Private Equity Strategy Mastery - The Complete Guide to High-Stakes Investing and Deal Execution
COURSE FORMAT & DELIVERY DETAILS Self-Paced, On-Demand Access with Immediate Enrollment
Begin mastering private equity strategy the moment you enroll. This course is designed for professionals who demand control over their learning journey, offering full self-paced access with no fixed schedules or time commitments. You dictate the pace, the time, and the intensity of your progress, fitting advanced financial education seamlessly into your schedule, whether you're closing a deal in London or advising a portfolio company in Singapore. Lifetime Access, Ongoing Updates, and Continuous Relevance
Enroll once, learn forever. You receive permanent access to every module, tool, and resource in the course. The curriculum is actively maintained and updated in response to evolving market practices, regulatory changes, and shifts in private equity deal dynamics. There are no additional fees, no expiration dates, and no paywalls. What you learn today remains relevant, actionable, and competitive for years to come. Optimised for Results: Learn Quickly, Apply Immediately
Most learners implement their first strategy or complete a full deal framework within the first 14 days. The average time to complete the entire course is 6 to 8 weeks with part-time study. However, you can fast-track your mastery in as little as 20 focused hours if you're targeting specific skill gaps or preparing for an upcoming transaction. Every lesson is structured to reduce learning latency and accelerate real-world application. Global, Secure, and Mobile-Ready Learning Anytime, Anywhere
Access your course from any device, anywhere in the world. The platform is fully responsive, functioning flawlessly on smartphones, tablets, and desktops. Whether you're traveling between meetings, preparing for due diligence on a flight, or refining your LBO model at home, your learning is uninterrupted and engineered for peak professional utility. Direct Expert Guidance and Structured Support
While the course is self-directed, you are not learning in isolation. You receive direct access to structured support from our industry-experienced guidance team. Submit targeted questions about deal structuring, valuation challenges, or portfolio optimisation, and receive detailed, actionable responses grounded in real fund management and transaction experience. This is not generic advice. It is precision support designed to resolve high-stakes uncertainties. Certificate of Completion - Issued by The Art of Service
Upon finishing the course, you earn a Certificate of Completion issued by The Art of Service, a globally recognised institution with over 150,000 professionals trained in advanced financial and strategic disciplines. This certificate is verifiable, credible, and respected across investment firms, banks, and consulting practices worldwide. It validates your ability to execute complex private equity strategies and strengthens your profile on LinkedIn, in job applications, or during capital raising discussions. Trusted by Professionals Worldwide - Transparency You Can Rely On
- The pricing model is straightforward and honest, with no hidden fees, subscriptions, or renewal charges.
- We accept all major payment methods, including Visa, Mastercard, and PayPal.
- After enrollment, you will receive a confirmation email, and your access credentials will be delivered separately once your course materials are fully prepared and secured.
- We offer a full satisfaction guarantee. If the course does not meet your expectations, you are eligible for a complete refund - no questions asked, no friction, no risk.
Designed to Work for You – Even If You’re Starting From Where You Are
This program works even if you have never executed a private equity transaction, if you come from a non-finance background, or if you’ve been out of active deal work for several years. The curriculum is engineered for clarity, breaking down complex strategies into digestible, actionable frameworks. Our learners include associates at global funds, independent sponsors, consultants transitioning into investing, family office principals, and corporate development executives who used this course to lead their first fundraise or close their first direct investment. One investment director at a mid-market fund reported closing a $120 million secondary deal within six months of completing the course, using the due diligence templates and valuation frameworks exactly as taught. Another learner, a former management consultant, leveraged the capital structure module to co-found a single sponsor fund with $48 million in committed capital. The results are not theoretical. They are tracked, documented, and repeatable. You'll follow a path that has already produced successful outcomes across geographies, fund sizes, and investment stages. Your Investment Is Fully Protected
This is not a purchase. It's a risk-reversed commitment to your professional advancement. We eliminate every barrier to entry. You gain access, learn at your pace, apply what works, and only keep the program if it delivers immediate clarity and advantage. If it doesn’t, you are fully refunded. Period.
EXTENSIVE and DETAILED COURSE CURRICULUM
Module 1: Foundations of Private Equity - Core Concepts and Market Realities - The evolution of private equity as a dominant institutional asset class
- Defining private equity versus venture capital, growth equity, and hedge strategies
- Understanding limited partners, general partners, and fund governance
- The private equity life cycle from fundraise to exit
- Key distinctions between buyout, turnaround, distressed, and sector-specific funds
- Market sizing and regional differences in private equity activity
- Historical returns and risk profiles across investment vintages
- Regulatory frameworks impacting fund structure and operations
- The role of placement agents and fundraising consultants
- Basics of fund documentation: LPA, PPM, and side letters
- Understanding management fees and carried interest mechanics
- Capital call processes and capital accountability
- Compliance obligations for GPs in major jurisdictions
- ESG integration in private equity fund design
- Introduction to fund of funds and co-investment models
- The impact of interest rates and macroeconomic shifts on equity multiples
Module 2: Deal Sourcing and Target Identification - Building a Pipeline of Opportunity - Strategic sourcing versus opportunistic deal identification
- Developing a thesis-driven investment mandate
- Mapping and analysing industry sectors for consolidation potential
- Using public filings and supply chain data to uncover private targets
- Building proprietary deal flow through management relationships
- Negotiating NDAs and exclusivity in early-stage discussions
- Leveraging financial sponsors, advisors, and intermediaries
- Running a structured outreach campaign to business owners
- Screening targets using EBITDA, revenue growth, and niche positioning
- Identifying management buyout (MBO) candidates
- Using court records and bankruptcy filings to source distressed opportunities
- Geographic diversification strategies in target selection
- Evaluating founder-owned businesses with succession challenges
- Scoring targets using a proprietary heat-mapping system
- Documenting deal sources and tracking pipeline conversion rates
- Integrating market intelligence tools into sourcing workflows
Module 3: Valuation Frameworks - Precision Pricing in Asymmetric Information Environments - Comparables analysis: selecting and adjusting peer companies
- Precedent transactions: extracting multiples and deal rationale
- DCF modeling: building robust, scenario-aware cash flow projections
- Estimating terminal value using exit multiples and perpetuity growth
- Weighted average cost of capital (WACC) in leveraged contexts
- Adjusted present value (APV) for highly leveraged structures
- Option pricing models applied to contingent value rights
- Asset-based valuation for holding companies and real estate
- Replacement cost vs. book value assessments
- Incorporating customer concentration risks into valuation
- Discounting for illiquidity and control premiums
- Valuing intellectual property and intangible assets
- Handling distressed and negative EBITDA scenarios
- Valuation in emerging markets with currency and political risk
- Running sensitivity analyses across growth, margin, and multiple assumptions
- Presenting valuation ranges with confidence intervals
Module 4: Leveraged Buyout (LBO) Modeling - From Structure to Returns - Core principles of financial engineering in buyouts
- Understanding senior, mezzanine, and unitranche debt layers
- Building a full LBO model from revenue to IRR
- Projecting revenue, EBITDA, and capex under multiple scenarios
- Modelling revolver drawdowns and debt covenants
- Accounting for management rollover and equity waterfalls
- Testing debt repayment schedules under stress conditions
- Calculating sponsor equity returns and MOIC
- Incorporating add-on acquisition assumptions
- Modelling management incentive plans (MIPs)
- IRR sensitivity to purchase multiple, exit multiple, and leverage
- Refinancing opportunities during the holding period
- Building circularity into interest calculations correctly
- Using waterfall mechanics to distribute proceeds at exit
- Validating model integrity with formula checking protocols
- Presenting the LBO case to investment committees
Module 5: Due Diligence - Comprehensive Investigation and Risk Mitigation - Structuring a 100-day diligence plan post-letter of intent
- Financial due diligence: verifying reported EBITDA
- Standardising financial statements for fair comparison
- Identifying and normalising one-time and non-recurring items
- Customer due diligence: concentration, churn, and contract validity
- Vendor and supplier dependency analysis
- Legal due diligence: litigation, intellectual property, and compliance
- Environmental, health, and safety liabilities in acquisitions
- IT systems and cybersecurity risk assessment
- Human resources due diligence: retention risk and payroll compliance
- Conducting management meetings and assessing cultural fit
- Using third-party specialists: forensic accountants and auditors
- Running forensic analytics on accounting data
- Synthesizing findings into a risk register
- Revising valuation and deal terms based on diligence gaps
- Preparing for earnout and indemnity negotiations
Module 6: Deal Structuring - Crafting the Investment Thesis and Legal Frameworks - Equity vs. asset deal considerations and tax implications
- Designing shareholder agreements and governance rights
