Finance & Accounting
VC Investment Portfolio Management in Private Markets
This five-day programme covers the full venture investment workflow — fund structuring, deal sourcing, due diligence, cap table and valuation modelling, portfolio monitoring under IPEV guidelines, and exit execution. Participants work through real fund cases and leave with models they can apply to live portfolios.
Introduction
VC Investment Portfolio Management in Private Markets Training Course prepares investment professionals to build, monitor, and exit a venture portfolio with discipline. Private markets reward patience, but they punish weak process. This programme covers fund structuring, deal sourcing, due diligence, portfolio construction, valuation, and exit planning as one connected workflow. Participants examine the metrics that separate a durable venture portfolio from a collection of hopeful bets: ownership targets, reserve strategy, follow-on discipline, and loss ratios. Furthermore, the course addresses valuation practice under IPEV guidelines and the reporting that limited partners expect. In addition, it covers governance and conflict management across funds and portfolio companies. As a result, attendees can manage a portfolio across its full life.
VC Investment Portfolio Management in Private Markets Course Objectives
- Structure a venture capital fund, including fund size, term, and fee and carry arrangements.
- Design an investment thesis matched to sector focus, stage, and geography.
- Build a deal sourcing pipeline and apply screening criteria consistently.
- Conduct commercial, financial, and legal due diligence on private companies.
- Apply the venture capital method, discounted cash flow, and market multiples to early-stage valuation.
- Construct a portfolio using ownership targets, reserve allocation, and follow-on strategy.
- Monitor portfolio company performance using ARR, burn rate, runway, and unit economics.
- Apply IPEV valuation guidelines and fair value reporting for private holdings.
- Manage exits through trade sale, secondary transaction, or IPO.
- Apply governance, conflicts of interest, and ESG standards across the portfolio.
Course Methodology
- Case studies on fund strategy, deal execution, and portfolio outcomes.
- Hands-on modelling of cap tables, dilution, and exit waterfalls.
- Due diligence simulations with structured investment committee review.
- Portfolio monitoring exercises using live company metrics.
- Group work on exit planning and limited partner reporting.
Who Should Take This Course
- Venture capital and growth equity investors.
- Private equity and fund-of-funds professionals.
- Family office and sovereign fund investment teams.
- Corporate venture and innovation capital managers.
- Fund finance, operations, and compliance staff.
- Advisors serving venture funds and portfolio companies.
- Founders and CFOs preparing for institutional investment.
VC Investment Portfolio Management in Private Markets Course Outlines
Fund Structures and Investment Strategy
- • Venture fund structures, limited partnerships, and fund vehicles.
- • Fund size, term, extensions, and investment period.
- • Fee, carry, hurdle rate, and waterfall mechanics.
- • Investment thesis design by sector, stage, and geography.
- • Fund strategy versus market conditions and fundraising cycles.
- • Role of the general partner, limited partners, and advisory boards.
- • Workshop: drafting an investment thesis for a new fund.
Deal Sourcing and Due Diligence
- • Sourcing channels, networks, and proprietary deal flow.
- • Screening criteria and initial investment memo preparation.
- • Commercial due diligence: market size, competition, and traction.
- • Financial due diligence: revenue quality, burn, and unit economics.
- • Legal and technical due diligence priorities.
- • Term sheets, valuation caps, and negotiation of key rights.
- • Case exercise: running diligence on a Series A opportunity.
Valuation, Cap Tables, and Structuring
- • The venture capital method and target return multiples.
- • Discounted cash flow and market multiples for private companies.
- • Cap table modelling and dilution across funding rounds.
- • Convertible notes, SAFEs, and liquidation preferences.
- • Anti-dilution provisions and protective provisions.
- • Reserve strategy and follow-on investment modelling.
- • Workshop: building a cap table and exit waterfall model.
Portfolio Construction and Monitoring
- • Portfolio construction theory and diversification in venture.
- • Ownership targets, entry valuation discipline, and position sizing.
- • Power law returns and loss ratio expectations.
- • Portfolio company monitoring: ARR, burn rate, runway, and CAC payback.
- • Board participation and value-add support.
- • IPEV valuation guidelines and fair value reporting.
- • Simulation: reviewing a portfolio and deciding follow-on allocations.
Exits, Governance, and Investor Reporting
- • Exit routes: trade sale, secondary market, and IPO.
- • Exit timing, buyer identification, and process management.
- • Distribution waterfalls and carried interest calculation.
