Applied Growth Equity: Managing Investments, Boards, and Exits Over the Investment Lifecycle

Closing a growth equity investment is the beginning of a multi-year engagement, not the end of the analytical process. Portfolio companies need capital, strategic guidance, and governance discipline; exits require preparation that begins long before a process is launched. Growth equity professionals who manage the full investment lifecycle — from close to realisation — need a different set of skills than those who focus on the entry decision. By the end of this course you will be able to design a post-investment value creation plan, establish a board monitoring framework for a growth equity portfolio company, evaluate exit readiness using a structured assessment, and select among IPO, secondary sale, and strategic acquisition paths based on market conditions and company profile. What you will learn: - Designing a 100-day post-investment plan: priorities, quick wins, and long-term value creation levers - Board governance in growth equity: minority investor rights, information covenants, and constructive board engagement - KPI monitoring frameworks: which metrics matter at different stages of a growth company's trajectory - Recognising inflection points: when revenue growth is decelerating, margin pressure is building, or leadership challenges are emerging - Exit readiness assessment: financial metrics, governance clean-up, management depth, and market timing - IPO preparation: the financial and operational standards that public market investors expect - Secondary sale and strategic acquisition processes: when each is preferable and how the process differs - Managing co-investor and LP relationships: communication, reporting standards, and managing expectations through a long hold The course is structured around multi-year case studies that follow growth equity investments from close through exit, each examining a different challenge: a company that outperformed its plan, one that faced a significant operational setback, and one where market conditions required exit timing adjustment. Reflection prompts ask you to apply the frameworks to real or hypothetical portfolio scenarios. This course is written for growth equity professionals, venture capital partners preparing for later-stage investing, and investment analysts seeking a complete view of the growth equity lifecycle. This content is purely educational and informational; it does not constitute financial or investment advice.