Private Equity
Explore our learning pathway for private equity professionals, with courses designed to support development in your current role, prepare you for your next career milestone and strengthen leadership capability.
Structured development for every stage of your venture capital career
Designed specifically for the venture capital industry, this pathway combines technical expertise, commercial awareness, leadership capability and industry insight, helping professionals build the skills they need to succeed in their current role and prepare confidently for their next career milestone, while benefiting from peer networking and learning from respected industry practitioners.
Whether you are strengthening foundational knowledge, preparing for greater responsibility or refining senior leadership skills, our pathway helps you develop the capabilities needed to succeed today and progress tomorrow.
The courses below are recommendations. If you would like to focus on an alternative skillset or specialism, please contact our Learning & Development Team for advice, or see all upcoming courses.
Venture capital learning pathway
Building the foundations
For professionals in the early stages of their venture capital career who are looking to build core technical knowledge, industry understanding and commercial confidence.
Develop in your current role
VC Foundation
Course overview
Delivered by venture capital practitioners, this course equips delegates with best practice insights and the core knowledge, trends and skills needed to build a strong foundation for a successful VC career. Over two days in-person, delegates gain a clear and practical understanding of the venture capital lifecycle.
Key topics
- Overview of VC (the essentials, GP/LP structure, other structures such as VCT, CVC, publicly listed fund)
- VC modelling 101 (valuation methods, capitalisation table, return calculations and case studies)
- Building an investment thesis
- Due diligence
- Structuring the transaction
- Term sheet
- Sourcing deals
Delegate takeaways
- A solid grounding in how venture capital works, including fund structures and the role of different stakeholders.
- A practical, end‑to‑end understanding of the VC deal cycle, from sourcing and diligence through to deal execution, portfolio management and exit considerations.
- Hands‑on insight into how investment decisions are made, supported by case studies and real-world examples shared by experienced practitioners.
- Improved confidence in analysing early‑stage opportunities, understanding market dynamics and navigating founder interactions.
- Become part of our Foundation Alumni Community, with benefits including discounted access to events, exclusive Q&A sessions, unique industry networking opportunities and more.
To discover more about this course or to book, click the button below.
Financial Modelling in PE/VC
Course overview
This intensive two-day course is designed specifically for professionals in the private equity and venture capital sectors seeking to deepen their financial modelling capabilities. With a strong emphasis on Excel proficiency and the practical application of AI-enabled tools, the programme equips participants to build models that are robust, flexible, and fit for purpose in today’s fast-evolving investment environment.
Key topics
- Concepts, methodology and requirements
- Financial functions
- Financial modelling: process
- Income statement: revenue
- Balance sheet: assets
- Balance sheet: liabilities
- Cash flow statement
- Integration of ratio analysis
- Advanced techniques
- Sensitivity analysis
Delegate takeaways
- Excel modelling skills
Practical techniques for building dynamic, error-resistant models tailored to private equity and venture capital transactions. - Scenario analysis expertise
Ability to structure models that flex across investment cases, sensitivities, and exit strategies. - Best practice frameworks
Exposure to industry-standard modelling conventions, improving clarity, auditability, and collaboration. - Confidence in application
Hands-on exercises that reinforce learning and prepare delegates to apply skills immediately in live deal contexts.
Testimonial
It was overall a great, informative and very useful course.
To discover more about this course or to book, click the button below.
Due Diligence - The Essential Guide
Course overview
This practical, hands-on course equips participants with the tools and insights needed to navigate each stage of the due diligence process with confidence. Led by experienced practitioners, delegates will explore key investigation areas, commercial, financial, legal and operational, and learn how to streamline their approach to save time and reduce costs.
