PRIVATE EQUITY IN PRACTICE
Govern the PE Firm and Its Portfolio
Make decision rights work in practice.
Connect committee mandates, escalation and portfolio-company oversight. Keep the roles of investor, board and management clear when performance creates pressure to intervene.
YOUR LEARNING OUTCOMES
What you will be able to do.
PE principals, operating partners, investment professionals and portfolio-company board participants.
- Distinguish screening, investment, exit and portfolio decisions and specify what evidence and authority each requires.
- Map responsibilities across the investment team, portfolio board, chair and CEO; identify decisions requiring formal approval.
- Bring operating performance, cash, strategic milestones and management capacity into a consistent challenge process.
- Work through a missed-plan scenario, document disagreement and design escalation consistent with the relevant governing documents.
Committee mandates, a decision-rights map and a portfolio review and escalation framework.
IN PRACTICE
A situation you could face.
A portfolio company is missing its plan. The deal partner, operating partner and chair each give the CEO different instructions. Clarify authority, establish a shared review and decide which interventions belong with whom.
Committee mandates, a decision-rights map and a portfolio review and escalation framework.
Illustrative learning scenario.
CURRICULUM
Your learning path.
4 modules
01Define committee mandates
Distinguish screening, investment, exit and portfolio decisions and specify what evidence and authority each requires.
02Separate oversight from management
Map responsibilities across the investment team, portfolio board, chair and CEO; identify decisions requiring formal approval.
03Build a useful portfolio review
Bring operating performance, cash, strategic milestones and management capacity into a consistent challenge process.
04Handle exceptions and intervention
Work through a missed-plan scenario, document disagreement and design escalation consistent with the relevant governing documents.
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.
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