This course focuses on building the foundations for effective investor relations and fundraising with institutional investors. It is ideal for professionals new to their investor relations role, embarking on their first fundraising or looking to move into an IR or fundraising role. Discover what institutional investors really want, directly from Limited Partners. From reporting to communication, explore how to establish and maintain better investor relationships. Learn how to prepare for and execute successful fundraising, directly from fundraising experts.
View the course agenda
Key topics include
- The investor relations role in private equity
- Key concerns of Limited Partners
- LP reporting and communication
- The fundraising process
- Secondaries in private equity
- Legal considerations and more
What will delegates take away?
- An understanding of what Limited Partners want
- The ability to engage and manage LP relationships
- Foundational knowledge of reporting and transparency
- What an effective fundraising looks like
Cat Kipling has spent her whole career in and around private equity. Today she helps private markets professionals to speak better, from across the table pitching to conference-style presentations. Given today's in-person/hybrid/online setting, Cat helps her clients to deliver the best version of themselves whatever the format. Prior to founding Just So Speaking...
100% of attendees would recommend this course to a colleague
This course is CPD accredited by the CPD Certification Service for 6.5 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.
Professionals working in investor relations, communications or fundraising
25 - 30 people