Valuation Modelling in Excel for Private Capital

Course overview

Valuation Modelling in Excel for Private Capital is an intensive one-day course designed to strengthen participants’ technical and analytical capabilities in valuing companies across sectors. Through hands-on case studies and collaborative exercises, attendees will explore key valuation methodologies, including DCF, asset-based, dividend-based, and comparables. The course covers the practical application of valuation techniques across private equity and venture capital through group participation in real-life case studies.

Key topics include strategic value drivers, cost of capital, capital structure, and the nuances of valuing private and cyclical businesses across private capital. This will be a practical application based on the IPEV Guidelines.

 

Key topics include

  • Business strategy and value drivers
  • Forecasting and estimating techniques
  • Cost of capital and capital structure
  • Asset-based and dividend-based valuation methods
  • Comparable company and deal analysis
  • Discounted Cash Flow (DCF) valuation
  • VC-specific valuation approaches including IRR and exit strategies
  • Valuing new economy companies (e.g. tech, digital)
  • Valuation in cyclical industries and emerging markets
  • Private company valuation techniques and adjustments
  • Excel-based financial modelling for valuation

 

What will delegates take away?

  • Strengthened technical and analytical valuation skills
  • Practical application of valuation techniques across sectors
  • Proficiency in Excel-based valuation modelling
  • Understanding of how strategic decisions impact company value
  • Ability to calculate and interpret cost of capital
  • Competence in applying DCF and multiple-based valuation methods
  • Insight into VC valuation logic including exit and IRR focus
  • Tools for valuing tech and digital businesses using unconventional metrics
  • Techniques for valuing private and cyclical companies
  • Awareness of key valuation adjustments (illiquidity, control premium, etc.)
  • Experience gained through real-life case studies

 

Benefits to employers

  • Improved internal capability to assess investment opportunities and portfolio companies
  • Enhanced decision-making through more accurate and consistent valuation analysis
  • Reduced reliance on external consultants for valuation work
  • Stronger commercial insight across teams involved in M&A, strategy, and finance
  • Increased confidence in financial modelling and valuation outputs
  • Better alignment between strategic planning and valuation outcomes
  • Ability to benchmark deals and valuations more effectively across sectors

 

Course Director

Andre Lanser

Andre Lanser

Course Director

Andre has delivered courses for banks around the world in the areas of Credit, Corporate Finance, Private Equity, Valuation and Financial Modelling. Andre qualified as a Chartered Accountant, completing articles with PricewaterhouseCoopers.

He started his career with a subsidiary of Commercial Union, involved in the steel manufacturing industry. His experience ranged from systems implementation, credit assessment of the highly risky construction industry customers, heading up the finance functions to successfully turning the business around and then selling the company through a trade sale. He later joined Commercial Union in the investment back-office function, reengineering the investment back-office and later headed up a team that implemented a new investment management system for both the back office and the front office. His career then spanned over 12 years in the Venture Capital and Private Equity arena, where he has gained a vast amount of experience in the corporate analysis and valuation field.

Andre is a specialist in developing and training finance-related courses, including corporate credit-related topics, financial modelling including valuations, leveraged buyouts and M&A, and accounting (with a focus on IFRS ) courses. His training experience spans a period of more than twenty years.

 

CPD accreditation

This course is CPD accredited by the CPD Certification Service for 8 hours. By attending this course, you will receive a digital certificate from Diplomasafe. This certificate allows you to share and save your new CPD accredited qualification on LinkedIn, adding instantly verifiable credentials and strengthening your professional profile.