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ForecastWorks.com is your "hands on" corporate finance and investor analysis workflow solution for shareholder analysis and targeting, financial forecasting and modeling, transaction simulation, and scorecard benchmarking. ForecastWorks is available as a modular set of web-based products as well as an Excel add-in.

Forecast Scenarios and Simulations

 

The forecast and simulation tools allow an analyst to:

- model and manage forecasts and budgets

- view consensus-base forecasts for companies and industries with a view from the "Street"

- "stress-test" strategic and financial alternatives including M&A transactions

- identify the valuation implications of corporate alternatives

The set of project management tools allows for the building and comparisons of any alternative scenarios.

Scorecards, Benchmarks and Comparisons

 

Performance assessment and tools for comparing forecasted alternatives are key to effective decision making. Forecastworks tools provide:

- any company's current and forecasted value drivers and performance characteristics

- comprehensive custom peer group reporting and filtering tools to facilitate the creation of the proper grouping for comparisons, be it peers, competitors, customers, suppliers or investment opportunities

- Corporate Scorecard Summary reports and a comprehensive set of drill-down reports on important value-driver topics

Owners and Targeting

 

Specific to the investor relations process, in addition to lists and positions held for institutional and mutual fund investors, the "Owners and Targeting" section of Forecastworks focuses on all of JM Lafferty's portfolio and valued T-Score analytics for a company which:

- identify the "right" investors for a company's stock with a custom assessment profiling your company's fit with a given portfolio

- identify "at-risk" investors currently holding shares

- are aggregated into insightful shareholder demographics reports for companies and peers