Deal Execution

Key topics include:

• Due diligence
• Deal structuring and investment returns
• Transaction structuring (early stage, growth capital, MBOs)
• Exits and more

Other date(s)
21-25 November 2022

Format
In-person residential course in Cookham Surrey

Course overview:
The BVCA's flagship Foundation workshop equips delegates with the expertise to succeed as a private equity or venture capital fund manager. They’ll learn from some of the industry's most respected practitioners and gain a thorough understanding of the entire deal life cycle and portfolio management.

Key topics include:

• Business plans
• Structuring the transaction
• VC modelling
• Due diligence, exits and more

Format
In-person, London

Course overview:
The ultimate introduction for those new to the VC industry. Led by highly respected practitioners, delegates will receive best practice advice and get up to speed on essential knowledge, trends and skills to set their VC career on the path to success.

Key topics include:

• Fund due diligence
• Planning your portfolio
• Portfolio monitoring
• Regulation, legal agreements, terms and more

Format
In-person, London

Course overview:
The LP Foundation workshop develops the vital knowledge and skills needed to succeed as an investor in private equity and venture capital funds. Led by some of the industry's most respected practitioners, delegates gain the expertise to make more informed investments and manage a portfolio.

Key topics include:

• Setting up the model
• Scenario management
• Creating the working sheet/sub-models/outputs and more

Format
In-person, London

Course overview:
This course is designed to help delegates develop their understanding of accounting and Excel to create rigorous financial models, integrated balance sheets and cash flow forecasting models that work more efficiently, flexibly and effectively.

Key topics include:

• Concept of value creation
• What to do pre-deal and day 1–100
• Initiatives for short term cash generation
• Strategic actions and more

Other date(s)
18 October 2022

Format
In-person, London

Course overview:
Designed for experienced dealmakers looking to boost value creation, this one day course will help delegates discover how to capitalise on those crucial first 100 days after acquisition when investee companies are most receptive to change.

Key topics include:

• How digital can disrupt any business and how to assess a portfolio's digital health
• The technologies, services and business models reshaping today's markets
• Interpreting key insights and analytics
• How to implement effective digital business strategies and more

Other date(s)
January 2023

Format
In-person, London

Course overview:
As technology continues to rapidly transform the world, the digital health of a potential investment has never been so important. This course will ensure delegates know how to prepare their portfolio to seize digital opportunities and be resilient to disruptive technologies.

Key topics include:

• The purpose of due diligence
• What to focus on during vendor, commercial, financial and management due diligence
• Analysing the achievability of forecasts
• Risk management and more

Course overview:
This highly interactive course uses real case studies to help you conduct thorough due diligence exercises more efficiently. Delegates will learn exactly what to look for and how to analyse the information to make an informed decision.

Key topics include:

• The legal structure of transactions
• Warranties and indemnities
• Pricing and deal structuring
• Exits issues and more

Format
In-person, London

Course overview:
Presented by leading industry practitioners, this course provides delegates with a deeper understanding of the documentary processes, legalities and commercial issues surrounding private equity transactions and explores the most efficient ways to communicate with legal teams.

Key topics include:

• Terms, investment agreement and articles
• Loan agreements
• Tax and management incentives and more

Format
In-person, London

Course overview:
This course delivers an extensive overview of the documentary processes, legalities and commercial issues surrounding venture capital transactions and provides delegates with invaluable advice from some of the best VC lawyers in the field.

Key topics include:

• Defining and planning an effective negotiation
• Persuasion techniques
• Manage body language and more

Format
In-person, London

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.

Key topics include:

• Investor relations role in private equity
• Key concerns of LPs
• Relationship management and more

Format
In-person, London

Course overview:
This course focuses on the key issues in investor relations, examining what institutional investors really want and how to prepare for and execute successful fundraising. From reporting to communication, explore how to establish and maintain better investor relationships.