MANAGEMENT, FINANCIAL STRATEGY & INVESTMENT STRATEGY

PROCESS OF CONSULTANCY AND TRAINING FOR BUSINESS INVESTOR DEVELOPMENT PROFESSIONAL INVESTMENT DIRECTOR

I. Methodology

With the permission of the late Dr. David Nguyen Huyen Linh – PhD-ACCA-CPA Australia, Consultant for restructuring SMEs; Mr.’s 5-year doctoral program at Kingston University (a prestigious university in the UK famous for vocational training that is interested by the government) will be conducted by Mr. Phung Le Lam Hai uses it as a premise and application methodology for your business to ensure consistency, synchronization, systematization of the pieces of business management in a scientific and logical manner and achieve the goals. ultimate management goal.

Scientific methods, management application thesis and in-depth guidance on implementation will be attached in the Coaching process and guidance to improve the general capacity of private enterprise investors.

II. Training benefits

After completing this mentoring and coaching course, the individual investor can achieve the following goals:

  • Evaluation of leadership and leadership capacity: Founders & Co – Founders.
  • Assess the capacity of the current team.
  • Assess the potential of the business model beyond financial metrics.
  • Assessment and understanding of existing business models in domestic and foreign markets.
  • Assess the gap between the standard requirements of financial accounting and the current capacity of the enterprise’s financial accounting.
  • In-depth understanding of corporate governance and board organization.
  • In-depth understanding of capital structure and round-by-round fundraising process: Individual, VC, PE, IPO.
  • In-depth understanding of the legal commitment between the investor and the invested enterprise.

Understanding of professional business management, values ​​that make a difference and have a profound impact on the invested unit, specifically:

1. In-depth interview survey – interview with the team: (BODs/Deputy Head, employees, target customers, competitors)

2. Report on medical examination of the enterprise, showing activities in terms of current status, including

a. Organizational structure and working environment
b. Human resources
c. Information technology
d. Process overview
e. Data and reporting system.
f. Financial accountant.

3. Based on item 2, we will plan and show methods and tools to fix bugs and pathogens that are present in the company.

4. From there, analyze and work out a specific financial and business strategy for each department, indicating the CV that needs to be done, who does it, when it’s done and with what resources and how to achieve the plan. closed including (Sales, costs, profits): Road map developed to offer investors the next round.

a. Business Strategy & Business Model: EFE, IFE, IEM, SWOT, QSPM.
b. Financial strategy and capital sources in the next 5 years combined with input data of the previous years.
c. Discuss to close annual targets to agree on the capital to call after reinvesting, amortizing and paying the cost of capital of the previous year.
d. Building a framework of management capacity: BSC – KPI, salary 3P system, applying technology and building operating procedures for the company. (Calculating the execution capacity of the existing team)
e. From a set of applied operating procedures in the company, build and add technology features before raising capital and pricing.

5. Then pack it up and offer it for a valuation to the right investors.

The goal is to raise the valuation (sexy enough) to offer investors in the following rounds.

III. Participants

– Investors who wish to develop the investment capacity of unlisted private enterprises.
– Managing companies with a minimum scale of 200 – 1000 billion/year in terms of sales.
Time: Time to develop financial strategy and investment strategy for investees from 15 – 36 months.
Number of enterprises: 3 enterprises.

IV. Content

Professional investors will be able to join together to practice investment sense and experience (Investment Sense) and use the entire tool system of Equitix Investing during the investment process.
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