Course Overview
Private capital managers face various challenges, particularly in Africa: from fundraising to deal sourcing, from portfolio management to exits. Throughout this lifecycle, there is one key tool that will remain relevant: financial modelling.
This four-session virtual programme will focus on the theory and practice of financial modelling in the context of private equity investing. The aim of this course is to help participants build clear, well-structured financial models.
The course will introduce best practice in financial modelling; illustrate the same on a number of financial concepts well used in practice; and apply the above within Microsoft Excel.
What to Expect
-
A practical overview of how financial modelling supports private equity investing, from fundraising and deal evaluation through to portfolio management and exit planning.
-
An introduction to financial modelling best practice, including model structure, consistency, transparency, auditability and clear presentation of outputs.
-
Hands-on use of Microsoft Excel to build and interpret financial models commonly used in private equity transactions.
-
Guidance on developing clear, logically structured and flexible models that can be adapted as assumptions, market conditions and investment scenarios change.
-
Application of key private equity financial concepts, including investment returns, cash flows, debt, valuation, operating assumptions and exit scenarios.
-
Practical exercises that demonstrate how financial models are used to assess investment opportunities, test assumptions and support investment decision-making.
-
Exposure to modelling techniques relevant to the African private capital context, including operating uncertainty, currency considerations, financing constraints and exit planning.
-
A focus on interpreting model outputs—not only building the model, but using it to identify value drivers, risks, sensitivities and potential downside scenarios.
-
Opportunities to apply learning through examples, exercises and discussion with the facilitator and fellow participants.
