Course Level: Intermediate

Growth Equity Investing

Growth equity strategy. Minority investing, growth metrics, and scaling companies.
Asset Allocation & Multi-Asset

Strategic and tactical allocation. Multi-asset strategies, rebalancing, and liability-driven.
PE Portfolio Management

Manage PE portfolio. Board governance, portfolio monitoring, and add-on acquisitions.
PE Exit Planning & Execution

Plan and execute PE exits. Sell-side preparation, dual-track processes, and IPO readiness.
PE Sector Specialization

Sector-focused PE. Healthcare, tech, industrials, and consumer sector investing.
M&A Advisory Process

M&A advisory from pitch to close. Sell-side, buy-side, and cross-border transactions.
Equity Capital Markets (ECM)

Equity offerings. IPOs, follow-ons, convertibles, and equity-linked products.
Term Sheet Negotiation

Negotiate term sheets. Valuation, liquidation preferences, and protective provisions.
Portfolio Support & Value Add

Support portfolio companies. Board membership, talent networks, and operational support.
Sector-Focused VC Investing

Sector thesis investing. Deep tech, climate, health, and vertical-focused VC strategy.