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Finance capstones for MBA, PGDM and BBA

Finance capstone projects, run in a virtual bank.

A TrezCap capstone is an end-to-end finance case worked inside FinTreasury Bank, our virtual bank, or one of its client companies. Students take the decisions and write the recommendation, the platform calculates every figure, and your own faculty grade the write-up against a rubric. A graded capstone counts towards a Certificate of Completion.

How a capstone runs

  1. Faculty assign it. Choose a track and level for a cohort, with a submission deadline.
  2. Students work the case. They take the decisions and write a recommendation; the platform calculates every figure.
  3. The platform scores the evidence, the same way for every student.
  4. Your faculty grade the write-up against the case’s rubric. Nobody can grade their own work.
  5. It counts towards a Certificate of Completion that anyone can verify online.

Capstone tracks

The tracks faculty can assign today. Where a level is missing, the track says so rather than relabelling a harder case.

Treasury & FX Management

Levels: Foundation (Guided); Intermediate (Standard); Advanced (Assessment, coaching withheld).

Suits: BBA (foundation, intermediate); MBA / PGDM (intermediate, advanced); Training and L&D (foundation, intermediate, advanced).

Builds: FX exposure, FX pricing, Hedging, Liquidity, Counterparty awareness, Decision making.

Investment & Portfolio Management

Levels: Intermediate (Standard); Advanced (Assessment, coaching withheld).

Suits: BBA (intermediate); MBA / PGDM (intermediate, advanced); Training and L&D (intermediate, advanced).

Builds: Asset allocation, Portfolio construction, Investment decision-making, Performance interpretation, Risk analysis.

Not engine-scored inside the Project Lab: it has no portfolio engine. The figures come from three scored simulations linked from the steps. No Foundation level.

Corporate Finance: the Investment Decision

Levels: Intermediate (Standard); Advanced (Assessment, coaching withheld).

Suits: BBA (intermediate); MBA / PGDM (intermediate, advanced); Training and L&D (intermediate, advanced).

Builds: Cost of capital, Capital budgeting, Leverage, EBIT-EPS, Sensitivity, Decision making.

No Foundation level: the case assumes a first course has covered time value, capital budgeting and leverage.

Corporate Finance: Financing an Acquisition

Levels: Intermediate (Standard); Advanced (Assessment, coaching withheld).

Suits: BBA (intermediate); MBA / PGDM (intermediate, advanced); Training and L&D (intermediate, advanced).

Builds: Cost of capital, Capital budgeting, EPS accretion and dilution, Synergies, Leverage and covenants, Decision making.

No Foundation level: the case assumes the first paper's capital budgeting and leverage, and the second paper's M&A unit.

Risk Management

Levels: Advanced — market risk (Standard); Advanced — counterparty risk (Standard); Advanced — risk control tower (Assessment, coaching withheld).

Suits: MBA / PGDM (advanced); Training and L&D (advanced).

Builds: Market risk, VaR and Expected Shortfall, Counterparty exposure and PFE, Stress testing, Risk mitigation.

Every risk case is Advanced; there is no Foundation or Intermediate risk case yet.

Banking & Liquidity Management

Levels: Intermediate (Standard); Advanced — ALCO (Standard).

Suits: BBA (intermediate); MBA / PGDM (intermediate, advanced); Training and L&D (intermediate, advanced).

Builds: Liquidity position, Liquidity gap, LCR, NSFR, LDR, Stress scenario, Funding decision.

No Foundation level.

What a TrezCap capstone is, and is not

It is a deep finance case: treasury and FX, investment, corporate finance, risk, and banking and liquidity, inside one virtual bank and its client companies, with every figure calculated and every decision recorded for faculty to see.

It is not a whole-company strategy game across marketing, operations and HR. If your course needs one, a TrezCap capstone works alongside it as the finance case.

Questions? Read the FAQ or talk to us.

Ready to see TrezCap in action?

Want to see what happens behind the screen? Request a demonstration and we’ll walk you through the full simulation environment.

Or write to us at hello@trezcap.com