Course overview
This two-day introductory course provides a clear and practical overview of the private equity and venture capital industry. Participants will gain a stronger understanding of how the sector operates, the roles of key stakeholders, and how their work contributes to the success of the business. The programme demystifies industry terminology and covers core topics including the structure of funds, the investment process, how returns are generated, fund reporting and administration.
Key topics include
- Lifecycle of a company
- Venture capital, growth capital, buyouts, leveraged buyouts, turnarounds
- Overview of the market
- Fundraising, the size of the market, returns
- Private equity and the stakeholders
- Limited partnerships
- GPs, LPs, lifecycle of a fund
- Fee structure
- Fund information
- Setting up a private equity fund
- Carried interest
- Fundraising process
- Marketing
- Key documentation
- Value creation
- Revenue growth
- Overhead reductions
- Strategies
- Monitoring and managing investments
- Boards
- GP/Management team relationships
- KPIs and reporting
- Venture Capital
- Multiple stages of venture deals
- Start-ups
- Development capital
- Risk and returns
- Growth equity
- Creating value
- Equity targets and growth
- Investment process
- Minority shareholding
- Buyout equity
- LBOs
- Management teams
- Types of buyout transactions
What will delegates take away?
- Industry Overview
Gain a clear understanding of the private equity and venture capital landscape, including key stakeholders, structures and terminology. - Core Concepts Demystified
Learn how funds are structured, how investments are made, and how returns are generated. - Practical Insight
Understand the investment process from fundraising to exit, including reporting and administration. - Confidence in Communication
Build fluency in industry language to engage more effectively with colleagues, clients and stakeholders.
Benefits to employers
- Faster Onboarding
Accelerate the integration of new joiners and support staff with a structured, high-level introduction to the industry. - Improved Collaboration
Equip teams with a shared understanding of PE and VC fundamentals, enhancing cross-functional communication. - Stronger Business Support
Enable non-investment professionals to better understand how their roles contribute to the firm's success.
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.
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.
Course testimonial
The course provided a great mix of theory, real-world case studies and interactive discussions with other professionals in the industry making it a truly valuable learning experience.
CPD accreditation
This course is CPD accredited by the CPD Certification Service for 12 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.