- Negotiating board composition and veto rights
- Structuring minority investments with control mechanisms
- Using convertible notes and SAFEs in private equity contexts
- Tax-efficient structuring across jurisdictions
- Managing founder equity dilution and incentives
- Designing drag-along and tag-along rights
- Management rollover strategies and equity alignment
- Structuring earnouts and deferred consideration
- Incorporating non-compete and confidentiality clauses
- Handling joint ventures and minority control positions
- Using SPVs and special purpose vehicles for risk isolation
- Aligning deal structure with exit strategy
- Negotiating closing conditions and material adverse change clauses
- Drafting escrow and holdback provisions
Module 7: Capital Markets and Funding Strategies - Raising and Allocating Capital - Designing a capital stack for optimal risk and return
- Bilateral loans vs. syndicated financing
- Engaging private debt funds and credit opportunities funds
- Securing unitranche financing with covenant-lite terms
- Understanding covenant structures and financial ratios
- Running a debt placement process with multiple lenders
- Negotiating covenant flexibility and incurrence vs. maintenance
- Using PIK interest and covenant toggles strategically
- Raising equity capital from institutional LPs
- Creating investor presentations for capital raising
- Addressing fund strategy, team track record, and target IRR
- Managing co-investment rights and follow-on commitments
- Negotiating side letters and key man clauses
- Preparing for LP due diligence on the GP
- Allocating capital across portfolio companies
- Monitoring capital deployment timelines and pacing
Module 8: Portfolio Management - Driving Operational Value and Performance - Setting 100-day plans for newly acquired businesses
- Establishing KPIs and performance dashboards
- Engaging with management on strategic initiatives
- Implementing zero-based budgeting across portfolio companies
- Conducting operating reviews and board meetings
- Introducing lean operating principles and cost optimisation
- Driving cross-selling and revenue synergy initiatives
- Managing capital allocation within the portfolio
- Identifying underperforming assets and turnaround triggers
- Engaging external consultants for operational improvements
- Hiring and incentivising key executives
- Succession planning and talent development
- Selling non-core assets or lines of business
- Managing ESG reporting and compliance across holdings
- Improving IT systems and data infrastructure
- Evaluating add-on acquisitions and integration readiness
Module 9: Add-On Acquisitions and Roll-Up Strategies - Scaling Through M&A - Developing a platform company acquisition strategy
- Identifying bolt-on targets with strategic and cost synergies
- Pricing add-ons using net cost savings and revenue uplift
- Executing reverse auctions among multiple sellers
- Integrating acquisitions into existing platforms
- Standardising systems and processes post-acquisition
- Managing integration teams and change management
- Tracking synergy realisation and adjusting forecasts
- Using leverage wisely in follow-on acquisition financing
- Structuring deals to retain seller involvement
- Managing brand integration and customer communication
- Scaling sales and marketing across unified businesses
- Centralising procurement and supply chain operations
- Building a roll-up thesis for fragmented industries
- Assessing regulatory and antitrust implications
- Measuring portfolio-wide operational improvements
Module 10: Exit Planning and Execution - Maximising Realisation Events - Choosing the right exit path: trade sale, IPO, or secondary
- Timing the exit based on market cycles and business performance
- Preparing the business for sale: clean financials and storytelling
- Building an investor teaser and confidential information memorandum
- Engaging investment bankers and M&A advisors
- Running a competitive auction process
- Negotiating exclusivity and break fees
- Responding to management presentations and Q&A
- Structuring reverse diligence on potential buyers
- Calculating net proceeds after taxes and transaction costs
- Understanding earnout valuation in strategic sales
- Navigating SPAC mergers and de-SPAC transitions
- Preparing for IPO-readiness and regulatory filings
- Engaging underwriters and roadshow preparation
- Selling to another financial sponsor - secondary buyout dynamics
- Timing fund life cycle with exit availability
Module 11: Risk Management and Governance - Protecting Capital and Reputation - Identifying operational, financial, and strategic risks
- Developing early warning indicators for portfolio risk
- Implementing compliance and anti-fraud controls
- Managing cybersecurity and data privacy across holdings
- Monitoring ESG risks and regulatory exposure
- Designing crisis management protocols
- Responding to management misconduct or turnover
- Conducting internal audits and financial controls reviews
- Establishing whistleblower policies and reporting channels
- Managing legal disputes and arbitration
- Insuring key persons and critical operations
- Using forward-looking scenario planning for risk events
- Contingency planning for market downturns
- Stress testing portfolio companies on revenue, margin, and capex
- Engaging external risk consultants and auditors
- Reporting risk exposures to LPs and boards
Module 12: Fundraising and Investor Relations - Building and Sustaining Capital - Crafting a compelling investment thesis for LPs
- Developing track record documentation and performance metrics
- Positioning differentiators in a crowded market
- Building a strong fund brand and digital presence
- Organising investor roadshows and one-on-one meetings
- Responding to LP due diligence questionnaires
- Reporting fund performance using IRR, TVPI, and DPI
- Communicating with investors during market volatility
- Handling LP withdrawals and redemption requests
- Managing relationships with sovereign wealth funds and pensions
- Addressing ESG and impact reporting expectations
- Planning for successor fund raises
- Structuring GP commitments and carried interest alignment
- Using data rooms and virtual access for LPs
- Creating quarterly investor update templates
- Maintaining a proactive, transparent communication rhythm
Module 13: Legal and Regulatory Compliance - Operating with Integrity and Authority - Understanding SEC regulations for private fund advisors
- Complying with AIFMD in Europe and local private equity rules
- Reporting requirements under FATCA and CRS
- Adhering to anti-money laundering protocols
- Managing insider trading policies and information barriers
- Filing Form D and other regulatory disclosures
- Handling beneficial ownership reporting (BOI)
- Complying with GDPR and data protection laws
- Respecting foreign investment screening regimes
- Dealing with tax authorities on transfer pricing
- Document retention and recordkeeping standards
- Managing related-party transactions and conflicts of interest
- Reviewing material contracts and licensing agreements
- Conducting board governance evaluations
- Audit requirements for fund financial statements
- Maintaining compliance manuals and training logs
Module 14: Performance Measurement and Reporting - Quantifying Success - Calculating internal rate of return (IRR) accurately
- Measuring multiple on invested capital (MOIC)
- Understanding public market equivalent (PME) analysis
- Compiling total value to paid-in (TVPI) ratios
- Distribution to paid-in (DPI) tracking
- Using net vs. gross return metrics
- Time-weighted vs. money-weighted returns
- Reporting performance by vintage year and strategy
- Creating benchmark comparisons against indices
- Analysing contribution by portfolio company
- Using waterfall returns to assess LP and GP splits
- Publishing audited annual reports to LPs
- Tracking realised vs. unrealised gains
- Modelling projected future cash flows and exits
- Automating reporting with performance dashboards
- Communicating underperformance with transparency
Module 15: Career Advancement and Certification - Leveraging Mastery in Your Professional Path - Using the course to transition from banking, consulting, or corporate roles
- Bolstering your profile for private equity job interviews
- Leveraging the Certificate of Completion in job applications
- Building a deal execution portfolio using course templates
- Creating a personal investment thesis for fund positions
- Negotiating higher compensation with proven deal skills
- Preparing for due diligence and case study interviews
- Positioning yourself for leadership in portfolio operations
- Starting a micro-fund or independent sponsor initiative
- Raising capital as a first-time GP with structured confidence
- Joining angel groups or syndicates with advanced knowledge
- Contributing strategically on boards and committees
- Enhancing credibility with entrepreneurs and founders
- Verifying your certification via The Art of Service portal
- Continuing education pathways and alumni resources
- Applying for exclusive networking and deal-sharing communities
Module 1: Foundations of Private Equity - Core Concepts and Market Realities - The evolution of private equity as a dominant institutional asset class
- Defining private equity versus venture capital, growth equity, and hedge strategies
- Understanding limited partners, general partners, and fund governance
- The private equity life cycle from fundraise to exit
- Key distinctions between buyout, turnaround, distressed, and sector-specific funds
- Market sizing and regional differences in private equity activity
- Historical returns and risk profiles across investment vintages
- Regulatory frameworks impacting fund structure and operations
- The role of placement agents and fundraising consultants
- Basics of fund documentation: LPA, PPM, and side letters
- Understanding management fees and carried interest mechanics
- Capital call processes and capital accountability
- Compliance obligations for GPs in major jurisdictions
- ESG integration in private equity fund design
- Introduction to fund of funds and co-investment models
- The impact of interest rates and macroeconomic shifts on equity multiples
Module 2: Deal Sourcing and Target Identification - Building a Pipeline of Opportunity - Strategic sourcing versus opportunistic deal identification
- Developing a thesis-driven investment mandate
- Mapping and analysing industry sectors for consolidation potential
- Using public filings and supply chain data to uncover private targets
- Building proprietary deal flow through management relationships
- Negotiating NDAs and exclusivity in early-stage discussions
