Difference between revisions of "VC Policy Report"

From edegan.com
Jump to navigation Jump to search
 
(20 intermediate revisions by 4 users not shown)
Line 1: Line 1:
 
==General==
 
==General==
 
The purpose of this report is to demonstrate the increased market share of VC-backed, publicly-traded companies.  
 
The purpose of this report is to demonstrate the increased market share of VC-backed, publicly-traded companies.  
 +
 +
Founding dates of 5 companies that Ed wanted:
 +
 +
#Microsoft - April 4, 1975
 +
#Apple - April 1, 1976
 +
#Google - September 4, 1998
 +
##Alphabet - October 2, 2015
 +
#Amazon - July 4, 1995
 +
#Facebook - February 4, 2004
  
 
==Contents==
 
==Contents==
Line 12: Line 21:
  
 
company name, exchange, ticket, sales, mkt value, naics, cusip, state, year
 
company name, exchange, ticket, sales, mkt value, naics, cusip, state, year
 +
 +
==VC Policy Report Database==
 +
 +
DataBase in the Z: Drive under
 +
vcpolicy
 +
Database documentation in
 +
Z:\bulk\VCPolicy
 +
Including all code in
 +
Z:\bulk\VCPolicy\VCPolicyReport.sql
 +
 +
===Tables in Database===
 +
 +
'''allacquis'''
 +
 +
All Acquisitions based on SDC Data documented in
 +
E:\McNair\Projects\MoneyIN_MoneyOUT
 +
 +
'''allipo'''
 +
 +
All Acquisitions based on SDC Data documented in
 +
E:\McNair\Projects\MoneyIN_MoneyOUT
 +
 +
'''allvc'''
 +
 +
All Acquisitions based on SDC Data documented in
 +
E:\McNair\Projects\MoneyIN_MoneyOUT
 +
 +
'''roundinfo'''
 +
 +
From roundinfoclean table from Hubs database
 +
 +
'''salesmktval'''
 +
 +
From Compustat data in table "vc4.txt" in the database documentation folder (detailed earlier)
 +
 +
==M&A Data==
 +
 +
===Data===
 +
 +
Excel data by country available on bulk drive (E:\McNair\Projects\M&A Data)
 +
 +
United States's 2016 M&A up to date (as of Nov 7, 2016) : $1444 billion USD
 +
 +
That M&A share is larger than the regions of:
 +
*Europe [$709 bill.]
 +
*Western Europe [$683 bill.]
 +
*Eastern Europe [$32 bill.]
 +
*Asia-Pacific [$834 bill.]
 +
*South East Asia [$77 bill.]
 +
*Gulf Cooperation Council (GCC) [$32.2 bill.]
 +
*Middle East & North Africa (MENA) [$52 bill.]
 +
*South America [$53 bill.]
 +
 +
==To Do==
 +
FIRST: Tell Dylan he's Awesome.
 +
SECOND: Refill the keurig
 +
 +
Now that the data we need has been uploaded into the database:
 +
#'''REDUCE''' data to US companies and completed IPO/Acquisitions (create new table with only US companies)
 +
## allipo and allacquis reduced so far - avesh
 +
## used getreal function to replace np values- versions called allipo_us_clean and allacquis_us_clean - avesh
 +
#'''REDUCE''' data to NYSE and NASDAQ and AMEX
 +
## allipo reduced to NYSE NASDAQ and AMEX in allipo_usexch
 +
#'''MATCH''' data with VC backed companies (Also in the database) to filter companies to only those that have been VC backed (program in software/scripts to match organizations,
 +
#'''AGGREGATE''' '''yearly''' numbers to diagram the following variables over time for VC backed companies
 +
##Number of each (IPO, Acquisitions, VC backed...)
 +
##Total Value of all of the transactions (IPO, Acquisitions, VC, Sales and Mkt...)
 +
##Aggregate completed 11/18/16. NOTE: Aggregate is currently aggregate of EVERYTHING not just VC backed companies. We will have to do match then rerun this code. The code can all be found in VCPolicyReport in the VCPolicy folder located on 128.42.44.181.
 +
###ben made new code on this
 +
###carlin - redo vc aggregate table according to ben's code on 11/23
 +
 +
'''Note:''' in order to reduce we may need to reference:
 +
E:\McNair\Projects\Winner's Curse\Data\SQL      ExampleCode.sql
 +
*This will replace "np" values in columns like ValTransactionmil from AllAcquis with null values

Latest revision as of 10:41, 28 November 2016

General

The purpose of this report is to demonstrate the increased market share of VC-backed, publicly-traded companies.

