PRIVATE EQUITY IN PRACTICE
Run a Disciplined PE Deal Process
Move from sourcing to a defensible decision.
Build a consistent route from investment themes to screening, diligence and investment-committee challenge. Make the evidence and next decision clear at each stage.

YOUR LEARNING OUTCOMES
What you will be able to do.
PE vice presidents, principals and deal professionals responsible for sourcing or coordinating diligence.
- Connect investment themes to proactive research, relationships and inbound opportunities; define a disciplined review cadence.
- Test strategic fit, preliminary economics and obvious risks before committing significant diligence resources.
- Prioritise questions that could invalidate the case, allocate work and distinguish verified facts from unresolved assumptions.
- Write an IC memo with a clear recommendation, downside cases, conditions and a traceable record of dissent and decisions.
A sourcing and screening cadence, diligence issue list and investment-committee decision memo.
IN PRACTICE
A situation you could face.
A target has strong headline growth and a demanding auction timetable. The sponsor wants to accelerate. Decide which uncertainties matter, what must be tested and what would cause the team to stop.
A sourcing and screening cadence, diligence issue list and investment-committee decision memo.
Illustrative learning scenario.
CURRICULUM
Your learning path.
4 modules
01Build a purposeful sourcing engine
Connect investment themes to proactive research, relationships and inbound opportunities; define a disciplined review cadence.
02Screen against the mandate
Test strategic fit, preliminary economics and obvious risks before committing significant diligence resources.
03Direct diligence around the thesis
Prioritise questions that could invalidate the case, allocate work and distinguish verified facts from unresolved assumptions.
04Prepare the investment decision
Write an IC memo with a clear recommendation, downside cases, conditions and a traceable record of dissent and decisions.
THE EXPERIENCE
Practice with a purpose.

100% onlineNo in-person attendance required.
Case-based learning with practical working materials and feedback on your decisions. Your invitation confirms the teaching format, contributors, timetable and review scope.
Understand the decision
Define the question and the evidence a useful answer needs.
Test your judgement
Apply the method to a realistic case and explain your choices.
Review the quality
Use explicit criteria to judge the result and improve the work.
ABOUT YOUR APPLICATION
Before you apply.
Are courses delivered online?
Course materials, exercises and any included coaching or live sessions are delivered online. No in-person attendance required.
Each programme specifies its pace and included support. Your invitation confirms any scheduled sessions and their timing.
Why do I need to apply?
We review your background and any goals or motivation you choose to share to assess programme fit. There is no payment when you apply.
How do intakes work?
We welcome new participants in intakes over time. Apply for access and we will email you when the next intake opens for this programme.
When can I start?
We will confirm the start date, what is included and the fee when we invite you to join. You can then decide whether to take part. Applying does not give you immediate course access.
What does the fee cover?
Case-based learning with practical working materials and feedback on your decisions. Your invitation confirms the teaching format, contributors, timetable and review scope. The €790 shown is an estimated fee per person. We will confirm what is included, the final price and any applicable taxes before you decide to join.
Will I receive a certificate?
Your invitation will explain what you need to complete, how your work will be assessed and whether the programme includes a certificate. Any Academy certificate is separate from an accredited academic qualification.
Who is behind the Academy?
Scipio Academy draws on practical expertise from senior alumni of McKinsey, BCG and Bain. We will share details of the programme contributors and reviewers with your invitation. The firms do not sponsor or endorse these programmes.

