Private Markets: Private Equity, Private Credit and Infrastructure Corporate Training
Develop deal-ready skill across PE, private credit, and infrastructure with hands-on labs for your finance team.
This corporate training program builds practical private markets skill for your team. Across eight modules, employees learn fund structures, deal mechanics, credit underwriting, and project finance through guided labs, then apply them in a capstone investment case. As a corporate training company focused on finance, Edstellar tailors content to each cohort's roles so teams learn the workflows they own.
Instructor-led group trainingVirtual / on-site / off-site10 languagesDelivered inEnglish, Spanish, Mandarin, German, Arabic, Portuguese, Hindi, French, Japanese, Italian100+ countriesWe have delivered inUnited States, United Kingdom, India, Canada, Germany, France, Netherlands, UAE, Saudi Arabia, Singapore, Australia, Japan, Brazil, South Africa and 90+ more countries
How we shape a deal-ready markets team
The Edstellar PRIVATE MARKETS Capability Model
Diagnose
Baseline your team's private markets fluency across PE, credit, and infrastructure deal skills.
Standardize
Align on one vocabulary for fund structures, deal terms, and underwriting standards.
Practice in labs
Model LBOs, underwrite credit, and build project cash flows in guided, hands-on labs.
Measure
Assess deal readiness with scored modeling exercises and structured instructor feedback.
Scale
Roll the program out across desks and regions with consistent content and delivery.
Need more than one program?Get a group quote
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Program Overview: What is Private Markets: Private Equity, Private Credit and Infrastructure Corporate Training?
Private Markets: Private Equity, Private Credit & Infrastructure is an instructor-led program for teams that allocate to, advise on, or service private markets. It covers three pillars: private equity deal-making, private credit underwriting, and infrastructure project finance. Analysts and managers learn fund structures and economics, LBO and credit modeling, and project cash-flow analysis, grounded in real-world deal cases.
The program runs over 33 instructor-led hours, pairing concise instruction with guided labs on fund economics, LBO and credit models, and project cash-flow analysis. Instructors connect every concept to live deals and client work, from screening an opportunity to monitoring a portfolio. Sessions are tailored to your team's roles, so analysts model at depth while managers practice advising clients. It closes with the Private Markets Investment Case capstone, where teams evaluate a live-style opportunity end to end.
Private markets now anchor institutional portfolios, yet many teams still work from surface familiarity: deals screened on instinct, credit memos thin on structure, infrastructure projects misunderstood. That gap costs mandates and erodes client confidence. This program builds the modeling discipline and asset-class fluency teams need to evaluate opportunities with confidence.
For the capstone, each team assembles a complete investment case for a realistic opportunity spanning the three pillars: an LBO model with a sourced deal thesis, a private credit underwriting memo with covenant analysis, an infrastructure project cash-flow model, and a portfolio monitoring plan showing how value would be created and tracked. Teams present the case to an instructor panel acting as an investment committee and defend their assumptions under questioning. The deliverable doubles as a reusable template: the team's own house format for screening, modeling, and pitching private market deals.
The curriculum moves from market foundations to advanced application: fund structures and economics, PE deal mechanics, direct lending, infrastructure finance, portfolio management, fundraising, and ESG. Each module pairs concise instruction with hands-on practice that enhances performance on live deals.
Sessions are instructor-led and tailored to your team's roles, from analysts building models to managers advising clients. Employees upskill or reskill at the right level, whatever their starting point.
What's Included in this Workshop for Your Enterprise Teams
- 1
Fund structures and economics
How PE, credit, and infrastructure funds are organized and earn fees.
- 2
Deal modeling labs
Build LBO, credit, and project cash-flow models in guided sessions.
- 3
Underwriting practice
Work realistic deal scenarios with instructor review and feedback.
- 4
Portfolio monitoring
Track performance, covenants, and value-creation plans across assets.
- 5
Capstone investment case
Defend a full private markets thesis in a final team exercise.
- Instructor-led sessions, hybrid delivery
- Flexible scheduling across time zones
- Small cohorts with instructor feedback
- Session recordings for review
- Digital workbook and model templates
- Completion certificate for attendees
Build your team's skills. Anywhere in the world.
Real-world use cases
from day one
Instructor-led training
for your teams
Delivered globally
in 100+ countries
Enterprise Training Solutions Customized for Your Company
One partner for instructor-led corporate training, delivered the way your teams work.
