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Capital Strategy Masterclass
A five-week, weekend-only executive masterclass designed by experienced investment bankers for founders, entrepreneurs, and finance professionals.
This program teaches the frameworks used to structure capital raises, negotiate with investors, preserve founder ownership, and build long-term capital strategy — from pre-seed financing through IPO readiness.
Why This Masterclass?
Most founders think fundraising is a milestone. Experienced founders know it is an ongoing capital strategy.
Every funding round affects ownership, governance, board control, dilution, investor relationships, future valuations, and ultimately the long-term value of the company.
Making one poor decision early can permanently reduce founder ownership and limit future strategic options. Accepting a lower valuation than deserved, conceding excessive governance rights, or choosing the wrong investor at the wrong stage are mistakes that compound through every subsequent round.
This masterclass is designed to help founders make capital decisions with the same structured thinking used by professional investment bankers and institutional investors. Instead of teaching fundraising as a sequence of isolated activities, the program presents capital raising as a long-term architecture that evolves alongside the business.
The curriculum has been built using practical frameworks developed through real advisory mandates across startup, growth, and institutional transactions — rather than academic theory. Participants work through live case studies, actual term sheet language, and real valuation scenarios used in Indian capital markets.
The result
Unlike conventional fundraising courses built around theory, this masterclass is grounded in real transaction experience, practical decision-making, and institutional capital frameworks — equipping you with tools used in high-value transactions whether you are preparing to raise your next round or building a career in Investment Banking, Venture Capital, or Private Equity.
by the team building this program
Who This Program Is For
Two audiences. One rigorous curriculum.
The masterclass is deliberately designed to work for both founders navigating capital decisions and finance professionals building transaction expertise.
Founders & Entrepreneurs
Whether you are raising for the first time or managing your third institutional round, this program gives you the architecture to make every capital decision with confidence.
- Pre-seed and seed founders raising initial institutional capital
- Series A founders preparing for growth-equity conversations
- Growth founders evaluating secondary liquidity or pre-IPO rounds
- Family business entrepreneurs raising structured external capital
- SME owners and promoters preparing for institutional investors
- Business owners planning strategic expansion requiring capital partners
Finance Professionals
Built for professionals who want practical transaction knowledge — the frameworks, language and decision-making logic used in high-value mandates, not theory.
- Chartered Accountants and CA students entering advisory roles
- MBA students and graduates targeting investment banking
- CFA candidates seeking transaction-level practical knowledge
- Analysts and associates at advisory and corporate finance firms
- Investment banking, venture capital and private equity aspirants
- Corporate finance and treasury professionals
Program Structure
Designed for working professionals.
Weekend-only delivery, live interactive sessions, and a deliberately limited cohort — structured to deliver institutional quality without interrupting professional commitments.
Ten weekend sessions over five consecutive weekends.
Saturdays and Sundays — structured for working professionals.
Live online sessions with real-time Q&A, case discussions and workbook exercises.
Founder-centric. Practical. Institutional. Built on real Indian transaction experience.
Cohort capped intentionally for meaningful faculty interaction and peer learning.
Curriculum
What you will master.
Rather than teaching fundraising as isolated concepts, the program follows the complete lifecycle of institutional capital — from deciding whether to raise, to negotiating term sheets, preparing for diligence, managing governance, and building long-term capital strategy.
This module establishes the strategic foundation for every future fundraising decision. Participants will learn when capital creates value — and when raising capital may actually destroy long-term founder ownership.
The module contrasts businesses that deliberately delayed fundraising with companies that raised aggressively, using real examples to demonstrate the long-term consequences of capital decisions. The seven-condition decision framework introduced here becomes the analytical anchor for every subsequent module.
Topics CoveredThis module focuses on structuring the earliest financing rounds correctly. Participants will understand the differences between SAFEs, Convertible Notes, and priced equity instruments such as CCPS — and when each is appropriate given the company's stage, jurisdiction, and investor expectations.
The curriculum covers investor segmentation, founder-friendly cap table construction, and pre-revenue valuation methodologies, as well as dilution mathematics, anti-dilution provisions, option pool negotiations, and practical strategies to preserve founder ownership from the first institutional investment.
Topics CoveredSeries A financing is often the point where businesses transition from founder-led operations to institutionally governed companies. This module prepares participants for that transition — understanding not just how to raise Series A capital, but how to do so in a way that preserves long-term strategic optionality.
Participants work through the full diligence process — financial, commercial, legal, and tax workstreams — and understand how institutional investors evaluate each area and what signals they use to form pricing and term views.
Topics CoveredParticipants gain a deep understanding of how venture capital funds operate internally and how investment decisions are made — from initial screening through IC approval. Understanding fund economics and portfolio construction logic helps founders anticipate investor behaviour and negotiate from a position of knowledge.
This module covers the full spectrum of later-stage venture dynamics including secondary transactions, India-specific regulatory structures, and board management as investor composition becomes increasingly complex across rounds.
Topics CoveredThe final module examines capital strategy as businesses prepare for large-scale institutional funding or public markets. Participants will explore the distinct challenges of late-stage capital — where governance complexity increases, public market comparables begin to matter, and the pathway to liquidity becomes the organizing principle of capital decisions.
The module covers both upside scenarios — IPO readiness and secondary liquidity — and defensive scenarios, including recapitalisation strategies and down-round management, ensuring participants leave with a complete toolkit for any capital environment.
Topics CoveredProgram Outcomes
What you leave with.
By the end of the five-week masterclass, participants leave with practical resources that can immediately be applied within fundraising and transaction environments — built and refined during the program itself.
Next Cohort Starts Soon
Join a focused cohort of founders and finance professionals.
Learn the capital strategy frameworks used across institutional fundraising transactions — built by the team that structures and closes these transactions professionally, and applies the same frameworks to advising founders every day.
Book a Strategy SessionWe typically respond within one business day.