Finsimco logo

Intense, real-world, memorable - gamified simulation training

Debt Financing simulation

Debt Financing simulation

debt-financing.jpg

Debt Financing Simulation

Participants truly understand debt terms by managing a loan refinancing

Winners.jpg
icon

Simulation Overview

The Debt Financing simulation is a highly realistic financial simulation crafted by experienced Leveraged Finance professionals. It accurately replicates real-life discussions between lenders and borrowers.

It illustrates how analyzing subtle and thoughtful insights into company circumstances can result in wiser company evaluation and financial advantages.

This multiplayer simulation emphasizes critical thinking through analysis, strategy, and deal closure. Participants are assessed based on the favorable terms they achieve in the negotiation.

debt-financing.jpg
Teams, acting as either borrowers or lenders, optimize a company's capital structure while aiming to close a refinancing deal.​DEBT FINANCING - GAMEFLOWLenders populate term sheets; borrowers accept or push back. Both adjust strategy based on alerts and news. All terms must be agreed upon​.BORROWER TEAMSBORROWER TEAMSLENDER TEAMSLENDER TEAMSLoan Amount​Interest Rate​Maturity​Amortization​Security​Guarantees​Prepayment Option​Seniority ​Covenants​Change of Control​Events of Default​Fees ​Review lender role and aimsWatch briefing videoReviewInformation MemorandumEvaluate borrower terms, prepare questions & negotiation strategy​Review borrower role and aimsReviewInformation MemorandumCommunicate desiredborrower-friendly terms​Populate term sheet withlender-friendly terms​Evaluate lender term sheet and prepare negotiation strategy​TEAMS NEGOTIATE A LOAN AGREEMENTReview results and performance from all teams. Reflect on feedback.​Automatic assessment, relative to peers in the simulation​Guidance​Information memo​Tool tips​Tasks prompts​Bargaining tips​3-5 hours4 DEBRIEFING1 BRIEFING2 ANALYSINGTeams are formed, 2-3 players in each. Gameflow and briefing docs are explained.Immersion in analysisTask prompts​Difficulty adapts to playersCompany alerts​Industry newsfeed​Competitor alertsDeadlinesWinnersCertificate3 STRUCTURINGBorrowers ​meet Lenders
df – 2.jpg
df – 3.jpg
df – 4b.jpg
df – 5.jpg
df – 6.jpg
df – 7.jpg
df – 8.jpg
df – 9.jpg
df – 11.jpg
df – 12.jpg
a DF.jpg

Key Features

duration.svg
Duration

3 to 5 hours

ideal.svg
Ideal for

Interns & Analysts. Employees in M&A, IBD, DCM, LevFin, Transaction Services, Credit Risk

pre-requisites.svg
Pre-requisites

Understanding of Debt & Equity

approach.svg
Approach

Adaptive learning by doing in a competitive team setting

grading.svg
Grading

Simulator provides performance data to HR to optimize staffing decisions

instructions.svg
Instructions

Explained by videos, case studies, pop-up windows

feedback.svg
Real-time feedback and scores

Provided by simulator

facilitator.svg
Facilitator

Simulator runs by itself (coaching is optional)

managed.svg
Clocks, rules and validation

Managed by the simulator

location.svg
Location

Online, at the desk, in-training room or hybrid

debt-financing.png

44 seconds

Overview: Debt Financing

  • Understand debt to unlock the secrets of finance
  • Become lenders and borrowers in a high-stakes competition
  • Dive into an intense real-world financial transaction
icon

Pricing

Per participant (pricing valid for 50+ students)

eLearning Game
Facilitated by you
Facilitated by Finsimco
Participants
$29
$49
$67
(1) Intense competitive gaming
checkmark
checkmark
checkmark
(2) Feedback on concepts and work
checkmark
checkmark
checkmark
(3) See ranking and performance stats
checkmark
checkmark
checkmark
You
Intel: Data and Analytics on participants
checkmark
checkmark
checkmark
Onboarding: Setup and deployment managed by Finsimco
checkmark
checkmark
Support: Receive live support during a simulation
checkmark
checkmark
Facilitation: Whole simulation run by Finsimco
checkmark
Data: Receive soft and hard skill assessment on participant performance
checkmark

Need to apply for internal funding approval?

Show Business Case ▶
icon

Creators of the Debt Financing Simulation

The following industry professionals were involved from the beginning in the inception, creation, development, testing, and optimization of the simulation.

Olaf Rottke has +15 years’ experience in Advisory, PE, VC, family offices and entrepreneurship.

Practitioner, structured debt instruments, borrower and lender sides, Olaf Rottke.

Gerhard Wörtche, ex-Morgan Stanley, Deutsche Bank, S&P and HPS Partners

Managed debt transactions, Morgan Stanley and HPS Investment Partners, Gerhard Wortche.

Aatmay Upponi worked in the Finance department of Precomp Tools.

Ex Finance Director, Precomp Tools, Aatmay Upponi.

Georgi Naydenov has various experiences in Corporate Finance, Structured Finance, Credit Risk and Leveraged Finance at Morgan Stanley, SMBC, and Citi.

Leveraged Finance specialist, Morgan Stanley, SMBC, and Citi, Georgi Naydenov.

Andrey Simonov worked at various investment banking business units at top tier firms, including UBS, Morgan Stanley and Deutsche Bank.

Seasoned finance experience, UBS, Morgan Stanley and Deutsche Bank, Andrey Simonov.

icon

Facilitator Resources

icon

Enquire

Webinar 23 May 2024 12:00

Join this 20-minute webinar, followed by a Q&A session, to immerse yourself in the simulation.

or

Private demo

Book a 15-minute Zoom demo with one of our experts to explore how the simulation can benefit you.