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Investor Relations & Fundraising for Private Equity

Start Date:
17. February 2020
Finish date:
22. November 2020
Code:
PE220 - 11LON
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Price:
10794.00 GBP (VAT incl.)
Location:
In-House
Download:
Investor Relations and Fundraising for Private Equity - London - November 2019.pdf
Ascentium Associates - Training Directory 2020.pdf
Tutor:
Ms. Sneha Hiremath

Description

Investor Relations & Fundraising for Private Equity

 2-Day Executive Education Training Programme

 

This course is available on an in-house basis only - To have this delivered for your team, please contact us.
Pricing is from GBP8995 + VAT (where applicable) for a group of up to 8 attendees
For bigger groups or for training delivered outside London, please contact us for a quote

 

Programme Overview

Investor Relations & Fundraising for Private Equity is a 2-day interactive seminar aimed at not only those who are involved in investor relations and fundraising activities but the entire team. The programme starts off with the importance of investor relations whether through a dedicated team or not and how the role has evolved over the years. Next is a focus on building and managing LP relationships. Other modules explore ways of communicating with existing and potential investors and steps in getting ready for the next fundraise. Throughout the programme, the current concerns of IR professionals will be constantly debated.

Course Director 

Sneha Hiremath has over 10 years of private equity investor relations and fundraising experience. Currently she heads Ace Advisors, a firm she founded to help private equity firms with their fundraising and investor communications. Earlier in her career, Sneha was a Fund Analyst at Global Private Equity, a placement agent. She then joined Truffle Capital, a leading European player in venture capital, as Head of Investor Relations. To read Sneha's full profile, please click here.

This course is aimed at:              

 This course is aimed at professionals who are either new to private equity investor relations or have several year’s experience :

• Investor relations professionals
• General Partners involved in the IR process
• Fundraising professionals
• Communications professionals
• Placement specialists
• Advisors
• Consultants
 

Key Learning Outcomes:

Attendees of this 2-day course will gain an understanding of:

• The IR role and skills required
• Developing and managing new and existing LP relationships
• Managing the fundraising process
• Communication skills for fundraising and building relationships

Course Outline

Day 1 Topics - Investor Relations

The investor relations role 
• During fundraising
• Outside of fundraising
• Skills required
• A transversal role
• A dedicated team?

Managing existing LP relationships
• Managing key accounts
• Being proactive towards LP’s needs
• Finding the right communication rhythm
• Organising ongoing IR tasks internally (group exercise)
• Crisis management

 
Building new LP relationships
• Not only during fundraising
• Making your brand known
• Importance of storytelling
• Importance of ongoing communication
• Building and executing a communication plan (group exercise)
 
 

Day 2  Topics - Fundraising

Organising the fundraising cycle 
• Where to start? First time fund?
• How to find investors 
• Organising the fundraising tasks internally
• When to hire placement agents?

 
Storytelling is the key 
• What is storytelling?   
• Main storytelling themes
• How to work on the story? (group exercise)
• Drafting marketing material

  
Building the momentum 
• How long to raise a fund?
• How to reach the first close?
• How to maintain momentum until final close?
• How to monitor placement agents’ progress?

Communicating on the fundraising 
• should you communicate during the process?
• How and with whom?
• Being transparent and discreet at the same time

The course will involve several group exercises and each topic will be built upon in line with the needs and questions of the participants.

 


Want this course in-house? Please click 
here

For Frequently Asked Questions, please click here

Why Train with Us?

You can register for this programme in 2 easy ways:

 Email: Scan and email to us your completed 1-page registration form, found on this webpage by using the ‘Download Brochure’ link (located top right of this page). Please email the completed form to info@ascentium-associates.com

 Telephone: Call us on +44 207 193 5423


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Category

Private Equity & Venture Capital , Our Courses