Private Equity Funds and Financial Modeling
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Private Equity Funds and Financial Modeling
This course is part of Private Equity Valuation & Modeling Specialization
Instructor: EDUCBA
Included with
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What you'll learn
Analyze private equity fund structures, investment vehicles, and legal agreement frameworks.
Build integrated financial models including revenue, costs, working capital, and financial statements.
Evaluate fund performance, carried interest, and investment outcomes using PE metrics.
Skills you'll gain
Details to know
June 2026
20 assignments
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There are 5 modules in this course
Master the essential concepts of private equity and develop the practical financial modeling skills used by investment professionals to evaluate investments and fund performance. This course provides a structured learning path that combines private equity fund mechanics, legal frameworks, investment structures, and advanced financial modeling into one comprehensive program.
The course begins with the foundations of private equity, introducing key industry participants, fund structures, fee arrangements, and the evolution of private equity investing. Learners will develop a strong understanding of how private equity funds operate and create value for investors. As the course progresses, learners explore fund structures and investment vehicles in greater depth. Topics include capital commitments, distribution waterfalls, carried interest, investor return mechanisms, and the financial structures that govern private equity investments. Learners will also gain insight into the fundraising process, fund operations, governance practices, and the complete private equity fund lifecycle. The course then transitions into practical financial modeling, where learners build integrated models used in real-world investment analysis. Topics include revenue forecasting, cost modeling, working capital analysis, depreciation and amortization schedules, debt modeling, and complete financial statement integration. What makes this course unique is its seamless integration of private equity theory with hands-on financial modeling techniques. By the end of the course, learners will be able to evaluate private equity fund structures, interpret investment agreements, construct robust financial models, analyze investment opportunities, and make informed financial decisionsβskills highly valued in private equity, investment banking, and corporate finance careers.
This module introduces the core concepts of Private Equity, including its structure, key participants, historical evolution, and fee mechanisms, enabling learners to build a strong foundational understanding of how PE investments operate.
What's included
9 videos4 assignments
9 videosβ’Total 66 minutes
- Introduction to Private Equityβ’6 minutes
- Features and History of PEβ’6 minutes
- Successful PEs of Worldβ’9 minutes
- Fee Structureβ’12 minutes
- Fee Structure Continuesβ’10 minutes
- PE Fund Structureβ’5 minutes
- Investment Fundβ’8 minutes
- General Partnerβ’5 minutes
- Parallel Fundsβ’4 minutes
4 assignmentsβ’Total 60 minutes
- Understanding the PE Landscapeβ’10 minutes
- Decoding Fee Structuresβ’10 minutes
- Core Investment Entitiesβ’10 minutes
- Graded - Foundations of Private Equityβ’30 minutes
What's included
9 videos4 assignments
9 videosβ’Total 50 minutes
- Alternative Investment Vehiclesβ’4 minutes
- Feeder Fundsβ’3 minutes
- Co-Investment Vehiclesβ’3 minutes
- Capital Commitmentsβ’5 minutes
- Recycling of Capital Commitmentsβ’7 minutes
- Distribution Waterfallsβ’6 minutes
- Carried Interest and Catch upβ’9 minutes
- Clawbackβ’3 minutes
- Fund Feesβ’9 minutes
4 assignmentsβ’Total 60 minutes
- Exploring Investment Vehiclesβ’10 minutes
- Capital Commitment Mechanicsβ’10 minutes
- Profit Sharing & Investor Returnsβ’10 minutes
- Graded - Fund Structures & Investment Vehiclesβ’30 minutes
This module focuses on the operational lifecycle of private equity funds, including fundraising, cost management, fund governance, and lifecycle stages from inception to exit.
What's included
9 videos4 assignments
9 videosβ’Total 59 minutes
- Fund Fees Continueβ’5 minutes
- Fund Expensesβ’5 minutes
- Fund Marketingβ’6 minutes
- Placement Agentsβ’4 minutes
- Fund Closingβ’4 minutes
- Fund Termβ’6 minutes
- Fund Term Continueβ’11 minutes
- Important Legal Documentβ’13 minutes
- Fund Partnership or Operating Agreementβ’6 minutes
4 assignmentsβ’Total 60 minutes
- Managing Costs & Expensesβ’10 minutes
- Raising and Closing Fundsβ’10 minutes
- Fund Duration & Governanceβ’10 minutes
- Graded - Fund Operations & Lifecycleβ’30 minutes
This module covers the legal documentation governing private equity funds and introduces the fundamentals of financial modeling, including revenue, cost structures, and working capital analysis.
What's included
9 videos4 assignments
9 videosβ’Total 53 minutes
- Subscription Agreement and Investor Questionnaireβ’2 minutes
- Side Lettersβ’2 minutes
- Investor Management Agreementβ’4 minutes
- Introduction to Financial Modellingβ’9 minutes
- Revenue Build up sheetβ’9 minutes
- Cost Sheet- Direct Costsβ’8 minutes
- Cost Sheet- Indirect Costsβ’4 minutes
- Working capital schedule- Historical ratiosβ’6 minutes
- Working capital schedule- Projectingβ’9 minutes
4 assignmentsβ’Total 60 minutes
- Investor Agreements & Rightsβ’10 minutes
- Introduction to Financial Modelingβ’10 minutes
- Building Cost & Working Capital Modelsβ’10 minutes
- Graded - Legal Framework & Financial Modeling Basicsβ’30 minutes
This module advances financial modeling skills by integrating depreciation, amortization, financial statements, and debt schedules to build comprehensive and dynamic financial models.
What's included
9 videos4 assignments
9 videosβ’Total 70 minutes
- Depreciation schedule- Capital expendituresβ’10 minutes
- Depreciation schedule- Forecast depreciationβ’9 minutes
- Depreciation schedule- Linkagesβ’7 minutes
- Amortization scheduleβ’12 minutes
- Completing the Income statementβ’5 minutes
- Shareholders equity scheduleβ’3 minutes
- Completing the Balance sheet and Cash flowβ’8 minutes
- Debt schedule- Calculate the cash available for debtβ’9 minutes
- Debt schedule- Linkagesβ’8 minutes
4 assignmentsβ’Total 60 minutes
- Asset & Depreciation Modelingβ’10 minutes
- Financial Statements Constructionβ’10 minutes
- Final Model Integration & Debt Analysisβ’10 minutes
- Graded - Advanced Financial Modeling & Statementsβ’30 minutes
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