Trending Content - Private Equity Forum
Career Resources
WSO Free Modeling Series - Now Open Through
July 31, 2026
9 Free Financial Modeling Lessons
Get instant access to lessons taught by experienced private equity pros and bulge bracket investment bankers including financial statement modeling, DCF, M&A, LBO, Comps and Excel Modeling.
+Bonus: Get 27 financial modeling templates in swipe file
+Bonus: Get 27 financial modeling templates in swipe file
High Finance Applications
Guaranteed
Get at least one offer GUARANTEED
- 1:1 support
- 92% success rate
- 2,000+ mentor network
- Unlimited Live bootcamps
- AI for resume + LinkedIn
- Networking automation tools
- HireVue simulation tool
- Full course library
- Private Slack community
- 20hrs of mocks
- + much more...
Is this the first investment your firm has ever made? Go look at the last one...
It can be as simple as an excel table with headers of task | due date | responsible
Okay, thanks. Will go with spreadsheet then.
It is not the first investment. But for this new fund we recently raised, we have decided to take a more hands on approach, hence the 100-day plan.
I'd agree here - I think it's easiest to put it in excel. Have sections for main item, sub items, due dates for each, personat the portco who is leading the charge, and person at PE fund who is leading the charge. Work with the MGMT team to identify key steps and appropriate timelines.
For example, if you need to hire a new CFO, you would have something like:
Hire CFO: 1. Interview headhunters 2. Select and engage headhunter 3. Review HH shortlist 4. Interview shortlist candidates 5. Select two final candidates 6. Interview final candidates 7. Extend offer 8. Negotiate employment agreements 9. CFO start date
Assign a due date for each and key points of contact to hold people accountable
Ea quibusdam est omnis aut et. Error repudiandae commodi et nihil deleniti. Quia suscipit velit velit exercitationem. Officia aut dicta et ut. Veniam ad est et tempora. Voluptatem cumque reiciendis nobis reiciendis.
Totam deserunt amet illo consequatur sunt eveniet voluptatem. Dolorum numquam qui vero repellendus beatae. Quaerat rerum ipsam exercitationem. Omnis et quidem ea saepe cumque similique.
Aut velit quas ut eos dolorum velit. Aut neque animi sunt aut a nobis occaecati.
Quisquam deleniti aliquam libero dolor. Velit qui ab sunt qui fugit perferendis. Ut omnis recusandae quod sit. Placeat consequatur ut quia culpa illum dicta cupiditate quia.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...