Post by Haichu Yang

Recently, I've expanded my financial expertise by exploring SPACs (Special Purpose Acquisition Companies) and developing an investment deck for an actual client engagement. While the details I shared in a recent picture were in Mandarin, the key financial terminology and figures transcend language barriers, speaking the universal language of numbers. At the outset of client interactions, I've learned the importance of presenting clear, concise, and compelling data. It begins with a snapshot overview of how companies similar to our client's are performing in the current capital market—specifically within the food industry. Though I must tread lightly due to confidentiality constraints, providing this level of clarity has proven critical in the early stages of securing a mandate. A thorough analysis using tools like Wind terminals and financial platforms, supplemented by valuable keywords from my mentor, has allowed me to narrow down comparables accurately. This structured approach—summarizing key operating domains, P/E and P/S ratios (TTM), stock prices, and market caps—offers our clients a narrative that's not only convincing but also grounded in robust data. Understanding a company's financial journey through its IPO and private placement activities has given me insights into their refinancing patterns. These insights are vital for proposing a refinancing plan that aligns with our client's future needs. Presenting this refined information early on increases our chances of receiving a Letter of Intent (LOI), moving us one step closer to a successful partnership. This journey has been about more than just preparing an investment deck; it's been about crafting a story that resonates with clients and aligns with their strategic objectives, setting the stage for future success.