T-3 CIAO Academy

Angel Academy.   A series of Private Equity Training programs for both Angels and Entrepreneurs for “going private.”  Academy training programs use the Capital Drill Modelling to teach how to set up and manage a private equity shareholder company.

CISO T-3 Academy


Train financial experienced executives to be a fractional Chief Investor Assurance Officer (CIAO) for their companies as well as to create a bench of CIAO's who can perform Capital Drill audits as well as manage 1 to 5 companies as a fractional CIAO  

Audience:  Experienced M&A, Financial Consultants, CFO's, Accountants with practices or the desire to participate in the entrepreneurial space

Duration:  2 Days for 5 to 10 individuals -  max

Frequency:   On demand or quarterly

Charge:   $7,500 minus Ritz Group Member discounts (25%)

Sponsors:   Law Firms, Accounting, HR, Business Brokers, Institutional Financial Planners and member organizations -TAG

Compensation Potential:    Fees for conducting Capital Drill Audits plus client revenues from being a fractional CIAO

Take Aways:    Individuals will leave with an in-depth knowledge of how to perform a Capital Drill audit and to use the subscriber based Capital Drill for their companies or clients.

     Course Outline

  1.   Welcome

                 Introductions and Keynote Speaker 

      2.   Session #1

                The current & new "Going Private" 

      3.    Session #2

                 The Capital Drill LAB (2-hour)

                  In-depth review of Capital Drill Model

      4.    Session #3 

                   Investor Readiness Audit LAB (2-hrs)

                   Case Study

                       "live" company presentations & collateral

                        Certification & founder team challenge

                        Group Assessment & Written Summary

       5.    Session #4 

               Financial Modeling LAB  (2-hrs) 

                   Craft 5-year ICS Revenue Forecast & case study

                    Input results in your Online Capital Drill Model

                    Test reverse Capital Engineering model

       6.   Closing & Graduation Ceremonies   


Note: Key is the time spent with each area plus group discussion which add value to the lecture material









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