Corporate Funding Alternatives and Financing Strategies from edX

In this course, we’ll look at the role of venture capitalists in funding early-stage companies including their position in the capital structure and potential benefits to the early-stage company beyond obtaining capital.

We’ll describe the different means by which corporations obtain funding in the public and private markets and the differences between offerings registered with the SEC (Securities and Exchange Commission) and transactions that are exempt from that requirement.

We’ll identify the primary steps from the filing of a registration statement with the SEC to distribution in an initial public offering (IPO) and discuss the most common types of debt offerings by large corporations, 144A offerings and Shelf registrations (Rule 415).

In this course, we’ll also discuss the factors that lead companies to pursue management buyouts (usually structured as leveraged buyouts and the trade-offs inherent in corporations making investments via M&A (mergers and acquisitions) or strategic partnerships versus de novo investments or organic growth of existing businesses.

This course is part 5 of the New York Institute of Finance’s Corporate Finance & Valuation Methods Professional Certificate.

What's inside

Learning objectives

Financing privately held companies
Raising capital in public markets

Other transactions
Comprehensive valuation case activity

Financing privately held companies
Raising capital in public markets
Other transactions
Comprehensive valuation case activity

Good to know

Know what's good

, what to watch for

, and possible dealbreakers

Develops an understanding of the early stage company funding process

Taught by Douglas Carroll who holds reputation in corporate finance

Covers private and public market funding options

Explores the role of venture capitalists, leveraging buyouts, and mergers

Offers hands-on valuation case activity

Part of the New York Institute of Finance’s Corporate Finance & Valuation Methods Professional Certificate

Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Corporate Funding Alternatives and Financing Strategies with these activities:

Compile a list of relevant articles and resources on corporate finance

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Stay updated on the latest trends and developments in the field of corporate finance by creating a curated list of resources.

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Conduct online research
Identify credible sources

Participate in online discussion forums

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Engage with peers, share insights, and clarify concepts discussed in the course materials.

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Identify relevant online forums
Post thoughtful questions and comments

Review 'The Handbook of Corporate Finance' by Brealey, Myers, and Allen

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Enhance your comprehension of foundational corporate finance principles and concepts covered in this course.

View Principles of Corporate Finance on Amazon

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Read Chapter 1: A Framework for Corporate Finance
Complete the end-of-chapter questions and problems

Five other activities

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Solve corporate finance practice problems

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Reinforce your understanding of corporate finance calculations and formulas discussed in the course.

Browse courses on Corporate Finance

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Access online practice problems or textbooks
Solve at least 10 problems

Review 'Corporate Finance: Theory and Practice' by Jonathan Berk and Peter DeMarzo

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Gain a deeper understanding of the theoretical foundations of corporate finance and their practical applications.

View Corporate Finance: The Core, Global Edition on Amazon

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Read Chapter 2: The Nature of the Corporation
Complete the end-of-chapter case study

Follow tutorials on investment banking and private equity

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Gain practical insights into the roles and responsibilities of investment bankers and private equity professionals.

Browse courses on Investment Banking

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Explore online platforms like Coursera or edX
Choose relevant tutorials

Develop a financial model for a hypothetical company

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Apply the financial modeling techniques learned in the course to a real-world scenario, enhancing your analytical and decision-making skills.

Browse courses on Financial Modeling

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Select a suitable industry and company
Gather relevant financial data
Estimate key financial assumptions
Build a financial model using Excel or other software
Analyze and interpret the results

Contribute to open-source projects related to corporate finance

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Enhance your technical skills while contributing to the development of open-source tools used in the corporate finance industry.

Browse courses on Open Source Software

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Explore GitHub or other platforms
Identify suitable projects
Contribute code or documentation

Career center

Learners who complete Corporate Funding Alternatives and Financing Strategies will develop knowledge and skills that may be useful to these careers:

Chief Financial Officer

Chief Financial Officers are responsible for the financial operations of companies. The skills learned in Corporate Funding Alternatives and Financing Strategies are essential for CFOs, as they need to understand how companies raise capital and make strategic investments.