Request a Training Quote- Customized Training Delivery
- Scale Your Training: Small to Large Teams
- In-person Onsite, Live Virtual or Hybrid Training Modes
- Plan from 2000+ Industry-ready Training Programs
- Hands-On Labs on Live Infrastructure, Led by Industry Experts
Private Markets: Private Equity, Private Credit and Infrastructure Course Topics and Program Outline
Eight modules move from foundations to advanced deal work: fund structures, PE deal mechanics, private credit, infrastructure finance, portfolio management, fundraising, and a capstone case. Every session pairs instruction with guided, hands-on practice and short assessments.
Built by Edstellar with private markets investment practitioners
Built by practitioners who structure PE deals, underwrite private credit, and finance infrastructure projects in production, shaped around your team's deals and use cases.
Skill checks baseline your team's private markets fluency, deal modeling, and credit analysis before training begins.
Live instruction covers market foundations, fund structures, and deal economics across 6.5 focused hours.
Guided labs build LBO, credit, and project cash-flow modeling skill across 12.5 hours of supervised practice.
Your team builds and defends a capstone investment case in 6 hours, reviewed against professional standards.
From fund structures to a capstone investment case, every deal technique is practiced in guided labs.
Delivered as
Delivered as a hybrid program of live instruction and guided labs, scheduled around your team's calendar in flexible batches.
Map a fund structure: identify GP, LP, and fee flows in a sample pitch book.
learna)Private markets landscape: PE, private credit, and infrastructure
b)How private markets differ from public markets
c)Key players: GPs, LPs, and intermediaries
d)Reading a fund pitch book and term sheet
Calculate fees and carried interest through a sample fund waterfall.
learna)Fund structures: LPs, GPs, and management companies
b)Management fees, carried interest, and the waterfall
c)Closed-end vs open-ended and evergreen structures
d)Co-investments, secondaries, and fund vintages
Build a working LBO model and draft the key findings for an IC memo.
practicea)Sourcing, screening, and the deal pipeline
b)Valuation: comps, DCF, and entry multiples
c)LBO mechanics: leverage, debt paydown, and returns
d)Building an LBO model in a guided lab
e)Due diligence and the investment committee memo
Underwrite a sample borrower and mark up a credit term sheet.
practicea)Private credit strategies: direct lending to distressed
b)Underwriting a borrower: cash flow and leverage analysis
c)Term sheets: covenants, pricing, and protections
d)Portfolio monitoring and early warning signals
e)Workout and restructuring basics
Build a project cash-flow model and size debt using DSCR.
practicea)Infrastructure asset classes and revenue models
b)Project finance structures and SPVs
c)Building a project cash-flow model
d)Debt sizing, DSCR, and reserve accounts
e)Concessions, PPPs, and regulatory risk
Score a portfolio company's performance and draft a value-creation plan.
applya)Tracking performance: IRR, MOIC, and DPI
b)Value-creation plans and operating partners
c)Covenant tracking and amendment requests
d)Exit routes: sales, IPOs, and recapitalizations
Assemble a fundraising data-room checklist and review an LP report.
applya)Fundraising: placement, data rooms, and due diligence
b)LP reporting: ILPA templates and performance updates
c)ESG integration in private markets investing
d)Valuation policies and fair-value reporting
Deliver a full investment case, from thesis and model to committee defense.
applya)Selecting a target across PE, credit, or infrastructure
b)Building the investment thesis and model
c)Structuring the transaction and terms
d)Drafting the investment committee memo
e)Presenting and defending the case
Customize this program tailored to your team?
Tell us your training needs: what your team already works with, the level they’re at, and the topics you want them to focus on. We’ll adjust the modules, duration and hands-on labs, and send you a customized outline for your group.
Key Skills and Outcomes Your Team Will Gain
Your team leaves able to evaluate, model, and manage private markets investments with a consistent professional framework. Every competency below is practiced in guided labs during the program.
Read fund structures
Explain how PE, credit, and infrastructure funds are organized, charged, and governed.
Model LBO transactions
Build leveraged buyout models that link entry price, debt, and equity returns.
Underwrite private credit
Analyze borrower cash flows and negotiate protective term-sheet terms.
Build project cash flows
Model infrastructure revenues, size debt, and test downside resilience.
Track portfolio performance
Use IRR, MOIC, and DPI to monitor value creation across holdings.
Report to investors
Prepare clear LP updates aligned with standard reporting practices.
Defend an investment case
Present a full thesis, model, and terms to a simulated committee.
Teams that Benefit from this Private Markets: Private Equity, Private Credit and Infrastructure Group Training
Built for groups across banking, asset management, and insurance whose work touches private markets. Delivered in small-group cohorts, with cross-functional teams welcome. Content adapts to each cohort's role and experience, so your workforce practices the workflows it owns.
Sharpen deal execution from sourcing to exit
For deal teams and investment professionals who source, execute, and manage buyouts. Labs focus on valuation, LBO modeling, and investment committee preparation.
