Corporate Fundraising Masterclass

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 fundraisings, 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

Nontheoretical 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.

Course Content

Module – 1

Overview of Corporate Fundraising

• Overview of corporate fundraising • Why it is an important and regular need for corporates • Some common myths in fundraising

Module – 2

Process for Fund Raising

• Process in corporate fundraising • Some golden rules used in industry • How best manage these process

Module – 3

Strategies to Estimate Funding Requirement and its End Use

• Various approaches to calculating the funding requirement • How to build industry acceptable financial plan and funding gap • Review different fund options and its suitability

Module – 4

How to Prepare for Fund Raising

• Different house cleaning steps needed • Preparing of relevant documents • Requirement of a various internal and external team

Module –5

How to Create a Strong Team

• Critical mistakes in involving team • Strategies to balance in-house vs. external expertise • How to allocate responsibilities

Module – 6

Preparation of Virtual Data Room

• Why prepare a virtual data room • List of documents required • How to reduce time and process

Module – 7

How to Prepare for Due Diligence

• Importance of DD in fundraising • Steps involved in DD and how to manage the process • Cost and time issues • Key mistakes to avoid

Module – 8

Role of Various Advisors in Fundraising

• How do advisors help in raising funds • Best utilize the external resources at minimum costs • Key mistakes to avoid

Module – 9

Strategies to Manage/Improve the Internal Cash Flows

• How to improve your cash flows • Managing your budgets and its impact • Treasury, operations and cash management

Module – 10

Capital Market including IPOs, Bonds, etc

• IPOs in various markets • Process and costs in IPOs • Various obligation and compliances

Module – 11

How to Raise Private Equity

• How does a PE funding work? • Process of deals evaluation • Keys terms and obligation

Module – 12

How to Raise Angel and Venture Capital

• When to seek angel investments • Various sources of angel investments • Risk and its management

Module –13

How to Raise Project Finance

• Suitability of Project finance and its sources • Keys things analyzed by banks • Key terms and obligations

Module –14

How to Raise Working Capital and Export Finance

• Various options and their costs • Review the business and its sources • Documents required and timeliness • Reviewing the potential credit problems

Module – 15

How to Raise Crowdfunding Platform

• Applicability of crowdfunding? • Review of the different crowdfunding models

Module – 16

How to Raise Mezzanine Loan

• Importance of a mezzanine loan • How does mezzanine financing work? • Key terms and suitability of various scenarios

Module – 17

How to Raise Leases

• How to use leasing as a source of finance • Keys terms and its management• Strategy to raise leasing financing and its implications

Module – 18

Subsequent Actions after Corporate Fundraising

• How to manage investors relations and compliances • Mistakes in Corporate Fundraising • How to manage influence prospective investors in your organization

If you need further information, please visit www.riverstonetraining.com.sg or send mail at [email protected]

Riverstone – Corporate Training https://www.riverstonetraining.com.sg

Event Venue & Nearby Stays

JW Marriott Hotel Kuala Lumpur, 183 Jalan Bukit Bintang, Kuala Lumpur, Malaysia