Lazard

Qatalyst Partners

Stanford University

Harvard University

Vector Capital Management

Max Adams

Head Coach at Wall Street Mastermind | Ex-Lazard, Qatalyst & Vector Capital

Acing IB Technicals: DCFs, LBOs, and the 3 Statements

Build one out loud: unlevered free cash flow, WACC, terminal value, and the bridge to equity value.

Walk through a DCF without freezing

Trace a deferred tax asset or a working capital swing through all three statements without losing the thread.

Link the three statements under pressure

Enterprise vs. equity value, accretion/dilution, and why an LBO can imply a higher value than a DCF.

Handle the questions that separate candidates

Learn how to analyze your numbers and ultimately make smarter decisions that increase profits and put more cash in your pocket.

15+ year CFO working with SMBs

Kurtis Hanni

Owner of Bison CFO, with 15+ years experience as SMB CFO

Cohort 4

Cohort 5

Most business owners don’t need to become financial experts. They need clarity.They need to know:<ul><li>where money is leaking,</li><li>where margin is hiding, and</li><li>which decisions actually move profit and cash.</li></ul>This workshop is designed to give you that clarity FAST.Over five focused days, you’ll learn how to read your financials like a CFO, identify the biggest financial wins inside your existing business, and build a simple system you can use long after the workshop ends.This isn’t theory. It’s practical, applied, and built around real business decisions.If it doesn’t deliver real financial value to your business, you don’t pay. Guaranteed.

Stop guessing. Know exactly where profit and cash are hiding in your business.

Know why money always seems to “disappear”

Find hidden profit inside your existing business

Get a clear, practical path to better cash flow

Know which numbers actually matter for your business

Leave with a 90-day plan to improve profit and cash

Business owners who know money (profit) is being left on the table and want to stop losing money to preventable financial mistakes.

Business owners who feel like their business is working, but the bank account doesn't show it.

Business owners who are tired of guessing and want financial answers, so that their business rewards them, not drains them.

Explain the IFRS 9 framework end-to-end -the three-stage impairment model, SICR assessment, and how it differs from both IAS 39 

Master IFRS 9 Credit Risk Modelling

Nitin Kumar

Credit risk professional with deep expertise in IFRS 9 and credit risk modelling

Cohort 2

Cohort 3

IFRS 9 fundamentally changed how banks and financial institutions recognise credit losses. Where IAS 39 let firms wait until a loss had already occurred, IFRS 9 demands a forward-looking Expected Credit Loss (ECL) model - and getting it wrong has direct P&amp;L consequences, regulatory scrutiny, and audit risk.Yet most practitioners learn IFRS 9 piecemeal: a seminar here, a whitepaper there, no coherent framework that takes you from raw data to a fully validated ECL engine. This course closes that gap.In 24 hours of live, instructor-led sessions you will move through the entire IFRS 9 modelling lifecycle - from the three-stage impairment framework to PD, LGD, and EAD modelling, macroeconomic scenario integration, and regulatory-grade validation. Every concept is implemented in real code (R and SAS) on realistic datasets, so you leave with skills you can apply on Monday morning.Whether you are building models for the first time, validating someone else's work, or preparing for a regulatory review, this course gives you the technical depth and practical confidence to do it well.

Build production-grade ECL models from scratch - PD, LGD, EAD, scenario analysis

Build Probability of Default (PD) models

Develop Loss Given Default (LGD) models

Model Exposure at Default (EAD)

Incorporate forward-looking macroeconomic scenarios

Credit risk analyst or modeller looking to move beyond IAS 39 and build rigorous, compliant ECL models

Model validation specialist who needs to assess PD, LGD, and EAD models against regulatory and best-practice standards

Financial controller or accountant wanting to understand the quantitative mechanics driving IFRS 9 numbers

You’ll pitch with clarity, stop guessing what investors want—and start running a repeatable pitch system that raises more and dilutes less.

