Explore Financial Academy
About the Academy
Discover our Rich, 60-Year Journey
Jadarat
A Comprehensive System for Skill and Knowledge Development
Governance
Meet our Inspiring Leadership
Success Stories
Check out our Clients’ Reviews and Testimonials
...
Training Partner:
Training Partner:
Date
November 23, 2025
Program Duration
3 days
Language
English
Fees
11,017
In Class Training
Riyadh
About Program
This comprehensive training program, "Private Investing: From Inception to IPO," is designed to provide participants with an in-depth understanding of the private investment landscape. Spanning three days, the program covers the full spectrum of early-stage investment processes in the financial sector. Participants will gain valuable insights into evaluating investment opportunities, conducting due diligence, and assessing risks. The program delves into the roles of venture capital and private equity in scaling financial businesses, highlighting the importance of governance and ethical practices in preparing for an IPO.
Program Goals
Understanding Early-Stage Investment Phases
Gain insight into the key phases and methodologies of early-stage investing within the financial sector to build a comprehensive understanding of the private investment lifecycle.
Analyzing and Evaluating Investment Opportunities
Develop the ability to assess potential investment opportunities by examining market potential and business models, enabling informed and effective investment decisions.
Conducting Due Diligence and Risk Assessment
Learn how to perform thorough due diligence and risk analysis to ensure strategic and sustainable investment choices.
Exploring the Role of Venture Capital and Private Equity
Understand the essential role that venture capital and private equity play in financing and scaling startups and financial businesses.
Applying Valuation and Financial Analysis Techniques
Enhance technical skills by applying appropriate financial valuation and analysis tools tailored to early-stage companies in dynamic investment environments.
Strengthening Knowledge of Governance and Ethics
Explore the importance of corporate governance and ethical practices in maintaining responsible investment conduct, particularly when preparing for an initial public offering (IPO).
Join us for an unforgettable journey of exceptional learning
This training program is built on an interactive learning approach designed to equip participants with practical and in-depth knowledge of private investing, from early-stage company formation to the Initial Public Offering (IPO) phase. The curriculum emphasizes a balanced integration of theoretical foundations and real-world practices through a mix of lectures, global case studies, hands-on exercises, and interactive discussions. It follows a progressive structure across three core modules, enabling participants to develop their expertise step by step—from foundational concepts to technical analysis, and finally to governance and ethics in financial investment settings. The program strengthens analytical thinking and data-driven decision-making, with a focus on evaluating investment opportunities, conducting due diligence, applying financial valuation tools, and preparing companies for public listing in accordance with sound governance standards. The content is tailored to reflect the investment landscape in Saudi Arabia and the region, and is delivered in specialized language targeting practitioners and professionals in the capital markets and financial advisory sectors.
Program Structure
3 Days (18 Training Hours)
Program Duration
Face to Face
Delivery Type
English
Program Language
10 Modules
Number of Modules
Interactive Lectures- Global Case Studies- Individual and Group Exercises- Facilitated Discussions
Training Methods Used
Program Agenda
In Class Training
Overview of early-stage investment in the financial sector
Understanding the role of VC and PE in funding and scaling financial businesses
Startup lifecycle from inception to IPO
Deal sourcing and the importance of networks
Deal structuring and evaluation
Case study: Yale Investments Office
Case study: Pear.vc
In Class Training
Evaluating financial business models and market potential
Key metrics and analytical techniques for evaluating companies through the startup lifecycle
Due diligence processes in the financial sector
Negotiations among founders, fund managers, and investors
Risk assessment and mitigation strategies
In Class Training
Importance of governance in financial startups and SMEs
Board structures, roles, and responsibilities
Corporate governance best practices in the financial sector
Legal and regulatory frameworks for financial businesses
Pathway to IPO: Ensuring high governance standards to achieve successful public listing
Ethical considerations in financial investing
Principles of responsible investing
Managing conflicts of interest in the financial sector
Trainers
Venture into a whole new realm of knowledge
This stage contributes to clarifying the program requirements and facilitating communication between participants and the administration to ensure a fruitful learning experience. It also provides an opportunity to verify the required documents and organize logistical details to guarantee successful participation.
Application Process: Your Journey Starts Here
The admissions team will carefully review all elements of your application. The selection process will take up to eight weeks from the date of submission of a completed application.
Step 1
Online application and video interview
Step 2
Pre-selection and decision
Step 3
Interview with acceptance
Step 4
Admission Committee
Step 5
Final decision
Investing In Your Future
This program enhances participants’ ability to anticipate the future of investing within the financial sector by developing a holistic understanding of the factors that drive startup growth and scalability. It empowers them to leverage private capital to support innovation and sustainable expansion. Participants will also be equipped to evaluate a company’s readiness to move from early-stage growth to public listing, enabling them to make forward-looking investment decisions aligned with economic transformation. The program serves as a strategic tool to prepare a new generation of investors capable of channeling capital toward high-potential opportunities in both the Saudi and global financial markets.
Key benefits for you and your organization
The program offers strategic value to the organization by enhancing the capabilities of investment-related teams and enabling them to identify and pursue well-evaluated growth opportunities through private investments. It supports the organization’s readiness for IPO initiatives, strengthens its risk management practices, and contributes to expanding its investment portfolio professionally. Additionally, the program promotes governance and ethical standards, reinforcing the organization’s reputation and market credibility.
The program helps organizations develop in-house capabilities to manage private investments with skill and professionalism.
It equips investment teams with the ability to analyze opportunities and assess risks, leading to more strategic decisions.
The program prepares organizations for public listings by deepening their understanding of regulatory and governance requirements.
It enables organizations to identify promising early-stage companies, supporting sustainable and diversified investment growth.
By promoting ethical conduct and governance principles, the program boosts stakeholder trust and market credibility.
Find Out More
Enhance your capabilities with programs specifically designed to fit your goals.
Discover our program offerings
Inquiry?
If you have any questions about our programs or application procedures, we are here to help.
Contact Us
