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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.

Industry Financials and Ratios

D&B Key Business Ratios.
[Also available in print in Lippincott Library, HA 214.D814]

Search by industrial code. Click on report.

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

Company Financials

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.

Factiva.

Sample Search   Click on Companies/Markets and search by ticker symbol or company name.

LIVEDGAR

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

OSIRIS.

Comprehensive international directory of publicly traded companies.
Sample Search   Search by company name or ticker. Click on Company Report. Check financials. Look at Peer Analysis

Thomson Research

International database of public companies and their filings.
Sample Search   Search by company name or ticker. Select Spreadsheet Financials.

Raising Capital - Venture Capital

Venture Xpert Web

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)

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