Foundation Course

With the launch of The Bribery Act 2011, it is now essential that all UK firms establish appropriate procedures to protect employees, agents and associated from falling foul of comprehensive anti-bribery and corruption legislation. This course has been written so that it is relevant not only to private equity firms, but also to the companies they invest in, and the service providers who support the industry

This in depth online programme provides employees at all levels with a full overview of anti-money laundering and anti-terrorist financing legislation. It is imperative that your firm is compliant with complex anti-money laundering legislation and that your staff are fully aware of their risks and responsibilities. Fees payable.

This programme provides an overview of the legislation and regulatory regimes that govern data protection primarily in the UK and key areas of the international landscape

The course will focus on the impact of ESG on the private equity and venture capital industry, its continued importance and provide practical guidance on how to integrate ESG strategy into the investment cycle. Industry experts will provide a comprehensive overview of the latest regulation including TCFD and SFDR, as well an update on ESG requirements and expectations from LPs. Learn how to mitigate ESG risks, seize opportunities and receive insight on the latest ESG measurement techniques and ways to intervene across all stages of the investment cycle.

This practical and interactive course will examine how funds are structured and investments are valued using case studies and subject matter experts on the latest legislation, industry trends and models

This is a practical and interactive course dedicated to FDs/CFOs of PE backed firms. The course will examine the fundamental skills expected of an FD including debt structuring, valuations and preparing for an exit using case studies, shared experiences and the latest technical requirements.

This course will develop understanding of accounting and Excel to create robust financial modelling skills that will deliver increased efficiency, flexibility and effectiveness. Key skills will be covered in the course such as scenario management techniques, switches and text wings to make models clear and flexible, and data validation to control inputs.

Many founders, entrepreneurs or C-suite directors build a strategy by intuition and instinct. This approach isn’t always bullet proof, viable, focused on risk, cohesive or well structure. In many situations it is not set out in a clear and cohesive way. Further, many dismiss embracing strategic concepts as being too theoretical or unnecessary or believe it’s all hyperbole. This programme de-mystifies strategy and equips leaders with a playbook to improve the shape of their business strategy. The course takes participants on a journey through key strategic concepts that are drawn from well-known authors and knits together a coherent narrative around creating and shaping a good strategy. Participants will receive a playbook and a set of tools that help them define, develop, refine, or re-shape the strategy for their business.

Managing an investment to exit is the final piece of the jigsaw in any investment lifecycle. This is where all the hard work can crystallise into a great return or where it can all go wrong. This one day course is aimed at investment directors considering an exit for the first time. It covers everything from what to consider to get the timing right to how to manage the exit process to maximise value. The course also utilises case studies to provide a road map of how to navigate the pitfalls that will come your way during an exit process.

This course looks at the impact of the loss or theft of sensitive or valuable information and how this can have a damaging impact on you and your organisation and your portfolio companies or indeed your investors.

The aim of this practical course is to enable participants to be more effective in their jobs by improving their understanding of the business, the roles of all of the players and how their work contributes to the success of the fund. It will help demystify terminology and jargon and includes reviews of the structure of funds, the investment process, how returns are generated, financing structure and fund reporting and administration.

This one day workshop allows participants to explore strategy, structuring and tax issues, LP and regulatory pressures, with a focus on terminology and jargon.

In recent years an increasing emphasis has been placed on investor reporting and maintaining a continuous relationship with investors and the role of investor relations has never been so important. As a result many private equity and venture capital firms have expanded their resources in this area. For this reason the BVCA has run an annual IR and fundraising course now for many years to equip team members with the skills they need to deliver what institutional investors want and learn how to prepare for and execute a fundraising.

KPI & Board Reporting course will help delegates understand how data, insight and KPIs are fundamental to enhanced value creation and discover best practice and core components of an informative board pack.

This course will develop your understanding of Leveraged Buyouts (LBOs) from a quantitative perspective, including the fundamentals behind LBOs and the processes involved in a successful deal. The fundamentals in structuring the transactions will be covered, including the choice of financial instruments, including equity, debt, or mezzanine finance. The inputs to the model will start from the operating cash flows of a business alongside some typical debt constraints, subject to a sensitivity analysis. The course will conclude with the analysis of the deal, using a value creation analysis at various exit valuations.

Presented by leading industry practitioners, this course will create a solid understanding of the documentary processes relating to private equity transactions, identifying commercial issues and producing clear instructions to lawyers

This course provides an overview for venture capital practitioners of the commercial issues covered in legal documentation.

Led by renowned industry practitioners where you will learn the core skills necessary to build your career as a Limited Partner within the private equity and venture capital industry. In addition to the technical and practical learnings you will also have the opportunity to forge invaluable new peer relationships.

Presented by leading industry practitioners, this course will create a solid understanding of the documentary processes relating to private equity transactions, identifying commercial issues and producing clear instructions to lawyers

This course is essential for industry professionals seeking to hone and develop their ability to drive value through effective strategic analysis and planning. In the current climate, a clear strategy and positioning is more important than ever in ensuring your investee companies reach their utmost potential. Just as important is knowing when and how to alter your strategy and scope in order to manage risk and create value.

This course will develop your understanding of corporate governance and the legal responsibilities of directors and serves as a useful introduction for those about to take up their first non-executive directors appointment

As a pa working in private equity or venture capital, you are in a position of immense responsibility supporting high-level directors and senior managers, and your performance plays a pivotal role on how well they are able to do theirs. It requires a proactive approach, understanding their needs and knowing how to manage your manager. This two day interactive and practical course focuses on the role of a PA or EA working in private equity and venture capital firms, why the PA or EA role is different when working in this sector, and how you can best support your manager. This course covers everything from influencing skills, assertiveness training, reading body language and setting objectives.

This course provides an overview of the life of a deal cycle, with the focus on Responsible Investment and the importance of it. Individuals will leave the course with an understanding of the value of monitoring responsible investment at each stage of a deal including pre deal.

An interactive digital workshop designed to introduce attendees to the digital technologies, services and business models disrupting today's markets. This course will help you to understand how to spot and harness digital opportunity and develop the building blocks for the implementation of digital business strategies.

This two and a half day course will provide participants with the core skills to negotiate agreements. The course is highly participative utilising a range of methodologies including discussion groups, role-plays and video analysis. The course is business focused utilising real business scenarios. Delegates will also have an opportunity to discuss and debate specific private equity negotiating situations.

The first 100 days after a private equity firm takes ownership of an asset are critical to long-term value creation. Numerous studies have shown that private equity firms have the greatest likelihood of initiating positive changes to a portfolio company immediately after the deal closes, when employees are the most receptive to change. Capitalising on this inflection point is essential for investment professionals working with management teams of portfolio companies.

This course provides an in-depth introduction to venture capital including structured case studies to demonstrate key issues, a day of legal agreements and an entrepreneur?s session, which employs role-play methods to run through every phase of a typical venture deal.