Financial Planning - Publications - Faculty & Research - Harvard Business School

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January 2003 (Revised May 2005)
Case

Zipcar: Refining the Business Model

By: Myra M. Hart, Michael J. Roberts and Julia Stevens

Zipcar is a start-up organized around the idea of "sharing" car usage via a membership organization. This case describes several iterations of the Zipcar business model and financial plan. These iterations include a very early version and a version developed just prior... View Details

Keywords: Service Operations; Renting or Rental; Business Model; Business Plan; Entrepreneurship; Economic Growth; Management Skills; Transportation; Business Startups; Financial Strategy; Corporate Finance; Growth and Development Strategy; Transportation Industry; Service Industry

October 2023 (Revised March 2024)
Case

KOKO Networks: Bridging Energy Transition and Affordability with Carbon Financing

By: George Serafeim, Siko Sikochi and Namrata Arora

The problem was massive: two million hectares of African forests were lost annually to charcoal production for cooking, an area equivalent to 13 times Greater London, resulting in one billion tons of carbon emissions yearly. At the same time, an estimated 700,000... View Details

Keywords: Clean Tech; Digital; Carbon Credits; Carbon Offsetting; Climate Change; Entrepreneurship; Energy Sources; Environmental Sustainability; Health; Market Design; Business Startups; Transition; Environmental Regulation; Policy; Energy Industry; Consumer Products Industry; Africa; Kenya; Rwanda

February 2018 (Revised August 2018)
Case

Blue Haven Initiative: The PEGAfrica Investment

By: Vikram S. Gandhi, Caitlin Reimers Brumme and Amram Migdal

This case examines Blue Haven Initiative (BHI), an impact investing fund and family office, and one of its investments, PEGAfrica (PEG). BHI founder Liesel Pritzker Simmons’ motivations for using her family wealth to start a family office focused on impact investing,... View Details

Keywords: Impact Investing; Family Office; Development; International Development; International Development Investing; Development Fund; Sustainability; Solar Energy; Solar; Pay As You Go; PAYG; MFI; Social Venture; Business Ventures; Acquisition; Business Growth and Maturation; Business Startups; Economics; Development Economics; Energy; Energy Conservation; Energy Sources; Renewable Energy; Social Entrepreneurship; Finance; Assets; Asset Pricing; Capital; Capital Budgeting; Capital Structure; Venture Capital; Cash; Cash Flow; Currency; Currency Exchange Rate; Equity; Private Equity; Financial Instruments; Debt Securities; Stock Shares; Financing and Loans; Microfinance; International Finance; Investment; Investment Return; Investment Activism; Investment Funds; Investment Portfolio; Price; Geography; Geographic Location; Emerging Markets; Ownership; Ownership Stake; Private Ownership; Social Enterprise; Value; Valuation; Value Creation; Financial Services Industry; Financial Services Industry; Financial Services Industry; Africa; United States

Fall 2012
Article

Innovation Strategy and Entry Deterrence

By: Ozge Turut and Elie Ofek

We model an incumbent's decision to pursue radical or incremental innovation when facing a rival entrant. The radical innovation may yield lucrative financial returns but entails significant technological and market-related uncertainties. It is also particularly... View Details

Keywords: Competition; Innovation Strategy; Risk and Uncertainty; Markets; Mathematical Methods

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April 2000 (Revised July 2000)
Case

Ameritrade Holding Corporation

By: Lisa K. Meulbroek

Some of the senior managers at Ameritrade, an Internet brokerage firm, are selling their holdings in the firm. Why are the managers selling, how will it affect shareholders, and what should the CEO do about it? The CEO is concerned that the market will interpret... View Details

Keywords: Valuation; Internet and the Web; Stock Options; Risk Management; Financial Services Industry

August 2010 (Revised March 2012)
Supplement

The Dow Acquisition of Rohm and Haas (C)

By: Jay W. Lorsch and Melissa Barton

The global economy entered a crippling recession in the fourth quarter of 2008 and Dow lost its primary source of funding for its planned acquisition of Rohm and Haas. View Details

Keywords: Mergers and Acquisitions; Financial Crisis; Financing and Loans; Chemical Industry

Career Coach

Gail Chang

into all facets of finance through a leadership rotational program. Then she worked as a consultant under the risk management & pricing function of the company. During her RC summer, Gail interned at an investment bank and specialized in View Details

January 2021 (Revised May 2021)
Case

'GEnron'? Markopolos versus General Electric (A)

By: Jonas Heese and David Lane

In August 2019, Harry Markopolos—the forensic accountant known for uncovering Bernie Madoff’s Ponzi scheme—alleged that General Electric had committed accounting fraud totaling $38 billion, coining the term “GEnron” for perceived similarities with the 2001 accounting... View Details

Keywords: Financial Statements; Communication; Energy; Financial Condition; Insurance; Performance; Planning; Business and Shareholder Relations; Risk and Uncertainty; Value; Financial Services Industry; Financial Services Industry; Financial Services Industry