- • Limited partner reporting and transparency standards.
- • Governance, conflicts of interest, and valuation policy.
- • ESG and impact considerations in private markets.
- • Capstone: presenting a fund performance and exit review.
Conclusion
By successfully completing VC Investment Portfolio Management in Private Markets Training Course, participants will gain a structured command of fund strategy, deal diligence, portfolio construction, and exit execution. They will acquire the ability to model cap tables, apply IPEV valuation guidelines, monitor company performance, and report credibly to investors. As a result, they can manage a venture portfolio through its full cycle with discipline. Gentex Training Center delivers this programme with a strong focus on applied models and real fund cases.
FAQs for the VC Investment Portfolio Management in Private Markets course
— What is the "VC Investment Portfolio Management in Private Markets" course about?
It covers the full lifecycle of a venture portfolio, from fund structuring and deal sourcing through due diligence, valuation, portfolio monitoring, and exit execution, including governance and investor reporting.
— What are the key benefits of the "VC Investment Portfolio Management in Private Markets" course?
Participants apply consistent investment criteria, value early-stage companies more defensibly, and manage reserves and follow-on capital with discipline. They also report to limited partners using recognised valuation standards, which strengthens fundraising credibility.
— What skills will I gain from the "VC Investment Portfolio Management in Private Markets" course?
Venture fund structuring including fee, carry, and waterfall mechanics; deal sourcing, screening, and commercial and financial due diligence; early-stage valuation using the venture capital method, discounted cash flow, and market multiples; and portfolio construction, cap table modelling, monitoring, and exit execution.
— What tools, methods, or standards are covered in the "VC Investment Portfolio Management in Private Markets" course?
The course covers the venture capital method, discounted cash flow and market multiple valuation, cap table and dilution modelling, convertible notes and SAFEs, liquidation preferences, anti-dilution provisions, reserve and follow-on strategy, the IPEV valuation guidelines, power law return analysis, ARR, burn rate, runway and CAC payback metrics, distribution waterfalls, and carried interest calculation.
— How is the "VC Investment Portfolio Management in Private Markets" course applied in real-world practice?
Participants draft an investment thesis, run diligence on a Series A opportunity, build a cap table and exit waterfall model, review a portfolio to decide follow-on allocations, and present a fund performance and exit review. Each exercise mirrors the workflow of a venture investment team.
Scheduling in Progress | Training Arranged Around Your Needs
Our team can coordinate this program based on available dates and locations. Contact us to explore training options that best fit your needs.
Introduction
VC Investment Portfolio Management in Private Markets Training Course prepares investment professionals to build, monitor, and exit a venture portfolio with discipline. Private markets reward patience, but they punish weak process. This programme covers fund structuring, deal sourcing, due diligence, portfolio construction, valuation, and exit planning as one connected workflow. Participants examine the metrics that separate a durable venture portfolio from a collection of hopeful bets: ownership targets, reserve strategy, follow-on discipline, and loss ratios. Furthermore, the course addresses valuation practice under IPEV guidelines and the reporting that limited partners expect. In addition, it covers governance and conflict management across funds and portfolio companies. As a result, attendees can manage a portfolio across its full life.
VC Investment Portfolio Management in Private Markets Course Objectives
- Structure a venture capital fund, including fund size, term, and fee and carry arrangements.
- Design an investment thesis matched to sector focus, stage, and geography.
- Build a deal sourcing pipeline and apply screening criteria consistently.
- Conduct commercial, financial, and legal due diligence on private companies.
- Apply the venture capital method, discounted cash flow, and market multiples to early-stage valuation.
- Construct a portfolio using ownership targets, reserve allocation, and follow-on strategy.
- Monitor portfolio company performance using ARR, burn rate, runway, and unit economics.
- Apply IPEV valuation guidelines and fair value reporting for private holdings.
- Manage exits through trade sale, secondary transaction, or IPO.
- Apply governance, conflicts of interest, and ESG standards across the portfolio.
Course Methodology
- Case studies on fund strategy, deal execution, and portfolio outcomes.
- Hands-on modelling of cap tables, dilution, and exit waterfalls.
- Due diligence simulations with structured investment committee review.
- Portfolio monitoring exercises using live company metrics.
- Group work on exit planning and limited partner reporting.
Who Should Take This Course
- Venture capital and growth equity investors.
- Private equity and fund-of-funds professionals.
- Family office and sovereign fund investment teams.
- Corporate venture and innovation capital managers.
- Fund finance, operations, and compliance staff.
