Program Brief

This comprehensive training program, "Private Investing: From Inception to IPO," is designed to provide participants with an in-depth understanding of the private investment landscape. Spanning three days, the program covers the full spectrum of early-stage investment processes in the financial sector. Participants will gain valuable insights into evaluating investment opportunities, conducting due diligence, and assessing risks. The program delves into the roles of venture capital and private equity in scaling financial businesses, highlighting the importance of governance and ethical practices in preparing for an IPO.

Program Topic
  • Investment Advisory & M&A
Job Families
Program Goals

At the end of the training program, the participant should be able to:

  • Gain a thorough knowledge of the stages and methodologies involved in early-stage investing within the financial sector
  • Effectively analyze and evaluate potential investment opportunities, including market potential and business models
  • Perform detailed due diligence and risk assessments to ensure informed and strategic investment decisions
  • Learn the critical roles that venture capital and private equity play in funding and scaling financial businesses
  • Apply financial analysis and valuation techniques tailored to financial startups and early-stage businesses
  • Recognize the importance of governance and ethical practices in investment operations, particularly in preparing for an IPO
Program Agenda
Module 1: Introduction to Early-Stage Investing and Private Capital
  • 1 Overview of early-stage investment in the financial sector

    • 2 Understanding the role of VC and PE in funding and scaling financial businesses

      • 3 Startup lifecycle from inception to IPO

        • 4 Deal sourcing and the importance of networks

          • 5 Deal structuring and evaluation

            • 6 Case study: Yale Investments Office

              • 7 Case study: Pear.vc

                Module 2: Technical Aspects of Investment
                • 1 Evaluating financial business models and market potential

                  • 2 Key metrics and analytical techniques for evaluating companies through the startup lifecycle

                    • 3 Due diligence processes in the financial sector

                      • 4 Negotiations among founders, fund managers, and investors

                        • 5 Risk assessment and mitigation strategies

                          Module 3: Governance and Ethics in Early-Stage Financial Businesses
                          • 1 Importance of governance in financial startups and SMEs

                            • 2 Board structures, roles, and responsibilities

                              • 3 Corporate governance best practices in the financial sector

                                • 4 Legal and regulatory frameworks for financial businesses

                                  • 5 Pathway to IPO: Ensuring high governance standards to achieve successful public listing

                                    • 6 Ethical considerations in financial investing

                                      • 7 Principles of responsible investing

                                        • 8 Managing conflicts of interest in the financial sector

                                          Program Requirements

                                          Not Available

                                          Program Path

                                          Names of the training programs that are integrated (enriched) with the training program:

                                          • Not Available

                                          Names of the training programs that after the training program:

                                          • Not Available
                                          Program Method
                                          • Lecture
                                          • Case Studies
                                          • Practical Implementation
                                          Evaluation Method
                                          • Other
                                          Training Type
                                          • In Class Training

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