This course offers a clear, practical introduction to how private equity funds are structured and operated. Building on our Introduction to PE/VC - The Essentials course, delegates will explore how strategies are formed, how fees and incentives work, how value is measured, and how fund performance is reported. The session equips delegates with the confidence and context needed to contribute more effectively to discussions and stakeholder interactions.
Audience
Firms: This course is designed for firms operating across the private capital ecosystem
Individuals: Ideal for experienced professionals working outside of the investment team, with existing industry knowledge, looking to improve their knowledge of fund structures and strategies.
For investment professionals, please see our deal execution courses here.
Key topics include
- Technical fundamentals
- EBITDA
- Enterprise Value
- IRR and money multiple
- Carried Interest
- Valuations
- Structuring and pricing a buyout
- Legal and tax issues for funds
- Achieving a successful buyout and reporting
What will delegates take away?
- Explain the fundamentals of private equity fund structures, including how capital is raised, committed, and drawn down.
- Interpret the financial mechanics of a fund, such as management fees, carry, distribution waterfalls, and performance metrics.
- Differentiate between fund strategies, including buyout, growth, venture, sector focused, and specialist strategies.
- Understand how fund strategy shapes investment decisions, portfolio construction, and the risk/return profile.
Benefits to employers
- Accelerate onboarding, giving new joiners and non investment staff the context needed to understand how the firm operates.
- Enhance the quality of internal communication, with staff better able to interpret data, question assumptions, and contribute to discussions confidently.
- Strengthen relationships with stakeholders, as employees gain a clearer grasp of expectations around reporting, compliance, and performance.
FAQs about this course
What should I expect on the day?
Please arrive with plenty of time to register. Breakfast will be provided along with lunch, and refreshments, with a drinks reception at the end of day 1. The course will kick off with introductions, followed by content from multiple speakers as outlined in the agenda.
What’s the dress code?
Smart casual.
What should I bring with me?
You may wish to bring something to work on/ to take notes, such as a laptop or iPad (we will provide note pads and pens).
Will materials be shared with delegates?
Yes, all materials including slides and case studies, will be shared with delegates.
Format
In-person, London
Course Director
Andre Lanser
Andre has delivered courses for banks around the world in the areas of Credit, Corporate Finance, Private Equity, Valuation and Financial Modelling. Andre qualified as a Chartered Accountant, completing articles with PricewaterhouseCoopers.
He started his career with a subsidiary of Commercial Union, involved in the steel manufacturing industry. His experience ranged from systems implementation, credit assessment of the highly risky construction industry customers, heading up the finance functions to successfully turning the business around and then selling the company through a trade sale. He later joined Commercial Union in the investment back-office function, reengineering the investment back-office and later headed up a team that implemented a new investment management system for both the back office and the front office. His career then spanned over 12 years in the Venture Capital and Private Equity arena, where he has gained a vast amount of experience in the corporate analysis and valuation field.
Andre is a specialist in developing and training finance-related courses, including corporate credit-related topics, financial modelling including valuations, leveraged buyouts and M&A, and accounting (with a focus on IFRS ) courses. His training experience spans a period of more than twenty years.
CPD accreditation
This course is CPD accredited by the CPD Certification Service for 6 hours. By attending this course, you will receive a digital certificate from Diplomasafe. This certificate allows you to share and save your new CPD accredited qualification on LinkedIn, adding instantly verifiable credentials and strengthening your professional profile.
