| Optima |

We offer the following products to the market:

	Workshops
	Career linked programmes
	Seminars
	Structured on-the-job learning (Learnerships)

Available workshops:

	Introduction to Fund Management
	Introduction to Portfolio Managers for SME risk Investment Funds
	Investment process
	Business valuations
	Business development assistance (BDA)
	Business management
	Access to finance
	Social entrepreneurship
	Principles of management
	Performance management
	Self development and personal mastery
	Presentation and facilitation techniques
	A coaching partnership
	Business writing skills

Workshops - Investment process

Target population
Fund Managers | Portfolio Managers | Business Advisors

Duration
Two days

Workshop essence
Address the investment process consisting of pre- and post finance stages by breaking each stage into smaller stages varying from transaction origination to post-finance business development assistance (BDA)

Workshop outcomes

1 Identify and list the various investment process stages

Policies & procedures | Tools & templates | Processes & reporting | Filing | Frameworks legal documentation

2 Structure pre-finance stage & address requirements including activities like:

Screening
Pre-finance business development assistance
Performing an early desirability test
Initial business development
Drafting an initial investment report

3 Determine post-finance requirements which include activities like:

Continuous finance business development assistance
Credit risk management

4 Identify elements to consider to successfully manage the portfolio

5 Consider lessons learnt by other Fund Managers