Master track record and value creation models
Our private equity workshops are crash courses that help finance and investor relations teams start building models that make fund managers look good and convince limited partners to invest.
1
WORKSHOP RESOURCES
Immediately access presentation deck, Excel templates, and pre-recorded video content.
2
WORKSHOP PRESENTATION
Introduce the team to core concepts with an online, interactive presentation and Q&A.
3
FOLLOW-UP CONSULTING
Help teams optimize and troubleshoot models with scheduled follow-up consultations.
Decoding Value Creation
This workshop helps buyout, growth, and venture funds optimize portfolio company performance metrics to improve the perception of investment manager skill and build value creation models tell compelling and credible stories about how they create value in private equity deals.
1
Workshop Resources
Presentation deck, Microsoft Excel templates, and pre-recorded content plus three annual Analyst Edition licenses (valued at $540 USD).
2
Workshop Presentation
Finance or investor relations teams participate in an interactive online presentation, usually lasting about 60-minutes with Q&A.
3
Follow-up Consulting
After the presentation, schedule up to two hours of follow-up consultation to help optimize or trouble shoot value creation models.
Topics covered in the workshop
Using the Right Numbers
Maximize your apparent skill as an investor and operator by sending the right portfolio company financial metrics to prospective Limited Partners.
Normalizing Leverage
Precisely quantify gains or losses from amplifying equity returns with debt, de-levering capital structures, and using equity to fund growth initiatives.
Understanding the Hierarchy
Design robust value creation models that reliably measure how equity returns come from movements in underlying portfolio company financials and broader market metrics.
Measuring Manager Value-Add
Calculate equity returns driven by improving market share, EBITDA margins, quality of revenue or earnings, and cash management, as well as equity structuring mechanics.
Transforming Return Measurments
Convert any absolute ($) value driver into capital- or time-dependent measurements like times money value creation, equity return multipliers, or value creation IRRs.
Properly Adjusting for M&A
Incorporate add-on acquisitions, asset sales and purchases, support equity investments, dividend recapitalizations, and other financing and M&A activities into value creation models.