- Leveraging financial sponsors, advisors, and intermediaries
- Running a structured outreach campaign to business owners
- Screening targets using EBITDA, revenue growth, and niche positioning
- Identifying management buyout (MBO) candidates
- Using court records and bankruptcy filings to source distressed opportunities
- Geographic diversification strategies in target selection
- Evaluating founder-owned businesses with succession challenges
- Scoring targets using a proprietary heat-mapping system
- Documenting deal sources and tracking pipeline conversion rates
- Integrating market intelligence tools into sourcing workflows
Module 3: Valuation Frameworks - Precision Pricing in Asymmetric Information Environments - Comparables analysis: selecting and adjusting peer companies
- Precedent transactions: extracting multiples and deal rationale
- DCF modeling: building robust, scenario-aware cash flow projections
- Estimating terminal value using exit multiples and perpetuity growth
- Weighted average cost of capital (WACC) in leveraged contexts
- Adjusted present value (APV) for highly leveraged structures
- Option pricing models applied to contingent value rights
- Asset-based valuation for holding companies and real estate
- Replacement cost vs. book value assessments
- Incorporating customer concentration risks into valuation
- Discounting for illiquidity and control premiums
- Valuing intellectual property and intangible assets
- Handling distressed and negative EBITDA scenarios
- Valuation in emerging markets with currency and political risk
- Running sensitivity analyses across growth, margin, and multiple assumptions
- Presenting valuation ranges with confidence intervals
Module 4: Leveraged Buyout (LBO) Modeling - From Structure to Returns - Core principles of financial engineering in buyouts
- Understanding senior, mezzanine, and unitranche debt layers
- Building a full LBO model from revenue to IRR
- Projecting revenue, EBITDA, and capex under multiple scenarios
- Modelling revolver drawdowns and debt covenants
- Accounting for management rollover and equity waterfalls
- Testing debt repayment schedules under stress conditions
- Calculating sponsor equity returns and MOIC
- Incorporating add-on acquisition assumptions
- Modelling management incentive plans (MIPs)
- IRR sensitivity to purchase multiple, exit multiple, and leverage
- Refinancing opportunities during the holding period
- Building circularity into interest calculations correctly
- Using waterfall mechanics to distribute proceeds at exit
- Validating model integrity with formula checking protocols
- Presenting the LBO case to investment committees
Module 5: Due Diligence - Comprehensive Investigation and Risk Mitigation - Structuring a 100-day diligence plan post-letter of intent
- Financial due diligence: verifying reported EBITDA
- Standardising financial statements for fair comparison
- Identifying and normalising one-time and non-recurring items
- Customer due diligence: concentration, churn, and contract validity
- Vendor and supplier dependency analysis
- Legal due diligence: litigation, intellectual property, and compliance
- Environmental, health, and safety liabilities in acquisitions
- IT systems and cybersecurity risk assessment
- Human resources due diligence: retention risk and payroll compliance
- Conducting management meetings and assessing cultural fit
- Using third-party specialists: forensic accountants and auditors
- Running forensic analytics on accounting data
- Synthesizing findings into a risk register
- Revising valuation and deal terms based on diligence gaps
- Preparing for earnout and indemnity negotiations
Module 6: Deal Structuring - Crafting the Investment Thesis and Legal Frameworks - Equity vs. asset deal considerations and tax implications
- Designing shareholder agreements and governance rights
- Negotiating board composition and veto rights
- Structuring minority investments with control mechanisms
- Using convertible notes and SAFEs in private equity contexts
- Tax-efficient structuring across jurisdictions
- Managing founder equity dilution and incentives
- Designing drag-along and tag-along rights
- Management rollover strategies and equity alignment
- Structuring earnouts and deferred consideration
- Incorporating non-compete and confidentiality clauses
- Handling joint ventures and minority control positions
- Using SPVs and special purpose vehicles for risk isolation
- Aligning deal structure with exit strategy
- Negotiating closing conditions and material adverse change clauses
- Drafting escrow and holdback provisions
Module 7: Capital Markets and Funding Strategies - Raising and Allocating Capital - Designing a capital stack for optimal risk and return
- Bilateral loans vs. syndicated financing
- Engaging private debt funds and credit opportunities funds
- Securing unitranche financing with covenant-lite terms
- Understanding covenant structures and financial ratios
- Running a debt placement process with multiple lenders
- Negotiating covenant flexibility and incurrence vs. maintenance
- Using PIK interest and covenant toggles strategically
- Raising equity capital from institutional LPs
- Creating investor presentations for capital raising
- Addressing fund strategy, team track record, and target IRR
- Managing co-investment rights and follow-on commitments
- Negotiating side letters and key man clauses
- Preparing for LP due diligence on the GP
- Allocating capital across portfolio companies
- Monitoring capital deployment timelines and pacing
Module 8: Portfolio Management - Driving Operational Value and Performance - Setting 100-day plans for newly acquired businesses
- Establishing KPIs and performance dashboards
- Engaging with management on strategic initiatives
- Implementing zero-based budgeting across portfolio companies
- Conducting operating reviews and board meetings
- Introducing lean operating principles and cost optimisation
- Driving cross-selling and revenue synergy initiatives
- Managing capital allocation within the portfolio
- Identifying underperforming assets and turnaround triggers
- Engaging external consultants for operational improvements
- Hiring and incentivising key executives
- Succession planning and talent development
- Selling non-core assets or lines of business
- Managing ESG reporting and compliance across holdings
- Improving IT systems and data infrastructure
- Evaluating add-on acquisitions and integration readiness
Module 9: Add-On Acquisitions and Roll-Up Strategies - Scaling Through M&A - Developing a platform company acquisition strategy
- Identifying bolt-on targets with strategic and cost synergies
- Pricing add-ons using net cost savings and revenue uplift
- Executing reverse auctions among multiple sellers
- Integrating acquisitions into existing platforms
- Standardising systems and processes post-acquisition
- Managing integration teams and change management
- Tracking synergy realisation and adjusting forecasts
- Using leverage wisely in follow-on acquisition financing
- Structuring deals to retain seller involvement
- Managing brand integration and customer communication
- Scaling sales and marketing across unified businesses
- Centralising procurement and supply chain operations
- Building a roll-up thesis for fragmented industries
- Assessing regulatory and antitrust implications
- Measuring portfolio-wide operational improvements
Module 10: Exit Planning and Execution - Maximising Realisation Events - Choosing the right exit path: trade sale, IPO, or secondary
- Timing the exit based on market cycles and business performance
- Preparing the business for sale: clean financials and storytelling
- Building an investor teaser and confidential information memorandum
- Engaging investment bankers and M&A advisors
- Running a competitive auction process
- Negotiating exclusivity and break fees
- Responding to management presentations and Q&A
- Structuring reverse diligence on potential buyers
- Calculating net proceeds after taxes and transaction costs
- Understanding earnout valuation in strategic sales
- Navigating SPAC mergers and de-SPAC transitions
- Preparing for IPO-readiness and regulatory filings
- Engaging underwriters and roadshow preparation
- Selling to another financial sponsor - secondary buyout dynamics
- Timing fund life cycle with exit availability
Module 11: Risk Management and Governance - Protecting Capital and Reputation - Identifying operational, financial, and strategic risks
- Developing early warning indicators for portfolio risk
- Implementing compliance and anti-fraud controls
- Managing cybersecurity and data privacy across holdings
- Monitoring ESG risks and regulatory exposure
- Designing crisis management protocols
- Responding to management misconduct or turnover
- Conducting internal audits and financial controls reviews
- Establishing whistleblower policies and reporting channels
- Managing legal disputes and arbitration
- Insuring key persons and critical operations
- Using forward-looking scenario planning for risk events
- Contingency planning for market downturns
- Stress testing portfolio companies on revenue, margin, and capex
- Engaging external risk consultants and auditors
- Reporting risk exposures to LPs and boards
Module 12: Fundraising and Investor Relations - Building and Sustaining Capital - Crafting a compelling investment thesis for LPs
- Developing track record documentation and performance metrics
- Positioning differentiators in a crowded market
- Building a strong fund brand and digital presence
- Organising investor roadshows and one-on-one meetings
- Responding to LP due diligence questionnaires
- Reporting fund performance using IRR, TVPI, and DPI
- Communicating with investors during market volatility
- Handling LP withdrawals and redemption requests
- Managing relationships with sovereign wealth funds and pensions
- Addressing ESG and impact reporting expectations
- Planning for successor fund raises
- Structuring GP commitments and carried interest alignment
- Using data rooms and virtual access for LPs
- Creating quarterly investor update templates
- Maintaining a proactive, transparent communication rhythm
Module 13: Legal and Regulatory Compliance - Operating with Integrity and Authority - Understanding SEC regulations for private fund advisors
- Complying with AIFMD in Europe and local private equity rules
- Reporting requirements under FATCA and CRS
- Adhering to anti-money laundering protocols
- Managing insider trading policies and information barriers
- Filing Form D and other regulatory disclosures
- Handling beneficial ownership reporting (BOI)
- Complying with GDPR and data protection laws
