Private Equity Structuring, Modeling and Valuation
Private Equity Structuring, Modeling and Valuation
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, deal processes, and investment lifecycle stages.
Build financial models and apply valuation techniques using FCFF, WACC, and IRR metrics.
Evaluate private equity opportunities through due diligence, term sheets, and exit strategies.
Skills you'll gain
- Analysis
- Financial Modeling
- Investments
- Return On Investment
- Market Dynamics
- Depreciation
- Operations
- Working Capital
- Investment Management
- Performance Analysis
- Financial Analysis
- Private Equity
- Negotiation
- Decision Making
- Business Valuation
- Forecasting
- Environment
- Financial Forecasting
- Cash Flow Forecasting
- Financial Statement Analysis
Details to know
June 2026
28 assignments
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There are 7 modules in this course
Master the complete private equity investment process by learning how deals are structured, valued, modeled, negotiated, and executed in real-world investment environments. This course provides a comprehensive understanding of private equity fund operations, investment strategies, financial modeling, valuation methodologies, and performance analysis used by leading investment professionals.
The course begins with the foundations of private equity, introducing learners to fund structures, fee arrangements, return expectations, and deal structuring fundamentals. Learners will understand how private equity firms operate, create value, and generate returns for investors. As the course progresses, learners explore investment strategies, market dynamics, and value creation techniques used across venture capital, growth capital, leveraged buyouts, and other private equity investments. The course also examines fund structures, organizational roles, investment processes, and exit strategies to provide a complete view of private equity operations. A dedicated section focuses on negotiation dynamics, term sheets, investor rights, and post-investment monitoring. Learners will understand how transactions are negotiated, structured, and managed throughout the investment lifecycle. The course then transitions into financial modeling, where learners develop practical skills in working capital forecasting, depreciation modeling, cash flow analysis, and financial statement integration. Advanced valuation techniques including Free Cash Flow to the Firm (FCFF), Weighted Average Cost of Capital (WACC), Internal Rate of Return (IRR), and Comparable Company Analysis are applied to evaluate investment opportunities. The final module explores advanced valuation scenarios, investor protections, and deal provisions commonly encountered in private equity transactions. What makes this course unique is its end-to-end approach that integrates private equity theory, transaction structuring, financial modeling, valuation, and investment decision-making into one practical learning journey. By the end of the course, learners will be able to analyze private equity opportunities, build professional financial models, assess valuations, and contribute confidently to investment transactions and strategic financial decisions.
This module introduces the fundamental concepts of private equity, including fund structures, fee mechanisms, return expectations, and core deal structuring principles, enabling learners to build a strong conceptual foundation of private equity investments.
What's included
9 videos4 assignments
9 videosβ’Total 49 minutes
- What is Private Equityβ’7 minutes
- Private Equity Fundβ’9 minutes
- Fees in Private Equityβ’4 minutes
- Returns in Private Equityβ’4 minutes
- Deal Structuring- Pre & Post Moneyβ’8 minutes
- Deal Structuring- Preferred sharesβ’4 minutes
- Deal Structuring- Participating Preferred sharesβ’3 minutes
- Deal Structuring- Multiple Liquidation Preferenceβ’5 minutes
- Deal Structuring- Other Structuresβ’4 minutes
4 assignmentsβ’Total 60 minutes
- Graded - Foundations of Private Equityβ’30 minutes
- Introduction to Private Equity Ecosystemβ’10 minutes
- Returns and Investment Basicsβ’10 minutes
- Advanced Deal Structuresβ’10 minutes
This module explores private equity investment strategies, value creation approaches, financial engineering techniques, and deal execution fundamentals, providing insights into how firms identify and structure investment opportunities.
What's included
9 videos4 assignments
9 videosβ’Total 69 minutes
- Private Equity strategiesβ’12 minutes
- Private Equity investmentsβ’5 minutes
- Role of banks in Private Equityβ’8 minutes
- Value of private equity investmentsβ’9 minutes
- Private equity structuringβ’10 minutes
- Financial Engineeringβ’9 minutes
- Buy shares or assetsβ’4 minutes
- Private Placement Memorandumβ’7 minutes
- Fund Structure- Flow of Moneyβ’6 minutes
4 assignmentsβ’Total 60 minutes
- Graded - Investment Strategies and Market Dynamicsβ’30 minutes
- Strategies and Investment Approachesβ’10 minutes
- Valuation Mindset and Structuringβ’10 minutes
- Deal Execution Foundationsβ’10 minutes
This module covers private equity fund structures, organizational roles, and the complete investment process, from initial approach to exit strategies, providing a comprehensive understanding of fund operations.
