Private Equity Investment and Value Creation Course

Name: Private Equity Investment and Value Creation Course
Availability: InStock

Build a private equity investment case from fund structure and deal screening through valuation, value creation, monitoring, and exit analysis.

At a glance

Duration: 5 days
Format: Classroom
Cities: Doha, Istanbul, Marbella, Vienna, Kuwait, Cairo and more
Next session: 12 – 16 October 2026
Average fee: 5,800 €

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Private Equity Investment and Value Creation Course

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Overview

Private Equity Investment and Value Creation Course is a five-day foundation course for investment analysts, corporate finance professionals, fund operations staff, transaction support teams, and finance managers, who leave with a Private Equity Investment Case. The course connects fund structures, fundraising, deal screening, due diligence, valuation, transaction terms, portfolio governance, value creation, monitoring, and exit analysis in one decision process. Agile Leaders Training Center provides foundation training in private equity investment and value creation.

Who Should Attend

Investment functions responsible for screening private company opportunities
Corporate finance functions responsible for valuation and transaction analysis
Fund operations functions responsible for commitments, records, and reporting
Transaction support functions responsible for due diligence coordination
Finance management functions responsible for investment cases and monitoring
Portfolio support functions responsible for governance and value initiatives

The course assumes participants already work with financial statements, business plans, or investment information and leaves out advanced fund administration, legal drafting, and country-specific regulation.

Departments and Industries

The course supports departments that analyze, finance, execute, monitor, or govern private investments across financial and operating sectors.

Private equity and private markets investment teams
Banking, corporate finance, and transaction advisory functions
Fund operations, reporting, and investor-relations departments
Portfolio-company strategy, finance, and operations teams
Family offices, holding companies, and institutional investment functions
Professional services and industrial corporate-development teams

Learning Objectives

By the end of this course, participants will be able to:

Apply a private equity fund lifecycle map to financing decisions
Use deal sourcing and screening criteria to prioritize opportunities
Analyze commercial, financial, and operational due diligence evidence
Build valuation ranges and compare transaction structures
Evaluate portfolio governance, value creation, and monitoring plans
Develop an integrated investment committee case and exit analysis

Course Agenda

Day 1: Fund Structure and Investment Context

Private Equity Fund Lifecycle Map
General Partner and Limited Partner Role Matrix
Fundraising and Capital Commitment Flow
Management Fee and Carried Interest Model
Investment Mandate and Target Profile Canvas

Day 2: Deal Sourcing and Due Diligence

Deal Origination Pipeline Board
Opportunity Screening Scorecard
Commercial Due Diligence Question Map
Financial Due Diligence Evidence Schedule
Operational and Governance Risk Register

Day 3: Valuation and Transaction Structure

Comparable Company Valuation Range
Discounted Cash Flow Assumption Sheet
Entry Price and Return Driver Bridge
Debt and Equity Structure Scenario
Investment Committee Decision Memo

Day 4: Ownership and Value Creation

Portfolio Governance Responsibility Matrix
Operational Value Creation Plan
Strategic Initiative Prioritization Grid
Portfolio Performance Monitoring Dashboard
Exit Route and Timing Analysis

Day 5: Private Equity Investment Practice

Exercise: Fund Structure and Commitment Review
Exercise: Deal Screening and Due Diligence Assessment
Exercise: Valuation and Transaction Structure Comparison
Exercise: Value Creation and Exit Scenario Review
Capstone Exercise: Private Equity Investment Case

Practical Exercises

The course includes the following suggested activities:

Suggested activity: map fund participants, commitments, fees, incentives, and investment stages into one lifecycle view.
Suggested activity: screen a target and organize commercial, financial, operational, and governance evidence in a due diligence plan.
Suggested activity: compare valuation ranges, capital structures, return drivers, and exit routes under alternative assumptions.
Suggested activity: assemble a committee memo, value creation plan, monitoring dashboard, and exit analysis into an investment case.

FAQs

Who suits the private equity investment course, and what does it assume?

The course suits investment, corporate finance, fund operations, transaction support, and portfolio functions and assumes workplace exposure to financial statements, business plans, or investment information.

How does private equity investment training differ from advanced leveraged buyout modeling?

Private equity investment training covers the full fund and deal lifecycle at foundation level, while advanced leveraged buyout modeling concentrates on detailed debt schedules, model mechanics, and return sensitivities.

What creates value in a private equity investment?

Private equity value can come from strategic repositioning, revenue improvement, operating efficiency, governance, capital structure, acquisitions, and exit execution, with each initiative linked to evidence and monitored results.

How is due diligence used in private equity deals?

Due diligence tests commercial, financial, operational, governance, and transaction assumptions so decision makers can identify risks, validate the investment thesis, and define required actions.

How are private equity exit routes compared?

Exit routes are compared by buyer type, timing, readiness, market conditions, execution risk, proceeds, and their effect on the investment case and expected returns.

Conclusion

Participants take back a Private Equity Investment Case containing a fund lifecycle map, screening scorecard, due diligence plan, valuation range, transaction structure, committee memo, value plan, monitoring dashboard, and exit analysis. The case connects financing, investment selection, ownership actions, and returns in one decision record. It gives teams a working basis for reviewing opportunities and tracking portfolio priorities.

credits: 5 credit per day

Course Mode: full-time

Provider: Agile Leaders Training Center

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Showing 61-74 of 74 events

Location	Dates	Duration	Mode	Price
Baku	Week 34, 2027 23 – 27 August 2027	5 Days	Onsite	€5,000
Berlin	Week 34, 2027 23 – 27 August 2027	5 Days	Onsite	€5,700
Trabzon	Week 34, 2027 29 August – 2 September 2027	5 Days	Onsite	€6,800
Johannesburg	Week 35, 2027 5 – 9 September 2027	5 Days	Onsite	€4,500
Cairo	Week 36, 2027 6 – 10 September 2027	5 Days	Onsite	€4,100
Manama	Week 36, 2027 12 – 16 September 2027	5 Days	Onsite	€4,700
Dubai	Week 37, 2027 13 – 17 September 2027	5 Days	Onsite	€4,500
Amsterdam	Week 38, 2027 20 – 24 September 2027	5 Days	Onsite	€5,700
Athens	Week 38, 2027 20 – 24 September 2027	5 Days	Onsite	€6,700
Barcelona	Week 39, 2027 27 September – 1 October 2027	5 Days	Onsite	€5,700
San Diego	Week 39, 2027 27 September – 1 October 2027	5 Days	Onsite	€14,000
Montreux	Week 40, 2027 4 – 8 October 2027	5 Days	Onsite	€7,500
London	Week 41, 2027 11 – 15 October 2027	5 Days	Onsite	€5,700
Jakarta	Week 41, 2027 11 – 15 October 2027	5 Days	Onsite	€5,700

Frequently asked questions

What does this course cover?

OverviewPrivate Equity Investment and Value Creation Course is a five-day foundation course for investment analysts, corporate finance professionals, fund operations staff, transaction support teams, and finance managers, who leave with a Private Equity Investment Case. The course connects fund structures, fundraising, deal screening, due diligence, valua…

Are training dates available?

Yes. Available dates and destinations are listed in the course dates section on this page.

How can I register?

Choose an available date on this page and complete the registration form, or send a programme enquiry.

Can I download the course brochure?

Yes. Use the brochure download link provided on this page.

Private Equity Investment and Value Creation Course