Components of a Successful Fund

Course Overview

In this module, we will be examining the components of successful funds. We will discover what investors look for in a fund design and explore the Coherence Triangle.

We will then learn about the defining factors and key success factors for private capital funds. Returns strategy options will be explored along with the key drivers and sources of returns. We will conclude by analysing investor red flags when considering an investment in a fund.

Key Takeaways

• Identify important considerations when designing funds.

• Analyse factors that define fund strategies.

• Discuss key success factors for private equity funds.

• Discuss returns strategies.

• Identify investor screening red flags.