Private Equity Valuation, Modeling and Deal Structuring
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Private Equity Valuation, Modeling and Deal Structuring
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 strategies, and deal execution processes.
Build financial models using revenue forecasts, cost analysis, DCF, and WACC methods.
Evaluate fund performance, valuation metrics, and investment opportunities in PE scenarios.
Skills you'll gain
- Financial Modeling
- Business
- Financial Forecasting
- Banking
- Regulation and Legal Compliance
- Financial Analysis
- Fundraising
- Operations
- Investment Banking
- Business Modeling
- Private Equity
- Analysis
- Business Valuation
- Real Estate
- Investments
- Return On Investment
- Investment Management
- Financial Statements
- Negotiation
- Performance Measurement
Details to know
June 2026
28 assignments
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There are 7 modules in this course
Master the complete private equity investment lifecycle by learning fund structures, investment strategies, financial modeling, valuation techniques, and deal execution processes used by leading investment professionals. This course provides a comprehensive and practical understanding of how private equity firms evaluate opportunities, structure transactions, manage funds, and generate investor returns.
The course begins with the foundations of private equity, introducing learners to industry evolution, fund structures, fee arrangements, investment processes, and the fundamentals of deal structuring. Learners will gain a strong understanding of how private equity firms identify opportunities and create value. As the course progresses, learners explore investment structures and private equity strategies, including venture capital, growth capital, leveraged buyouts, and real estate investments. The course also examines fund economics, performance measurement, capital commitments, distribution waterfalls, carried interest, and investor return frameworks. Advanced modules focus on private equity fund operations, lifecycle management, fundraising, legal agreements, investor onboarding, and regulatory considerations. Learners develop a practical understanding of how private equity funds operate from inception through exit. The course then transitions into financial modeling and valuation. Learners will build revenue forecasts, cost models, and cash flow projections while integrating financial statements and analyzing business performance. Valuation methodologies including Discounted Cash Flow (DCF), Weighted Average Cost of Capital (WACC), and return analysis are applied to real-world scenarios. The course concludes with deal execution concepts such as term sheets, negotiations, transaction structures, and final agreements. What makes this course unique is its integrated approach that combines private equity theory, financial modeling, valuation, fund operations, and deal execution into one structured learning journey. By the end of the course, learners will be able to analyze investments, build financial models, evaluate valuations, and contribute confidently to private equity, venture capital, and investment banking transactions.
This module introduces the fundamentals of private equity, including its evolution, key features, fee structures, and the basics of deal structuring, enabling learners to understand how private equity investments are initiated and managed.
What's included
9 videos4 assignments
9 videosβ’Total 78 minutes
- Introduction to Private Equityβ’6 minutes
- Features and History of PEβ’6 minutes
- Successful Perseus's of Worldβ’9 minutes
- Fee Structureβ’12 minutes
- Fee Structure Continuesβ’10 minutes
- Basic Structure of PEβ’3 minutes
- Deal Structuringβ’10 minutes
- Deal Structuring Continuesβ’11 minutes
- Pre and Post Moneyβ’10 minutes
4 assignmentsβ’Total 60 minutes
- Graded - Foundations of Private Equityβ’30 minutes
- Introduction to Private Equityβ’10 minutes
- Understanding PE Economicsβ’10 minutes
- Basics of Deal Structuringβ’10 minutes
This module explores various private equity investment instruments and strategies, including venture capital, growth capital, leveraged buyouts, and real estate, along with the broader ecosystem supporting PE investments.
What's included
9 videos4 assignments
9 videosβ’Total 77 minutes
- Participating Pref. Shareβ’11 minutes
- Calculate Effective Share Priceβ’12 minutes
- Venture Capitalβ’11 minutes
- Growth Capitalβ’7 minutes
- Leverage Buyoutsβ’7 minutes
- Real Estateβ’9 minutes
- Role of Banks in PEβ’10 minutes
- Private Equity Investmentsβ’6 minutes
- Performance Measure of PEβ’6 minutes
4 assignmentsβ’Total 60 minutes
- Graded - Investment Structures & Instrumentsβ’30 minutes
- Equity Instruments in PEβ’10 minutes
- Growth & Buyout Strategiesβ’10 minutes
- PE Ecosystem & Investmentsβ’10 minutes
This module focuses on performance measurement and the foundational structure of private equity funds, including stakeholders, fund types, and capital commitment mechanisms.
