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Dissent Advisory pathway · Pathway D

Sell-Side Diligence

Four courses on one company preparing for its Series B, from the readiness sweep and the tie-out to the vendor databook, the exposure register and the facts for the disclosure letter.

Courses
4
Duration
8 hours
Issued by
Dissent Advisory
Progress
0 of 4 certificates

For the analyst or associate on a sell-side mandate and the finance hire in a CFO’s or founder’s office told that diligence starts in six weeks. Take the courses in order; each ends on the question the next one answers. The pathway certificate is issued once all four course certificates are earned.

Every example runs on Kalasu Home Appliances Private Limited, the fictional Bengaluru brand of the Founder’s Office pathway, at its Series B, with one set of books and one register of findings across all four courses.

The four courses

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  1. D1

    Diligence Readiness

    A readiness scorecard and a remediation tracker

    Not started

    120 minutes · DA-DRDY

  2. D2

    The Tie-Out: Books, Returns and Bank

    A tie-out workbook with a proof of cash and a reconciling-item memo

    Not started

    120 minutes · DA-TIEO

  3. D3

    The Vendor Databook

    A databook: the adjusted EBITDA bridge, the monthly working capital trend and net debt

    Not started

    120 minutes · DA-VDBK

  4. D4

    Exposures and Disclosure

    An exposure register and the factual base of the disclosure schedule

    Not started

    120 minutes · DA-EXPO

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Pathway certificate

Opens when all four course certificates are earned

Sign in to see your standing. The pathway certificate opens once all four course certificates are on your account.

The pathway certificate carries the lowest of the four course grades and the four course credentials.

Dissent Advisory, Divinitus Advisors LLP. Kalasu Home Appliances is fictional and every figure in these courses is illustrative. The courses are education, not advice on any specific company or transaction.

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