- Advisors serving venture funds and portfolio companies.
- Founders and CFOs preparing for institutional investment.
VC Investment Portfolio Management in Private Markets Course Outlines
Fund Structures and Investment Strategy
- • Venture fund structures, limited partnerships, and fund vehicles.
- • Fund size, term, extensions, and investment period.
- • Fee, carry, hurdle rate, and waterfall mechanics.
- • Investment thesis design by sector, stage, and geography.
- • Fund strategy versus market conditions and fundraising cycles.
- • Role of the general partner, limited partners, and advisory boards.
- • Workshop: drafting an investment thesis for a new fund.
Deal Sourcing and Due Diligence
- • Sourcing channels, networks, and proprietary deal flow.
- • Screening criteria and initial investment memo preparation.
- • Commercial due diligence: market size, competition, and traction.
- • Financial due diligence: revenue quality, burn, and unit economics.
- • Legal and technical due diligence priorities.
- • Term sheets, valuation caps, and negotiation of key rights.
- • Case exercise: running diligence on a Series A opportunity.
Valuation, Cap Tables, and Structuring
- • The venture capital method and target return multiples.
- • Discounted cash flow and market multiples for private companies.
- • Cap table modelling and dilution across funding rounds.
- • Convertible notes, SAFEs, and liquidation preferences.
- • Anti-dilution provisions and protective provisions.
- • Reserve strategy and follow-on investment modelling.
- • Workshop: building a cap table and exit waterfall model.
Portfolio Construction and Monitoring
- • Portfolio construction theory and diversification in venture.
- • Ownership targets, entry valuation discipline, and position sizing.
- • Power law returns and loss ratio expectations.
- • Portfolio company monitoring: ARR, burn rate, runway, and CAC payback.
- • Board participation and value-add support.
- • IPEV valuation guidelines and fair value reporting.
- • Simulation: reviewing a portfolio and deciding follow-on allocations.
Exits, Governance, and Investor Reporting
- • Exit routes: trade sale, secondary market, and IPO.
- • Exit timing, buyer identification, and process management.
- • Distribution waterfalls and carried interest calculation.
- • Limited partner reporting and transparency standards.
- • Governance, conflicts of interest, and valuation policy.
- • ESG and impact considerations in private markets.
- • Capstone: presenting a fund performance and exit review.
Conclusion
By successfully completing VC Investment Portfolio Management in Private Markets Training Course, participants will gain a structured command of fund strategy, deal diligence, portfolio construction, and exit execution. They will acquire the ability to model cap tables, apply IPEV valuation guidelines, monitor company performance, and report credibly to investors. As a result, they can manage a venture portfolio through its full cycle with discipline. Gentex Training Center delivers this programme with a strong focus on applied models and real fund cases.
FAQs for the VC Investment Portfolio Management in Private Markets course
— What is the "VC Investment Portfolio Management in Private Markets" course about?
It covers the full lifecycle of a venture portfolio, from fund structuring and deal sourcing through due diligence, valuation, portfolio monitoring, and exit execution, including governance and investor reporting.
— What are the key benefits of the "VC Investment Portfolio Management in Private Markets" course?
Participants apply consistent investment criteria, value early-stage companies more defensibly, and manage reserves and follow-on capital with discipline. They also report to limited partners using recognised valuation standards, which strengthens fundraising credibility.
— What skills will I gain from the "VC Investment Portfolio Management in Private Markets" course?
Venture fund structuring including fee, carry, and waterfall mechanics; deal sourcing, screening, and commercial and financial due diligence; early-stage valuation using the venture capital method, discounted cash flow, and market multiples; and portfolio construction, cap table modelling, monitoring, and exit execution.
— What tools, methods, or standards are covered in the "VC Investment Portfolio Management in Private Markets" course?
The course covers the venture capital method, discounted cash flow and market multiple valuation, cap table and dilution modelling, convertible notes and SAFEs, liquidation preferences, anti-dilution provisions, reserve and follow-on strategy, the IPEV valuation guidelines, power law return analysis, ARR, burn rate, runway and CAC payback metrics, distribution waterfalls, and carried interest calculation.
— How is the "VC Investment Portfolio Management in Private Markets" course applied in real-world practice?
Participants draft an investment thesis, run diligence on a Series A opportunity, build a cap table and exit waterfall model, review a portfolio to decide follow-on allocations, and present a fund performance and exit review. Each exercise mirrors the workflow of a venture investment team.
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