- Respecting foreign investment screening regimes
- Dealing with tax authorities on transfer pricing
- Document retention and recordkeeping standards
- Managing related-party transactions and conflicts of interest
- Reviewing material contracts and licensing agreements
- Conducting board governance evaluations
- Audit requirements for fund financial statements
- Maintaining compliance manuals and training logs
Module 14: Performance Measurement and Reporting - Quantifying Success - Calculating internal rate of return (IRR) accurately
- Measuring multiple on invested capital (MOIC)
- Understanding public market equivalent (PME) analysis
- Compiling total value to paid-in (TVPI) ratios
- Distribution to paid-in (DPI) tracking
- Using net vs. gross return metrics
- Time-weighted vs. money-weighted returns
- Reporting performance by vintage year and strategy
- Creating benchmark comparisons against indices
- Analysing contribution by portfolio company
- Using waterfall returns to assess LP and GP splits
- Publishing audited annual reports to LPs
- Tracking realised vs. unrealised gains
- Modelling projected future cash flows and exits
- Automating reporting with performance dashboards
- Communicating underperformance with transparency
Module 15: Career Advancement and Certification - Leveraging Mastery in Your Professional Path - Using the course to transition from banking, consulting, or corporate roles
- Bolstering your profile for private equity job interviews
- Leveraging the Certificate of Completion in job applications
- Building a deal execution portfolio using course templates
- Creating a personal investment thesis for fund positions
- Negotiating higher compensation with proven deal skills
- Preparing for due diligence and case study interviews
- Positioning yourself for leadership in portfolio operations
- Starting a micro-fund or independent sponsor initiative
- Raising capital as a first-time GP with structured confidence
- Joining angel groups or syndicates with advanced knowledge
- Contributing strategically on boards and committees
- Enhancing credibility with entrepreneurs and founders
- Verifying your certification via The Art of Service portal
- Continuing education pathways and alumni resources
- Applying for exclusive networking and deal-sharing communities
- Strategic sourcing versus opportunistic deal identification
- Developing a thesis-driven investment mandate
- Mapping and analysing industry sectors for consolidation potential
- Using public filings and supply chain data to uncover private targets
- Building proprietary deal flow through management relationships
- Negotiating NDAs and exclusivity in early-stage discussions
- Leveraging financial sponsors, advisors, and intermediaries
- Running a structured outreach campaign to business owners
- Screening targets using EBITDA, revenue growth, and niche positioning
- Identifying management buyout (MBO) candidates
- Using court records and bankruptcy filings to source distressed opportunities
- Geographic diversification strategies in target selection
- Evaluating founder-owned businesses with succession challenges
- Scoring targets using a proprietary heat-mapping system
- Documenting deal sources and tracking pipeline conversion rates
- Integrating market intelligence tools into sourcing workflows
Module 3: Valuation Frameworks - Precision Pricing in Asymmetric Information Environments - Comparables analysis: selecting and adjusting peer companies
- Precedent transactions: extracting multiples and deal rationale
- DCF modeling: building robust, scenario-aware cash flow projections
- Estimating terminal value using exit multiples and perpetuity growth
- Weighted average cost of capital (WACC) in leveraged contexts
- Adjusted present value (APV) for highly leveraged structures
- Option pricing models applied to contingent value rights
- Asset-based valuation for holding companies and real estate
- Replacement cost vs. book value assessments
- Incorporating customer concentration risks into valuation
- Discounting for illiquidity and control premiums
- Valuing intellectual property and intangible assets
- Handling distressed and negative EBITDA scenarios
- Valuation in emerging markets with currency and political risk
- Running sensitivity analyses across growth, margin, and multiple assumptions
- Presenting valuation ranges with confidence intervals
Module 4: Leveraged Buyout (LBO) Modeling - From Structure to Returns - Core principles of financial engineering in buyouts
- Understanding senior, mezzanine, and unitranche debt layers
- Building a full LBO model from revenue to IRR
- Projecting revenue, EBITDA, and capex under multiple scenarios
- Modelling revolver drawdowns and debt covenants
- Accounting for management rollover and equity waterfalls
- Testing debt repayment schedules under stress conditions
- Calculating sponsor equity returns and MOIC
- Incorporating add-on acquisition assumptions
- Modelling management incentive plans (MIPs)
- IRR sensitivity to purchase multiple, exit multiple, and leverage
- Refinancing opportunities during the holding period
- Building circularity into interest calculations correctly
- Using waterfall mechanics to distribute proceeds at exit
- Validating model integrity with formula checking protocols
- Presenting the LBO case to investment committees
Module 5: Due Diligence - Comprehensive Investigation and Risk Mitigation - Structuring a 100-day diligence plan post-letter of intent
- Financial due diligence: verifying reported EBITDA
- Standardising financial statements for fair comparison
- Identifying and normalising one-time and non-recurring items
- Customer due diligence: concentration, churn, and contract validity
- Vendor and supplier dependency analysis
- Legal due diligence: litigation, intellectual property, and compliance
- Environmental, health, and safety liabilities in acquisitions
- IT systems and cybersecurity risk assessment
- Human resources due diligence: retention risk and payroll compliance
- Conducting management meetings and assessing cultural fit
- Using third-party specialists: forensic accountants and auditors
- Running forensic analytics on accounting data
- Synthesizing findings into a risk register
- Revising valuation and deal terms based on diligence gaps
- Preparing for earnout and indemnity negotiations
Module 6: Deal Structuring - Crafting the Investment Thesis and Legal Frameworks - Equity vs. asset deal considerations and tax implications
- Designing shareholder agreements and governance rights
- Negotiating board composition and veto rights
- Structuring minority investments with control mechanisms
- Using convertible notes and SAFEs in private equity contexts
- Tax-efficient structuring across jurisdictions
- Managing founder equity dilution and incentives
- Designing drag-along and tag-along rights
- Management rollover strategies and equity alignment
- Structuring earnouts and deferred consideration
- Incorporating non-compete and confidentiality clauses
- Handling joint ventures and minority control positions
- Using SPVs and special purpose vehicles for risk isolation
- Aligning deal structure with exit strategy
- Negotiating closing conditions and material adverse change clauses
- Drafting escrow and holdback provisions
Module 7: Capital Markets and Funding Strategies - Raising and Allocating Capital - Designing a capital stack for optimal risk and return
- Bilateral loans vs. syndicated financing
- Engaging private debt funds and credit opportunities funds
- Securing unitranche financing with covenant-lite terms
- Understanding covenant structures and financial ratios
- Running a debt placement process with multiple lenders
- Negotiating covenant flexibility and incurrence vs. maintenance
- Using PIK interest and covenant toggles strategically
- Raising equity capital from institutional LPs
- Creating investor presentations for capital raising
- Addressing fund strategy, team track record, and target IRR
- Managing co-investment rights and follow-on commitments
- Negotiating side letters and key man clauses
- Preparing for LP due diligence on the GP
- Allocating capital across portfolio companies
- Monitoring capital deployment timelines and pacing
Module 8: Portfolio Management - Driving Operational Value and Performance - Setting 100-day plans for newly acquired businesses
- Establishing KPIs and performance dashboards
- Engaging with management on strategic initiatives
- Implementing zero-based budgeting across portfolio companies
- Conducting operating reviews and board meetings
- Introducing lean operating principles and cost optimisation
- Driving cross-selling and revenue synergy initiatives
- Managing capital allocation within the portfolio
- Identifying underperforming assets and turnaround triggers
- Engaging external consultants for operational improvements
- Hiring and incentivising key executives
- Succession planning and talent development
- Selling non-core assets or lines of business
- Managing ESG reporting and compliance across holdings
- Improving IT systems and data infrastructure
- Evaluating add-on acquisitions and integration readiness
Module 9: Add-On Acquisitions and Roll-Up Strategies - Scaling Through M&A - Developing a platform company acquisition strategy
- Identifying bolt-on targets with strategic and cost synergies
- Pricing add-ons using net cost savings and revenue uplift
- Executing reverse auctions among multiple sellers
- Integrating acquisitions into existing platforms
- Standardising systems and processes post-acquisition
- Managing integration teams and change management
- Tracking synergy realisation and adjusting forecasts
- Using leverage wisely in follow-on acquisition financing
- Structuring deals to retain seller involvement
- Managing brand integration and customer communication
- Scaling sales and marketing across unified businesses
- Centralising procurement and supply chain operations
- Building a roll-up thesis for fragmented industries
- Assessing regulatory and antitrust implications
- Measuring portfolio-wide operational improvements
Module 10: Exit Planning and Execution - Maximising Realisation Events - Choosing the right exit path: trade sale, IPO, or secondary
- Timing the exit based on market cycles and business performance
- Preparing the business for sale: clean financials and storytelling
- Building an investor teaser and confidential information memorandum
- Engaging investment bankers and M&A advisors
- Running a competitive auction process
- Negotiating exclusivity and break fees
- Responding to management presentations and Q&A
- Structuring reverse diligence on potential buyers
