The course equips you with a comprehension of the various industry standards, strategies, and practices
in corporate fundraising. Our course also offers in-depth knowledge of fundraising and gives an insight
on how to identify potential investors who are willing to invest funds in your company, support, or
sponsor organizational operations. Besides, you will also get an insight into the various issues
encountered during fundraising, such as various requirements, processes, documentation, terms, etc. in
raising capital from the investors and markets.
Overview
The course will provide a detailed explanation of the key concepts in corporate fundraising and how successful fundraising from the right investors can accelerate the company’s progress and value. The course summarises both the investors/financial institutions and company perspective as per current industry trends and requirements. It covers detailed various funding options suitable for different situations and how do corporate choose the best options after analyzing the condition, obligations, and financial impact of these options on their business. Thus, a detailed analysis of all these funding options will help the participants to take vital business decisions in their career and thus save costs and add value to the company
Who should attend
Anyone who wants to enhance their expertise in corporate fundraising should attend this course, which
includes:
- Managers, business analysts, bankers, portfolio managers, etc
- Functional/ departments heads and fundraising professionals
- Middle to senior managers from different industries
- Fundraising professionals
- Business owners, entrepreneurs, investors, consultants, etc
- Any other professional who wants to build up his/her finance capabilities
Methodology
Non-theoretical methodology, which includes interactive discussions, case studies, interactive games, and
assignments to understand the concepts and their applicability.
Trainer
We carefully choose all our trainers who possess rich and vast experience in the financial sector. The course will be conducted by experienced training trainers having more than 19 years of industry experience with some of the world’s leading financial institutions, specializing in corporate finance, capital markets, investment banking, and private equity.
Overview of corporate fundraising
Why it is an important and regular need for corporates
Some common myths in fundraising
Process in corporate fundraising
Some golden rules used in industry
How best manage these process
Various approaches to calculating the funding requirement
How to build industry acceptable financial plan and funding gap
Review different fund options and its suitability
Different house cleaning steps needed
Preparing of relevant documents
Requirement of a various internal and external team
Critical mistakes in involving team
Strategies to balance in-house vs. external expertise
How to allocate responsibilities
- Why prepare a virtual data room
- List of documents required
- How to reduce time and process
Importance of DD in fundraising
Steps involved in DD and how to manage the process
Cost and time issues
Key mistakes to avoid
How do advisors help in raising funds
Best utilize the external resources at minimum costs
Key mistakes to avoid
How to improve your cash flows
Managing your budgets and its impact
Treasury, operations and cash management
IPOs in various markets
Process and costs in IPOs
Various obligation and compliances
How does a PE funding work?
Process of deals evaluation
Keys terms and obligation
When to seek angel investments
Various sources of angel investments
Risk and its management
Suitability of Project finance and its sources
Keys things analyzed by banks
Key terms and obligations
Various options and their costs
Review the business and its sources
Documents required and timeliness
Reviewing the potential credit problems
Applicability of crowdfunding?
Review of the different crowdfunding models
Importance of a mezzanine loan
How does mezzanine financing work?
Key terms and suitability of various scenarios
- How to use leasing as a source of finance
- Keys terms and its management
- Strategy to raise leasing financing and its implications
How to manage investors relations and compliances
Mistakes in Corporate Fundraising
How to manage influence prospective investors in your organization