What's included
9 videos4 assignments
9 videosβ’Total 44 minutes
- Performance Measure of PE Continueβ’7 minutes
- PE Fund Structureβ’5 minutes
- Investment Fundβ’8 minutes
- General Partnerβ’5 minutes
- Parallel Fundsβ’4 minutes
- Alternative Investment Vehiclesβ’4 minutes
- Feeder Fundsβ’3 minutes
- Co-Investment Vehiclesβ’3 minutes
- Capital Commitmentsβ’5 minutes
4 assignmentsβ’Total 60 minutes
- Graded - Performance & Fund Fundamentalsβ’30 minutes
- Measuring PE Performanceβ’10 minutes
- Key Stakeholders in PEβ’10 minutes
- Investment Structures & Participationβ’10 minutes
This module covers the operational mechanics of private equity funds, including capital recycling, distribution waterfalls, fee structures, and the lifecycle of fund expenses and marketing.
What's included
9 videos4 assignments
9 videosβ’Total 54 minutes
- Recycling of Capital Commitmentsβ’7 minutes
- Distribution Waterfallsβ’6 minutes
- Carried Interest and Catch upβ’9 minutes
- Claw backβ’3 minutes
- Fund Feesβ’9 minutes
- Fund Fees Continueβ’5 minutes
- Fund Expensesβ’5 minutes
- Fund Marketingβ’6 minutes
- Placement Agentsβ’4 minutes
4 assignmentsβ’Total 60 minutes
- Graded - Fund Operations & Cash Flowsβ’30 minutes
- Capital & Distribution Mechanicsβ’10 minutes
- Risk Protection & Feesβ’10 minutes
- Expenses & Fund Lifecycleβ’10 minutes
This module explains the lifecycle of a private equity fund and the critical legal documentation required, including agreements, investor onboarding, and regulatory considerations.
What's included
9 videos4 assignments
9 videosβ’Total 52 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
- Subscription Agreement and Investor Questionnaireβ’2 minutes
- Side Lettersβ’2 minutes
- Investor Management Agreementβ’4 minutes
- Approaching the Private Equityβ’4 minutes
4 assignmentsβ’Total 60 minutes
- Graded - Fund Lifecycle & Legal Frameworkβ’30 minutes
- Fund Setup & Durationβ’10 minutes
- Legal Documentationβ’10 minutes
- Investor Agreementsβ’10 minutes
This module introduces financial modeling techniques, focusing on revenue forecasting, cost estimation, and cash flow analysis to build robust private equity financial models.
What's included
9 videos4 assignments
9 videosβ’Total 75 minutes
- Business Plan & Revenue Model Setupβ’8 minutes
- Key Assumptions for Revenue Forecastingβ’9 minutes
- User Growth & Download Estimationβ’9 minutes
- Revenue Streams & Income Calculationβ’7 minutes
- Client Conversion & Final Revenue Build-upβ’11 minutes
- Manpower Costβ’11 minutes
- Costβ’7 minutes
- Cost Continueβ’6 minutes
- Cash Flowβ’8 minutes
4 assignmentsβ’Total 60 minutes
- Graded - Financial Modeling β Revenue & Costingβ’30 minutes
- Revenue Model Designβ’10 minutes
- Revenue Build-upβ’10 minutes
- Costing & Cash Flowβ’10 minutes
This module covers advanced financial concepts, including valuation techniques, cost of capital, financial statement integration, and deal execution through term sheets and final agreements.
What's included
8 videos4 assignments
8 videosβ’Total 44 minutes
- Equity Scheduleβ’5 minutes
- Income and Balance Sheetβ’5 minutes
- Pre and Post Money Valuationβ’5 minutes
- Weighted Average Cost of Capitalβ’4 minutes
- Weighted Average Cost of Capital Continueβ’9 minutes
- Valuation Using DCF Methodβ’2 minutes
- Term Sheetβ’6 minutes
- Term Sheet Continueβ’9 minutes
4 assignmentsβ’Total 60 minutes
- Graded - Valuation, Returns & Deal Executionβ’30 minutes
- Financial Statements & Equityβ’10 minutes
- Cost of Capital & Valuationβ’10 minutes
- Deal Documentation & Closureβ’10 minutes
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