Private Equity Course for Beginners (PEQ101) from Udemy

The training is very appropriate from the viewpoint of fund managers as it will give them an idea as to what all points to consider, bid-ask spread, exit routes in the investment process, term sheets, and their importance and process to bridge the gap in bid-ask. At the end of the course, learners will be able to understand every bit of private equity.

The course will deep dive you through the conceptualities of private equity training and its various components. You will be introduced to financial modeling and its practical applicability. You will get hands-on experience in various aspects related to private equity.

This private equity course consists of many tangible skills. And as a result, if you learn the material and practice, you will be unstoppable. No matter who you are, a student of finance, or a PE professional, you will be way ahead than those who haven’t done this course. Not only you will have more knowledge about the subject, but you will also be able to have the ability to implement in real-life scenarios. Learning has a direct by-product. It can take you to a level that you can only imagine. After doing this private equity training, if you work on the material, you will directly add tremendous value to your job/business. As a result, you would be compensated proportionately. Doing this private equity certification itself will make you a master of private equity. Any specialist gets the value she deserves. And you will too.

What's inside

Learning objectives

The course will deep dive you through the concepts of private equity training and its various components.
You will be introduced to financial modeling and its practical applicability.

You will get hands-on experience in various aspects related to private equity.
Learn bid-ask spread, exit routes in the investment process, term sheets, and their importance and process to bridge the gap in bid-ask.

The course will deep dive you through the concepts of private equity training and its various components.
You will be introduced to financial modeling and its practical applicability.
You will get hands-on experience in various aspects related to private equity.
Learn bid-ask spread, exit routes in the investment process, term sheets, and their importance and process to bridge the gap in bid-ask.

Syllabus

Private Equity Fund

What is Private Equity

Fees in Private Equity

Deal Structuring- Multiple Liquidation Preference

Returns in Private Equity

Deal Structuring

Deal Structuring- Pre & Post Money

Deal Structuring- Preferred shares

Deal Structuring- Participating Preferred shares

Deal Structuring- Other Structures

Private Equity strategies and investments

Private Equity strategies

Private Equity investments

Role of banks in Private Equity

Value of private equity investment

Value of private equity investments

Private equity structuring

Financial Engineering

Buy shares or assets

Private Placement Memorandum

Fund Structure and Investment Process

Fund Structure- Flow of Money

Fund Structure and organization

PE often use a fund structure

Investment Process- Approach the Private Equity Firm

Investment Process- Approach the Private Equity Firm Continues

Investment Process- Inquiries and Negotiations

Investment Process- Due Diligence

Investment Process- Final Negotiation and Completion

Refinancing and exits of PE

Investment Process- Exit routes

Fund Managers Perspective

Fund Managers Perspective- Points to consider

Fund Managers Perspective- Bid-Ask spread

Relevance of term sheet

Process to bridge Bid-ask gap

Post investment performance

Good to know

Know what's good

, what to watch for

, and possible dealbreakers

Provides hands-on experience in private equity, which allows learners to apply their knowledge to real-world scenarios and develop practical skills that are highly valued in the finance industry

Explores deal structuring, including liquidation preferences and share types, which are essential for understanding the complexities of private equity transactions and investment strategies

Examines the fund manager's perspective, including points to consider, bid-ask spreads, and term sheets, which is directly relevant to those involved in managing private equity funds

Introduces financial modeling and its practical applicability, which is a core skill for analyzing investments and making informed decisions in private equity

Covers refinancing and exit strategies, which are critical for understanding how private equity investments generate returns and create value for investors

Requires learners to practice the material, which may require a significant time investment outside of the course itself to fully grasp the concepts and apply them effectively

Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Private Equity Course for Beginners (PEQ101) with these activities:

Review Financial Accounting Principles

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Solidify your understanding of financial accounting principles to better analyze company financials during due diligence.

Browse courses on Financial Accounting

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Review key accounting concepts and ratios.
Practice analyzing financial statements of public companies.

Read 'Private Equity as an Asset Class' by Guy Fraser-Sampson

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Understand the broader context of private equity within the investment landscape.

View Alternative Assets on Amazon

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Read the book chapter by chapter.
Take notes on key concepts and examples.
Relate the book's content to the course syllabus.

Read 'Mastering Private Equity' by Claudia Zeisberger

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Gain a broader understanding of private equity strategies and investment processes.

