Name: Venture Debt
Availability: InStock
Rating: 5.00 (3 reviews)

Venture Debt

Overview

Venture Debt Course Overview

This Venture Debt course explores key concepts for venture debt lenders. These lenders target companies in early growth stages that are considered too risky for traditional lending institutions. Venture debt lenders are uniquely positioned to help these companies achieve their goals while earning a lucrative return, creating a win-win scenario for both parties.

To lend to early-stage companies, venture debt lenders must consider different factors unique to this space. This course will dive into topics such as the early enterprise lifecycle, use cases for venture debt, the funding process, the use of warrants, and key venture analysis metrics before introducing and working through a venture debt risk rating model and an example term sheet.

Who should take this course?

This Venture Debt course is suited for current and aspiring lending professionals, including credit analysts that are interested in the venture debt space. Commercial lenders and analysts can work for many different types of financial services firms, and it’s important to understand the tools available to support various borrowers. This course will prepare you with the knowledge you need to identify and apply alternative financing strategies.

Venture Debt Learning Objectives

Explain the early enterprise lifecycle, where venture funding fits within it, and the most common uses of venture debt
Navigate the funding process
Examine how warrants work
Interpret a venture debt risk rating model and discuss the key analysis metrics used to assess a transaction
Analyze an example borrower and risk rate them using a dynamic venture debt risk rating model

Prerequisite Courses

Recommended courses to complete before taking this course.

Fundamentals of Credit

What You'll Learn

Lesson

Multimedia

Exams

Files

Midway Check-In

Venture Debt Risk Rating Model

Model Overview

Management Assessment

Industry Assessment

Marketability Assessment

Business Assessment

Interactive Exercise 5

Financial Metrics

Revenue Growth and Runway

Gross Margin, Recurring Revenue, and Total Assets to Total Debt

Customer Financial Metrics

Model Walkthrough

Interactive Exercise 6

Client Case Study

Client Introduction

Qualitative Assessment

Revenue, Gross Margin, and Historical Financials

Pro Forma Financial Statements

Risk Rating and Interpretation

Download Completed Files

Term Sheet

Term Sheet Introduction

Non-Binding Agreement and General Information

Currency

Amount and Seniority

Interest Rate

Maturity and Schedule

Early Prepayment

Conditions and Key Employee Commitment

Security

Interactive Exercise 7

Restrictions and Usage of Fees

Warrants

Success Fee

Deposits and Fees

Information Rights and the Right to Audit

Default

Confidentiality and Exclusivity

Closing Items

Interactive Exercise 8

Conclusion

Qualified Assessments

Qualified Assessment

This Course is Part of the Following Programs

Why stop here? Expand your skills and show your expertise with the professional certifications, specializations, and CPE credits you’re already on your way to earning.

Commercial Banking & Credit Analyst (CBCA®) Certification

Skills Learned Financial Analysis, Credit Structuring, Risk Management
Career Prep Commercial Banking, Credit Analyst, Private Lending

Learn More

What Our Members Say

This is powerful course.

I highly recommend this course

CHILESHE KELVIN

Highly Recommended - Hidden Gem

It is a must who is interested or works in the Venture Capital or Private Equity area.

Gabor Andras Koltai

Excited to learn about Venture Debt

Venture debt is an interesting course to learn more especially for those who are working relate to the private equity, VC, and investment banking space

Arvin winatha

Frequently Asked Questions

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Can I download the Excel files and financial modeling templates for the course?

Absolutely! All the files and templates needed in a course are available for download. Just look for a module that shows Downloadable Files within the course dashboard. See here for a visual guide on how to do this.

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You will have yearly access to the courses as long as you maintain an active subscription. All the courses are self-paced as well so you can take your time in learning without worrying about any deadlines. Click here to compare our available enrollment options.

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How do I earn my certificates?

Students must complete all the video lessons, quizzes, and final assessments in each course. You can retake the assessments as many times as necessary until you reach an 80% passing grade. For more information on how to earn a course certificate, click HERE.

How are the exams conducted?

Students are required to complete an online assessment (Multiple choice questions, Fill-in-the-Blanks, and Excel Questions) at the end of each course. You can take the exams on your own schedule and will need to earn at least 80% to pass the course and earn your certificate of course completion. Please note that course exams can be repeated as many times as you need. Students are also required to complete the FMVA® final exam to earn their certification. How to Take a Qualified Assessment

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