The Investment Committee Mindset Toolkit
What is Included: IC Framework guide and workbook (
Excel), Commercial Judgement Toolkit, Red Flags Radar, Carry Waterfall Model, Returns Financial Models - Secondaries, Primary and Co-Invests
A practical toolkit focused on the skill that matters most at IC level: judgement. Includes an investment memo framework, commercial judgement models, red-flag risk radar, worked IC case, carry waterfall model, and due diligence checklist. Designed for investors, IC members, and associates stepping up in responsibility.
Investment Committee Mindset Toolkit + Guided Walkthrough
What is Included: The IC Toolkit with 1:1 Support and Guidance over 5 Hours
Toolkit + 5-Hour Guided Walkthrough An enhanced version of the Investment Committee Mindset Toolkit with a structured 5-hour guided walkthrough. Includes all core frameworks, templates, and models, plus live sessions to walk through IC-style decision-making, judgement under uncertainty, and practical application to real cases. Designed for investors and committees seeking deeper application. Delivery and walkthrough completed within 14 days.
