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Executive Certificate in Effective Fund Pitching and Business Planning

Course Code
Application Code
Study mode
Start Date
To be advised
Next intake(s)
To be advised
3 months
English, supplemented with Cantonese
Course Fee
HK$7,200 per programme
How to Apply

In view of limited funding available in the market, from the government or private venture capital, developing a feasible and appealing business plan as well as good pitching skills are more important than ever to win funding and sponsorship. This executive certificate helps entrepreneurs, SME owners, corporate project managers, and change-makers refine and differentiate their business plans to increase the chance of success in these turbulent times.

                                                                           Fund pitch


This programme aims to:

  • equip participants with fundamental business and entrepreneurship knowledge.
  • equip participants with fundamental rational skills in thinking, decision making, potential problem analysis and solving in dealing with small business start-up at both planning and implementing stage.
  • coach and teach participants the knowledge and technique in preparation of a business plan for a small business start-up funding.
On completion of the programme, students should be able to:
  1. Set the criteria and prioritize weight options for decision analysis;
  2. Identify potential problems and proactive measures to increase success rates;
  3. Apply the skills of simple zero-budget market studies, product pricing and promotion, and cash flow management;
  4. Examine and apply key elements in the business plan for fund pitching; and
  5. Develop a simple business plan demonstrating viability.

Target Students
  • Corporate/innovation project leaders
  • Entrepreneurs, Startups, and entrepreneurs-to-be
  • Game changers
  • Project managers
  • SME owners
  • NGO and non-profit organisations executives
Tutor Profile

1. Mr James Cheng,  Investment director, China Everbright Limited                 James                                          

James assists entrepreneurs in Greater China and SE Asia in transforming good business ideas into better investment opportunities. Having his full-time job in private equity, heavily involved in investment decision-making and value-add, he assists individual entrepreneurs in turning business ideas into investable plans, with his understanding on how businesses are assessed and valued by investors. He also helps baffled entrepreneurs in linking financial and other numbers with business performance, bridging commercial consensus and legal agreements, and most importantly, connecting entrepreneurs with investors.


He is currently a part-time lecturer of  Entrepreneurship and Innovation Specialism of HKU SPACE Preparatory courses for University of London (Queen Mary)’s Global MBA programme. Apart from assisting startups, James runs his machine learning projects on various topics of personal interest. He is a certified public accountant in Hong Kong and a CFA charter holder.

2. Mr Brian Tsui, Partner, Cataliize                brian

Through human and financial capital, Brian empowers founders to navigate the stage where most startups fail: when a locally validated idea goes global. His international career stands at the intersection of entrepreneurship and management consulting. He has spent over a decade leading at a global consultancy: launching and managing a corporate finance practice in Southeast Asia and a financial institution practice in the US, helping C-suite executives at the most complex companies embrace, invest in, and integrate emerging technologies.


As an early-stage tech investor, Brian co-founded the Chicago Booth Angels Network of Hong Kong and the Greater Bay Area and is a venture partner of AngelHub. He is mentor and judge at various startup competitions. He is the Asia co-chair of the University of Chicago’s top-ranked global accelerator. He has shared his favorite topic “what’s missing in your perfect pitch?” with 1,000+ founders, intrapreneurs, and university students. The annual BóLè Forum, which Brian organizes, is attended by 200+ angel investors, VCs and family offices.

Brian holds a BA from the University of Michigan and an MBA from the University of Chicago Booth School of Business. He serves on the leadership committees of the UChicago Alumni Club, Chicago Booth Alumni Club, and Chicago Economics Society, in Hong Kong. He is also a business advisor to Junior Achievement Hong Kong.