- Calculating net proceeds after taxes and transaction costs
- Understanding earnout valuation in strategic sales
- Navigating SPAC mergers and de-SPAC transitions
- Preparing for IPO-readiness and regulatory filings
- Engaging underwriters and roadshow preparation
- Selling to another financial sponsor - secondary buyout dynamics
- Timing fund life cycle with exit availability
Module 11: Risk Management and Governance - Protecting Capital and Reputation - Identifying operational, financial, and strategic risks
- Developing early warning indicators for portfolio risk
- Implementing compliance and anti-fraud controls
- Managing cybersecurity and data privacy across holdings
- Monitoring ESG risks and regulatory exposure
- Designing crisis management protocols
- Responding to management misconduct or turnover
- Conducting internal audits and financial controls reviews
- Establishing whistleblower policies and reporting channels
- Managing legal disputes and arbitration
- Insuring key persons and critical operations
- Using forward-looking scenario planning for risk events
- Contingency planning for market downturns
- Stress testing portfolio companies on revenue, margin, and capex
- Engaging external risk consultants and auditors
- Reporting risk exposures to LPs and boards
Module 12: Fundraising and Investor Relations - Building and Sustaining Capital - Crafting a compelling investment thesis for LPs
- Developing track record documentation and performance metrics
- Positioning differentiators in a crowded market
- Building a strong fund brand and digital presence
- Organising investor roadshows and one-on-one meetings
- Responding to LP due diligence questionnaires
- Reporting fund performance using IRR, TVPI, and DPI
- Communicating with investors during market volatility
- Handling LP withdrawals and redemption requests
- Managing relationships with sovereign wealth funds and pensions
- Addressing ESG and impact reporting expectations
- Planning for successor fund raises
- Structuring GP commitments and carried interest alignment
- Using data rooms and virtual access for LPs
- Creating quarterly investor update templates
- Maintaining a proactive, transparent communication rhythm
Module 13: Legal and Regulatory Compliance - Operating with Integrity and Authority - Understanding SEC regulations for private fund advisors
- Complying with AIFMD in Europe and local private equity rules
- Reporting requirements under FATCA and CRS
- Adhering to anti-money laundering protocols
- Managing insider trading policies and information barriers
- Filing Form D and other regulatory disclosures
- Handling beneficial ownership reporting (BOI)
- Complying with GDPR and data protection laws
- Respecting foreign investment screening regimes
- Dealing with tax authorities on transfer pricing
- Document retention and recordkeeping standards
- Managing related-party transactions and conflicts of interest
- Reviewing material contracts and licensing agreements
- Conducting board governance evaluations
- Audit requirements for fund financial statements
- Maintaining compliance manuals and training logs
Module 14: Performance Measurement and Reporting - Quantifying Success - Calculating internal rate of return (IRR) accurately
- Measuring multiple on invested capital (MOIC)
- Understanding public market equivalent (PME) analysis
- Compiling total value to paid-in (TVPI) ratios
- Distribution to paid-in (DPI) tracking
- Using net vs. gross return metrics
- Time-weighted vs. money-weighted returns
- Reporting performance by vintage year and strategy
- Creating benchmark comparisons against indices
- Analysing contribution by portfolio company
- Using waterfall returns to assess LP and GP splits
- Publishing audited annual reports to LPs
- Tracking realised vs. unrealised gains
- Modelling projected future cash flows and exits
- Automating reporting with performance dashboards
- Communicating underperformance with transparency
Module 15: Career Advancement and Certification - Leveraging Mastery in Your Professional Path - Using the course to transition from banking, consulting, or corporate roles
- Bolstering your profile for private equity job interviews
- Leveraging the Certificate of Completion in job applications
- Building a deal execution portfolio using course templates
- Creating a personal investment thesis for fund positions
- Negotiating higher compensation with proven deal skills
- Preparing for due diligence and case study interviews
- Positioning yourself for leadership in portfolio operations
- Starting a micro-fund or independent sponsor initiative
- Raising capital as a first-time GP with structured confidence
- Joining angel groups or syndicates with advanced knowledge
- Contributing strategically on boards and committees
- Enhancing credibility with entrepreneurs and founders
- Verifying your certification via The Art of Service portal
- Continuing education pathways and alumni resources
- Applying for exclusive networking and deal-sharing communities
- Core principles of financial engineering in buyouts
- Understanding senior, mezzanine, and unitranche debt layers
- Building a full LBO model from revenue to IRR
- Projecting revenue, EBITDA, and capex under multiple scenarios
- Modelling revolver drawdowns and debt covenants
- Accounting for management rollover and equity waterfalls
- Testing debt repayment schedules under stress conditions
- Calculating sponsor equity returns and MOIC
- Incorporating add-on acquisition assumptions
- Modelling management incentive plans (MIPs)
- IRR sensitivity to purchase multiple, exit multiple, and leverage
- Refinancing opportunities during the holding period
- Building circularity into interest calculations correctly
- Using waterfall mechanics to distribute proceeds at exit
- Validating model integrity with formula checking protocols
- Presenting the LBO case to investment committees
Module 5: Due Diligence - Comprehensive Investigation and Risk Mitigation - Structuring a 100-day diligence plan post-letter of intent
- Financial due diligence: verifying reported EBITDA
- Standardising financial statements for fair comparison
- Identifying and normalising one-time and non-recurring items
- Customer due diligence: concentration, churn, and contract validity
- Vendor and supplier dependency analysis
- Legal due diligence: litigation, intellectual property, and compliance
- Environmental, health, and safety liabilities in acquisitions
- IT systems and cybersecurity risk assessment
- Human resources due diligence: retention risk and payroll compliance
- Conducting management meetings and assessing cultural fit
- Using third-party specialists: forensic accountants and auditors
- Running forensic analytics on accounting data
- Synthesizing findings into a risk register
- Revising valuation and deal terms based on diligence gaps
- Preparing for earnout and indemnity negotiations
Module 6: Deal Structuring - Crafting the Investment Thesis and Legal Frameworks - Equity vs. asset deal considerations and tax implications
- Designing shareholder agreements and governance rights
- Negotiating board composition and veto rights
- Structuring minority investments with control mechanisms
- Using convertible notes and SAFEs in private equity contexts
- Tax-efficient structuring across jurisdictions
- Managing founder equity dilution and incentives
- Designing drag-along and tag-along rights
- Management rollover strategies and equity alignment
- Structuring earnouts and deferred consideration
- Incorporating non-compete and confidentiality clauses
- Handling joint ventures and minority control positions
- Using SPVs and special purpose vehicles for risk isolation
- Aligning deal structure with exit strategy
- Negotiating closing conditions and material adverse change clauses
- Drafting escrow and holdback provisions
Module 7: Capital Markets and Funding Strategies - Raising and Allocating Capital - Designing a capital stack for optimal risk and return
- Bilateral loans vs. syndicated financing
- Engaging private debt funds and credit opportunities funds
- Securing unitranche financing with covenant-lite terms
- Understanding covenant structures and financial ratios
- Running a debt placement process with multiple lenders
- Negotiating covenant flexibility and incurrence vs. maintenance
- Using PIK interest and covenant toggles strategically
- Raising equity capital from institutional LPs
- Creating investor presentations for capital raising
- Addressing fund strategy, team track record, and target IRR
- Managing co-investment rights and follow-on commitments
- Negotiating side letters and key man clauses
- Preparing for LP due diligence on the GP
- Allocating capital across portfolio companies
- Monitoring capital deployment timelines and pacing
Module 8: Portfolio Management - Driving Operational Value and Performance - Setting 100-day plans for newly acquired businesses
- Establishing KPIs and performance dashboards
- Engaging with management on strategic initiatives
- Implementing zero-based budgeting across portfolio companies
- Conducting operating reviews and board meetings
- Introducing lean operating principles and cost optimisation
- Driving cross-selling and revenue synergy initiatives
- Managing capital allocation within the portfolio
- Identifying underperforming assets and turnaround triggers
- Engaging external consultants for operational improvements
- Hiring and incentivising key executives
- Succession planning and talent development
- Selling non-core assets or lines of business
- Managing ESG reporting and compliance across holdings
- Improving IT systems and data infrastructure
- Evaluating add-on acquisitions and integration readiness
Module 9: Add-On Acquisitions and Roll-Up Strategies - Scaling Through M&A - Developing a platform company acquisition strategy
- Identifying bolt-on targets with strategic and cost synergies
- Pricing add-ons using net cost savings and revenue uplift
- Executing reverse auctions among multiple sellers
- Integrating acquisitions into existing platforms
- Standardising systems and processes post-acquisition
- Managing integration teams and change management
- Tracking synergy realisation and adjusting forecasts
- Using leverage wisely in follow-on acquisition financing
- Structuring deals to retain seller involvement
- Managing brand integration and customer communication
- Scaling sales and marketing across unified businesses
- Centralising procurement and supply chain operations
- Building a roll-up thesis for fragmented industries
- Assessing regulatory and antitrust implications
- Measuring portfolio-wide operational improvements