Key topics
- Financial due diligence (scoping, current trading (out-turn) and LTMs/trends
- Vendor due diligence (sell side and buy side, VDD exec summary)
- Operational due diligence (including IT and tech)
- Commercial due diligence (scoping, sector specialism, customers/competitors)
- Legal due diligence
- Management due diligence
Delegate takeaways
-
Master the due diligence process
Understand each stage of commercial, financial, legal and operational due diligence, and how they interconnect. -
Enhance deal execution
Learn practical techniques to streamline investigations and improve transaction outcomes. -
Identify red flags early
Gain insights into spotting risks and issues before they impact deal value or timelines. -
Apply real-world insights
Benefit from case studies and practitioner-led discussions that reflect current market practices.
Testimonial
The presenters were well prepared and great speakers. A really warm UK Private Capital welcome at the start of the day which helped everyone feel at home and settled.
To discover more about this course or to book, click the button below.
Prepare for your next career milestone
Legal Agreements in VC
Course overview
This one-day course gives venture capital professionals a clear, commercial understanding of the key legal agreements used in VC transactions. The focus is on deal dynamics rather than legal fine print, making it ideal for those looking to engage more confidently in VC deal execution.
Key topics
- Terms, investment agreement and articles
- Loan agreements
- Due diligence
- Warranties and indemnities
- Tax and management incentives
- How to get the most out of your lawyer and more
Delegate takeaways
-
Commercial Insight into VC Documentation
Gain a clear understanding of how legal agreements reflect the commercial priorities of venture capital investors and founders. -
Practical Application
Apply knowledge through real-world examples and interactive discussion, improving your ability to contribute meaningfully to deal structuring and execution. -
Enhanced Collaboration with Legal Advisors
Develop the ability to engage more effectively with legal counsel by understanding the rationale behind key clauses and structures.
To discover more about this course or to book, click the button below.
Improving Your Impact: Communication Skills in Private Capital
Course overview
Beyond technical expertise, the ability to communicate effectively and build trust with management teams and investment committees is critical for achieving impact in the private capital markets. Led by a specialist Course Director, delegates will discover how to adapt communication styles for different audiences, including management teams and investment committees, handle challenging conversations and deliver feedback effectively, build credibility and confidence when presenting to senior stakeholders, and set personal goals to enhance long-term effectiveness.
Key topics
- Essence of your role
- Why impact and communication skills matter in deal-making
- Meeting management teams
- Techniques to improve your interactions
- Handling difficult topics
- Investment Committee/Advisory committee/presentations/pitching - delivering with confidence
Delegate takeaways
- Communicate with impact in investment settings, including management meetings and Investment Committees.
- Adapt communication styles to different audiences for maximum influence and clarity.
- Deliver feedback effectively to build trust and drive performance in portfolio companies and internal teams.
- Handle challenging conversations with confidence and professionalism.
- Present persuasively, turning analysis into compelling narratives that secure buy-in.
- Set personal action goals to embed learning and improve long-term effectiveness.
To discover more about this course or to book, click the button below.
Harnessing AI for Private Capital: From Origination to Value Creation
Course overview
This one‑day course equips delegates with the knowledge and frameworks needed to apply AI across the investment lifecycle, from sourcing and diligence to value creation. With AI rapidly reshaping industries and reshaping competitive advantage, this programme demystifies the tools, terminology and emerging capabilities that matter most to private capital firms today. Delegates will explore the commercial implications of AI adoption, assess what “good” looks like in data readiness, and understand the legal, ethical and governance considerations surrounding the technology.
Key topics
- Market context: The impact of AI on the investment landscape
- AI fundamentals
- Applied AI in private capital
- Understanding LLMs
- Requirements for successful deployment
- Data readiness
- Buying AI
- AI at fund level
Delegate takeaways
- Understand the AI landscape, including core concepts, opportunities, limitations and trends most relevant to private capital.
- Assess a company’s AI and data maturity, identifying value creation levers and risks.
- Apply AI to the investment lifecycle, including pipeline generation, diligence, operational improvement and strategic positioning at exit.
- Evaluate common AI use cases, from automation and analytics to product enhancements and customer insights.
- Navigate legal, ethical and governance considerations.