Global Startup Advisor (250+ Startups)

Techstars

OpenAI

Foodics

VC Lab

The Wharton School

Omar Aloyoun

Award-winning venture builder helping founders raise more and dilute less

Cohort 1

BONUS: Every student gets:• Investor Persona Report (valued at $1200) • 5 aligned investor targets (5 curated round-relevant investors) (valued at $1250) • Custom Pitch Report (within 2 weeks) for every participant (valued at $2500) Most founders don’t lose funding because the product is weak. They lose because the pitch breaks—wrong stage, wrong proof, wrong audience, and fragile answersThe bar is rising. Investors are faster, stricter, and more comparison-driven than ever. In an AI-heavy market, decks look the same—so clarity, defensibility, and audience-fit separate “interesting” from “let’s move forward"In this cohort, you’ll engineer a pitch that holds up in real rooms:• Build stage-specific decks (idea, pre-seed, seed, A+) with the right slides + proof• Run Pitch-Audience Fit: tailor your story for investors vs board vs customers• Defend your valuation narrative with leverage, milestones, and clean “why now”• Handle pressure with a Q&amp;A control system for objections and red flags (kill founder imposter syndrome)• Stress-test your business model to spot pivot signals before investors doAll sessions are live, Q&amp;A-driven—designed to work at scale, without promising a “ready pitch”

Raise with confidence: Build a pitch that survives Q&A and earns your valuation

Build a stage-specific deck investors expect (idea → Series B+)

Clarify your North Star + “why now” story in 1 page

Translate market + traction into investor-grade evidence

Use valuation levers to raise more and dilute less

Handle objections & Q&A without losing control

Adapt your pitch for investors, boards, customers & partners

Pre-seed founders (idea→MVP) who need a stage-right deck, crisp story, and a defensible valuation narrative.

Seed/Series A+ founders tightening traction + metrics, strengthening positioning, and learning to defend the story under investor pressure.

Execs/BD/product leaders pitching to boards/partners/customers who want Pitch-Audience Fit and a story that wins decisions.

Investors build a file on you before you pitch. This is how you control it. 

GP, 4x founder, both sides of the raise 

JPMorgan Chase & Co.

BlackRock

Google

Uber

McKinsey & Company

Ben Botes

GP & advisor on 200+ deals · 4x exited founder · taught 10,000+

Most fundraising advice starts in the meeting: the deck, the story, the pitch. But by the time you're in the room, much of the decision is already shaped — by the evidence an investor quietly assembles about your company before you arrive.I've built that file from both sides. As a GP and corporate finance advisor across 200+ transactions, I've assembled the evidence case on hundreds of companies. As a four-time exited founder, I've been on the receiving end of it.Most founders discover their evidence gaps in a "no" three months into a raise. This half-day changes that: you'll see exactly what goes into the file, score your own company against it live, and leave with your gaps mapped and a 30-day plan to close them — before you ever walk into the room.

You'll walk into every raise knowing exactly what investors will find — because you've already scored, mapped, and closed the gaps yourself.

Score your company against the exact evidence investors use to build conviction 

Map every gap in your evidence file before an investor finds it for you

Match your evidence to the capital routes it actually supports today 

Build a prioritised 30-day plan to close your highest-impact gaps first 

Read your raise the way a GP does, from the other side of the table

The First-Time Raiser — approaching your first £500K–£2M round with traction, but you've never seen how investors judge you inside.

The Stalled Founder — mid-raise or fresh off "not now" meetings, and you sense the real problem is the evidence, not the pitch.

The Non-Traditional Raiser — raising via DFI, grant, debt, or blended capital, where generic VC advice fails and route-fit is all.

Agentic AI

Coding with AI

AI Workflows

Claude Code

OpenClaw

Vibe Coding

AI Evals

AI Transformation

RAG & Search

AI for PMs

AI for Engineers

AI for Designers

AI for Marketers

AI for Founders

Product Sense

Product Discovery

User Research

Prototyping

Growth

Analytics

Tech Foundations

Strategy

Influence

Leadership

Career Growth

Machine Learning

LLM Ops

Context Eng

Security

System Design

Figma

Design Systems

Visual Design

Design Strategy

Automation

Content Marketing

Demand Gen

Go-to-Market

Product Marketing

Positioning

Social Media

Brand

B2B Marketing

SEO & AEO

AI for Leaders

AI Governance

Communication

Management

People Operations

Exec Presence

Storytelling

Goal-setting

Personal Brand

Fundraising

Everyone

Operators

Data Scientists

Business Analysts

User Researchers

Customer Success

Project Managers

HR Professionals

Sales People

Lawyers

Finance

Investors

Real Estate

Educators

Creators

Finance professionals handling planning, analysis, reporting, and financial operations.

Getting promoted, navigating job transitions, and advancing to the next level in your career.

Acing IB Technicals: DCFs, LBOs, and the 3 Statements

What you'll learn

Why this topic matters

You'll learn from

Max Adams