Course curriculum

  • 1

    Module 1: Introduction

    • Segment - 01 - Course Introduction
    • Reading - 1.1 - Introduction
  • 2

    Module 2: Fundamentals

    • Segment - 02 - Introduction
    • Reading - 2.1 - Introduction
    • Segment - 03 - PE Positioning
    • Reading - 2.2 - PE Positioning
    • Segment - 04 - Types of Activities
    • Reading - 2.3 - Types of Activites
    • Segment - 05 - Inner Workings of PE Funds
    • Reading - 2.4 - Inner Workings of PE Funds
    • Segment - 06 - Financial Engineering and Value Creation
    • Reading - 2.5 - Financial Engineering and Value Creation
    • Segment - 07 - What Happens to PE-Owned Cos?
    • Reading - 2.6 - What Happens to PE-Owned Cos?
    • Segment - 08 - Outro
    • Reading - 2.7 - Outro
  • 3

    Module 3: Valuation

    • Segment - 09 - Introduction
    • Reading - 3.1 - Introduction
    • Segment - 10 - Usual Approaches
    • Reading - 3.2 - Usual Approaches
    • Segment - 11 - Trading Comps
    • Reading - 3.3 - Trading Comps
    • Segment - 12 - Transaction Comps
    • Reading - 3.4 - Transaction Comp
    • Segment - 13 - DCF
    • Reading - 3.5 - DCF
    • Segment - 14 - Outro
    • Reading - 3.6 - Outro
  • 4

    Module 4: Investment Types

    • Segment - 15 - Introduction
    • Reading - 4.1 - Introduction
    • Segment - 16 - VC
    • Reading - 4.2 - VC
    • Segment - 17 - Growth
    • Reading - 4.3 - Growth
    • Segment - 18 - LBOs
    • Reading - 4.4 - LBOs
    • Segment - 19 - Special Situations
    • Reading - 4.5 - Special Situations
    • Segment - 20 - Outro
    • Reading - 4.6 - Outro
  • 5

    Module 5: Fund Creation & Management

    • Segment - 21 - Introduction
    • Reading - 5.1 - Fund Creation and Management Introduction
    • Segment - 22 - Fundraising Introduction
    • Reading - 5.2 Fund Creation and Management Fundraising Introduction
    • Segment - 23 - The Fundraising Process
    • Segment - 24 - FM 01 Introduction
    • Segment - 25 - FM 02 Context
    • Segment - 26 - FM 03 Channels
    • Segment - 27 - FM 04 Materials
    • Segment - 28 - FM 05 Traps to Avoid
    • Segment - 29 - Activities by Stage
    • Reading - 5.3 - Activities By Stage
    • Segment - 30 - Selling a Fund
    • Reading - 5.4 - Selling a Fund
    • Segment - 31- Standard Bespoke Provisions
    • Reading - 5.5 - Standard Bespoke Provisions
    • Segment - 32 - Negotiation Tactics
    • Reading - 5.6 - Negotiation Tactics
    • Segment - 33 - Fund Management Introduction
    • Reading - 5.7 - Fund Management Introduction
    • Segment - 34 - The Key Players
    • Reading - 5.8 - The Key Players
    • Segment - 35 - ABS Introduction
    • Segment - 36 - ABS Overview
    • Segment - 37 - ABS Sourcing
    • Segment - 38 - ABS Investing
    • Segment - 39 - ABS Monitoring
    • Segment - 40 - ABS Fund End
    • Segment - 41 - Stage Independent Activities
    • Segment - 42 - Outro
    • Reading - 5.9 - Outro
    • 04 Fund Creation and Management - 01 Fundraising - 01 Fund Marketing.pdf
    • 04 Fund Creation and Management - 01 Fundraising - 05 Restructuring, Extensions, Secondaries.pdf
  • 6

    Module 6: Conclusion

    • Segment - 43 - Conclusion
    • Reading - 6.1 - Conclusion