In the evolving world of alternative investments, AICPA's "PE/VC" guide often is only a starting point in the valuation of complex financial instruments.  Valuation specialists in this field combine their experience with formal guidance and financial theory.  Ms. Antonella Puca, Managing Partner at BlueVal, wrote a book on "Early Stage Valuation, A Fair Value Perspective" that summarizes her studies and experience in this field.   We will discuss her journey and hear how she addresses:

• Presenting technical complexity in a clear and concise form
• Influence of the fair value perspective on the scope and perspective of the book
• Ongoing relevance of fair valuation concepts in an evolving industry and economy

Continue reading to learn about key resources available at AICPA-CIMA.com to improve your valuation analyses.

Guest: Antonella Puca, Partner, BlueVal
Host: Howard Mah-Lee, Senior Manager, AICPA Valuation Services

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RESOURCES FOR FURTHER EXPLORATION
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Accounting and Valuation guides from AICPA  If you are an AICPA-FVS Section member see below for free access to these guides

• Valuation of Privately Held Companies Equity Securities Issued as Compensation
• Valuation of Portfolio Company Investments of Venture Capital and Private Equity Funds and Other Investment Companies

Exclusive content available with AICPA FVS Section membership: Click here to join this active community of your FVS peers. You will get 16 credits of complimentary CPE and access to rich technical content

• Valuation of Privately Held Companies Equity Securities Issued as Compensation
• Valuation of Portfolio Company Investments of Venture Capital and Private Equity Funds and Other Investment Companies

 The FVS Valuation Podcast archives 

• Valuing Complex Financial Instruments
• 409A Valuations - What You Need To Know
• Valuation Considerations in Equity Compensation
• Financial Instrument Valuation Series: SAFEs, Convertible Notes, and Embedded Derivatives

LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS:

Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic

Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic

Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic

This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com