- Develop practical next steps, giving delegates confidence to work with management teams and advisors to identify and prioritise AI initiatives.
Testimonial
My favourite sessions were 'AI at the fund level' and 'AI value creation' - the case studies and examples were really useful. I also appreciated that they answered a lot of questions along the way (including demos of Claude functionality).
To discover more about this course or to book, click the button below.
Preparing for leadership
For professionals taking on broader responsibility, leading workstreams and preparing for senior management or Director-level roles.
Develop in your current role
Skills of Negotiation
Course overview
Master effective negotiation techniques to close even the most complex deals. Through interactivity and real industry case studies, delegates will discover how to plan negotiations, counter objections, and persuade with skill and confidence. Each delegate will have ample opportunity to discuss specific private capital negotiating situations and receive individual feedback.
Key topics
- What is negotiation? (competitive vs. collaborative, recognising different approaches)
- Behaviours of effective negotiators
- Multi-party negotiation case study
- Planning to negotiate
- Persuasion levers
- Conflict resolution
- Control skills (questioning, listening, silence)
- Dealing with certainty vs ambiguity
Delegate takeaways
- Prepare and plan effectively for negotiations, using frameworks.
- Recognise behavioural dynamics, including reading signals, managing emotions, and understanding the interests behind stated positions.
- Communicate and influence with impact, using questioning, listening, and framing techniques.
- Navigate multi-party negotiations.
- Manage challenging conversations.
- Reflect on personal negotiation style, identifying strengths and development areas to improve performance in real deal contexts.
Testimonial
Very comprehensive, knowledgeable, and energetic presentation. Good case studies which really brought the sessions to life.
To discover more about this course or to book, click the button below.
Legal Agreements in VC
Course overview
This one-day course gives venture capital professionals a clear, commercial understanding of the key legal agreements used in VC transactions. The focus is on deal dynamics rather than legal fine print, making it ideal for those looking to engage more confidently in VC deal execution.
Key topics
- Terms, investment agreement and articles
- Loan agreements
- Due diligence
- Warranties and indemnities
- Tax and management incentives
- How to get the most out of your lawyer and more
Delegate takeaways
-
Commercial Insight into VC Documentation
Gain a clear understanding of how legal agreements reflect the commercial priorities of venture capital investors and founders. -
Practical Application
Apply knowledge through real-world examples and interactive discussion, improving your ability to contribute meaningfully to deal structuring and execution. -
Enhanced Collaboration with Legal Advisors
Develop the ability to engage more effectively with legal counsel by understanding the rationale behind key clauses and structures.
To discover more about this course or to book, click the button below.
Non-Executive Directors for VC
Course overview
A practical introduction to the responsibilities, expectations and dynamics of being a Non‑Executive Director in a venture‑backed business. This one‑day course supports individuals stepping into their first NED role within early‑stage companies, providing a clear understanding of what effective board contribution looks like in a VC context.
Key topics
- What to expect in the boardroom (attributes of effective NEDs, pressures and challenges, dynamics)
- Financial health of a business and cash flow management
- Successful M&A
- Key personnel
- Customer pipeline analysis
- Product roadmap
- Preparing for upcoming funding rounds
Delegate takeaways
- A clear understanding of NED responsibilities, including legal duties, liabilities and governance requirements in venture-backed companies.
- Insight into effective board behaviours, decision-making processes and how to balance oversight with support.
- An understanding of board structures and processes, including information flows, board packs, KPIs and meeting management.
- Tools for navigating common challenges, such as underperformance, scaling issues, shareholder tensions and strategic pivots.
- Increased confidence in contributing to high-growth boards, informed by case studies and practitioner experience.
To discover more about this course or to book, click the button below.
Prepare for your next career milestone
KPIs and Board Reporting
Course overview
This practical course explores how KPIs and board reporting can be used to enhance strategic decision-making and operational performance. Delegates will learn how to identify meaningful metrics, structure effective board packs, and communicate insights that support growth and governance.