Application Code 1965-EP168A -

Days / Time
  • Thursday, 7:00pm - 10:00pm


1. Entrepreneurship Know-how and New Venture Application

  • Overview on entrepreneurship
  • Introduce business plan template
  • Key elements in drafting a memorable elevator pitch
  • Potential problem analysis and application on a new venture  

2. Screening a Marketable Business Plan

  •      Problems encounter on the business plan
  • Simple zero-budget market studies
  • Case studies on small enterprise
  • Decision analysis and application in choice of location, pricing and product positioning

3. Application of Winning Strategy

  • Problems on market studies
  • Elements in making a business plan attractive to investors for fundraising and other financial resources available
  • Viability calculation on valuation, legal and regulatory issues
  • Potential opportunity analysis on winning strategy

4. Ganishing Presentation Skills 

  • Key terms for negotiation and develop your negotiation style
  • Presentation of selected business plan
  • Potential opportunity analysis to accumulate social capital and mobilise resources beyond control
  • 360-degree feedback from presentation judges, teachers, and other workshop participants


  • Students are highly encouraged to bring their own business ideas they are working on (or will pursue in foreseeable future) for open discussions throughout the course. Students without a project will work on a personalized business idea provided by the instructors for this workshop’s purpose.
  • Guest speakers will be invited if appropriate.


Programme Assessment
  • 15-minute Individual Business Plan Presentation (80%);
  • Written Business Plan in 800 words (20%)

Certificate will be awarded to students who have successfully satisfied assessments and attendance requirements (70%).

Applicants shall:

(i)  hold a bachelor’s degree awarded by a recognized university or equivalent; or

(ii)  hold an Associate Degree / a Higher Diploma or equivalent and have at least 2 years of work experience.

Applicants with other qualifications will be considered on individual merit.

Course Fee
  • Course Fee : HK$7,200 per programme

Application Form Download Application Form

Enrolment Method
Payment Method
1. Cash, EPS, WeChat Pay Or Alipay

Course fees can be paid by cash, EPS, WeChat Pay or Alipay at any HKU SPACE Enrolment Centres.

2. Cheque Or Bank draft

Course fees can also be paid by crossed cheque or bank draft made payable to “HKU SPACE”. Please specify the programme title(s) for application and the applicant’s name.. You may either:

  • bring the completed form(s), together with the appropriate course or application fees in the form of a cheque, and any required supporting documents to any of the HKU SPACE enrolment centres;
  • or mail the above documents to any of the HKU SPACE Enrolment Centres, specifying  “Course Application” on the envelope.  HKU SPACE will not be responsible for any loss of payment sent by mail.
3. VISA/Mastercard

Applicants may also pay the course fee by VISA or Mastercard, including the “HKU SPACE Mastercard”, at any HKU SPACE enrolment centres. Holders of the HKU SPACE Mastercard can enjoy a 10-month interest-free instalment period for courses with a tuition fee worth a minimum of HK$2,000; however, the course applicant must also be the cardholder himself/herself. For enquiries, please contact our staff at any enrolment centres.

4. Online Payment

Online application / enrolment is offered for most open admission courses (course enrolled on first come, first served basis) and selected award-bearing programmes. Application fees and course fees of these programmes/courses can be settled by using "PPS by Internet" (not available via mobile phones), VISA or Mastercard. In addition to the aforesaid online payment channels, continuing students of award-bearing programmes, if their programmes offer online service, may also pay their course fees by Online WeChat Pay, Online Alipay and Faster Payment System (FPS). Please refer to Enrolment Methods - Online Enrolment  for details.


  • If the programme/course is starting within five working days, application by post is not recommended to avoid any delays. Applicants are advised to enrol in person at HKU SPACE Enrolement Centres and avoid making cheque payment under this circustance.
  • Fees paid are not refundable except under very exceptional circumstances (e.g. course cancellation due to insufficient enrolment), subject to the School’s discretion. In exceptional cases where a refund is approved, fees paid by cash, EPS, WeChat Pay, Alipay, cheque or PPS (for online payment only) will normally be reimbursed by a cheque, and fees paid by credit card will normally be reimbursed to the payment cardholder's credit card account.
  • In addition to the published fees, there may be additional costs associated with individual programmes. Please refer to the relevant course brochures or direct any enquiries to the relevant programme team for details.
  • Fees and places on courses cannot be transferrable from one applicant to another. Once accepted onto a course, the student may not change to another course without approval from HKU SPACE. A processing fee of HK$120 will be levied on each approved transfer.
  • Receipts will be issued for fees paid but HKU SPACE will not be repsonsible for any loss of receipt sent by mail.
  • For payment certification, please submit a completed form, a sufficiently stamped and self-addressed envelope, and a crossed cheque for HK$30 per copy made payable to "HKU SPACE" to any of our enrolment centres.