THE MOST TAILORED SOLUTIONS ON THE MARKET
We are committed to providing real skills and knowledge, acquired over time, utilizing methods including in-person training, live streaming sessions, coaching and mentoring, and online learning. Our customized training solutions are the most tailored on the market.
WHY ENGAGE PIVOTAL180
There are many reasons why we stand out from other firms, but the following is what makes us particularly unique:
- Pivotal180 is focused exclusively on teaching. Institutional and human capacity building is not a side business. It is core.
- Daniel Gross and Haydn Palliser (both Ivy League Professors) personally lead all Pivotal180 training courses.
- We have led deals. Our understanding is from practical transactional experience, not from reading about it or hearing about it from senior people on our team.
- We have trained the top advisors, developers, lenders, and funds across the world.
- We tailor our courses more than anyone else in the market, to meet your needs.
- Our blended solution includes 12 months of access to our online courses, such that your team can review concepts AND dive deeper into topics we do not have time to cover in class.
THE PIVOTAL180 DIFFERENCE
Dedicated to Training
Our team is differentiated from other firms in that it is anchored by finance professionals with decades of experience leading transactions as principal investors and advisors. We can teach transaction and market structures, policy and incentives, financial modeling, and deal management because we have actually done deals. We are intimately familiar with the transaction execution process as well as how to view transactions from the perspectives of the various parties, including developer, equity investor, and lender.
Over the course of our careers, Haydn and Dan have:
- raised billions of dollars in debt and equity
- bought and sold operating companies and infrastructure assets
- advised government and private sector entities on financial transactions, investments, and market structures globally
- served on boards of directors of companies, both public and private
- served as adjunct professors at Ivy League universities in the USA
The most tailored courses on the market
We tailor course content more than any other training organization. We enhance learning by customizing the training to emulate your approach to risk management, and preferred financial structure. Courses can be tailored to be based on real deals within your portfolio, including incorporation of the actual transaction documents and country-specific tax regime.
Experience to focus on what matters
The people teaching your class have taught more students than anyone else. Haydn led the largest specialist financial modeling and training team in the world at Corality, and in addition, Haydn and Dan have taught over 600 Masters Degree students over the last 3 years. We have learned what it takes to create engagement and to teach concepts.
Our online platform enables continuous and deeper learning
Learning should not stop when class ends. All participants in our training programs receive 12 months of free access to our self-paced online training platform. This enables students to review concepts covered in class, dive deeper into items we do not have time to broach in class, and to ask questions of the trainers and other students.
It is not just about modeling. We teach you how to transact.
No other training organization goes this deep. Our training solutions include lessons on how to read legal documents, the key provisions of the major Agreements, and items such as how to forecast wind.
FLEXIBLE AND BLENDED DELIVERY OPTIONS
Participants will develop a full financial model together with the instructors, with the ability to ask questions and seek individual support and feedback. The courses include all of the benefits of live classroom training.
Using videos and downloadable excel templates our online programs take participants through how to build a model line by line. Online content is modularized, meaning participants can develop sections of a model or a complete model from scratch.
Our online content can be hosted on your internal learning management system, providing your team members with quick and easy access to high quality learning content at the moment they need it most.
1. Needs analysis
We consult individually with our clients to determine the skills and knowledge required to drive their team forward. We take the time to listen, making sure we know exactly why and what training is required to deliver the best results. We take the guess work out of training needs analysis by using proven tools to help determine current skills gaps and priority needs.
2. Solution design
Based on detailed training needs analysis we then customize the curriculum to fit your needs and develop a training model for your review and comment. Based upon your input, we would ensure that the training model closely resembles the output required by your team in their respective job functions. The underlying assumptions and drivers of the model will be customized to match a specific deal of your choosing (based on term sheets you provide).
3. Course delivery
Often is the case that current skills and knowledge and modeling experience can vary across individuals and teams. As such, we provide access to online pre-course lessons and a pre-course assignment on agreed topics such that people with less experience will have a chance to prepare and hit the ground running in class.
You do not learn modeling by watching. You learn by doing. Our courses require students to complete exercises and develop a full financial model themselves with our guidance. We explain the concepts, provide students some time to start tackling the problem themselves, and we complete and walk through each line of the model together. We use real-life examples from our experience to bring concepts to life.