April 2011 (Revised September 2011)
Case

BlackRock Solutions

By: Kenneth A. Froot and Scott Waggoner

The BlackRock Solutions case examines the different functions and economics of a global asset manager's value chain, with particular emphasis on the "money management" and the "investment systems platform" businesses. Students analyze why BlackRock decided to unbundle... View Details

Keywords: Investment Management; Strategic Vision; Organizational Behavior; Economies Of Scale And Scope; Unbundling Of Services; Strategic Planning; Risk Management; Financial Management; Asset Management; Competitive Advantage; Value; Corporate Strategy; Organizational Culture; Investment; Financial Strategy

May 2022 (Revised June 2024)
Case

LOOP: Driving Change in Auto Insurance Pricing

By: Elie Ofek and Alicia Dadlani

John Henry and Carey Anne Nadeau, co-founders and co-CEOs of LOOP, an insurtech startup based in Austin, Texas, were on a mission to modernize the archaic $250 billion automobile insurance market. They sought to create equitably priced insurance by eliminating pricing... View Details

Keywords: AI and Machine Learning; Technological Innovation; Equality and Inequality; Prejudice and Bias; Growth and Development Strategy; Customer Relationship Management; Price; Financial Services Industry; Financial Services Industry

June 1991 (Revised May 1992)
Case

Cumberland Worldwide Corp. (B)

Cumberland has been in Chapter 11 for 18 months and is trying to formulate a plan of reorganization that will satisfy a variety of claimants. Teaching objective: valuation and negotiation issues. View Details

Keywords: Negotiation; Valuation; Restructuring; Insolvency and Bankruptcy

Article

Market Heterogeneity and Local Capacity Decisions in Services

By: Dennis Campbell and Frances X. Frei

We empirically document factors that influence how local operating managers use discretion to balance the tradeoff between service capacity costs and customer sensitivity to service time. Our findings, using data from one of the largest financial services providers in... View Details

Keywords: Customer Satisfaction; Cost; Standards; Service Delivery; Service Operations; Performance Capacity; Performance Productivity; Financial Services Industry; United States

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12 Aug 2002
Op-Ed

Using Big Business to Fight Poverty

world's poor live in countries where governments lack either the will or the ability to raise living standards on their own. Financial assistance to such governments, therefore, has often not helped their neediest citizens. In fact, in... View Details

Keywords: by George C. Lodge

October 1998 (Revised May 2001)
Case

Preview Travel (A)

By: William A. Sahlman, Nicole Tempest, Daniel H Case III and Robert Keller

Preview Travel was a leader in the online travel industry, having generated $80 million in bookings in 1997 and growing at a 34% compound annual growth rate per quarter. This case describes the evolution of Preview Travel's business plan and financing strategy and... View Details

Keywords: Risk and Uncertainty; Business Model; Initial Public Offering; Valuation; Internet and the Web; Business Plan; Capital; Financial Strategy; Travel Industry; United States

Brian L. Trelstad

Brian Trelstad is a Senior Lecturer at Harvard Business School in the General Management Unit and the Faculty Chair of the Advanced Leadership Initiative. He teaches elective courses on Social Entrepreneurship and Systems... View Details

Keywords: education industry; health care; service industry; emerging market private equity; private equity (other); venture capital industry

January 2000 (Revised March 2000)
Case

Cachet Technologies

By: Paul A. Gompers and Howard Reitz

Describes the decision facing Danny Lewin, Jonathan Seelig, and Tom Leighton, the founders of Cachet Technologies, an MIT spin-out. The firm has done poorly in the annual MIT business plan competition and the founders have to decide whether to continue. View Details

Keywords: Decision Making; Business Startups; Business Plan; Failure; Cooperative Ownership; Business Strategy; Financial Services Industry

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23 Jun 2008
Research & Ideas

Innovative Ways to Encourage Personal Savings

have much money to begin with can make savings more feasible or more fun, or both. Given the diversity of financial conditions, social settings, and personal circumstances of families, and against the backdrop of consumerism in the United... View Details

Keywords: by Martha Lagace; Financial Services

The Execution Premium: Linking Strategy to Operations for Competitive Advantage

From HBSP: " In a world of stiffening competition, business strategy is more crucial than ever. Yet most organizations struggle in this area--not with formulating strategy but with executing it, or putting their... View Details

2006
Dissertation

Enterprise Risk Management in Action

By: Anette Mikes

The new Basel regulatory initiatives and a burgeoning risk management literature signify the rise of enterprise risk management (ERM) in the financial services sector. However, very little is known of the roles that risk management plays in organizations and how it... View Details

Keywords: Banks and Banking; Risk Management; Practice; Governance Controls; Value; Strategy; Financial Services Industry

August 2022 (Revised November 2022)
Case

Altos Ventures (A)

By: Jo Tango and Alys Ferragamo

In December 2012, Altos Ventures General Partners Han Kim, Anthony Lee, and Ho Nam met to discuss the future of the firm. Altos had already adjusted its strategy multiple times. It began as a U.S.-focused venture capital investor whose first two funds were backed by a... View Details

Keywords: Strategic Planning; Venture Capital; Investment Portfolio; Partners and Partnerships

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