Fund Raising ( 471026)

Learning Outcomes

• Identificação dos diferentes instrumentos de financiamento (equity, dívida, híbridos, alternativos).

• Domínio do enquadramento legal e regulatório aplicável (incluindo crowdfunding e financiamento colaborativo).

• Conhecimento das etapas do ciclo de angariação de capital (planeamento, prospeção, negociação, execução, reporte).

• Compreensão das práticas de mercado em venture capital, private equity e banca de investimento.

• Construir e avaliar estratégias de comunicação para diferentes perfis de investidores/doadores.

 

• Identification of different financing instruments (equity, debt, hybrid, alternative).

• Mastery of the applicable legal and regulatory framework (including crowdfunding and collective financing).

• Knowledge of the stages of the capital raising cycle (planning, prospecting, negotiation, execution, reporting).

• Understanding of market practices in venture capital, private equity, and investment banking.

• Develop and evaluate communication strategies geared toward different investor/donor profiles.

Study Program

1. Introduction to Capital Raising

a)       Definition and Importance.

b)       Historical Context and Current Trends.

c)       Financial Time Value: Adjustment and Capitalization; Constant Prices and Current Prices.

2. Capital Structures

a)       Equity vs. Debt.

b)       Optimal Capital Structure.

c)       Cost of Capital and Associated Risk.

3. Sources of Financing

a)       Self-Financing and Reinvestment of Profits.

b)       Bank Financing: Credit, Lines of Credit, and Guarantees.

c)       Capital Markets: Issuance of Shares and Debentures.

d)       Venture Capital.

e)       Other Sources of Financing.

4. Fundraising Planning and Strategies

a)       Financial Planning.

b)       Structuring Financing Proposals.

c)       Negotiating with Investors and Financial Institutions.

5. Project Presentations to Funders and Investors

d)       Startups.

e)        Growing Companies.

Bibliography

Matias, F., Baptista, C., Salsa, L., Coelho, L. S., Serrasqueiro, Z. (2024). Gestão Financeira – Da Teoria à Prática. Edições Sílabo.

Rodrigues, A. A. (2023), Manual de Private Equity & Venture Capital. AAFDL Editora.

Damodaran, A., (2014), Applied Corporate Finance, John Wiley & Sons, 4th Edition

Brealey, R., S. Myers and F Allen, (2010), Principles of Corporate Finance, Mc Graw Hill, 10th Edition.