Some training organizations introduce complex concepts entirely (or mostly) within a large quarterly Excel spreadsheet. Instead, we believe that many concepts are best introduced using 5-year annual examples that can fit onto a single computer monitor. These simple standalone demos enable students to master concepts before implementing them into a full project finance model in which it may be difficult to “see the forest for the trees.”
4. Knowledge transfer
The ultimate measure of success for any training program is how effectively learners can apply their new skills and knowledge to their work. As learning professionals, we know this knowledge transfer occurs over time and requires practice and reinforcement. To support this process and to aid continuing development we provide course participants with 12 months of free online access to our learning management system which includes hours or content and learning resources. The content included online provides far more detail than what we can often teach in-person. Course slides are available through the platform as is an online discussion board in which students can ask additional questions of the instructors.
We are committed to ensuring our programs deliver the results that we promise, and work with you to ensure we have the right mechanisms in place to assess the outcomes associated with our training courses. Using the Kirkpatrick evaluation model, we have systems in place to assess our training programs across the following:
- Level 1 – Reaction. Did the learners feel the training was valuable?
- Level 2 – Learning. What is it that the learners can do differently as a result of the training?
- Level 3 – Behavior. Have behaviors changed enabling learners to apply their new skills and knowledge to their work?
- Level 4 – Results. Can we demonstrate a good return on investment?
Leverage our existing course portfolio and resources to tailor a course or work with us to create a solution specific to your needs.
Thank you for providing such an exceptional course on Project Finance Modeling. I struggle to find a critique in my reflection. Both trainers were extremely helpful and positive, which made the course that much greater. I want to especially thank you for coming back to follow up on the Macro’s Lessons. That piece really tied the course together for me and further demonstrated Pivotal180’s dedication to excellence.
Seyler Skudneski ING – Renewable Energy Project Finance Modeling August 2023 In-Person New York
The course was very well presented, and done in a way that really explained the logic and concepts behind the model as well as creating the model itself. Also really great to pick up a lot of good tips about best practice modelling. The online materials are also a really good base for the in class learning.
Hoping to be able to do a bit more of your classes going forward.
Ryan James (CBA) on Renewable Energy Project Finance Modeling February 2023 In-Person Sydney
Really appreciate the service Pivotal180 provides and how helpful it’s been to my understanding – what a terrific product you’ve put together.
Jack Brown on Renewable Energy Project Finance Modeling December 2022 In-Person New York
Detailed and pedagogical!
As someone new to finance, this course was a bit like drinking out of a fire hose. I think this course is perfect with someone who has a basic foundation in Excel and finance and wants a more detailed understanding. Still, I was super impressed by the attention to detail for each lesson and the amount of information contained.
Malkie Wall on Renewable Energy Financial Modeling (Online)
Rated 5 out of 5
Complete breakdown of the financial model into great detail, with excellent lessons and examples. Even though the material can be quite dry, lessons were given in a very engaging and even fun way. Loved the occasional jokes, will definitely recommend!
Sander Maebe on Renewable Energy Project Finance Modeling (Online)!
Rated 5 out of 5
Haydn was brilliant, and I don’t throw that out lightly.
I teach, do seminars, and SME for many clients and have pretty high expectations – not many people could have kept me positively engaged for 10 sessions. The material is exceptionally well organized to tie-in the “model building” with the “model thinking” which is challenging for the complexity of the material.
Vincent Divita on Renewable Energy Financial Modeling (Live Streaming May 2022)!
Great course for new & experienced TE modelers
Thanks Haydn and team for the great course. Even with several years of TE experience, I still found the lesson plan valuable.
Connor Malone on Tax Equity Modeling (Online)!
Rated 5 out of 5
Excellent course to understand financial modeling for utilities tariff
This is one of the best practical clear and understandable course. The trainers are competent and pedagogical
Charly Gatete on Financial Modeling for Utility Tariff Setting 2022!
Rated 5 out of 5
It is the most comprehensive project finance course I have ever done. Thank you so much for the opportunity.
Oluwatosin Omisakin on Renewable Energy Project Finance Modeling (Online)!
Rated 5 out of 5
Informative and easy to follow
I already have several years of experience in renewable energy modelling, but I still found that Pivotal180 training included several tips & tricks along the way (esp. regarding model set up and design) that I will incorporate into my own work. I also thought the lectures strike a good balance between the “why” we need to know about the underlying details of a project and “how” we translate that into a model; e.g. being able to set up and size a term loan correctly.