Workflow friction
- Inconsistent modeling standards across the team
- Slow diligence on complex deal structures
- Weak linkage between model and thesis
How the program helps
- Build faster, cleaner LBO and valuation models
- Screen targets with a consistent deal framework
- Prepare committee-ready memos and theses
Practice use cases
- LBO modeling
- Deal screening
- IC memos
- Exit planning
Underwrite and monitor credit with confidence
For credit analysts, portfolio managers, and risk teams working in direct lending and private debt. Practice centers on borrower underwriting, covenant design, and early warning routines.
Workflow friction
- Thin underwriting on fast-moving deals
- Inconsistent covenant monitoring across loans
- Late recognition of borrower stress
How the program helps
- Underwrite borrowers with structured cash-flow analysis
- Negotiate stronger covenants and protections
- Spot deterioration with early warning routines
Practice use cases
- Credit underwriting
- Term sheets
- Covenant tracking
- Workout scenarios
Model and finance long-life assets accurately
For project finance, infrastructure, and energy teams structuring and funding long-duration assets. Labs build project cash-flow models and debt-sizing discipline.
Workflow friction
- Over-optimistic revenue assumptions
- Weak downside and sensitivity testing
- Complex multi-party deal structures
How the program helps
- Build robust project cash-flow models
- Size debt with DSCR and reserve discipline
- Assess concession and regulatory risk
Practice use cases
- Cash-flow models
- Debt sizing
- PPP analysis
- Risk reviews
Fundraise and report with institutional polish
For fundraising, client coverage, and fund operations teams facing LPs. Practice covers data rooms, standardized reporting, and ESG narratives that meet investor expectations.
Workflow friction
- Lengthy diligence slowing closes
- Inconsistent reporting across funds
- Generic ESG answers under scrutiny
How the program helps
- Run tighter, faster fundraising processes
- Produce LP reports that meet market standards
- Tell a credible ESG and performance story
Practice use cases
- Data rooms
- LP reporting
- Fund marketing
- ESG narratives
Each department track follows the same core curriculum, tuned to the deals and documents your team handles daily.
Prerequisites: Analysts, associates, and client-facing professionals benefit most, especially those touching private deals, credit, or fund operations. Basic finance knowledge, such as reading financial statements, helps but is not required. No prior private markets experience is needed. Content adapts to each cohort's tools, deal types, and market context.
Analyst to Deal Lead
Analysts enter at Foundation and progress through Intermediate modeling and Advanced deal execution to Very Advanced investment leadership, matched to module depth and the capstone case.
One program that grows with private markets careers, from analyst fundamentals to confident deal leadership.
Mixed cohort, or several teams at once?
We can tailor the training to different teams, roles, and experience levels within the same program.
Certificate of Training Completion.
On successful completion, employees receive an Edstellar course completion certificate, recognizing their commitment to ongoing learning and professional development. It validates the skills they have built and motivates them to keep growing and contribute to organizational success.
Earned, not attended. Awarded on completion of all hands-on labs and the capstone project.
Training Delivery Modes: Virtual, Onsite and Hybrid
Choose the format that fits your team's locations and calendar. Every mode is instructor-led, with the same guided labs and capstone case.
Hybrid Training
A blend of live virtual sessions and in-person workshops, so distributed teams learn together in one cohort. Labs and the capstone run identically in both formats, with flexible scheduling across time zones.
- Mix virtual and in-person sessions per module
- Same guided labs in every format
- Flexible scheduling across time zones
- One cohort, one consistent curriculum
Onsite Training
Delivered at your office for teams that prefer face-to-face instruction. Instructors run every lab and the capstone with your deal examples, giving direct feedback during practice.
- Instructor-led sessions at your office
- Labs tailored to your deal types
- Direct feedback during practice
- Team building within the cohort
Live Virtual Training
Live virtual training over Zoom or Teams, with screen-shared modeling labs and breakout rooms for team exercises. Your team joins from anywhere with full instructor interaction, plus LMS access to recordings.
- Live instructor-led online sessions
- Screen-shared guided modeling labs
- Breakout rooms for team exercises
- Session recordings for later review
Need a training format that works for your team?
Full days, half days across weeks, or split by module. Tell us the delivery window and we schedule the cohort around it.
Frequently Asked Questions
Share your team size, locations, and preferred dates through the lead form. We reply with a tailored quote and per-batch pricing within one business day.
Yes. A short discovery call aligns the program with your team's roles, deal types, and goals before we finalize content and schedule.
Yes. The program runs as live virtual training with screen-shared labs, breakout exercises, and full instructor interaction for remote teams.
