Selling a Private Equity/Venture Capital/Hedge Fund

RAISING YOUR KNOWLEDGE TO RAISE YOUR FUND

You may know that alternative asset funds, such as hedge funds or private equity funds, are some of the most profitable and competitive in the industry.

But one area that doesn’t receive much focus is the fundraising process itself.

Raising funds (usually, from institutions) is a very secretive and exclusive process, and knowledge of it is hasn’t been public for some time.

That is, until now.

In this course, we will shed light on how institutional fundraising works.

How funds are marketed, sold, how information is provided in data rooms, what is actually sold, and how allocations are closed.

And when they are, how specific provisions such as fees, key-person events, and bespoke provisions in side letters, such as MFN clauses, are negotiated.

THE PERFECT COURSE… FOR WHOM?

This course is targeted, naturally, at anyone who wants to master the fundamentals of the private equity industry.

More specifically, the ideal student for this course is someone who:

• Wants to learn more about how private equity funds/hedge funds are created, raised and negotiated;

• Wants to know all the possible provisions that can be negotiated when an investment is made in a fund;

• Wants to know more about alternative asset funds in general;

LET ME TELL YOU… EVERYTHING

Some people – including me – love to know what they’re getting in a package.

And by this, I mean, EVERYTHING that is in the package.

So, here is a list of everything that this course covers:

• The institutional fundraising process, from fund marketing, to information providing in data rooms, to due diligence and allocation;

• The context of fund marketing, including myths such as that keeping funds hidden will not attract regulator attention or will make the fund manager have “mystique” and exclusiveness, to actual regulatory roadblocks to fund marketing;

• The usual fund marketing channels and materials, from simplified versions of fund offering documents, interviews/features with the fund management team and CEOs, periodic updates and others;

• How to actually sell a fund to an allocator using the PPP model (performance, processes and persuasion). Focusing on performance, on the sophistication of processes (ideally, institutional-quality), but also leveraging my unique persuasion tools to better convince investors;

• What type of standard and bespoke provisions investors usually request, from changes in fees (management fees, performance fees, co-investment fees, many others), to complex clauses related to investment restrictions, secondaries sales, transparency requirements, fund financing restrictions, GP commit and devotion, GP removal rights, among others;

• How to negotiate provisions with allocators, from strategic tactics such as reducing allocation size or breaking up syndicated groups of investors, to “in-the-room” tactics such as Implementation Intention or empathy to disarm the other side and make them more receptive;

MY INVITATION TO YOU

Remember that you always have a 30-day money-back guarantee, so there is no risk for you.

Also, I suggest you make use of the free preview videos to make sure the course really is a fit. I don’t want you to waste your money.

If you think this course is a fit and can take your knowledge of PE to the next level… it would be a pleasure to have you as a student.

See on the other side!

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• 5 stars: 9 votes

Frequently Asked Questions

How long do I have access to the course materials?

You can view and review the lecture materials indefinitely, like an on-demand channel.

Can I take my courses with me wherever I go?

Definitely! If you have an internet connection, courses on Udemy are available on any device at any time. If you don’t have an internet connection, some instructors also let their students download course lectures. That’s up to the instructor though, so make sure you get on their good side!