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Why should one take this course?

  • To understand the role of private equity in the country and the difference between various forms of early-stage finance.
  • To know how private equity funds are structured and their format of operation.
  • To comprehend the entire gamut of post-investment support that can come with private equity capital.

Who will benefit from this course?

  • Students
  • Finance Professionals
  • Entrepreneurs
  • Employees of SMEs
  • Anybody having interest in this subject



Private Equity Background

A. Evolution of Finance for Business
B. VC Funds and PE Funds
C. Fund Structure
D. Leveraging in Funds
E. Forms of Investment by Funds
F. J Curve
G. Measuring the Performance of Investments and PE Fund

Getting Ready for Growth Capital from Funds

A. PE Investment Criteria
B. Role of Facilitators
C. Resource Mobilisation, Valuation & Dilution

Business Model, Business Plan & Financial Model

A. Business Model
B. Business Plan
C. Financial Model
1. Background
2. Assumptions
3. Cost of Project & Means of Financing
4. Projected Profit & Loss Account
5. Projected Balance Sheet
6. Projected Funds Flow
7. Project IRR
8. Equity IRR
9. Loan Servicing Capability
10. Valuation
11. Sensitivity Analysis
12. Building Scenarios

Buyouts and other Transactions

C. Project-based Funding Transactions
D. Distressed Assets Funding Transactions

PE Investment Process

A. Sourcing of Proposals
B. Initial contact / Flier
C. Non-Disclosure Agreement (NDA)
D. Information Memorandum
E. Management Presentation
F. Initial Due Diligence
G. Preliminary Investment Note
H. Non-binding Letter of Intent
I. Final Due Diligence
J. Final Investment Memorandum K. Signing the Term Sheet
L. Closure of the Deal

Documentation and Typical Investment Conditions

A. Typical Investment Conditions
B. Subscription Agreement
C. Shareholders’ Agreement

Tax Aspects of PE Investment

A. Section 10(23FB) of Income Tax Act, 1961
B. Section 10(47) of Income Tax Act, 1961
C. Income Types
D. Securities Transaction Tax (STT)
E. Tax on Distributed Profit (Dividend Distribution Tax)
F. Taxability of Interest
G. Taxability of Short-Term Capital Gains on Debt
H. Taxability of Long Term Capital Gains on Debt
I. Taxability of Short-Term Capital Gains on Equity
J. Taxability of Long Term Capital Gains on Equity
K. Taxation of Non-Residents

Post-Investment Support, Monitoring and Exit

A. Support
B. Monitoring
C. Exit

Regulation of PE Funds

A. SEBI (Alternative Investment Funds) Regulations, 2012
B. Categories of AIFs
C. Eligibility Criteria
D. Conditions & Restrictions for Investment in Fund
E. Tenure
F. Listing
G. Conditions & Restrictions for Investment by Fund
H. General Obligations
I. Maintenance of Records
J. Winding up of AIF

EMERGE: NSE’s Platform for SMEs

A. Emerge Introduction
B. Benefits of Listing for Companies
C. Benefits of Listing for Investors
D. Eligibility Criteria
E. Listing Requirements
F. Listing Fees G. Selecting a Merchant Banker for the Issue
H. Role of Merchant Bankers in Emerge
I. Role of Market Makers in Emerge
J. The Emerge Trading Platform