Training Course on Venture Capital and Private Equity

Training Course on Venture Capital and Private Equity

Introduction

In today’s fast-paced financial landscape, venture capital (VC) and private equity (PE) play a crucial role in funding innovation, scaling businesses, and driving economic growth. Whether you are an entrepreneur seeking investment, an investor evaluating deals, or a finance professional navigating capital markets, understanding the intricacies of VC and PE is essential for making informed decisions. This comprehensive Training Course on Venture Capital and Private Equity equips participants with in-depth knowledge of investment strategies, deal structuring, due diligence, valuation methodologies, and exit strategies to successfully engage in the funding ecosystem.

Through real-world case studies, hands-on financial modeling, and expert insights, participants will learn how venture capitalists and private equity investors assess opportunities, structure transactions, and create value in startups and established businesses. Whether you are looking to raise capital, invest in high-growth ventures, or manage an investment portfolio, this course provides the skills and frameworks needed to thrive in the dynamic world of VC and PE.

 

Course duration

5 Days

Course Objectives

1.     Understand the fundamentals of venture capital and private equity.

2.    Identify key investment trends and emerging funding opportunities.

3.    Master deal structuring and term sheet negotiations.

4.   Evaluate startups and businesses using financial modeling and valuation techniques.

5.    Conduct effective due diligence to assess risk and investment potential.

6.    Analyze different funding stages, from seed to growth capital.

7.    Explore strategies for portfolio diversification and risk mitigation.

8.    Navigate regulatory and legal considerations in venture capital and private equity.

9.    Develop exit strategies, including IPOs, M&A, and secondary buyouts.

10Understand the role of ESG and impact investing in modern VC and PE.

11Learn how to build relationships with investors and raise capital.

12Examine the differences between VC, PE, hedge funds, and other investment vehicles.

13Gain insights into global investment landscapes and cross-border transactions.

 

Organizational Benefits

1.      Access to high-growth investment opportunities

2.      Enhanced capital allocation and portfolio management strategies

3.      Stronger financial due diligence and risk assessment capabilities

4.      Improved deal structuring and negotiation outcomes

5.      Greater understanding of investor relations and fundraising

6.      Increased efficiency in managing investment cycles and exits

7.      Stronger compliance with financial regulations and corporate governance

8.      Expanded network within the venture capital and private equity industry

9.      Enhanced ability to scale businesses through strategic investments

10.  Competitive advantage in navigating emerging financial trends

Target Participants

1.      Entrepreneurs & Startup Founders

2.      Venture Capitalists & Private Equity Professionals

3.      Investment Bankers & Financial Analysts

4.      Corporate Finance Executives & CFOs

5.      Angel Investors & High-Net-Worth Individuals

6.      Legal & Compliance Professionals in Financial Services

7.      Business Development & Strategy Executives

8.      University Researchers & Students in Finance and Investment

 

Course Outline

Module 1: Introduction to Venture Capital & Private Equity

• Key differences between VC and PE investment strategies
• The role of VC and PE in business growth and innovation
• Case study: How Sequoia Capital helped scale Airbnb
• Understanding investor expectations and return models
• Workshop: Identifying high-potential investment opportunities

Module 2: The Startup & Growth Funding Lifecycle

• Stages of funding: Seed, Series A, B, C, and late-stage investment
• When to seek VC vs. PE funding
• Case study: The funding journey of Uber and its investors
• Common challenges in securing early-stage investments
• Group exercise: Structuring a startup’s fundraising roadmap

Module 3: Financial Modeling & Valuation for Investments

• Key valuation methods: DCF, multiples, and precedent transactions
• Understanding pre-money and post-money valuation concepts
• Case study: How venture capitalists valued Stripe
• Hands-on exercise: Building a startup valuation model
• Negotiating valuations and equity dilution

Module 4: Due Diligence & Risk Assessment

• Legal, financial, and operational due diligence in VC and PE
• Red flags and deal-breakers in investment decisions
• Case study: The WeWork valuation collapse – Lessons from due diligence failures
• Best practices for assessing business models and growth potential
• Interactive session: Conducting a mock due diligence process

Module 5: Term Sheets & Deal Structuring

• Understanding term sheets: Key clauses and investor protections
• Convertible notes, SAFE agreements, and preferred stock structures
• Case study: How SoftBank structured its Vision Fund deals
• Negotiation tactics for founders and investors
• Role-playing exercise: Structuring and negotiating an investment deal

Module 6: Exit Strategies in Venture Capital & Private Equity

• Common exit routes: IPOs, acquisitions, secondary sales
• Case study: The IPO journey of Alibaba and investor returns
• Timing and execution of successful exits
• Risks associated with exits and liquidity events
• Workshop: Developing an exit strategy for a portfolio company

Module 7: Private Equity Buyouts & Leveraged Financing

• Types of PE buyouts: Management buyouts (MBOs) vs. leveraged buyouts (LBOs)
• Debt financing strategies in private equity transactions
• Case study: The Blackstone acquisition of Hilton Hotels
• Impact of PE ownership on business operations
• Practical session: Structuring a leveraged buyout model

Module 8: ESG & Impact Investing in Private Equity & VC

• The rise of Environmental, Social, and Governance (ESG) investing
• Case study: How ESG-focused funds drive impact and returns
• Sustainable investment strategies for long-term value
• Evaluating ESG risks in VC and PE investments
• Panel discussion: The future of responsible investing

Module 9: Cross-Border Investment & Global Capital Trends

• Challenges and opportunities in international investments
• Case study: The role of sovereign wealth funds in global PE
• Understanding currency risks and regulatory hurdles
• Navigating geopolitical risks in cross-border deals
• Workshop: Structuring a cross-border investment deal

Module 10: Fundraising & Investor Relations

• Building a compelling pitch for investors
• Case study: How venture funds raise capital from LPs
• Investor due diligence: What LPs look for in a fund
• Effective networking strategies in the VC and PE ecosystem
• Group exercise: Crafting and delivering an investor pitch

Training Methodology

This course employs a participatory and hands-on approach to ensure practical learning, including:

• Interactive lectures and presentations.
• Group discussions and brainstorming sessions.
• Hands-on exercises using real-world datasets.
• Role-playing and scenario-based simulations.
• Analysis of case studies to bridge theory and practice.
• Peer-to-peer learning and networking.
• Expert-led Q&A sessions.
• Continuous feedback and personalized guidance.

Register as a group from 3 participants for a Discount

Send us an email: info@datastatresearch.org or call +254724527104 

Certification

Upon successful completion of this training, participants will be issued with a globally- recognized certificate.

Tailor-Made Course