A Beginner's Guide to Private Equity Fund Formation (SC)

Section 1, Spring 17

Schedule Information

Enrollment: 16/18
Credits: 1

Course Description

An introduction to the entrepreneurial process involved in creating a private equity fund. The course will explore the ways in which entrepreneurs go about creating the investment idea which ultimately results in the formation of a fund vehicle, and studying the process that flows thereafter.

Using a real estate strategy as the model, consideration will be given first to alternative approaches to capital raising and then an in-depth overview of a fund creation strategy. Students will be exposed to both business considerations (for example, what is the investment thesis of the fund and is it viable and sustainable) and legal considerations (for example, what kind of vehicle should be created; what are the legal implications of the marketing process).

Students will be asked to develop an idea worthy of a fund creation exercise and describe in it a short-form business plan, as well as preparing a related pitch book; and delivering the pitch to the class.

Grades will be based on the quality of the business plan, pitch book and elevator speech delivery (not necessarily on the brilliance of the underlying fund strategy). Class attendance will be required.

Course Requirements

Exam Info:
Midterm Type (if any): None
Description: None

Final Type (if any): None
Description:

Written Work Product
Written Work Product:

Other Work

Other Course Details
Prerequisites: None Concurrencies: None
Mutually Exclusive With: None
Laptops Allowed: No
First Day Attendance Required: Yes
Course Notes: This class will meet in 3 weeks of 3 evenings sessions, as follows: January 31st - February 2nd; March 14th - March 16th, 2017, and March 21st - March 23rd, 2017. ATTENDANCE: Attendance at all class sessions is required.  Enrolled students who do not attend the first class session will be disenrolled in accordance with Academic Policy. Students seeking to enroll in this course must attend the first class session.  Grades will be based on the quality of the business plan, pitch book and elevator speech delivery (not necessarily on the brilliance of the underlying fund strategy). Class attendance will be required.

Graduation Requirements

*Satisfies Writing Requirement: No
**Credits For Prof. Skills Requirement: No
Satisfies Professional Ethics: No

*Yes means professor requires everyone in the course to submit a substantial research paper (which is the requirement standard in Academic Policies), so no paperwork required to be submitted to SRO. No means student must timely submit paperwork to SRO if intending to use a paper in this course to satisfy the Writing Requirement.

**Yes indicates course credits count towards UVA Law’s Prof. Skills graduation requirement, not necessarily a skills requirements for any particular state bar.

General Information

Schedule No.
117219203
Law No.
LAW7761
Modified Type
Seminar
Cross Listed: No
Cross-Listed Course Mnemonic:
Public Syllabus Link: None
Evaluation Portal Via LawWeb Opens:
Evaluation Portal Via LawWeb Closes: