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Private Equity 360°

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BY VINIT RAI

505 Learners

MANAGING DIRECTOR AT J.M FINANCIAL PRIVATE EQUITY

Book Details

Number of Pages 424

Language English

Edition Beginner

Format

Hardcopy + Digital Digital Copy

What You'll Learn

This book provides a complete journey through the world of Private Equity (PE)
Starting with its fundamentals and moving through the processes of raising and deploying funds, managing portfolios, and executing exits.
It also covers the winding up of PE funds and explores career opportunities in the industry, offering practical insights for professionals, investors, and enthusiasts.

Description

The Complete PE PlaybookA comprehensive guide covering the entire PE lifecycle - from fund formation to successful exits, written from both fund manager and investor perspectives.Real-World PE in IndiaIndia-focused content with practical examples, case studies and frameworks that reflect actual market dynamics and investment scenarios.Career Launch PadDetailed roadmap for breaking into PE - including required skills, interview preparation, and career progression strategies.Investment Decision GuideStrategic frameworks and tools for evaluating PE investments, conducting due diligence, and identifying red flags.Inside the PE FundBehind-the-scenes look at how PE funds operate, make investment decisions, manage portfolio companies, and generate returns.Limited Partner ManualEssential guide for investors to evaluate PE funds, understand fund documentation, assess fund managers, and monitor investments.

This Book Includes:

Interview with Arpit Beri – Partner, Jungle Ventures and Siddharth Vaidya – Senior Investment Director, Phi Capital

Interview with Hemant Mundra – Principal, Warburg Pincus India Private Limited

Interview with Anant Gupta – Managing Director, Kedaara Capital

Interview with Ketki Paranjpe – Partner (Investments), Sixth Sense Ventures

Flash Cards (50) of private equity firms, their investment range, top 5 investments done by them, their valuation and about the companies invested in

Interview with Ruchir Lahoty – Managing Partner, MegaDelta Capital Advisors LLP

Index

1. Introduction to Private Equity

What is Private Equity

Stakeholders of Private Equity

How has Private Equity Evolved Over the Years?

Types of Private Equity Investments

2. Fundamentals of PE Investment

Returns in Private Equity Investments

Factors Considered While Discussing Expected Returns

How Does a PE Fund Make Money?

Two Income Streams - Management Fees & Bonus

Benchmarks/Metrics Used for Measuring Returns

Recent Trends & Developments

3. Process of Raising a PE Fund

Investment Team

Investment Strategy

Portfolio Management Strategy

Regulatory Approvals

Marketing of the Fund

Closing of the Fund

4. Process of Deploying a PE Fund

Creating a Deal Flow Network

Receiving Proposals

Changing Deal Flow Over Time

5. Investment Process - Part A: Screening & Analyzing

Filtering the Proposals

Meeting with Entrepreneurs

What to Discuss in the Meeting?

Navigating the Entrepreneurial Stages: Vision, Collaboration & Resolution

The Founder’s Response: Fear or Fire?

How to Decide Whether It Is an Investable Business?

PE to PE: Exploring Strategic Partnerships

6. Investment Process - Part B: Term Sheet

What Is a Term Sheet?

What Does the Term Sheet Cover?

7. Investment Process - Part C: Due Diligence & Deal Closure

What Happens After the Term Sheet Is Signed?

Analyzing Diligence

Investment Committee Decision

Deal Closure

Conclusion

8. Portfolio Management in the PE Industry

What Happens After Investment?

Business Plan: Review & Action

Role of the Fund Management Team

Being a Board Member

Supporting the Organization in Challenging Times

9. Exit Process of a Private Equity Investment

How to Prioritize the Exit of an Investor

Portfolio Construction in the Exit Process

How to Make Returns on Invested Capital

What & How to Exit the PE Fund

Are There Investments That Cannot Be Sold?

10. Winding Up the Private Equity Fund

Total Returns to Investors

Profit Distribution by the PE Fund

What About Unsold Companies?

Is the Fund Over?

11. Career in Private Equity

Role of an Analyst in the Journey of a PE Fund

What Skills Are Needed?

Where to Start?

How to Start?

Building a Strong Foundation: My Journey

Interview Process for Every Position in the PE Fund Team

12. Perspective of the Limited Partner

Who Are the Limited Partners (LPs)?

What Does the Marketing Material Given by the PE Fund to LPs Contain?

Red Flags in Marketing Material from a Fund Manager

Questions to Ask a Fund Manager

Treatment of Different Categories of LPs by the PE Fund

How to Decode Reporting Once the Investment Is Done

How to Choose Between Different Funds

How Can I Know That I Can Trust the Fund Manager?

How Many Meetings Should I Have With the Fund Manager?

13. Case Studies

Take a Sneak Peek

Meet the Author

VINIT RAI505 Learners

MANAGING DIRECTOR AT J.M FINANCIAL PRIVATE EQUITY

Vinit joined JM Financial in November 2006. He brings 20 years of experience with 16+ years in investing in India.
He is a core team member of JMFPE from the start.
He leads early and growth-stage investments and many exits.
He works in finance, education, manufacturing, F&B, agritech, and consumer services across the full investment cycle.
He also manages investments from JM Financial's proprietary funds and has worked in Commercial and Investment Banking at ABN Amro, Morgan Stanley, and Brescon.
He serves as a Nominee Director and board observer. He holds a Bachelor’s in Commerce from R.A. Podar College and is a rank-holding Chartered Accountant.