See salaries and explore the career path for Chief Financial Officer

Mergers and Acquisitions Analyst

Mergers and Acquisitions Analysts evaluate and execute mergers and acquisitions. The skills learned in Corporate Funding Alternatives and Financing Strategies are essential for this role, as Mergers and Acquisitions Analysts need to understand how companies raise capital and the factors that influence those decisions.

See salaries and explore the career path for Mergers and Acquisitions Analyst

Investment Banker

Investment Bankers help companies raise capital and advise on mergers and acquisitions. The skills learned in Corporate Funding Alternatives and Financing Strategies are directly relevant to the work of an Investment Banker, as this course teaches the different methods that companies use to raise capital and the factors that influence those decisions.

See salaries and explore the career path for Investment Banker

Venture Capitalist

Venture Capitalists provide funding to early-stage companies. The skills learned in Corporate Funding Alternatives and Financing Strategies are essential for Venture Capitalists to understand how early-stage companies raise capital and the factors that influence those decisions.

See salaries and explore the career path for Venture Capitalist

Corporate Treasurer

Corporate Treasurers manage the financial resources of companies. The skills learned in Corporate Funding Alternatives and Financing Strategies are directly relevant to the work of a Corporate Treasurer, as they need to understand how companies raise capital and make strategic investments.

See salaries and explore the career path for Corporate Treasurer

Private Equity Associate

Private Equity Associates source and evaluate potential investments. They also work with portfolio companies to improve their operations and increase their value. The skills learned in Corporate Funding Alternatives and Financing Strategies are relevant to this role, as Private Equity Associates need to understand how companies raise capital and the factors that influence those decisions.

See salaries and explore the career path for Private Equity Associate

Corporate Finance Analyst

Corporate Finance Analysts create financial models to support corporate decisions, build presentations for management and investors, and assist in mergers and acquisitions. The skills learned in Corporate Funding Alternatives and Financing Strategies are essential for Corporate Finance Analysts to understand how companies raise capital and make strategic investments.

See salaries and explore the career path for Corporate Finance Analyst

Corporate Development Associate

Corporate Development Associates work on strategic initiatives for companies, such as mergers and acquisitions and new business development. The skills learned in Corporate Funding Alternatives and Financing Strategies are relevant to this role, as Corporate Development Associates need to understand how companies raise capital and the factors that influence those decisions.

See salaries and explore the career path for Corporate Development Associate

Financial Analyst

Financial Analysts provide research and analysis on companies and their financial performance. They may also make recommendations on investment decisions. The skills learned in Corporate Funding Alternatives and Financing Strategies are relevant to this role, as Financial Analysts need to understand how companies raise capital and the factors that influence those decisions.

See salaries and explore the career path for Financial Analyst

Equity Research Analyst

Equity Research Analysts write research reports and make recommendations on stocks. The skills learned in Corporate Funding Alternatives and Financing Strategies are relevant to this role, as Equity Research Analysts need to understand how companies raise capital and the factors that influence those decisions.

See salaries and explore the career path for Equity Research Analyst

Management Consultant

Management Consultants advise companies on a variety of issues, including finance, strategy, and operations. The skills learned in Corporate Funding Alternatives and Financing Strategies may be helpful for Management Consultants who work on projects related to capital raising or financial strategy.

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Credit Analyst

Credit Analysts assess the creditworthiness of companies and other borrowers. The skills learned in Corporate Funding Alternatives and Financing Strategies may be helpful for Credit Analysts who work on projects related to corporate debt issuance.

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Financial Advisor

Financial Advisors provide financial advice to individuals and businesses. The skills learned in Corporate Funding Alternatives and Financing Strategies may be helpful for Financial Advisors who work with clients who are considering investing in early-stage companies or who are looking to raise capital for their own businesses.

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Financial Planner

Financial Planners help individuals and families plan for their financial future. The skills learned in Corporate Funding Alternatives and Financing Strategies may be helpful for Financial Planners who work with clients who are considering investing in early-stage companies or who are looking to raise capital for their own businesses.

See salaries and explore the career path for Financial Planner

Portfolio Manager

Portfolio Managers manage investment portfolios for individuals and institutions. The skills learned in Corporate Funding Alternatives and Financing Strategies may be helpful for Portfolio Managers who invest in early-stage companies or who are looking to make strategic investments.

See salaries and explore the career path for Portfolio Manager