
The Equity Financing Simulation immerses participants in the dynamic world of raising capital through equity, offering hands-on experience in structuring, negotiating, and executing equity deals.
Equity financing structures (common shares, preferred shares, convertible notes)
Valuation methods (DCF, comparables, venture capital method)
Term sheet negotiation and deal structuring
Investor relations and fundraising dynamics
Exit strategies (IPO, acquisition, secondary sale)
Impact of dilution and ownership on company control
Regulatory and compliance considerations
ESG integration in equity financing


In the simulation, participants will:
Analyze company financials and market opportunities
Develop fundraising strategies and pitch decks
Negotiate term sheets and deal terms with investors
Model financial outcomes under different funding scenarios
Manage investor expectations and reporting
Explore exit options and timing
Collaborate in teams to simulate real-world deal teams
Present investment memos and deal updates
Understand the mechanics and structures of equity financing
Apply valuation techniques to real-world scenarios
Negotiate and structure equity deals effectively
Manage investor relations and reporting requirements
Evaluate the impact of dilution and ownership changes
Develop strategic thinking for fundraising and exits
Recognize regulatory and compliance issues in equity financing
Integrate ESG considerations into financing decisions
1. Receive a Scenario or Brief Participants are introduced to a company seeking equity financing, with background financials and market context.
2. Analyze the Situation Teams review financial statements, market data, and investor expectations.
3. Make Strategic Decisions Participants choose fundraising strategies, structure deals, and negotiate terms.
4. Collaborate Across Roles Teams may act as entrepreneurs, investors, or advisors, negotiating priorities and deal terms.
5. Communicate Outcomes Participants deliver investor pitches, memos, or deal presentations.
6. Review and Reflect Feedback highlights deal outcomes, negotiation effectiveness, and investor sentiment. Strategies evolve across rounds.
What skills will participants gain? By completing the simulation, participants will develop practical understanding of equity capital markets, enhance valuation and negotiation skills, understand regulatory compliance, and build confidence in making financing decisions under market uncertainty.
Do I need prior finance experience? No prior experience is required. The simulation includes instructional content for all levels.
How long does the simulation run? Typically 3-4 hours, but can be delivered in shorter modules or extended formats.
Is the simulation individual or team-based? It supports both formats and reflects real-world team dynamics.
Are real-world datasets used? Yes, participants work with simulated market data based on historical and real-time financial scenarios.
Can instructors customize the simulation? Absolutely. The focus, deal structures, and industry sectors can be tailored.
Quality of fundraising strategy and pitch
Effectiveness in deal negotiation and structuring
Accuracy of financial modeling and scenario analysis
Clarity and persuasiveness of investor communication
Collaboration and adaptability in team settings
Understanding of regulatory and compliance issues
Integration of ESG considerations
Join this 20-minute webinar, followed by a Q&A session, to immerse yourself in the simulation.
or
Book a 15-minute Zoom demo with one of our experts to explore how the simulation can benefit you.