Students from this program are expected to have reasonable knowledge in the following areas: financial analysis, security analysis, portfolio management, investments, budgeting, wealth management, credit management, financial planning, and trading.

Capitalization Table

Project Team will analyze the capitalization (cap) table of a survival stage start-up to help the start-up understand its valuation cap.

• Obtain a term sheet from the chief financial officer (CFO) and/or founder(s) of a survival stage start-up. Analyze and draw conclusions from the ownership
• Students will review the information in the cap table. If a guide is needed, students can use the following cap table assessment model. (Corporate Financial Institute; LTSE Services, Inc.)
• Students will put together a presentation or report to help the survival stage start-up understand its valuation cap

Financial Risk Analysis

The client wishes to understand the state of the market and their organization’s level of risk.

• Build a market and financial risk model for the client’s organization
• Perform a sensitivity analysis using both private and public data
• Present findings on our market risk exposure and provide recommendations

Local Economy Diagnosis

The client wishes to know how neighbouring jurisdictions or institutions have aggregated individual data points into single indexes of economic activity and socio-economic conditions.

• Research current indexes used by other jurisdictions/institutions.
• Provide a critical analysis of the methodology and approach.
• Make recommendations on the approach to be undertaken by the client when creating its own indexes.

Funding Strategy

The client wants to diversify their sources of funding.

• Consider all the potential funding options and their viability.
• Write up grant drafts and requests for proposals which can be used as templates for future projects.
• Draft a funding strategy for the next 3-5 years that reflects client’s needs and create an implementation calendar.