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Financial Planning
To find out what kind of investment is needed to go to market, look at what other companies have done. You can check balance sheets of industries or companies.
D&B Key Business Ratios.
[Also available in print in Lippincott Library, HA 214.D814]
Annual Statement Studies (RMA).
HA 214 R54 Lippincott Library Reference Desk
Almanac of Business and Industrial Financial Ratios.
HF 5681 R25 T68
Financial Studies of Small Business
HD 2346.U5.F55a
Use these databases to find SEC Filings and financial data. Filings will offer company assets and liabilities in dollar figures, income data, operating expenses, sales, etc. S-1s will give you prospectus/founder information; 10-Ks offer annual accounting; proxy statements include executive compensation; annual reports often include management discussion.
| Sample Search | Click on Companies/Markets and search by ticker symbol or company name. |
| Sample Search | Select Company search. Click on GO. Type in ticker (ie: JNJ) or company (johnson and johnson). From drop down menu, choose: News, Quotes and Financials. Select Financial Information |
| Sample Search | Search by company name or ticker. Click on Company Report. Check financials. Look at Peer Analysis |
| Sample Search | Search by company name or ticker. Select Spreadsheet Financials. |
| Sample Search | You will need to log in. Information provided after PennKey authorization. Search by Company. Then search by company name or industry. Make note of the firms and funds investing in this company or industry. Look at the types of financing or the stages of development when funding was provided. |
SDC Platinum.
Lippincott Library and Wharton labs.
Galante's Venture Capital & Private Equity Directory.
HG 4961 V36 2004 (RD; Also CD-ROM)