Module 10: Exit Planning and Execution - Maximising Realisation Events - Choosing the right exit path: trade sale, IPO, or secondary
- Timing the exit based on market cycles and business performance
- Preparing the business for sale: clean financials and storytelling
- Building an investor teaser and confidential information memorandum
- Engaging investment bankers and M&A advisors
- Running a competitive auction process
- Negotiating exclusivity and break fees
- Responding to management presentations and Q&A
- Structuring reverse diligence on potential buyers
- Calculating net proceeds after taxes and transaction costs
- Understanding earnout valuation in strategic sales
- Navigating SPAC mergers and de-SPAC transitions
- Preparing for IPO-readiness and regulatory filings
- Engaging underwriters and roadshow preparation
- Selling to another financial sponsor - secondary buyout dynamics
- Timing fund life cycle with exit availability
Module 11: Risk Management and Governance - Protecting Capital and Reputation - Identifying operational, financial, and strategic risks
- Developing early warning indicators for portfolio risk
- Implementing compliance and anti-fraud controls
- Managing cybersecurity and data privacy across holdings
- Monitoring ESG risks and regulatory exposure
- Designing crisis management protocols
- Responding to management misconduct or turnover
- Conducting internal audits and financial controls reviews
- Establishing whistleblower policies and reporting channels
- Managing legal disputes and arbitration
- Insuring key persons and critical operations
- Using forward-looking scenario planning for risk events
- Contingency planning for market downturns
- Stress testing portfolio companies on revenue, margin, and capex
- Engaging external risk consultants and auditors
- Reporting risk exposures to LPs and boards
Module 12: Fundraising and Investor Relations - Building and Sustaining Capital - Crafting a compelling investment thesis for LPs
- Developing track record documentation and performance metrics
- Positioning differentiators in a crowded market
- Building a strong fund brand and digital presence
- Organising investor roadshows and one-on-one meetings
- Responding to LP due diligence questionnaires
- Reporting fund performance using IRR, TVPI, and DPI
- Communicating with investors during market volatility
- Handling LP withdrawals and redemption requests
- Managing relationships with sovereign wealth funds and pensions
- Addressing ESG and impact reporting expectations
- Planning for successor fund raises
- Structuring GP commitments and carried interest alignment
- Using data rooms and virtual access for LPs
- Creating quarterly investor update templates
- Maintaining a proactive, transparent communication rhythm
Module 13: Legal and Regulatory Compliance - Operating with Integrity and Authority - Understanding SEC regulations for private fund advisors
- Complying with AIFMD in Europe and local private equity rules
- Reporting requirements under FATCA and CRS
- Adhering to anti-money laundering protocols
- Managing insider trading policies and information barriers
- Filing Form D and other regulatory disclosures
- Handling beneficial ownership reporting (BOI)
- Complying with GDPR and data protection laws
- Respecting foreign investment screening regimes
- Dealing with tax authorities on transfer pricing
- Document retention and recordkeeping standards
- Managing related-party transactions and conflicts of interest
- Reviewing material contracts and licensing agreements
- Conducting board governance evaluations
- Audit requirements for fund financial statements
- Maintaining compliance manuals and training logs
Module 14: Performance Measurement and Reporting - Quantifying Success - Calculating internal rate of return (IRR) accurately
- Measuring multiple on invested capital (MOIC)
- Understanding public market equivalent (PME) analysis
- Compiling total value to paid-in (TVPI) ratios
- Distribution to paid-in (DPI) tracking
- Using net vs. gross return metrics
- Time-weighted vs. money-weighted returns
- Reporting performance by vintage year and strategy
- Creating benchmark comparisons against indices
- Analysing contribution by portfolio company
- Using waterfall returns to assess LP and GP splits
- Publishing audited annual reports to LPs
- Tracking realised vs. unrealised gains
- Modelling projected future cash flows and exits
- Automating reporting with performance dashboards
- Communicating underperformance with transparency
Module 15: Career Advancement and Certification - Leveraging Mastery in Your Professional Path - Using the course to transition from banking, consulting, or corporate roles
- Bolstering your profile for private equity job interviews
- Leveraging the Certificate of Completion in job applications
- Building a deal execution portfolio using course templates
- Creating a personal investment thesis for fund positions
- Negotiating higher compensation with proven deal skills
- Preparing for due diligence and case study interviews
- Positioning yourself for leadership in portfolio operations
- Starting a micro-fund or independent sponsor initiative
- Raising capital as a first-time GP with structured confidence
- Joining angel groups or syndicates with advanced knowledge
- Contributing strategically on boards and committees
- Enhancing credibility with entrepreneurs and founders
- Verifying your certification via The Art of Service portal
- Continuing education pathways and alumni resources
- Applying for exclusive networking and deal-sharing communities
- Equity vs. asset deal considerations and tax implications
- Designing shareholder agreements and governance rights
- Negotiating board composition and veto rights
- Structuring minority investments with control mechanisms
- Using convertible notes and SAFEs in private equity contexts
- Tax-efficient structuring across jurisdictions
- Managing founder equity dilution and incentives
- Designing drag-along and tag-along rights
- Management rollover strategies and equity alignment
- Structuring earnouts and deferred consideration
- Incorporating non-compete and confidentiality clauses
- Handling joint ventures and minority control positions
- Using SPVs and special purpose vehicles for risk isolation
- Aligning deal structure with exit strategy
- Negotiating closing conditions and material adverse change clauses
- Drafting escrow and holdback provisions
Module 7: Capital Markets and Funding Strategies - Raising and Allocating Capital - Designing a capital stack for optimal risk and return
- Bilateral loans vs. syndicated financing
- Engaging private debt funds and credit opportunities funds
- Securing unitranche financing with covenant-lite terms
- Understanding covenant structures and financial ratios
- Running a debt placement process with multiple lenders
- Negotiating covenant flexibility and incurrence vs. maintenance
- Using PIK interest and covenant toggles strategically
- Raising equity capital from institutional LPs
- Creating investor presentations for capital raising
- Addressing fund strategy, team track record, and target IRR
- Managing co-investment rights and follow-on commitments
- Negotiating side letters and key man clauses
- Preparing for LP due diligence on the GP
- Allocating capital across portfolio companies
- Monitoring capital deployment timelines and pacing
Module 8: Portfolio Management - Driving Operational Value and Performance - Setting 100-day plans for newly acquired businesses
- Establishing KPIs and performance dashboards
- Engaging with management on strategic initiatives
- Implementing zero-based budgeting across portfolio companies
- Conducting operating reviews and board meetings
- Introducing lean operating principles and cost optimisation
- Driving cross-selling and revenue synergy initiatives
- Managing capital allocation within the portfolio
- Identifying underperforming assets and turnaround triggers
- Engaging external consultants for operational improvements
- Hiring and incentivising key executives
- Succession planning and talent development
- Selling non-core assets or lines of business
- Managing ESG reporting and compliance across holdings
- Improving IT systems and data infrastructure
- Evaluating add-on acquisitions and integration readiness
Module 9: Add-On Acquisitions and Roll-Up Strategies - Scaling Through M&A - Developing a platform company acquisition strategy
- Identifying bolt-on targets with strategic and cost synergies
- Pricing add-ons using net cost savings and revenue uplift
- Executing reverse auctions among multiple sellers
- Integrating acquisitions into existing platforms
- Standardising systems and processes post-acquisition
- Managing integration teams and change management
- Tracking synergy realisation and adjusting forecasts
- Using leverage wisely in follow-on acquisition financing
- Structuring deals to retain seller involvement
- Managing brand integration and customer communication
- Scaling sales and marketing across unified businesses
- Centralising procurement and supply chain operations
- Building a roll-up thesis for fragmented industries
- Assessing regulatory and antitrust implications
- Measuring portfolio-wide operational improvements
Module 10: Exit Planning and Execution - Maximising Realisation Events - Choosing the right exit path: trade sale, IPO, or secondary
- Timing the exit based on market cycles and business performance
- Preparing the business for sale: clean financials and storytelling
- Building an investor teaser and confidential information memorandum
- Engaging investment bankers and M&A advisors
- Running a competitive auction process
- Negotiating exclusivity and break fees
- Responding to management presentations and Q&A
- Structuring reverse diligence on potential buyers
- Calculating net proceeds after taxes and transaction costs
- Understanding earnout valuation in strategic sales
- Navigating SPAC mergers and de-SPAC transitions
- Preparing for IPO-readiness and regulatory filings
- Engaging underwriters and roadshow preparation
- Selling to another financial sponsor - secondary buyout dynamics
- Timing fund life cycle with exit availability
Module 11: Risk Management and Governance - Protecting Capital and Reputation - Identifying operational, financial, and strategic risks
- Developing early warning indicators for portfolio risk
- Implementing compliance and anti-fraud controls
- Managing cybersecurity and data privacy across holdings
- Monitoring ESG risks and regulatory exposure
- Designing crisis management protocols
- Responding to management misconduct or turnover
- Conducting internal audits and financial controls reviews
- Establishing whistleblower policies and reporting channels
