The assessment context
Understand the operating model. Define the capital need.
EnrolmentCurrent intake, retention and the evidence behind growth assumptions.
Fee collectionsTerm dates, staged payments and outstanding receivables.
InvestmentFacility, learning technology and equipment requirements.
GovernanceOwnership, operating permissions and the ability to deliver the plan.
Preparing the conversation
An academic-year cash forecast
Explain when fees are collected and when staffing, facilities and other costs are paid. Distinguish existing operations from proposed expansion.
Sector information provides context for an enquiry. Product availability and financing terms depend on the applicant, arrangement and applicable requirements.
Personal attention. Professional assessment.
Tell us about your learning institutions requirement.
Describe the use of funds, expected timing and the operating context.