4.78 out of 5
4.78
36 reviews on Udemy

Fundamentals of Private Equity

The fundamentals of private equity funds, investment process, activities and more.
Instructor:
Vasco Patrício
1,332 students enrolled
English [Auto]
How a PE fund pipeline works, including sourcing, investing and monitoring past investments
How PE funds, what type of investors allocate to them, and the usual provisions discussed

This courses covers the fundamentals of the Private Equity practice. It includes considerations such as
– How the Private Equity industry positions itself vis-a-vis other high finance activities like Venture Capital (which is part of it), Hedge Funds, Investment Banking and others;
– The usual types of activities for Private Equity teams throughout the three main sources of a PE fund pipeline: sourcing and vetting opportunities, investing, and post-investment monitoring;
– How Private Funds work, usual provisions and model (blind pool, 5-10y timeframe, restructuring, extensions, the secondaries market) and the J-Curve timing of returns;
– The type of retail and institutional investors allocating to Private Equity, as well as the usual types of provisions discussed;
– How companies change when undertaking an LBO (leveraged buyout), as well as the two ways of creating value for them – financial engineering and operational optimization;

Whether you’re an aspiring Private Equity associate, or an existing professional in a different area of high finance looking to know more about the Private Equity industry and practice, this course may be able to assist you.

Course Introduction

1
Introduction

Fundamentals

1
Introduction
2
PE Positioning
3
Types of Activities
4
Inner Workings of PE Funds
5
Financial Engineering and Value Creation
6
What Happens to PE-Owned Companies
7
Outro

Valuation and Models

1
Intro
2
Usual Approaches
3
Trading Comparables
4
Transaction Comparables
5
DCF
6
Outro

Investment Categories

1
Intro
2
VC
3
Growth
4
LBOs
5
Special Situations
6
Outro

Fund Creation and Management

1
Intro
2
Fundraising Intro
3
Fundraising: The Fundraising Process
4
Fundraising: FM Intro
5
Fundraising: FM Context
6
Fundraising: FM Channels
7
Fundraising: FM Materials
8
Fundraising: FM Traps to Avoid
9
Fundraising: Selling a Fund
10
Fundraising: Standard/Bespoke Provisions
11
Fundraising: Negotiating Tactics
12
Fundraising: Restructuring, Extensions, Secondaries
13
Fund Mgmt Intro
14
Fund Mgmt: The Key Players
15
Fund Mgmt: Activities by Stage
16
Fund Mgmt: AbS: Intro
17
Fund Mgmt: AbS: Overview
18
Fund Mgmt: AbS: Sourcing
19
Fund Mgmt: AbS: Investing
20
Fund Mgmt: AbS: Monitoring
21
Fund Mgmt: AbS: Fund-End
22
Fund Mgmt: Stage-Independent Activities
23
Outro

In Closing

1
In Closing
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Includes

3 hours on-demand video
Full lifetime access
Access on mobile and TV
Certificate of Completion

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