View Mastering Private Equity on Amazon

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Read the book chapter by chapter.
Take notes on key concepts and examples.
Relate the book's content to the course syllabus.

Four other activities

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Practice Discounted Cash Flow (DCF) Analysis

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Improve your valuation skills by performing repetitive DCF analyses on different companies.

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Find sample company financials.
Project future cash flows.
Calculate the present value of those cash flows.
Determine the company's intrinsic value.

Write a blog post on Deal Structuring

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Reinforce your understanding of deal structuring by explaining the concepts in your own words.

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Publish your blog post on a relevant platform.
Research different deal structuring techniques.
Outline the key points of your blog post.
Write a clear and concise explanation of deal structuring.

Build a Financial Model for a Potential Acquisition

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Apply financial modeling skills to evaluate a potential private equity investment.

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Select a target company for acquisition.
Gather financial data and market information.
Build a financial model to project future performance.
Analyze the model's output and assess investment viability.

Create a Presentation on Exit Strategies

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Deepen your knowledge of exit strategies by creating a presentation that explains the different options.

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Research different exit strategies for private equity investments.
Create a presentation outline.
Develop visually appealing slides with clear explanations.
Practice delivering the presentation.

Career center

Learners who complete Private Equity Course for Beginners (PEQ101) will develop knowledge and skills that may be useful to these careers:

Private Equity Analyst

A private equity analyst evaluates potential investment opportunities, and this course is directly relevant to that work. The course covers deal structuring, financial engineering, and the investment process from beginning to end, all of which are essential for a private equity analyst. You will understand topics like multiple liquidation preferences, preferred shares, and private placement memorandums. This course provides the foundation to understand the bid-ask spread, exit routes, and term sheets, which are key components in the investment process. The course provides an overview of the fund structure, which is important for any analyst working in this space.

See salaries and explore the career path for Private Equity Analyst

Fund Manager

A fund manager is responsible for the investment strategy of a fund, and this course directly addresses their needs. This course discusses the fund manager's perspective, including points to consider, the bid-ask spread, and how to bridge the gap in bid-ask. A fund manager needs a deep understanding of financial engineering, deal structuring, and the investment process, including exit and refinancing routes, all of which are covered. Knowing the structuring and organization of private equity funds, as this course teaches, is essential for a fund manager.

See salaries and explore the career path for Fund Manager

Investment Associate

An investment associate supports senior investment professionals in evaluating and executing investment opportunities, and this course is highly relevant to this work. The course covers the entire spectrum of private equity, including deal structuring, financial engineering, and the entire investment process. You will gain an understanding of multiple liquidation preferences, preferred shares, and private placement memorandums. The course provides hands-on experience and covers key topics like bid-ask spread, exit routes, and term sheets. This course also teaches how private equity funds are structured.

See salaries and explore the career path for Investment Associate

Transaction Advisory Consultant

A transaction advisory consultant provides guidance on mergers, acquisitions, and other transactions. This course gives you a solid foundation in the private equity space. You will learn about deal structuring, financial engineering, and the investment process, offering a critical foundation for advisory work. The course covers key components of transactions like bid-ask spread, exit routes, and term sheets. You will also learn about various private equity strategies and investments. The course also covers how private equity funds are structured and organized.

See salaries and explore the career path for Transaction Advisory Consultant

Due Diligence Analyst

A due diligence analyst conducts research and gathers information about target companies pre-investment. This course can be quite useful to a due diligence analyst. The course delves into the investment process, and the due diligence phase is given special attention. The course teaches how to approach a private equity firm, and how to handle inquiries and negotiations. It covers financial engineering and how to identify the value of private equity investments, all of which are key to understanding proper due diligence. This course also teaches private equity structuring.

See salaries and explore the career path for Due Diligence Analyst

Mergers and Acquisitions Analyst

A mergers and acquisitions analyst helps with the process of acquiring and merging companies, and the concepts introduced in this course are applicable to this role. The course includes deal structuring, which is a key component of mergers and acquisitions. You will learn about multiple liquidation preferences, preferred shares, and participating preferred shares. The course covers topics, such as fund structuring and investment processes, that may be helpful for an analyst in this line of work. The course also touches on relevant topics like valuation, exit routes, and how to bridge the gap in bid-ask.

See salaries and explore the career path for Mergers and Acquisitions Analyst

Investment Banking Analyst

An investment banking analyst supports senior bankers in executing deals, including mergers and acquisitions and capital raises, and this course helps prepare you for this. The course introduces financial modeling, deal structuring, and the various aspects of private equity which apply to investment banking. You will be able to understand deal structures such as preferred and participating preferred shares. Moreover, this course provides insight into the fund structuring process and the process of valuation. Understanding the perspective of fund managers, as taught in this course, may be helpful to an investment banking analyst.

See salaries and explore the career path for Investment Banking Analyst

Portfolio Manager

A portfolio manager is responsible for making investment decisions and managing risk within a portfolio and this course may be helpful to such a professional. This course will teach you about the different approaches to private equity investments, as well as how those investments are valued. You will learn about deal structuring and financial engineering. Moreover, the detailed discussion of investment processes, the fund manager's perspective, and exit routes may be helpful to a portfolio manager. The course provides an overview of private equity fund structure and how money flows within the fund.

See salaries and explore the career path for Portfolio Manager

Venture Capital Associate

A venture capital associate evaluates early-stage investment opportunities, and this course introduces the concepts necessary to be successful. The course covers topics, such as deal structuring, financial engineering and the investment process, that are relevant to venture capital. You will become familiar with concepts that are necessary for effective operations, like term sheets, bid-ask spread, and exit routes in the investment process. The course will also cover how private equity funds are structured and how this flows into investment processes. This understanding may be useful to a venture capital associate.

See salaries and explore the career path for Venture Capital Associate

Hedge Fund Analyst

A hedge fund analyst conducts research and analysis to support investment decisions, and this course may be helpful to those looking to gain knowledge of private equity. The course covers deal structuring and financial engineering, which are relevant to hedge fund strategies. You will also learn about private equity investment strategies, as well as the investment process. The course touches on topics, such as bid-ask spread, exit routes, and term sheets. An understanding of private equity fund structures may be useful to a hedge fund analyst.

See salaries and explore the career path for Hedge Fund Analyst

Financial Modeling Analyst

A financial modeling analyst creates detailed financial models for companies, and this course will be useful in that role. The course introduces financial modeling and its practical application, which is essential for this position. You will also learn about deal structuring, which often requires financial modeling proficiency. The course also covers other topics that may enhance your effectiveness, such as private equity strategies, and the investment process. The course helps you understand the value of private equity investments.

See salaries and explore the career path for Financial Modeling Analyst

Corporate Development Associate

A corporate development associate supports strategic initiatives, often involving mergers, acquisitions, and strategic investments. This course may be useful for someone in corporate development with a focus on private equity. The course covers deal structuring, financial engineering, and the investment process, which are all very useful for professionals in this field. The course also introduces key topics like bid-ask spread, exit routes, and term sheets, which are important components of deal making. Understanding private equity structuring can also be useful in this role.

See salaries and explore the career path for Corporate Development Associate

Financial Analyst

A financial analyst conducts financial analysis for a company, and this course may be useful in such a role. This course introduces financial modeling and its practical application, which is key to financial analysis. The course also covers topics like deal structuring, and private equity investment strategies, which may be useful for a financial analyst looking for expertise in these areas. A financial analyst may also use knowledge of topics like bid-ask spread, exit routes, and term sheets. A financial analyst may benefit from an understanding of how private equity funds are structured and how their investments are valued.

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Private Wealth Manager

A private wealth manager provides investment advice and portfolio management to high-net-worth individuals, and this course may be helpful for those looking to incorporate private equity into their offerings. The course provides an overview of the private equity landscape, including deal structuring, financial engineering, and investment processes. You will also learn about private equity strategies and investments and the critical concepts of bid-ask spread, exit routes, and term sheets. This course also covers private equity structuring and how funds operate, which may be helpful in advising clients.

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Business Development Manager

A business development manager focuses on securing new business opportunities and partnerships, and the concepts introduced in this course may be helpful. You will learn about the private equity investment process, how to approach a firm, and about inquiries and negotiations. This course teaches about deal structuring and financial engineering, which can be helpful when developing new business. Furthermore, the course covers how private equity funds are structured, which may be useful for a business development manager. Business development managers must be able to understand the language of private equity.

See salaries and explore the career path for Business Development Manager

Private Equity Course for Beginners (PEQ101)

What's inside

Learning objectives

Syllabus

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Activities

Career center

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