Workshop outcomes

1. Identify the transaction flow from:

Transaction origination; to pipe line; to early viability; to initial investment report

2. Perform due diligence investigations

3. Consider transaction structuring requirements, including:

• Collateral | Features & characteristics of principle deals | Importance of structure
• Different financial instruments | Using structure to reduce risk | Impact & use of leverage
• Targeting returns | Inherent dangers of IRR | Exit strategies | Deal pricing impact
• Impact of individual portfolio returns | Business valuations | Structuring a term sheet

4. Identify investment report requirements in terms of:

• Creating a framework for an investment report
• Presenting an investment report Considering an investment report

5. Apply implementation steps

• Legal clearance | Financial clearance | Disbursement | Filing

6. Create a framework to provide business development assistance (BDA) by considering:

• Definition of BDA | The role of BDA within the risk finance sector
• Stages of BDA | Quality requirements | Warning signs | Limitations | Pricing of BDA
• Entrepreneurship | Characteristics of entrepreneurs | A work plan

7. Develop an understanding of business by considering:

• Development stages | Business planning | Costing and pricing | Cash flow management
• Financial calculations and ratios | Marketing | Accounting | Sales | Procurement and stock control | Production | Distribution | HR | HSE | Sustainable development
• General management | Company structuring | Shareholding

8. Consider sustainable investment requirements in terms of:

• Environment | Social | Governance