A focused course, tailored for you
Growth Investing in the 2026 Market Cycle
An integrated growth investing playbook for institutional growth investors in 2026: pre-IPO secondary market framework, AI customer-facing platform due-diligence, post-investment portfolio management cadence, customer-side LP reporting framework.
Growth investors in 2026 work a market where the pre-IPO secondary market is liquid, AI customer-facing platform due-diligence is intense, and post-investment portfolio management cadence has tightened.
$199 one-time
Tailored to your situation. Access within 24 hours. 30-day money-back.
Includes a hand-built implementation playbook delivered alongside course access, generated for your specific situation.
Why this course
Growth investors at institutional investment platforms (the firm Private, Goldman Sachs Growth, the firm Private Capital, Citi Velocity, Bank of America Private Capital) work the 2026 market where the pre-IPO secondary market is liquid, the customer due-diligence for AI customer-facing platforms is intense, and the post-investment portfolio management cadence has tightened. The default investor playbook still operates on a 2022 market cycle. The 2026 cycle requires different patterns.
The course delivers the 2026 cycle playbook. The pre-IPO secondary market framework. The AI customer-facing platform due-diligence framework. The post-investment portfolio management cadence. The customer-side LP reporting framework. The customer-side fund-management integration. The customer-side board integration. The customer-side audit committee integration. The customer-side compliance integration. The customer engagement structure. Twelve modules with deliverables. Plus a hand-built playbook for your specific portfolio.
The 12 modules
Module 1. The 2026 growth investing landscape
Walkthrough of the 2026 growth investing landscape. The the firm Private profile. The Goldman Sachs Growth profile. The the firm Private Capital profile. The Citi Velocity profile. The Bank of America Private Capital profile. The competitive landscape across institutional growth investing platforms. Plus the integration with the customer's existing programme cadence.
Module 2. Pre-IPO secondary market framework
Build the pre-IPO secondary market framework. The secondary market structure. The secondary market participants. The secondary market valuation framework. The secondary market transaction framework. The secondary market settlement framework. The integration with the customer's existing secondary market cadence. Plus the worked example for the customer's first three secondary market transactions.
Module 3. AI customer-facing platform due-diligence framework
Build the AI customer-facing platform due-diligence framework. The AI model framework. The AI training-data framework. The AI bias framework. The AI customer-data framework. The AI EU AI Act high-risk classification framework. The AI NIST AI RMF mapping framework. Plus the worked example for the customer's first three AI customer-facing platform due-diligence cycles.
Module 4. Post-investment portfolio management cadence
Build the post-investment portfolio management cadence. The monthly portfolio review framework. The quarterly portfolio review framework. The annual portfolio review framework. The customer-side portfolio company engagement framework. The integration with the customer's existing post-investment cadence. Plus the worked example for the customer's typical post-investment cadence.
Module 5. Customer-side LP reporting framework
Build the customer-side LP reporting framework. The LP reporting cadence. The LP reporting structure. The LP reporting KPI framework. The LP capital-call framework. The LP distribution framework. The integration with the customer's existing LP-relationship cadence. Plus the worked example for the customer's first integrated LP reporting cycle.
Module 6. Customer-side fund-management integration
Build the customer-side fund-management integration. The customer-side fund-administrator integration. The customer-side custodian integration. The customer-side fund-accounting integration. The customer-side audit integration. The integration with the customer's existing fund-management cadence. Plus the worked example for the customer's typical fund-management landscape. Plus the worked example for the customer's typical operating model under the integrated framework and the reference pattern from peer customer organisations.
Module 7. Customer-side board integration
Build the customer-side board integration. The customer-side board briefing framework. The customer-side board cadence. The customer-side chair engagement framework. The customer-side committee integration. The integration with the customer's existing board cadence. Plus the worked example for the customer's typical board engagement cycle.
Module 8. Customer-side audit committee integration
Build the customer-side audit committee integration. The customer-side audit-committee briefing framework. The customer-side audit-committee cadence. The customer-side audit-pack framework. Plus the worked example for the customer's typical audit-committee engagement cycle and the integrated cross-committee cadence framework. Plus the worked example for the customer's typical operating model under the integrated framework and the reference pattern from peer customer organisations.
Module 9. Customer-side compliance integration
Build the customer-side compliance integration. The customer-side SEC compliance framework. The customer-side FINRA compliance framework. The customer-side state-regulator compliance framework. The customer-side AML framework. The customer-side sanctions framework. Plus the worked example for the customer's typical multi-framework compliance landscape. Plus the worked example for the customer's typical operating model under the integrated framework and the reference pattern from peer customer organisations.
Module 10. Customer-side workforce integration
Build the customer-side workforce integration. The investor-role evolution. The customer-side analyst role evolution. The customer-side investment-manager role evolution. The customer-side training framework. The customer-side competency-assessment framework. Plus the worked example for the customer's first 12 months of workforce integration. Plus the worked example for the customer's typical operating model under the integrated framework and the reference pattern from peer customer organisations.
Module 11. Customer engagement structure
Build the customer engagement structure. The discovery phase. The diagnostic phase. The transformation phase. The sustainment phase. The renewal conversation. The customer-side programme-governance committee integration. Plus the worked example for a 12-month customer engagement and the pricing framework. Plus the worked example for the customer's typical operating model under the integrated framework and the reference pattern from peer customer organisations.
Module 12. Your 10-week build plan
Week by week. Weeks 1-2: landscape and pre-IPO secondary market framework. Weeks 3-4: AI customer-facing platform due-diligence framework and post-investment portfolio management cadence. Weeks 5-6: customer-side LP reporting framework and fund-management integration. Weeks 7-8: board, audit committee, compliance integration. Weeks 9-10: workforce, customer engagement structure. Deliverable: a 2026 growth investing playbook ready for the next portfolio cycle.
How this addresses your situation
Specific modules that map to what you said you are dealing with.
Pre-IPO secondary → Module 2.
AI due-diligence → Module 3.
Post-investment cadence → Module 4.
LP reporting → Module 5.
Fund management → Module 6.
Board → Module 7.
Audit committee → Module 8.
Compliance → Module 9.
Who it is for
For growth investors at institutional investment platforms, principal investment consultants at peer platforms.
Who this is NOT for. Pure non-investing practitioners. Practitioners with no institutional context.
How it arrives
Text-based course via LMS, plus downloadable templates and worked examples and the hand-built playbook.
Time investment. Roughly 18 hours of reading and 60 to 120 hours of build effort across the 10-week plan.
Why $199 is the right number
External growth investing playbook consultants charge from 100,000 to 500,000 USD. 199 USD buys the focused playbook and the implementation document for your specific portfolio.
FAQ
Does this cover venture capital adjacency?
Module 1 covers venture capital adjacency.
What about private equity adjacency?
Module 1 covers private equity adjacency.
Does this cover hedge fund adjacency?
Module 1 covers hedge fund adjacency.
What is in the implementation playbook for me specifically?
2026 growth investing playbook tuned to your specific portfolio.
30-day money-back guarantee. If after a week of working through the materials this is not what you needed, reply to the receipt email and a full refund is processed. No questions, no forms.
