Screen Deals Efficiently

Learn to screen deals fast and correctly to identify mandate-fit and early red flags without wasting time

Write Strong Pre-Due Diligence

Build a sharp go/no-go view using risk hypotheses and a credible Pre-DD

Run Due Diligence Effectively

Create a DD workplan with front-loading kill-switch tests and validating repayment early

About the Course

By the end of this program, participants will master the investment process, from screening deals to pitching and defending the deal. Gain practical skills in underwriting, due diligence, risk assessment, and investment decision-making. Enroll now to transform your investment strategy and excel in the world of finance. The program targets investment managers of debt funds and bankers working with SMEs

About Christian Ruehmer

35+ years of finance “in the arena”,  banking, risk, investing, restructurings, and fund leadership across Europe, Africa, Asia, and Latin America. I’ve seen what works, what breaks, and what gets approved when it really matters. Builder + operator at heart, as Co-Founder & CEO of Q-Lana, I help banks and funds modernize lending and investment operations with technology without losing the discipline of sound risk management and governance. Practical teaching, zero fluff , CFA/FRM and university lecturer. My trainings are built around real templates, real decision logic, and real committee standards—so you can apply it on Monday, not “someday.”

Course Curriculum

9 Chapters · 35 Lessons

  1. 1

    Introduction

    1. Welcome and Introduction Free preview
    2. (Included in full purchase)

      Course Information

  2. 2

    Module 1: Origination Funnel & Screening Discipline

    1. (Included in full purchase)

      Origination funnel: stages, decision gates, common failure modes

    2. Screening Checklist& Red Flag Library Free preview
    3. Eligibility & Mandate Fit Checklist - How to Use It Free preview
    4. (Included in full purchase)

      Module 1: Quiz

  3. 3

    Module 2: Strong Pre-Due Diligence

    1. (Included in full purchase)

      Pre Due Diligence

    2. (Included in full purchase)

      Risk hypothesis thinking (what must be true for this to repay)

    3. (Included in full purchase)

      Pre-DD Template Walkthrough + Evidence Standards

    4. (Included in full purchase)

      Draft a Pre-DD for GreenHarvest Foods

    5. (Included in full purchase)

      Additional Information for the Assignment

    6. (Included in full purchase)

      Module 2: Quiz

  4. 4

    Module 3: Project Management in Due Diligence

    1. (Included in full purchase)

      DD workplan: scope, sequencing, timeboxing

    2. (Included in full purchase)

      DD workplan template + IRL template

    3. (Included in full purchase)

      Build a DD workplan for GreenHarvest Foods

  5. 5

    Module 4: Cashflow Underwriting

    1. (Included in full purchase)

      Cashflow repayment logic (how to avoid ratio-only lending)

    2. (Included in full purchase)

      Sensitivities and “break points” (what kills repayment)

    3. (Included in full purchase)

      Financial analysis note structure (what belongs in the memo)

    4. (Included in full purchase)

      Build base case + downside case and summarize implications

    5. (Included in full purchase)

      Module 4: Quiz

  6. 6

    Module 5: Structuring for Risk Control

    1. (Included in full purchase)

      Translating Risks into Structure

    2. (Included in full purchase)

      Risk → Control Mapping Table

    3. (Included in full purchase)

      Standard Covenant Menus

    4. (Included in full purchase)

      Propose 6–10 Covenants + Rationale

    5. (Included in full purchase)

      Module 5: Quiz

  7. 7

    Module 6: Writing IC-Ready Recommendations

    1. (Included in full purchase)

      IC Memo Anatomy

    2. (Included in full purchase)

      Decision quality rubric” (what reviewers will score)

    3. (Included in full purchase)

      Write a 2–3 Page IC Recommendation

    4. (Included in full purchase)

      Module 6: Quiz

  8. 8

    Module 7: Effective Pitching and Defense

    1. (Included in full purchase)

      Present and Defend the Deal

    2. (Included in full purchase)

      IC Q&A Cheat Sheet

    3. Record/upload your IC pitch + submit IC memo Free preview
    4. (Included in full purchase)

      Final Quiz: All Modules

  9. 9

    Wrap

    1. Summary & Good Bye Free preview
    2. (Included in full purchase)

      End of Course Message

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