Key topics
- The importance of effective board reporting
- Insight and data
- Key features of a board pack – what does good look like?
- Elevator dashboards
- Board constituents (KPIs, CEO, CFO, Sales, Human Capital)
Delegate takeaways
- Understand What Good Looks Like
Learn the key components of effective board packs and how to present data that drives strategic discussion. - Master KPI Selection
Identify and apply meaningful metrics across functions to support performance tracking and decision-making. - Build Impactful Dashboards
Discover how to create elevator dashboards that highlight critical insights clearly and concisely. - Apply Learnings to Real Work
Review and refine your own board materials with expert guidance.
Testimonial
I think, overall, all key areas were covered. In fact because we had plenty of time we covered some areas like the value proposition, which was interesting.
To discover more about this course or to book, click the button below.
Value Creation Planning
Course overview
The concept of value creation planning has grown in importance both pre and post-acquisition. This course focuses on key value creation topics, such as defining a clear strategic direction for the company, identifying and prioritising opportunities, the role of the Chairman, the CFO’s perspective, and more.
Key topics
- The definition and key drivers of value creation
- Essential activities before a deal
- Priorities for day 1-100
- Assessing strategic and financial factors influencing an investee company
- Initiatives for cash generation
- Setting targets and measuring performance
- The role of the Chairman and CFO’s perspective
- Readiness for change
Delegate takeaways
- Design value creation strategies that are clearly connected to the deal rationale and prioritise initiatives to maximise impact.
- Foster effective collaboration with management teams.
- Monitor performance effectively, utilising dashboards, board reporting, and data-led insights.
- The opportunity to build a strong network.
Testimonial
Great course, extremely useful, very insightful presenter.
To discover more about this course or to book, click the button below.
Harnessing AI for Private Capital: From Origination to Value Creation
Course overview
This one‑day course equips delegates with the knowledge and frameworks needed to apply AI across the investment lifecycle, from sourcing and diligence to value creation. With AI rapidly reshaping industries and reshaping competitive advantage, this programme demystifies the tools, terminology and emerging capabilities that matter most to private capital firms today. Delegates will explore the commercial implications of AI adoption, assess what “good” looks like in data readiness, and understand the legal, ethical and governance considerations surrounding the technology.
Key topics
- Market context: The impact of AI on the investment landscape
- AI fundamentals
- Applied AI in private capital
- Understanding LLMs
- Requirements for successful deployment
- Data readiness
- Buying AI
- AI at fund level
Delegate takeaways
- Understand the AI landscape, including core concepts, opportunities, limitations and trends most relevant to private capital.
- Assess a company’s AI and data maturity, identifying value creation levers and risks.
- Apply AI to the investment lifecycle, including pipeline generation, diligence, operational improvement and strategic positioning at exit.
- Evaluate common AI use cases, from automation and analytics to product enhancements and customer insights.
- Navigate legal, ethical and governance considerations.
- Develop practical next steps, giving delegates confidence to work with management teams and advisors to identify and prioritise AI initiatives.
Testimonial
My favourite sessions were 'AI at the fund level' and 'AI value creation' - the case studies and examples were really useful. I also appreciated that they answered a lot of questions along the way (including demos of Claude functionality).
To discover more about this course or to book, click the button below.
Leading at a senior level
For Directors, Partners and senior leaders responsible for firm strategy, governance, talent development and long-term value creation.
Develop in your current role
How to Plan an Optimal Exit
Course overview
This one-day course is designed for Investment Directors preparing for their first exit, offering a practical guide to planning and executing successful realisations. Delegates will explore how to optimise timing, manage stakeholders, and navigate the complexities of the exit process.
Key topics
- Introduction to the importance of exit planning
- The concept of reverse 100 day planning (but longer)
- Quality of earnings
- The key stages of an exit process
- When will you know the timing is right?
