Modeling a Complex Loan Term Sheet

  • Author:
    Geoff Robinson
  • Level: 
    Intermediate to advanced
  • Study time:
    2-3 hours
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Course overview
Discover the intricacies of advanced financial modeling in our "Modeling a Complex Loan Term Sheet" playlist. We break down complex loan terms, including pricing grids, commitment fees, and prepayment structures, to build a comprehensive model. By estimating the loan's IRR, we reveal its true cost from the borrower's perspective. This series equips financial professionals with the tools to analyze and navigate sophisticated loan agreements with confidence.

Available as part of our Premium and Premium Plus subscription tiers.

What's included?

  • 6 videos
  • Learn how to model a loan term sheet with a detailed priced grid and associated fees
  • Insights from a #1 ranked data-driven analyst

Who should watch this playlist? 

This playlist is essential for finance professionals, including analysts, bankers, and corporate finance specialists, who deal with complex loan agreements. It's also valuable for MBA students, treasury managers, and entrepreneurs looking to deepen their understanding of loan structures and financial modeling. Anyone involved in structuring, evaluating, or negotiating sophisticated loans will benefit from the advanced techniques and insights presented in this series.

Why TheInvestmentAnalyst.com?

We are the only training house that is able to bring top-ranked analyst experience into your classroom. We buck the trend. Most training businesses recruit junior ex-bankers to become their trainer. Our instructors cut their teeth teaching and then gain senior experience with investment banks.

We believe, you could not be in better hands.

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Geoff Robinson
FCA FMVA MFM

Thought leader, instructor, writer, financial influencer, Former UBS Managing Director and 8x #1 ranked analysts EMEA Institutional Investor Survey
ABOUT Geoff
Geoff has had a varied career. He was a Managing Director within UBS Equity Research, leading their Global Fundamental Analytics franchise. During this time, he was #1, ranked 9x in the EMEA Institutional Investor Survey. Before UBS, he was a material equity investor and LBO co-investor in two market exited training consultancies. Geoff has a passion for learning and is well-known for his ability to break down complex subject matter and distil it to an audience in a digestible and engaging manner. He brings this passion to TheInvestmentAnalyst.com. 
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