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In trainingInvestment judgment

CommitteeGym

Defend the thesis to the room.

Every fund's edge sits inside one room — the investment committee. It is where being right and being convincing diverge, and where reasoning gets stress-tested by people whose money is on the line. CommitteeGym puts you on the analyst side of the table with a contested deal: write the memo, anchor the recommendation, and face the partners. K2 grades thesis structure, downside discipline, valuation logic, and counterargument anticipation — the dimensions every IC reads for.

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The setting

The IC room — your slot is in twelve minutes.

Sample scenarios

  • 01Late-stage growth round at a 60% premium to last mark, with a soft cohort
  • 02Private credit deal with a covenant package the sponsor wants loosened
  • 03Take-private at a control premium with activist exposure on the LP base

Graded on

Dim 01
Thesis structure
Dim 02
Downside discipline
Dim 03
Valuation logic
Dim 04
Counterargument anticipation
Dim 05
Second-order risk