Yes. Instructors deliver the full program onsite, including every lab and the capstone, using your team's deal examples where useful.
The program runs 33 hours across 8 modules, typically scheduled in flexible batches on a mutually agreed calendar.
Question not answered here?
Put it in the request. A training specialist answers it directly, within one business day.
Where this Training Fits in Your Team's learning path.
Private markets build on capital markets and corporate finance. Your team learns markets and investment products first, then corporate finance and deals, then private equity, credit and infrastructure in this course, before financing infrastructure projects directly.
Why Choose Edstellar as Your Private Markets: Private Equity, Private Credit and Infrastructure Corporate Training Provider
Edstellar helps financial institutions build private markets capability through practitioner-led, lab-based programs. If you are comparing providers, weigh instructor depth, hands-on practice, and measurable outcomes: this program delivers all three with uncompromising quality in one tailored engagement.
EXPERT TRAINERS
YEARS DELIVERING
ORGANIZATIONS TRAINED
CERTIFIED
Tailored
Content adapts to your asset focus, deal types, and team roles, so every lab mirrors the work your people do daily.
Proven Methodology
A Diagnose-to-Scale method aligns vocabulary, standardizes models, and measures deal readiness before rollout.
Practice-Based Learning
Guided labs build LBO, credit, and project cash-flow models on realistic deals, with instructor review throughout.
Expert Trainers
Instructors are private markets practitioners matched to your team's roles, asset focus, and delivery window.
Global Scale
We deliver consistent private markets programs across regions and time zones with 5,000+ certified trainers.
Measurable Outcomes
Scored modeling exercises and capstone reviews track skill growth from baseline to deal-ready performance.
Analyze Private Markets Deals Through Fund Economics, Models, and Committee Review
Edstellar develops private markets analysis across private equity, credit, and infrastructure cases. Participants connect fund structures and waterfalls with LBO models, borrower assessment, and project cash flows. Portfolio and reporting exercises culminate in a simulated investment case, reviewed for model consistency, risk reasoning, and the evidence supporting its thesis.
- Step 01
Consult
We review financial statement familiarity and exposure to private deals or fund operations to identify gaps in fund economics, transaction modeling, or investment analysis.
- Step 02
Plan
We introduce fund structures and economics before LBO analysis, private credit underwriting, and infrastructure cash flows, then connect portfolio monitoring and investor reporting.
- Step 03
Align
We align private markets modeling and analysis expertise with participant responsibilities, tailoring case depth to deal familiarity while keeping decisions within educational simulations.
- Step 04
Customize
We adapt fictional pitch books, borrowers, and infrastructure projects to relevant deal types, supplying consistent financial records and assumptions rather than live investment recommendations.
- Step 05
Execute
Participants model waterfalls and leverage, assess credit terms, and size project debt, receiving feedback on cash-flow logic, risk assumptions, and the clarity of committee arguments.
- Step 06
Evaluate
We assess the simulated investment case for a coherent thesis, internally consistent models, supported risk analysis, and a balanced explanation of monitoring and investor-reporting needs.
Also from Edstellar
Talent assessments
Psychometric, behavioral, leadership and 360-degree assessment.
→Training needs analysis
Needs analysis, gap identification, and a training roadmap.
→L&D consulting
Learning strategy, content, technology and ROI measurement.
→OD consulting
Org design, succession planning and cultural change.
→Managed training services
Training outsourcing, vendor management, logistics and administration.
→Coaching solutions
Executive and manager coaching that keeps skills in use.
Start an RFP shaped to your needs.
Answer three quick questions about team size, scope, and how often you need the program run, then send the request from the last step. Everything you choose travels with it, so you only fill this in once.
How many team members need training?
Private Markets: Private Equity, Private Credit & Infrastructure Training Training Packages & Pricing
Where L&D holds an annual budget, license packages price the whole year at once instead of raising a purchase order per workshop. Hours and licenses are pooled across teams, programs and locations, so unused capacity is not stranded in one department.
Starter
120
trainee licenses64 hours of group training
Tailored for SMBs
Growth
320
trainee licenses160 hours of group training
Ideal for growing SMBs
Enterprise
800
trainee licenses400 hours of group training
Designed for large corporations
Custom
Unlimited
trainee licensesDuration set by the rollout
Multi-region and multi-year
Training Packages & Pricing
Choose the training format that works for your team. Pricing is customized based on your requirements, cohort size, and delivery needs.
Request Private Markets: Private Equity, Private Credit and Infrastructure Training for Your Team
Tell us about your team, locations, and goals. We will arrange a discovery call, confirm trainer availability, and design a tailored private markets program for your roles and deal types.