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