- Getting data room ready
- Vendor assistance and vendor due diligence
- Appointing advisors and the role they play
Delegate takeaways
-
Strategic Exit Planning
Understand how to assess timing, market conditions and stakeholder alignment to optimise exit outcomes. -
End-to-End Process Insight
Gain a clear view of the full exit lifecycle, from preparation and positioning to buyer engagement and deal execution. -
Real-World Lessons
Learn from case studies that highlight common pitfalls and practical strategies for managing complexity and maximising value. -
Stakeholder Management Skills
Build confidence in managing internal and external stakeholders, including boards, advisors and buyers, during the exit process. -
Commercial Awareness
Strengthen your ability to evaluate exit options and structure deals that align with fund strategy and portfolio objectives.
To discover more about this course or to book, click the button below.
Value Creation Planning
Course overview
The concept of value creation planning has grown in importance both pre and post-acquisition. This course focuses on key value creation topics, such as defining a clear strategic direction for the company, identifying and prioritising opportunities, the role of the Chairman, the CFO’s perspective, and more.
Key topics
- The definition and key drivers of value creation
- Essential activities before a deal
- Priorities for day 1-100
- Assessing strategic and financial factors influencing an investee company
- Initiatives for cash generation
- Setting targets and measuring performance
- The role of the Chairman and CFO’s perspective
- Readiness for change
Delegate takeaways
- Design value creation strategies that are clearly connected to the deal rationale and prioritise initiatives to maximise impact.
- Foster effective collaboration with management teams.
- Monitor performance effectively, utilising dashboards, board reporting, and data-led insights.
- The opportunity to build a strong network.
Testimonial
Great course, extremely useful, very insightful presenter.
To discover more about this course or to book, click the button below.
KPIs and Board Reporting
Course overview
This practical course explores how KPIs and board reporting can be used to enhance strategic decision-making and operational performance. Delegates will learn how to identify meaningful metrics, structure effective board packs, and communicate insights that support growth and governance.
Key topics
- The importance of effective board reporting
- Insight and data
- Key features of a board pack – what does good look like?
- Elevator dashboards
- Board constituents (KPIs, CEO, CFO, Sales, Human Capital)
Delegate takeaways
- Understand What Good Looks Like
Learn the key components of effective board packs and how to present data that drives strategic discussion. - Master KPI Selection
Identify and apply meaningful metrics across functions to support performance tracking and decision-making. - Build Impactful Dashboards
Discover how to create elevator dashboards that highlight critical insights clearly and concisely. - Apply Learnings to Real Work
Review and refine your own board materials with expert guidance.
Testimonial
I think, overall, all key areas were covered. In fact because we had plenty of time we covered some areas like the value proposition, which was interesting.
To discover more about this course or to book, click the button below.
Strengthen your leadership capability
Harnessing AI for Private Capital: From Origination to Value Creation
Course overview
This one‑day course equips delegates with the knowledge and frameworks needed to apply AI across the investment lifecycle, from sourcing and diligence to value creation. With AI rapidly reshaping industries and reshaping competitive advantage, this programme demystifies the tools, terminology and emerging capabilities that matter most to private capital firms today. Delegates will explore the commercial implications of AI adoption, assess what “good” looks like in data readiness, and understand the legal, ethical and governance considerations surrounding the technology.
Key topics
- Market context: The impact of AI on the investment landscape
- AI fundamentals
- Applied AI in private capital
- Understanding LLMs
- Requirements for successful deployment
- Data readiness
- Buying AI
- AI at fund level
Delegate takeaways
- Understand the AI landscape, including core concepts, opportunities, limitations and trends most relevant to private capital.
- Assess a company’s AI and data maturity, identifying value creation levers and risks.
- Apply AI to the investment lifecycle, including pipeline generation, diligence, operational improvement and strategic positioning at exit.
- Evaluate common AI use cases, from automation and analytics to product enhancements and customer insights.
- Navigate legal, ethical and governance considerations.
- Develop practical next steps, giving delegates confidence to work with management teams and advisors to identify and prioritise AI initiatives.