- Managing legal disputes and arbitration
- Insuring key persons and critical operations
- Using forward-looking scenario planning for risk events
- Contingency planning for market downturns
- Stress testing portfolio companies on revenue, margin, and capex
- Engaging external risk consultants and auditors
- Reporting risk exposures to LPs and boards
Module 12: Fundraising and Investor Relations - Building and Sustaining Capital - Crafting a compelling investment thesis for LPs
- Developing track record documentation and performance metrics
- Positioning differentiators in a crowded market
- Building a strong fund brand and digital presence
- Organising investor roadshows and one-on-one meetings
- Responding to LP due diligence questionnaires
- Reporting fund performance using IRR, TVPI, and DPI
- Communicating with investors during market volatility
- Handling LP withdrawals and redemption requests
- Managing relationships with sovereign wealth funds and pensions
- Addressing ESG and impact reporting expectations
- Planning for successor fund raises
- Structuring GP commitments and carried interest alignment
- Using data rooms and virtual access for LPs
- Creating quarterly investor update templates
- Maintaining a proactive, transparent communication rhythm
Module 13: Legal and Regulatory Compliance - Operating with Integrity and Authority - Understanding SEC regulations for private fund advisors
- Complying with AIFMD in Europe and local private equity rules
- Reporting requirements under FATCA and CRS
- Adhering to anti-money laundering protocols
- Managing insider trading policies and information barriers
- Filing Form D and other regulatory disclosures
- Handling beneficial ownership reporting (BOI)
- Complying with GDPR and data protection laws
- Respecting foreign investment screening regimes
- Dealing with tax authorities on transfer pricing
- Document retention and recordkeeping standards
- Managing related-party transactions and conflicts of interest
- Reviewing material contracts and licensing agreements
- Conducting board governance evaluations
- Audit requirements for fund financial statements
- Maintaining compliance manuals and training logs
Module 14: Performance Measurement and Reporting - Quantifying Success - Calculating internal rate of return (IRR) accurately
- Measuring multiple on invested capital (MOIC)
- Understanding public market equivalent (PME) analysis
- Compiling total value to paid-in (TVPI) ratios
- Distribution to paid-in (DPI) tracking
- Using net vs. gross return metrics
- Time-weighted vs. money-weighted returns
- Reporting performance by vintage year and strategy
- Creating benchmark comparisons against indices
- Analysing contribution by portfolio company
- Using waterfall returns to assess LP and GP splits
- Publishing audited annual reports to LPs
- Tracking realised vs. unrealised gains
- Modelling projected future cash flows and exits
- Automating reporting with performance dashboards
- Communicating underperformance with transparency
Module 15: Career Advancement and Certification - Leveraging Mastery in Your Professional Path - Using the course to transition from banking, consulting, or corporate roles
- Bolstering your profile for private equity job interviews
- Leveraging the Certificate of Completion in job applications
- Building a deal execution portfolio using course templates
- Creating a personal investment thesis for fund positions
- Negotiating higher compensation with proven deal skills
- Preparing for due diligence and case study interviews
- Positioning yourself for leadership in portfolio operations
- Starting a micro-fund or independent sponsor initiative
- Raising capital as a first-time GP with structured confidence
- Joining angel groups or syndicates with advanced knowledge
- Contributing strategically on boards and committees
- Enhancing credibility with entrepreneurs and founders
- Verifying your certification via The Art of Service portal
- Continuing education pathways and alumni resources
- Applying for exclusive networking and deal-sharing communities
- Setting 100-day plans for newly acquired businesses
- Establishing KPIs and performance dashboards
- Engaging with management on strategic initiatives
- Implementing zero-based budgeting across portfolio companies
- Conducting operating reviews and board meetings
- Introducing lean operating principles and cost optimisation
- Driving cross-selling and revenue synergy initiatives
- Managing capital allocation within the portfolio
- Identifying underperforming assets and turnaround triggers
- Engaging external consultants for operational improvements
- Hiring and incentivising key executives
- Succession planning and talent development
- Selling non-core assets or lines of business
- Managing ESG reporting and compliance across holdings
- Improving IT systems and data infrastructure
- Evaluating add-on acquisitions and integration readiness
Module 9: Add-On Acquisitions and Roll-Up Strategies - Scaling Through M&A - Developing a platform company acquisition strategy
- Identifying bolt-on targets with strategic and cost synergies
- Pricing add-ons using net cost savings and revenue uplift
- Executing reverse auctions among multiple sellers
- Integrating acquisitions into existing platforms
- Standardising systems and processes post-acquisition
- Managing integration teams and change management
- Tracking synergy realisation and adjusting forecasts
- Using leverage wisely in follow-on acquisition financing
- Structuring deals to retain seller involvement
- Managing brand integration and customer communication
- Scaling sales and marketing across unified businesses
- Centralising procurement and supply chain operations
- Building a roll-up thesis for fragmented industries
- Assessing regulatory and antitrust implications
- Measuring portfolio-wide operational improvements
Module 10: Exit Planning and Execution - Maximising Realisation Events - Choosing the right exit path: trade sale, IPO, or secondary
- Timing the exit based on market cycles and business performance
- Preparing the business for sale: clean financials and storytelling
- Building an investor teaser and confidential information memorandum
- Engaging investment bankers and M&A advisors
- Running a competitive auction process
- Negotiating exclusivity and break fees
- Responding to management presentations and Q&A
- Structuring reverse diligence on potential buyers
- Calculating net proceeds after taxes and transaction costs
- Understanding earnout valuation in strategic sales
- Navigating SPAC mergers and de-SPAC transitions
- Preparing for IPO-readiness and regulatory filings
- Engaging underwriters and roadshow preparation
- Selling to another financial sponsor - secondary buyout dynamics
- Timing fund life cycle with exit availability
Module 11: Risk Management and Governance - Protecting Capital and Reputation - Identifying operational, financial, and strategic risks
- Developing early warning indicators for portfolio risk
- Implementing compliance and anti-fraud controls
- Managing cybersecurity and data privacy across holdings
- Monitoring ESG risks and regulatory exposure
- Designing crisis management protocols
- Responding to management misconduct or turnover
- Conducting internal audits and financial controls reviews
- Establishing whistleblower policies and reporting channels
- Managing legal disputes and arbitration
- Insuring key persons and critical operations
- Using forward-looking scenario planning for risk events
- Contingency planning for market downturns
- Stress testing portfolio companies on revenue, margin, and capex
- Engaging external risk consultants and auditors
- Reporting risk exposures to LPs and boards
Module 12: Fundraising and Investor Relations - Building and Sustaining Capital - Crafting a compelling investment thesis for LPs
- Developing track record documentation and performance metrics
- Positioning differentiators in a crowded market
- Building a strong fund brand and digital presence
- Organising investor roadshows and one-on-one meetings
- Responding to LP due diligence questionnaires
- Reporting fund performance using IRR, TVPI, and DPI
- Communicating with investors during market volatility
- Handling LP withdrawals and redemption requests
- Managing relationships with sovereign wealth funds and pensions
- Addressing ESG and impact reporting expectations
- Planning for successor fund raises
- Structuring GP commitments and carried interest alignment
- Using data rooms and virtual access for LPs
- Creating quarterly investor update templates
- Maintaining a proactive, transparent communication rhythm
Module 13: Legal and Regulatory Compliance - Operating with Integrity and Authority - Understanding SEC regulations for private fund advisors
- Complying with AIFMD in Europe and local private equity rules
- Reporting requirements under FATCA and CRS
- Adhering to anti-money laundering protocols
- Managing insider trading policies and information barriers
- Filing Form D and other regulatory disclosures
- Handling beneficial ownership reporting (BOI)
- Complying with GDPR and data protection laws
- Respecting foreign investment screening regimes
- Dealing with tax authorities on transfer pricing
- Document retention and recordkeeping standards
- Managing related-party transactions and conflicts of interest
- Reviewing material contracts and licensing agreements
- Conducting board governance evaluations
- Audit requirements for fund financial statements
- Maintaining compliance manuals and training logs
Module 14: Performance Measurement and Reporting - Quantifying Success - Calculating internal rate of return (IRR) accurately
- Measuring multiple on invested capital (MOIC)
- Understanding public market equivalent (PME) analysis
- Compiling total value to paid-in (TVPI) ratios
- Distribution to paid-in (DPI) tracking
- Using net vs. gross return metrics
- Time-weighted vs. money-weighted returns
- Reporting performance by vintage year and strategy
- Creating benchmark comparisons against indices
- Analysing contribution by portfolio company
- Using waterfall returns to assess LP and GP splits
- Publishing audited annual reports to LPs
- Tracking realised vs. unrealised gains
- Modelling projected future cash flows and exits
- Automating reporting with performance dashboards
- Communicating underperformance with transparency
Module 15: Career Advancement and Certification - Leveraging Mastery in Your Professional Path - Using the course to transition from banking, consulting, or corporate roles
- Bolstering your profile for private equity job interviews
- Leveraging the Certificate of Completion in job applications
