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所在平台: Udemy |
课程主页: https://www.udemy.com/course/investor-pitch-decks-for-management-consultants/
课程评论:没有评论
课程名称:管理顾问的投资者推介文档 课程概述:本课程旨在帮助学员快速高效地准备投资者推介文档,尤其是在咨询项目中。咨询公司经常被委托帮助客户制作推介文档,这需要迅速交付结果并处理多方利益相关者的需求。学员将学习如何创建投资者推介文档、支持的Excel财务模型以及重要的市场研究方法。课程基于讲师在顶级咨询公司15年的经验,涵盖了在零售、快速消费品、B2B及服务行业的战略、绩效改善及重组等项目的实践经验。 课程内容包括: 1. 投资者推介文档的制作方法 2. Excel财务模型的创建 3. 进行市场研究的重要性 4. 使用案例研究来展示分析工具和实例 课程不仅适合管理顾问和商业分析师,也对寻求提升推介文档制作能力的人员有很大帮助。课程强调实践,通过大量例子和实用技巧,使学员能更快理解并分析商业信息。 课程结构: 1. 课程介绍 2. 基本概念 3. 问题与解决方案 4. 市场规模估算 5. 商业模型描述 6. 收入与利润预测 7. 推介文档中的其他重要幻灯片 8. 竞争格局分析 9. 消费者分析 学员在课程结束时将能够: - 制作全面的推介文档 - 应对潜在投资者的问题 - 创建简洁的财务模型 - 进行必要的市场和竞争研究 适合对象包括管理顾问、商业分析师、私募股权和风险投资的分析师及创业者等。学员需具备基本的Excel和经济、金融知识。通过本课程,学员可在推介文档的制作上达到顶级咨询公司的水平,从而在职业发展中获得显著提升。
What is the aim of this course?Consulting firms are sometimes hired to help with the Investor Pitch Decks. Those projects are difficult as you have to deliver results fast and you have to deal with many stakeholders. You not only have to help understand the industry and the business model, but also you will have to create a financial model in Excel. In this course, I will teach how to prepare fast and efficiently the Investor Pitch Deck during consulting projects.In the course you will learn the following things:How to create an Investor Pitch DeckHow to create a supporting financial model in ExcelHow to do essential market research to prepare the Pitch DeckThis course is based on my 15 years of experience as a consultant in top consulting firms and as a Board Member responsible for strategy, performance improvement, and turn-arounds in the biggest firms from Retail, FMCG, SMG, B2B, and services sectors that I worked for. I have carried out or supervised over 90 different performance improvement projects in different industries that generated in total of 2 billion of additional EBITDA. On the basis of what you will find in this course, I have trained in person over 100 consultants, business analysts, and managers who now are Partners in PE and VC funds, Investment Directors and Business Analysts in PE and VC, Operational Directors, COOs, CROs, CEOs, Directors in Consulting Companies, Board Members, etc. On top of that my courses on Udemy were already taken by more than 240 000 students including people working in EY, Walmart, Booz Allen Hamilton, Adidas, Naspers, Alvarez & Marsal, PwC, Dell, Walgreens, Orange, and many others.I teach through case studies, so you will have a lot of lectures showing examples of analyses, and tools that we use. To every lecture, you will find attached (in additional resources) the Excels as well as additional presentations, and materials shown in the lectures so as a part of this course you will also get a library of ready-made analyses, templates that can, with certain modification, be applied by you or your team in your work.Why have I decided to create this course?More and more firms, decide to either buy startups or to start they own ventures. This requires them to prepare pitch decks. Since in most corporations they have little experience in that area, quite often they hire consultants to assist them. As we have mentioned preparing a good pitch deck requires understanding the business model of the firm and financial modeling. Many firms, don't give you the full toolbox that you need. This may lead to huge frustration during projects during which you have to prepare fast a pitch deck for a firm that you have seen for the first time.Therefore, I have decided to create this course that will help students prepare fast and efficiently pitch decks during consulting projects. The course will give you the knowledge and insight into real-life case studies that will make your life during a consulting project much easier. Thanks to this course, you will know what and how to do when you are asked to prepare a pitch deck. You will master essential skills that you will need to do that. On top of that, you will get a read-made template of pitch decks and examples of pitch decks used by other firms.To sum it up, I believe that if you want to become a world-class Management Consultant or Business Analyst you have to have master Pitch Decks preparation. That is why, I highly recommend this course to Management Consultants or Business Analysts, especially those who did not finish business schools or Economics. The course will help you become an expert in Pitch Deck preparation on the level of McKinsey, BCG, Bain, and other top consulting firms.Throughout the whole course, we will be working on a case study of a pitch deck for a firm producing plant-based yogurts.In what way will you benefit from this course?The course is a practical, step-by-step guide loaded with tons of analyses, tricks, and hints that will significantly improve the speed with which you understand, and analyze the businesses. There is little theory - mainly examples, a lot of tips from my own experience as well as other notable examples worth mentioning. Our intention is that thanks to the course you will learn:How to create an Investor Pitch DeckHow to create a supporting financial model in ExcelHow to do essential market research to prepare the Pitch DeckYou can also ask me any question either through the discussion field or by messaging me directly.How is the course organized?The course is divided currently into the following sections:Introduction. We begin with a little intro into the course as well as some general info on how the course is organizedEssential Concepts. In this section, I will show you when a pitch deck is a must and what main things you should address in a pitch deck.The Problem and the Solution. In this brief section, I will shed some light on how to show the problem you are trying to solve and the solution that you have developed. We will use for that the jobs-to-be-done framework.Estimate Market Size. In this section, I will show you how different methods you can use to estimate the market size. We will also discuss different types of marketsBusiness Model Description. Potential Investors have to have a good understanding of the business. Therefore, you have to explain them your business model. In this section, we will see how this can be done.Revenue & Profits Forecast. Potential investors want to know how big and profitable the business can become. In this part, we will discuss how you can show your forecast. I will also teach you how to create simple financial models.Other important slides in the Pitch Deck. In this section, I will show you other important slides that you have to attach to a pitch deck e.g. slides presenting the team, the progress, and next steps.Competitive Landscape. To prepare a good pitch deck you have to analyze competitors. In this section, we will see how this can be done and how you can present the results of your analysis.Consumers Analyses. Apart from the competitors, it is a good idea to analyze the market structure and the consumer. In this section, we will see how this can be done in practice.You will be also able to download many additional resources1. Useful frameworks and techniques2. Analyses shown in the course3. Additional resources4. Links to additional presentations, articles, and movies5. Links to books worth readingAt the end of my course, students will be able to…How to create a Pitch DeckWhat kind of questions you can get from potential investorsWhat slides to use in the Investor Pitch DeckWhen you can use an Investor Pitch DeckHow to create a financial model in ExcelHow to do the essential research on competitors, consumers, marketWho should take this course? Who should not?Management Consultants and Business AnalystsAnalysts working in PE, VC fundsAnalysts working in M & A or Strategic DepartmentsStartup FoundersFinancial ControllersInvestment AnalystsProject ManagersManagers responsible for Acquisitions and MergersWhat will students need to know or do before starting this course?Basic or intermediate ExcelBasic knowledge of economicsBasic or intermediate knowledge of finance & accounting