optionally convertible debenture.
  5. 05Exit options: IPO, strategic sale, secondary, buy-back.

Flowchart

Startup Funding Stages Idea -> Bootstrap -> Angel -> Seed -> Series A -> B -> C -> IPO/M&A | Valuation Methods | DCF | Comparables | Berkus | Risk-Adjusted (Scorecard) | Venture Capital Method

Exam-critical pointers

  • DCF unsuitable for early-stage startups (no stable cash flows) — use scorecard / VC method.
  • Down-round protections: anti-dilution (broad-based weighted average is common in India).
  • DPIIT recognised startups — Sec 80-IAC tax holiday (3 of 10 consecutive years).
  • SEBI ICDR allows IPO with profitability OR alternative compliance route.

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