Level Up from Principal to Partner

A six-month cohort with your best-in class peers to develop all the skills you need to become a successful deal Partner

You’ve mastered the analytics and the process.

Now it’s time to source deals, navigate IC and firm politics.

It’s time to own the table, not just sit at it.

Elite Group Cohort Coaching for Principals Who Want to Show Up Like Partners

We help highly ambitious Principals like you pivot from high-performing executors to confident, strategic deal leaders.

Results you can expect from our intensive group coaching cohort:

✔
A plan to consistently source and win deals
✔
How to effectively communicate with your Investment Committee and key Partners
✔
How to build a following to support you as you move up
✔
Real-time feedback and support from peers on the same path

You don’t need another technical skill.

You need an operating system upgrade.

  • "By adopting the pre-IC one-page memo method, I’m showing up speaking like an MD and engaging the audience. I’m getting much greater buy-in on my deals."

    Principal, Direct Lending

  • "I learned that even if I think I have all the answers, I need to let IC throw their punches as part of the sport. If I show up with an answer for everything, they feel like I’m not listening or that I may even be hiding something."

    Principal, Large Cap PE

  • "I am now focusing on the needs of the founder when sourcing versus my maniacal attention to the numbers and company. When I establish a psychological connection, I’m getting much greater conversion. I’m taking the time to listen rather than cutting the founder off mid-sentence."

    Principal, Structured Equity

  • "I’ve become a more balanced presenter in IC. I used to sell the merits and cover over the problems as if they reflected badly on me. Now I directly acknowledge the problems and what we would do about them. It’s a collaborative discussion."

    Principal, Growth Equity

  • "I am now identifying the next generation and teaching them. Historically, management told me I was a great performer but questioned whether I could create a loyal team."

    Principal, PE

  • "By identifying my one or two key development goals, I’ve been able to ruthlessly prioritize, stop wasting time on things that don’t really matter and get results."

    Principal, Private Equity

Your Guide

Justin Doyle

Executive Coach

Princeton University,
A.B., Economics 2001

Goldman Sachs
Investment Banking

15 Years Buyside Investor

Perry Capital
Special Situations Group

Moore Capital
Macro & Financials

Perella Weinberg
Multi-Strategy HF

Millennium L/S
Financials

  • Exclusive focus coaching buyside investors solving all their most common problems: Private Equity, Growth Equity, Private Credit / Direct Lending

  • 7000+ hours 1x1 coaching all mid and senior levels: VP → MD → Group Head → CIO

  • Extensive coach training and experience

10 Years Buyside Coach

Elevate from
Deal Jockey to Strategic Partner

Elevate Your Leadership

Through structured executive coaching and advanced frameworks, you’ll acquire the refined skill set that distinguishes partners from principals—originating proprietary deals, cultivating institutional capital relationships, and commanding strategic influence across the firm.

Become the Obvious Choice for Promotion

With elevated strategic acumen, refined leadership presence, and a differentiated ability to generate firm value, you won’t just be considered for Partner—you’ll be positioned as the indispensable next generation of firm leadership.

Join an Exclusive Peer Cohort

Apply to be selected into a high-caliber group of ambitious Private Equity Principals who are committed to ascending into partnership. This curated circle fosters a dynamic environment of accountability, intellectual rigor and open exchange.

Investment: $25,000

You’re Ready to Step Up—But Something’s Missing.

As a Principal, you’ve proven your value. You’re a master technician: models, diligence, and execution are second nature.

  1. You’re the best deal captain at your firm.

  2. You are ready to pivot from technician to deal sourcing partner.

  3. You want a proven roadmap from expert coaches.

But Partner isn’t just the next rung on the ladder—it’s a new game entirely.

  • You need to originate more deals, not just execute them.

  • You’re expected to build and deepen LP relationships.

  • You’re being evaluated not just on your output—but on your leadership, vision, and presence.


The hard truth?
What got you here won’t get you there.

TAKE CHARGE - DON’T LEAVE IT TO CHANCE

Six Month
Program Overview

Investment: $25,000

Concept 1: Communicating With Investment Committee

Learn to communicate with your IC in language they understand. Simplifying your narratives and emails to engage key decision makers and be on the inside of critical deal conversations.

Concept 2: Clarify What Types of Deals Your IC Wants

Uncovering your firm’s archetype of an deal so that you can source what your IC wants to see. Learning to efficiently kill deals that don’t fit your IC’s archetype and stop wasting your team’s time.

Concept 3: Make Yourself Top Of Mind: Be The First Call

Creating your own Brand in the market. Becoming top-of-mind so counterparties call you first when there’s a deal that perfect for you and your firm.

Concept 4: Develop A Following Internally

Developing your team. Multiplying you. You can’t move up until you train someone to step into your shoes. How to select a protege and imbue them with your DNA.

Concept 5: Create Your Own Investor Relations Department

Managing up to create influence. Your bosses are your key shareholders. They vote on whether to promote and include you, or not. This isn’t icky firm politics; this is your Investor Relations department to optimize your trading multiple. If you’re just focusing on output and hoping you’ll be noticed, you’re missing half the equation.

Concept 6: Put These Learnings Into Action

Putting it all together. Setting ambitious development goals based on learnings from cohort to step function your next year.