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Corporate Finance Training

The fundamentals of private equity

This training offers a comprehensive introduction to the functioning of private equity, from fundraising to the exit of investments. You will discover the different segments of private equity (venture capital, growth, LBO), valuation mechanisms, the key stages of a transaction, and the role of the various players (GP, LP, advisors, banks). Ideal for professionals wishing to understand the financial and strategic logic behind unlisted investments, whether to join a fund, work in M&A, corporate finance, or in a strategy department.

IN-PERSON OR REMOTE CLASS

Duration

2 days

Additional activity

Remote

1,850 € VAT excluded

VAT exemption according to article 261-4-4° of the French Tax Code

Reference

FPE-185

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(*) As a training organization, Finance Tutoring benefits from a VAT exemption under Article 261-4-4° of the French General Tax Code (CGI).

Training Description

Fundamentals of Private Equity

2-day intensive training (14 hours) – Theoretical approach and concrete practical case studies

◆ Private Equity Certification ◆

The Private Equity training allows you to acquire an in-depth understanding of unlisted capital investment mechanisms and company valuation. A comprehensive training combining theory and practice to master the fundamentals of private equity and its different strategies.

◉ Current Context

In an environment of low interest rates and a search for increased performance, this training addresses key challenges:

  • ► Diversification of investment portfolios
  • ► Constant evolution of valuation methods
  • ► Understanding unlisted capital investment mechanisms
  • ► Performance analysis and fund lifecycles

Pedagogical Content

1. Fundamentals and Ecosystem

  • Private Equity vs Equity market
  • Investment fund structure
  • Cost of capital vs cost of debt
  • Types of participation (minority/majority)
  • Key market players

2. Investment Process

  • Pre-investment phase and due diligence
  • Valuation methods and multiples
  • Complex financial arrangements
  • Shareholders' agreement and essential clauses
  • Exit strategies

3. Performance and Indicators

  • Lifecycle of a Private Equity fund
  • Remuneration methods (carried interest)
  • Key ratios: DPI, RVPI, PIC
  • Waterfall mechanisms and hurdle rate
  • Monitoring and evaluation of investments

Training Objectives

  • Understand the Private Equity ecosystem
  • Master the steps of an investment process
  • Analyze business plans and valuations
  • Evaluate fund performance
  • Structure suitable financial arrangements
  • Calculate key performance indicators
  • Identify the best exit strategies
  • Optimize the LP/GP relationship

Target Audience

Concrete Benefits by Profession

◉ Investment Managers

Refine your analysis and valuation skills:

  • ► Advanced techniques in financial due diligence
  • ► Optimization of investment structures
  • ► Maximizing portfolio value

◉ Financial Directors

Master the challenges of fundraising and its impact on your company:

  • ► Understand investor expectations
  • ► Prepare your company for the entry of a fund
  • ► Effectively negotiate investment terms

◉ Investment Bankers

Strengthen your expertise in transactional advisory:

  • ► Improve your skills in structuring operations
  • ► Better advise your clients on valuations
  • ► Anticipate the expectations of investment funds

◉ Finance Students

Acquire differentiating skills for your career:

  • ► Mastery of specific concepts and vocabulary
  • ► In-depth knowledge of the ecosystem
  • ► Immediately valuable practical skills

◉ Entrepreneurs

Effectively prepare your fundraising:

  • ► Understand investor logic
  • ► Structure a convincing business plan
  • ► Master the legal and financial aspects

◉ In-person/Distancelearning ◉ Training materials provided ◉ Training certificate ◉ Real practical case studies

Frequently Asked Questions

1. What are the prerequisites for this training? +

A basic understanding of corporate finance is recommended but not mandatory. The training is designed to make complex private equity concepts accessible through a progressive approach and concrete examples. Notions of accounting and financial analysis facilitate learning.

2. Is this training suitable for entrepreneurs seeking funding? +

Absolutely. The training has been specifically designed to allow entrepreneurs to understand the logic of capital investors. You will learn how to structure your business plan according to their expectations, anticipate critical questions during due diligence, and effectively negotiate investment terms to protect your interests.

3. What types of pedagogical materials are provided? +

You will receive comprehensive course materials (PDF + slides), Excel templates for financial analysis and valuation, examples of shareholders' agreements, as well as access to an online platform with additional resources (case studies, document templates, explanatory videos, and self-assessment quizzes).

4. Does the training lead to a certification? +

Yes, a private equity certification is awarded upon completion of the training, after validation of a practical case study. This certification attests to your mastery of the fundamental concepts of private equity and is a valuable asset in your professional career, particularly with players in the financial sector.

5. Can the training be done remotely? +

Absolutely. The training can be completed entirely online via our interactive video conferencing platform. You will benefit from the same interactions with the trainer, virtual sub-group work, and all pedagogical materials. Our methodology has been specially adapted to ensure an optimal distance learning experience.

Training Program

The fundamentals of private equity

I. Definition, characteristics and ecosystem of Private Equity

  • Definition and main characteristics of Private Equity
  • Private Equity vs Equity market: key differences
  • Role and cost of a capital increase: cost of capital vs cost of debt
  • Leverage effect: understanding its impact
  • Minority vs majority stake
  • Active vs passive participation

II. The Private Equity ecosystem

  • Start-ups, developing companies, mature companies
  • Types of players:
    • Management company vs investment fund
    • FCP vs SCR (French Innovation Investment Funds)
    • LP (limited partners) and GP (general partners)
    • Venture Capital, Growth Capital and LBO funds
  • The daily work of an investment manager

Practical Case:

  • Analysis of a venture capital fund prospectus

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