Testimonial
My favourite sessions were 'AI at the fund level' and 'AI value creation' - the case studies and examples were really useful. I also appreciated that they answered a lot of questions along the way (including demos of Claude functionality).
To discover more about this course or to book, click the button below.
Skills of Negotiation
Course overview
Master effective negotiation techniques to close even the most complex deals. Through interactivity and real industry case studies, delegates will discover how to plan negotiations, counter objections, and persuade with skill and confidence. Each delegate will have ample opportunity to discuss specific private capital negotiating situations and receive individual feedback.
Key topics
- What is negotiation? (competitive vs. collaborative, recognising different approaches)
- Behaviours of effective negotiators
- Multi-party negotiation case study
- Planning to negotiate
- Persuasion levers
- Conflict resolution
- Control skills (questioning, listening, silence)
- Dealing with certainty vs ambiguity
Delegate takeaways
- Prepare and plan effectively for negotiations, using frameworks.
- Recognise behavioural dynamics, including reading signals, managing emotions, and understanding the interests behind stated positions.
- Communicate and influence with impact, using questioning, listening, and framing techniques.
- Navigate multi-party negotiations.
- Manage challenging conversations.
- Reflect on personal negotiation style, identifying strengths and development areas to improve performance in real deal contexts.
Testimonial
Very comprehensive, knowledgeable, and energetic presentation. Good case studies which really brought the sessions to life.
To discover more about this course or to book, click the button below.
Bespoke Training
Overview
UK Private Capital's in-house training offers an agile structure of blended learning that introduces industry concepts tailored to your development needs and current and future development demands. Providing practical insight through firm-specific case studies and interactive workshops for cross-department collaboration, our in-house content can be structurally aligned to deliver essential skills that drive business impact.
What's included
- Dedicated training liaison officer to organise, develop and implement a bespoke training programme for your firm.
- Industry-leading trainer available in-person, at your convenience.
- Bespoke, premium programmes meeting specific learning criteria.
- Enriched learning with case studies based on real-life scenarios relevant to your firm.
The benefits
- Bespoke format: Choose between one expert speaker or multiple speakers to explore different areas of the topic, either in-person or online.
- Flexibility: Ensure courses take place on a date and time convenient for your team, ensuring minimal disruption and maximum engagement.
- Experienced: Industry-leading specialist trainers in various fields across private equity and venture capital.
- Firm-specific insights: Enrich programme content with case studies drawn directly from your organisation's context, making the content relevant and actionable.
- Unite departmental collaboration: Cross-team collaboration to ensure alignment with the broader organisational strategy.
- Value: Cost-effective alternative to placing delegates on a public course and supporting the development needs of whole teams and the wider business.
Testimonial
Our training was thoughtfully tailored to the needs of our team and delivered by a knowledgeable and trainer with real-world experience. The inclusion of expert perspectives from a leading law firm added real depth, and the interactive Q&A made the sessions engaging and practical. The programme was well paced throughout and highly effective.
To discover more about bespoke training or to book, click the button below.
Arrange a free consultation
Looking for guidance on the learning pathway or set of courses best suited to your specific role and professional development goals? Our Learning & Development experts work in partnership with firms to provide tailored advice and guidance based on your team’s requirements.
Explore the private equity pathway & course recommendations
Take a look at the private equity pathway and our recommended specialist courses.
View all upcoming Learning & Development courses below.
Private Credit
Explore Learning and Development courses recommended for professionals working in private credit.
Limited Partners
Explore Learning and Development courses recommended for institutional investors and other Limited Partners in private capital.
Professional Services
Explore Learning and Development courses recommended for professionals advising or working with private capital.
Corporate Roles
Explore Learning and Development courses recommended for professionals in corporate, operational and business support roles within private capital.
In-House Training
Personalised, bespoke group Learning and Development from UK Private Capital, built around your team’s needs and your firm’s priorities.
All Upcoming Classroom Courses
Browse all upcoming classroom learning & development courses on our calendar. Filter by date and course subject area, get further details about each, and book your place.