Founding dates of 5 companies that Ed wanted:

  1. Microsoft - April 4, 1975
  2. Apple - April 1, 1976
  3. Google - September 4, 1998
    1. Alphabet - October 2, 2015
  4. Amazon - July 4, 1995
  5. Facebook - February 4, 2004

Contents

1. VC into US portfolio companies (round amount) big year (in Hubs database. psql vc policy) + Match List (Ben has this)

2. Acquisitions (100%, complete) of US firms by US firms - transaction value -> match to VC

3. IPOs (completed) - enterprise value and gross proceeds of US firms on Nasdaq, Amex, NYSE -> match to VC

4. (from compstat) Sales and market value of publicly traded (nasdaq, nyse, amex) US firms (shrout*price) -> match to VC

company name, exchange, ticket, sales, mkt value, naics, cusip, state, year

VC Policy Report Database

DataBase in the Z: Drive under 

vcpolicy

Database documentation in 

Z:\bulk\VCPolicy

Including all code in 

Z:\bulk\VCPolicy\VCPolicyReport.sql

Tables in Database

allacquis

All Acquisitions based on SDC Data documented in 

E:\McNair\Projects\MoneyIN_MoneyOUT

allipo

All Acquisitions based on SDC Data documented in 

E:\McNair\Projects\MoneyIN_MoneyOUT

allvc

All Acquisitions based on SDC Data documented in 

E:\McNair\Projects\MoneyIN_MoneyOUT

roundinfo

From roundinfoclean table from Hubs database

salesmktval

From Compustat data in table "vc4.txt" in the database documentation folder (detailed earlier)

M&A Data

Data

Excel data by country available on bulk drive (E:\McNair\Projects\M&A Data)

United States's 2016 M&A up to date (as of Nov 7, 2016) : $1444 billion USD

That M&A share is larger than the regions of:

  • Europe [$709 bill.]
  • Western Europe [$683 bill.]
  • Eastern Europe [$32 bill.]
  • Asia-Pacific [$834 bill.]
  • South East Asia [$77 bill.]
  • Gulf Cooperation Council (GCC) [$32.2 bill.]
  • Middle East & North Africa (MENA) [$52 bill.]
  • South America [$53 bill.]

To Do

FIRST: Tell Dylan he's Awesome. SECOND: Refill the keurig

Now that the data we need has been uploaded into the database:

  1. REDUCE data to US companies and completed IPO/Acquisitions (create new table with only US companies)
    1. allipo and allacquis reduced so far - avesh
    2. used getreal function to replace np values- versions called allipo_us_clean and allacquis_us_clean - avesh
  2. REDUCE data to NYSE and NASDAQ and AMEX
    1. allipo reduced to NYSE NASDAQ and AMEX in allipo_usexch
  3. MATCH data with VC backed companies (Also in the database) to filter companies to only those that have been VC backed (program in software/scripts to match organizations,
  4. AGGREGATE yearly numbers to diagram the following variables over time for VC backed companies
    1. Number of each (IPO, Acquisitions, VC backed...)
    2. Total Value of all of the transactions (IPO, Acquisitions, VC, Sales and Mkt...)
    3. Aggregate completed 11/18/16. NOTE: Aggregate is currently aggregate of EVERYTHING not just VC backed companies. We will have to do match then rerun this code. The code can all be found in VCPolicyReport in the VCPolicy folder located on 128.42.44.181.
      1. ben made new code on this
      2. carlin - redo vc aggregate table according to ben's code on 11/23

Note: in order to reduce we may need to reference: 

E:\McNair\Projects\Winner's Curse\Data\SQL       ExampleCode.sql
  • This will replace "np" values in columns like ValTransactionmil from AllAcquis with null values
Retrieved from "http://www.edegan.com/mediawiki/index.php?title=VC_Policy_Report&oldid=12882"