- Building a deal execution portfolio using course templates
- Creating a personal investment thesis for fund positions
- Negotiating higher compensation with proven deal skills
- Preparing for due diligence and case study interviews
- Positioning yourself for leadership in portfolio operations
- Starting a micro-fund or independent sponsor initiative
- Raising capital as a first-time GP with structured confidence
- Joining angel groups or syndicates with advanced knowledge
- Contributing strategically on boards and committees
- Enhancing credibility with entrepreneurs and founders
- Verifying your certification via The Art of Service portal
- Continuing education pathways and alumni resources
- Applying for exclusive networking and deal-sharing communities
- Choosing the right exit path: trade sale, IPO, or secondary
- Timing the exit based on market cycles and business performance
- Preparing the business for sale: clean financials and storytelling
- Building an investor teaser and confidential information memorandum
- Engaging investment bankers and M&A advisors
- Running a competitive auction process
- Negotiating exclusivity and break fees
- Responding to management presentations and Q&A
- Structuring reverse diligence on potential buyers
- Calculating net proceeds after taxes and transaction costs
- Understanding earnout valuation in strategic sales
- Navigating SPAC mergers and de-SPAC transitions
- Preparing for IPO-readiness and regulatory filings
- Engaging underwriters and roadshow preparation
- Selling to another financial sponsor - secondary buyout dynamics
- Timing fund life cycle with exit availability
Module 11: Risk Management and Governance - Protecting Capital and Reputation - Identifying operational, financial, and strategic risks
- Developing early warning indicators for portfolio risk
- Implementing compliance and anti-fraud controls
- Managing cybersecurity and data privacy across holdings
- Monitoring ESG risks and regulatory exposure
- Designing crisis management protocols
- Responding to management misconduct or turnover
- Conducting internal audits and financial controls reviews
- Establishing whistleblower policies and reporting channels
- Managing legal disputes and arbitration
- Insuring key persons and critical operations
- Using forward-looking scenario planning for risk events
- Contingency planning for market downturns
- Stress testing portfolio companies on revenue, margin, and capex
- Engaging external risk consultants and auditors
- Reporting risk exposures to LPs and boards
Module 12: Fundraising and Investor Relations - Building and Sustaining Capital - Crafting a compelling investment thesis for LPs
- Developing track record documentation and performance metrics
- Positioning differentiators in a crowded market
- Building a strong fund brand and digital presence
- Organising investor roadshows and one-on-one meetings
- Responding to LP due diligence questionnaires
- Reporting fund performance using IRR, TVPI, and DPI
- Communicating with investors during market volatility
- Handling LP withdrawals and redemption requests
- Managing relationships with sovereign wealth funds and pensions
- Addressing ESG and impact reporting expectations
- Planning for successor fund raises
- Structuring GP commitments and carried interest alignment
- Using data rooms and virtual access for LPs
- Creating quarterly investor update templates
- Maintaining a proactive, transparent communication rhythm
Module 13: Legal and Regulatory Compliance - Operating with Integrity and Authority - Understanding SEC regulations for private fund advisors
- Complying with AIFMD in Europe and local private equity rules
- Reporting requirements under FATCA and CRS
- Adhering to anti-money laundering protocols
- Managing insider trading policies and information barriers
- Filing Form D and other regulatory disclosures
- Handling beneficial ownership reporting (BOI)
- Complying with GDPR and data protection laws
- Respecting foreign investment screening regimes
- Dealing with tax authorities on transfer pricing
- Document retention and recordkeeping standards
- Managing related-party transactions and conflicts of interest
- Reviewing material contracts and licensing agreements
- Conducting board governance evaluations
- Audit requirements for fund financial statements
- Maintaining compliance manuals and training logs
Module 14: Performance Measurement and Reporting - Quantifying Success - Calculating internal rate of return (IRR) accurately
- Measuring multiple on invested capital (MOIC)
- Understanding public market equivalent (PME) analysis
- Compiling total value to paid-in (TVPI) ratios
- Distribution to paid-in (DPI) tracking
- Using net vs. gross return metrics
- Time-weighted vs. money-weighted returns
- Reporting performance by vintage year and strategy
- Creating benchmark comparisons against indices
- Analysing contribution by portfolio company
- Using waterfall returns to assess LP and GP splits
- Publishing audited annual reports to LPs
- Tracking realised vs. unrealised gains
- Modelling projected future cash flows and exits
- Automating reporting with performance dashboards
- Communicating underperformance with transparency
Module 15: Career Advancement and Certification - Leveraging Mastery in Your Professional Path - Using the course to transition from banking, consulting, or corporate roles
- Bolstering your profile for private equity job interviews
- Leveraging the Certificate of Completion in job applications
- Building a deal execution portfolio using course templates
- Creating a personal investment thesis for fund positions
- Negotiating higher compensation with proven deal skills
- Preparing for due diligence and case study interviews
- Positioning yourself for leadership in portfolio operations
- Starting a micro-fund or independent sponsor initiative
- Raising capital as a first-time GP with structured confidence
- Joining angel groups or syndicates with advanced knowledge
- Contributing strategically on boards and committees
- Enhancing credibility with entrepreneurs and founders
- Verifying your certification via The Art of Service portal
- Continuing education pathways and alumni resources
- Applying for exclusive networking and deal-sharing communities
- Crafting a compelling investment thesis for LPs
- Developing track record documentation and performance metrics
- Positioning differentiators in a crowded market
- Building a strong fund brand and digital presence
- Organising investor roadshows and one-on-one meetings
- Responding to LP due diligence questionnaires
- Reporting fund performance using IRR, TVPI, and DPI
- Communicating with investors during market volatility
- Handling LP withdrawals and redemption requests
- Managing relationships with sovereign wealth funds and pensions
- Addressing ESG and impact reporting expectations
- Planning for successor fund raises
- Structuring GP commitments and carried interest alignment
- Using data rooms and virtual access for LPs
- Creating quarterly investor update templates
- Maintaining a proactive, transparent communication rhythm
Module 13: Legal and Regulatory Compliance - Operating with Integrity and Authority - Understanding SEC regulations for private fund advisors
- Complying with AIFMD in Europe and local private equity rules
- Reporting requirements under FATCA and CRS
- Adhering to anti-money laundering protocols
- Managing insider trading policies and information barriers
- Filing Form D and other regulatory disclosures
- Handling beneficial ownership reporting (BOI)
- Complying with GDPR and data protection laws
- Respecting foreign investment screening regimes
- Dealing with tax authorities on transfer pricing
- Document retention and recordkeeping standards
- Managing related-party transactions and conflicts of interest
- Reviewing material contracts and licensing agreements
- Conducting board governance evaluations
- Audit requirements for fund financial statements
- Maintaining compliance manuals and training logs
Module 14: Performance Measurement and Reporting - Quantifying Success - Calculating internal rate of return (IRR) accurately
- Measuring multiple on invested capital (MOIC)
- Understanding public market equivalent (PME) analysis
- Compiling total value to paid-in (TVPI) ratios
- Distribution to paid-in (DPI) tracking
- Using net vs. gross return metrics
- Time-weighted vs. money-weighted returns
- Reporting performance by vintage year and strategy
- Creating benchmark comparisons against indices
- Analysing contribution by portfolio company
- Using waterfall returns to assess LP and GP splits
- Publishing audited annual reports to LPs
- Tracking realised vs. unrealised gains
- Modelling projected future cash flows and exits
- Automating reporting with performance dashboards
- Communicating underperformance with transparency
Module 15: Career Advancement and Certification - Leveraging Mastery in Your Professional Path - Using the course to transition from banking, consulting, or corporate roles
- Bolstering your profile for private equity job interviews
- Leveraging the Certificate of Completion in job applications
- Building a deal execution portfolio using course templates
- Creating a personal investment thesis for fund positions
- Negotiating higher compensation with proven deal skills
- Preparing for due diligence and case study interviews
- Positioning yourself for leadership in portfolio operations
- Starting a micro-fund or independent sponsor initiative
- Raising capital as a first-time GP with structured confidence
- Joining angel groups or syndicates with advanced knowledge
- Contributing strategically on boards and committees
- Enhancing credibility with entrepreneurs and founders
- Verifying your certification via The Art of Service portal
- Continuing education pathways and alumni resources
- Applying for exclusive networking and deal-sharing communities
- Calculating internal rate of return (IRR) accurately
- Measuring multiple on invested capital (MOIC)
- Understanding public market equivalent (PME) analysis
- Compiling total value to paid-in (TVPI) ratios
- Distribution to paid-in (DPI) tracking
- Using net vs. gross return metrics
- Time-weighted vs. money-weighted returns
- Reporting performance by vintage year and strategy
- Creating benchmark comparisons against indices
- Analysing contribution by portfolio company
- Using waterfall returns to assess LP and GP splits
- Publishing audited annual reports to LPs
- Tracking realised vs. unrealised gains
- Modelling projected future cash flows and exits
- Automating reporting with performance dashboards
- Communicating underperformance with transparency