How do you stack up as a Private Equity Partner?

What are you doing well? What are you avoiding?

Private Equity Partner Coaching Topics:
1. Top of funnel sourcing: how to consistently source deals which you and your IC may find attractive.
2. How to network effectively.
3. How to communicate the parameters of an ideal deal to counterparties so you are top of mind when the right deal comes along.
4. How to use your BD team most effectively.
5. Sourcing maintenance: how to avoid the boom/bust sourcing cycle of anxiety and complacency.
6. "Trusting the sourcing process" and resisting the temptation to jump back into the day-to-day portCo issues and analysis.
7. Mindset of risk: perfection does not exist; how to pull the trigger on good prospects; how to work through portCo problems as they arise.
8. Showing conviction with IC, while being open to benefitting from the teams' perspectives. Informed decisions versus egotistical myopia.
9. Initiating an effective relationship with a target company CEO.
10. Managing portCo relationships.
11. How to be a good Board Member.
12. Thinking like an Entrepreneur/Owner: your Managing Partners have communicated an investment philosophy and culture to LPs. 13. How do you reflect this in your day to day - with counterparties and your team.
14. Time Management: a thousand things Are pulling at you. How to prioritize and direct time to what matters, while delegating/dumping the balance.
15. Balancing internal firm responsibilities with sourcing and portCo maintenance.
16. Life Balance: PE is a marathon. As you grow older, you want to maintain the intensity in the areas that matter, while balance your job hours with the needs of your family and personal health.
17. Team management / development. How to give helpful / actionable feedback.
18. Fundraising: meeting with existing and new investors.
 
Private Equity VP Deal Captain Coaching Topics
1. Communicating with IC: how to think like your IC, "throw away the investment memo" and walk me through the investment thesis exercise; how to present to a group versus the written form; how to learn to spar on your feet (improv) and be an interactive participant.
2. Managing Up! How to do your job of mastering the details, while thinking top-down to better understand what your Deal Partner would like to know / not know.
3. Prioritization.
4. Managing your career: at each level, what new skills do you want to learn, while letting juniors assume ownership of skill you've mastered. Stakeholder management - how to gather feedback and grow as a professional: emotionally and technically.
5. What to do with 360 feedback? Defending versus owning others opinions of you.
6. Emotional Mastery: getting your own Ego out of the way, so that you are fully available to Listen to your Partners and portCos and help them get leverage from you.
7. Empowering juniors / accepting lack of control.
8. Boundaries / difficult conversations / teaching & mentoring the next generation.

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