Digital Foundation (Online Workshop)

Course overview

The BVCA's flagship digital Foundation course delivers the vital knowledge and skills you need to excel as a private equity or venture capital fund manager in high performing deal teams. Led by some of the industry's most respected practitioners, you will develop your ability to make more informed investments and manage a portfolio, all whilst building lasting connections with peers.

The course utilises the zoom platform to offer multiple networking opportunities, building strong relationships with peers from other private equity and venture capital firms throughout the course:

• Breakout rooms for case studies during every session
• Lunchtime drop in sessions with course directors for one to one discussion
• Evening social activities, cocktail making and wine and cheese pairing
• All delegates receive a complimentary place to 'Next Generation' our digital peer-to-peer networking event aimed at young professionals and new entrants to our industry

Course Director

Jon Andrew

Jon works alongside investment teams to support operational value creation within investee companies. He shares best practice across the portfolio supporting management teams as they develop growth strategies and helps them monitor performance.

After gaining a degree in Molecular Biology & Biochemistry at Durham University, Jon qualified as a chartered accountant with PwC and held roles within the Training, Transaction Services and Consulting teams. During this time, Jon designed and rolled out PwC’s inaugural Due Diligence Training Programme across Europe in 1997.

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Course agenda

Session 1 (25 May): Introduction to the course and Due Diligence

• Growth and key drivers
• Focus your diligence
• Types of diligence
• Case study

Session 2 (27 May): Structuring 1 - Overview

Session 3 (1 June): Structuring 2 - Early Stage

• Key considerations for early stage investing
• Enhancing upside/protecting downside
• Funding instruments
• Case study

Session 4 (2 June): Structuring 3 - Growth Capital

• What is growth capital?
• Working with entrepreneurs and owner managers
• Comparison with PE
• Deal pricing

Session 5 (8 June): MBOs

Session 6 (10 June): Restructuring

Session 7 (14 June): Portfolio 1

• Different approaches
• Time management
• Your role
• Information flow and reporting
• The Chairman and CEO

Session 8 (15 June): Portfolio 2

• Board performance
• Non-Executive Directors
• Case study

Session 9 (21 June): Management and Executive Performance

Session 10 (25 June): Exits and Wrap Up

• Why are they so important
• Exit routes and themes
• The current market - implications

What will delegates take away?

• A fundamental understanding of the deal cycle
• Insight from industry experts
• New contacts within the industry

Past attendees

Previous attendees include:

Alcuin Capital Partners, Aliter Capital LLP, Amadeus Capital Partners Limited, Aon, August Equity LLP, Baird Capital, Big Society Capital, Blue Water Energy, BP Ventures, Bridgepoint, Caledonia Investments plc, CBPE Capital, Charles Russell Speechlys LLP, Circularity Capital, CVC Advisers Limited, ECI Partners, Equistone, Innovate UK, LDCm Lincoln International LLP , Livingbridge EP LLP, Mobeus Equity Partners, NorthEdge Capital, NVM Private Equity, Oakley Capital Limited, Palatine Private Equity, Permira Advisers (London) Ltd, Phoenix Equity Partners, Sovereign Capital Partners YFM Equity Partners

Course testimonials

"A fantastic course and one of the best I have attended. Across the board the content was engaging and useful, the speakers were first rate."

Aaron Lawson-Clark, NVM PE LLP

"I had high expectations and they were exceeded - thank you!"

Toby Fitzherbert, ECI Partners

"Really impressed by the course director, Jon, he has some great experience; very passionate about this which very much showed."

Dominika Kowalska, CVC

Further information