Connor Malone on Renewable Energy Project Finance Modeling (Online)!
Rated 5 out of 5
The Renewable Energy Project Finance Financial modeling course was very good. I enjoyed the format and the ability to interact with lecturers. Hendrik Blommestein on Renewable Energy Project Finance Modeling (Online)!
“The content is very relevant and structure is easy and digestible. I asked a question on the forum and got a response straight away!”
Leigh Barrow on Renewable Energy Project Finance Financial Modeling Online Course
Congratulations Daniel Gross, Haydn, Alison, and the rest of the Pivotal180 team. I just completed the renewable energy project finance course, and if the new tax equity course is anywhere close to that quality, I’d highly recommend it to anyone interested. The project finance course was fantastic – a practical, detailed overview that teaches every aspect of modeling. Great work to all involved! Excited to see what else you have in store. Mark Fowler, Director of Government Relations at Ameresco
I absolutely loved the RE Project Finance Modeling course, and leveled up my modeling skills much more quickly than I have through any other course. Dan and Haydn are incredibly clear and thorough, so true beginners will benefit, but the course moves quickly and I have a much more in depth knowledge of the topics I though I’d covered prior to this course. Though I typically prefer in-person courses, I’m now a convert to the online format as it allows for self-pacing, and there’s no chance of falling behind because you missed what the instructor was saying. Looking forward to the next Pivotal180 course I can sign up for! Fiona Wilson Clinton Foundation
I am extremely happy with this course and the simplified, step-by-step presentation from the Pivotal 180 team. The material is directly applicable to projects I work on, and it has helped expedite my transition into the investments side of the business. I’d highly recommend it to anyone looking to improve their financial modeling skills!
We recently engaged Pivotal 180 to provide us with Tax Equity Modeling online training. This training was given to select members of our team in financial reporting, tax, finance and development.
We recommend the online training services of Pivotal180. Pivotal 180 provides quality educational programs; the thorough explanations, detailed explanations of calculation and well-structured training allowed for one to gain an in-depth understanding of complex material.
I just finished the renewable energy project finance modeling course online yesterday and thought that it was amazingly educational and quite enjoyable. I am definitely signing up for the infrastructure course as well Jesse Wu on Renewable Energy Project Finance Financial Modeling Online Course
Couldn’t speak more highly of my experience at Pivotal180’s Renewable Energy Project Finance Modeling course! Daniel Gross and Haydn Palliser have developed practical content and deliver it in an engaging, individualized manner. I look forward to applying the powerful and relevant skills I developed at the course to support my work. Abraham Wapner – Coalition of Green Capital
Renewable Energy Project Finance Modeling (Online) by PIvotal180 was brilliant, in depth easily explained where possible. Very very good.
Great course on the fundamentals of Renewable Energy Finance Great course with clear and concise instruction. Good introduction to project finance and renewable. The excel models are easy to work with and learn from, and they do a good job of giving you a good foundation of excel skills too. There’s quite a bit to learn for everyone.
Rated 5 out of 5
I took this course to improve my renewable energy project finance knowledge and capabilities as I look to move from the construction industry in to renewable energy finance and I found the course incredibly valuable. The course instructor was very knowledgeable and the lessons were very well run. The content in the virtual platform that is available outside of the lessons were a great resource to help me build my competencies in certain areas that I felt I needed to develop further. I would recommend this course to anyone looking to develop a solid foundation in renewable energy project finance modelling.
Simon Murray on Renewable Energy Project Finance Modeling (Live Stream) 3 Dec 2020!
It was exceptional learning through the platform and I cannot say enough good things about you guys. I recommend you to everyone who needs to know anything about modeling. Thank you all for all the effort you put into this. You’ve passed on invaluable skills to many professionals who need it and I’m grateful that I was one of them. Talio Naidoo on Renewable Energy Online Training
“Prof Gross was the professor of my favorite class at Yale. He is smart, precise, and fun. Happy to see him bringing his expertise to a wider audience.” Tang Zhong student the Renewable Energy Project Finance Course -Yale University
I am extremely happy with this course and the simplified, step-by-step presentation from the Pivotal 180 team. The material is directly applicable to projects I work on, and it has helped expedite my transition into the investments side of the business. I’d highly recommend it to anyone looking to improve their financial modeling skills! Rated 5 out of 5 Daniel Yanchus on Renewable Energy Project Finance Modeling (Online)!