What's included
9 videos4 assignments
9 videosβ’Total 70 minutes
- Fund Structure and organizationβ’6 minutes
- PE often use a fund structure β’5 minutes
- Investment Process- Approach the Private Equity Firmβ’7 minutes
- Investment Process- Approach the Private Equity Firm Continuesβ’6 minutes
- Investment Process- Inquiries and Negotiations β’9 minutes
- Investment Process- Due Diligence β’11 minutes
- Investment Process- Final Negotiation and Completion β’9 minutes
- Investment Process- Exit routesβ’12 minutes
- Fund Managers Perspective- Points to considerβ’6 minutes
4 assignmentsβ’Total 60 minutes
- Graded - Fund Structure and Organizationβ’30 minutes
- Fund Design and Organizationβ’10 minutes
- Investment Process Deep Diveβ’10 minutes
- Closing and Exit Strategiesβ’10 minutes
This module focuses on negotiation dynamics, term sheet structuring, post-investment monitoring, and financial modelling basics, equipping learners with skills to manage and optimize investments.
What's included
9 videos4 assignments
9 videosβ’Total 50 minutes
- Fund Managers Perspective- Bid-Ask spreadβ’4 minutes
- Relevance of term sheetβ’3 minutes
- Process to bridge Bid-ask gapβ’2 minutes
- Post investment performanceβ’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
4 assignmentsβ’Total 60 minutes
- Graded - Negotiation, Term Sheets, and Performanceβ’30 minutes
- Negotiation Dynamicsβ’10 minutes
- Post-Investment and Performanceβ’10 minutes
- Cost Structures and Planningβ’10 minutes
This module develops core financial modelling skills, including working capital forecasting, depreciation, financial statement integration, and cash flow analysis, essential for private equity valuation and decision-making.
What's included
9 videos4 assignments
9 videosβ’Total 70 minutes
- Working capital schedule- Projectingβ’9 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
4 assignmentsβ’Total 60 minutes
- Graded - Financial Modeling β Building the Core Modelβ’30 minutes
- Working Capital and Capex Planningβ’10 minutes
- Financial Statement Integrationβ’10 minutes
- Balance Sheet and Cash Flow Masteryβ’10 minutes
This module introduces valuation techniques and return analysis, including FCFF, WACC, IRR, and comparable company analysis, enabling learners to assess investment opportunities effectively.
What's included
9 videos4 assignments
9 videosβ’Total 64 minutes
- Debt schedule- Linkagesβ’8 minutes
- Calculation of FCFF and Betaβ’10 minutes
- Calculation of WACCβ’6 minutes
- Calculating the Equity Valueβ’5 minutes
- Preparing the Cap tableβ’7 minutes
- IRR analysisβ’6 minutes
- Comparable company analysisβ’6 minutes
- Term sheet- Capital structureβ’9 minutes
- Term sheet- Conditions and Covenantsβ’9 minutes
4 assignmentsβ’Total 60 minutes
- Graded - Valuation and Return Analysisβ’30 minutes
- Debt and Cost of Capitalβ’10 minutes
- Equity Valuation and Cap Tableβ’10 minutes
- Market-Based Valuationβ’10 minutes
This module focuses on advanced valuation concepts, investor rights, deal provisions, and scenario-based valuation techniques, enabling learners to apply sophisticated analytical approaches in private equity.
What's included
10 videos4 assignments
10 videosβ’Total 82 minutes
- Term sheet- Drag and tag along rightsβ’6 minutes
- Term sheet- Other terms and provisionsβ’7 minutes
- Introduction to Private Company Valuationβ’9 minutes
- Stock Specific Factorsβ’5 minutes
- Uses of Pvt Company Valuationβ’9 minutes
- Types of Valuesβ’9 minutes
- Adjustments in Private Valuationβ’12 minutes
- Modelling Synergies Aspectsβ’7 minutes
- FCFF Calculationβ’8 minutes
- Scenarios Valuationβ’13 minutes
4 assignmentsβ’Total 60 minutes
- Graded - Advanced Valuation and Deal Termsβ’30 minutes
- Investor Rights and Deal Termsβ’10 minutes
- Valuation Frameworks and Adjustmentsβ’10 minutes
- Advanced Valuation Applicationsβ’10 minutes
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