Fundraising: Master the Raise, Shape the Future

Overview

In today’s capital-intensive environment, finance leaders must lead fundraising efforts with strategic clarity and board-level confidence. Fundraising: Master the Raise, Shape the Future equips CFOs and senior finance professionals to navigate the full fundraising journey—from early-stage capital to IPOs and debt restructuring. With real-world insights and practical frameworks, the course helps participants evaluate financing options, negotiate investor terms, and structure deals that drive long-term value. Whether raising a Series A or entering public markets, learners will gain the tools to lead capital strategy and shape their organization’s future with precision and impact.

Learning Objectives:

After completing this course, you will be able to:

  1. Identify the key stages and stakeholders involved in the corporate fundraising lifecycle.
  2. Recognize the appropriate financing options for early, growth, and late-stage business needs.
  3. Match popular funding structures (e.g., convertible notes, venture debt, equity) with relevant use cases.
  4. Select critical considerations in preparing for IPOs and public market listings.
  5. Differentiate between various refinancing strategies for equity and debt at scale.

This course includes practical exercises, mentor insights, and scenario-based questions to reinforce learning and ensure participants can apply key concepts in real-world finance leadership situations. Upon successful completion, participants will receive a CPD-accredited certificate.

Lessons:

Lesson 1: Understand the Fundraising Landscape

Gain a strategic overview of the fundraising lifecycle—understanding investor expectations, funding types, and market dynamics to shape a capital strategy that drives long-term value creation.

Lesson 2: Plan and Execute with Precision

Confidently lead fundraising by preparing the business, engaging investors, and structuring value-protecting deals from planning through to execution.

Lesson 3: Scale, Exit, and Refinance Strategically

Lead post-raise strategy by managing capital structure, investor expectations, and IPO or refinancing readiness—using capital as a lever for long-term, transformational growth.

Additional Information

CPD Hours: 2

Field of Study: Finance

No prerequisite knowledge is required to be successful in this course.

No advance preparation is required.

Program Level: Basic

Delivery Method: QAS Self Study

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