VOOZH about

URL: https://www.coursera.org/learn/private-equity-funds-financial-modeling

⇱ Private Equity Funds and Financial Modeling | Coursera


Private Equity Funds and Financial Modeling

Ends soon! Keep adding new skills with 10,000+ programs for $239 (usually $399). Save now.

Private Equity Funds and Financial Modeling

Included with

β€’

Learn more

Gain insight into a topic and learn the fundamentals.
1 week to complete
at 10 hours a week
Flexible schedule
Learn at your own pace

Gain insight into a topic and learn the fundamentals.
1 week to complete
at 10 hours a week
Flexible schedule
Learn at your own pace

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.

Details to know

Shareable certificate

Add to your LinkedIn profile

Recently updated!

June 2026

Assessments

20 assignments

Taught in English

Build your subject-matter expertise

This course is part of the Private Equity Valuation & Modeling Specialization
When you enroll in this course, you'll also be enrolled in this Specialization.
  • Learn new concepts from industry experts
  • Gain a foundational understanding of a subject or tool
  • Develop job-relevant skills with hands-on projects
  • Earn a shareable career certificate

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 decisionsβ€”skills 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

Earn a career certificate

Add this credential to your LinkedIn profile, resume, or CV. Share it on social media and in your performance review.

Instructor

EDUCBA
1,663 Coursesβ€’338,914 learners

Explore more from Leadership and Management

Why people choose Coursera for their career

πŸ‘ Image

Felipe M.

Learner since 2018
"To be able to take courses at my own pace and rhythm has been an amazing experience. I can learn whenever it fits my schedule and mood."
πŸ‘ Image

Jennifer J.

Learner since 2020
"I directly applied the concepts and skills I learned from my courses to an exciting new project at work."
πŸ‘ Image

Larry W.

Learner since 2021
"When I need courses on topics that my university doesn't offer, Coursera is one of the best places to go."
πŸ‘ Image

Chaitanya A.

"Learning isn't just about being better at your job: it's so much more than that. Coursera allows me to learn without limits."

Frequently asked questions

To access the course materials, assignments and to earn a Certificate, you will need to purchase the Certificate experience when you enroll in a course. You can try a Free Trial instead, or apply for Financial Aid. The course may offer 'Full Course, No Certificate' instead. This option lets you see all course materials, submit required assessments, and get a final grade. This also means that you will not be able to purchase a Certificate experience.

When you enroll in the course, you get access to all of the courses in the Specialization, and you earn a certificate when you complete the work. Your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile.

Yes. In select learning programs, you can apply for financial aid or a scholarship if you can’t afford the enrollment fee. If fin aid or scholarship is available for your learning program selection, you’ll find a link to apply on the description page.

Financial aid available,