Ana Paula Mendoza
This certificate is awarded to
Robert R. Wieczorek II, CFA
Chief XP3RT
d016ff8d-9242-404f-ae40-860ae73747e1
2025-03-26
Robert R. Wieczorek II, CFA
Successfully completed the Private Equity Advanced Valuation Bootcamp
www.tccxp3rt.com
2025

Distributed by:

Issued to

Ana Paula Mendoza

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Credential Verification

Issue date: March 26, 2025

ID: d016ff8d-9242-404f-ae40-860ae73747e1

Issued by

Training and Consulting Consortium, LLC

Type

Certification

Level

Advanced

Format

Online

Description

The recipient of this certificate successfully completed a twelve (12) hour intensive advanced private equity valuation technique bootcamp. The program focused on early-stage venture-backed businesses. The curriculum covered asset-based valuation, Michael Porter's five forces with a focus on defensible moats, addressable market, the value of the business solution (problem solved), unit economics, and scalability. The certificate holder practiced customer-based corporate valuation "CBCV", customer acquisition cost "CAC" and customer lifetime value "CLV". Explored the difference between majority and minority control investments. Access to cash flow and exit strategy when considering the investment and liquidity event. Examining internal rates of return "IRR" and money multiples (how many times your investment returned). Special focus was put into analyzing venture capital investments in non-bank financial institutions and their unique value drivers and metrics including, access, diversity, and cost of capital. Portfolio performance, based on observation and analysis of addressable market and serviceable market.