Executive Education

FOR PE AND
VC-BACKED CFOS

Focused insights for finance leaders operating under private equity and venture capital ownership. Navigate board dynamics, sponsor expectations, value creation plans, and the unique pressures of institutional capital.

57 Articles

Sponsor Relations

Managing PE board dynamics, reporting cadence, and investor alignment

Value Creation

100-day plans, EBITDA improvement levers, and exit readiness frameworks

Capital Structure

Leverage management, covenant compliance, and debt capacity modeling

Operating Rhythm

Monthly reporting, rolling forecasts, and the cadence institutional capital demands

Knowledge Archive

Exclusive insights for the PE & VC path

Private Equity Value Creation: Building the Operating Model a CFO Can Trust

Executive Summary Private equity value creation is not a slogan. This is a discipline that reshapes how a…

Venture Debt Warrants: What Founders and CFOs Must Understand Before Signing

Executive Summary Venture debt is frequently described as non-dilutive capital, and in the strictest technical sense, that description…

Private Equity Cash Flow: What the Deal Model Never Tells You

Executive Summary Private equity cash flow management is among the most demanding disciplines in modern finance leadership. When…

The Private Equity 100 Day Plan: Turning Ownership Change into Operating Discipline

Executive Summary A private equity acquisition marks a stark inflection point in a company’s trajectory, and the earliest…

What Is Venture Capital and How Does Its Fund Math Actually Work

Executive Summary Founders often picture venture capital as a partnership built around a single shared bet on a…

How Venture Capitalists Decide When to Let Go of a Struggling Investment

Executive Summary Venture capitalists face few decisions harder than choosing whether to keep funding a struggling portfolio company…

Post-Merger Integration: Why the First 100 Days Define Everything

Executive Summary A deal that closes cleanly can still fail quietly. The capital wires, the term sheet settles,…

Criteria for Evaluating New Venture Proposals: Inside the Investment Committee

Executive Summary Behind every venture capital decision is a room most founders never see. The investment committee is…

Venture Capital and Founder Relationships: The Art of Trust Without Control

Executive Summary The relationship between a venture capitalist and a founder is among the most consequential in the…

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