How to Prepare and present an Investment Project

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Leave your details below and we will contact you to arrange a free demo of our virtual classroom and social learning platform. We can also walk you through the content and methods used in this course. Find out exactly what you are buying, before you commit.

Which Topics are Covered?

We will cover all you need to succeed with your investment project, from inception to getting the budget.

Modul 1
Modul 1


Finance and accounting basics needed for project finance (P&L and Cash Flow). OPEX vs. CAPEX. Data gathering: what data do we really need and how do we know if we gathered all the needed data?

Modul 2
Modul 2

Investment Cash Flows

Understanding cash flow planning, setting all the needed assumptions and connecting them to cash flow positions, organising data in Excel and preparing for planning.

Modul 3
Modul 3

Assessing the Project

Time value of money, discounting, net present value (NPV), discount rate, internal rate of return (IRR), weighted average cost of capital (WACC), payback, operating break-even, cash-break-even.

Modul 4
Modul 4


Preparing the project summary and presentation, presenting basics, specifics about presenting to c-level, finding the ideal data/story balance, speech and body language best practices, how to present online (what is different).

How is the Course Delivered?

We will cover all you need to succeed with your investment project, from inception to getting the budget.

Step 1

2-day Workshop

Live workshop in which modules 1 through 3 are covered in a series of interactive lectures and smaller case studies.

Step 2

Case Preparation

Between the two workshops, participants are encouraged to prepare their own cases (investment project analysis, summary and presentation). The trainer is available for mentoring through our LMS platform.

Step 3

1-day Workshop

An intensive live workshop (modul 4) where participants present their proposals and get actionable feedback from the trainer (a learn by doing approach).

Easy and Fun Learning Experience

We strongly believe that learning should be accessible, fun and immediately applicable. This is how we achieve this:

Expert Trainers.

All our trainers are experienced corporate professionals with successful careers. We are constantly investing in their knowledge and teaching methods.

Your Projects.

We normally use your real-life examples as case studies for these kinds of workshops. We will not only teach, but also mentor your people while they develop a sample project from start to finish.

Anytime. Anywhere.

We can deliver a course in a classroom, in our proprietary virtual classroom and as an asynchronous learning experience available on any device.

Social Learning.

Our social learning platform helps workshop participants learn in the most engaging way. While working on assignments they can collaborate on the platform, help each other and integrate more as a team.

Meet Vlatka, Your Trainer

Here at Simulus, we handpick only the best. With C-level exerience and being “in the loop” of project finance for more than 20 years, Vlatka is an ideal trainer for this subject. Her competence and easygoing personality make each her course of hers a pleasure to participate in. 

Vlatka Delač

Partner, Simulus group Ltd.

Worked in finance her whole career. Corporate experience as Director of Controlling, Director of Finance and CFO in international companies. Currently focused on consulting, primarily helping financial institutions assess their investments with corporate clients.

Don’t just take our word for it

In the sea of ​​courses offered on the market, working with Vlatka and Krešo is the closest to the experience of quality of expensive education outside Croatia. Vlatka and Krešo are experts who excellently cover their topics of expertise and transfer knowledge to their audience in a simple and efficient way. In doing so, they are relaxed and witty, so I look forward to each new education in advance.
Tamara Perko
We are extremely satisfied with the cooperation with Simulus. We would especially like to emphasize their willingness to listen carefully to our ideas in preparing trainings that are in line with high standards and requirements of the Bank, in accordance with the needs of our employees and their expertise and skills in presenting economic topics and quality materials.
Robert Stepačić
Executive Director, Intesa SanPaolo
Long-term cooperation with Simulus is primarily based on excellent preparation and engagement for each workshop and understanding of our real needs. Simulus' expertise, innovation and complete adaptation to our system always delights our employees.
Slađana Bojić Andrić
HR Director, OTP Leasing

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