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Tech Due Diligence: Your Financial Model Sucks.

Beyond M&A

The Financial Model Challenge in Tech Due Diligence It’s no secret that the current economic climate is challenging. Rising interest rates, higher costs, and prolonged fundraising cycles have created a tough environment for startups and investors alike. This disconnect is a red flag for investors.

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Understanding the SaaS Financial Model: Key Concepts and Methods

Software Equity Group

However, there may be a significant gap between the vision itself and the tangible data that will allow them to articulate where they are going—and convince investors of its viability. At its most basic, a financial forecast model is a summary of your company’s financial position that helps forecast its future performance.

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How the Private Equity Associate Course Drives Better Deal Execution

OfficeHours

Enhanced Financial Modeling Skills Financial modeling is a CRITICAL aspect of deal execution. This intuition can drive value creation and maximize returns for investors. Simply put, any private equity associate course must focus on developing and refining these skills.

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How to Stand Out in a Competitive Private Equity Associate Job Market

OfficeHours

T he most important skill for a private equity junior is financial modeling. Mastering financial modeling techniques and demonstrating proficiency in valuation methods, cash flow analysis, and financial statement analysis are critical skills for private equity professionals.

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Golden Triangle: Growth = ROC * RR | Learnings in Investment banking course, Financial modelling

Wizenius

By employing this framework, analysts and investors can assess the growth potential of companies, aiding in valuation, decision-making, and identifying promising investment opportunities. The Golden Triangle allows for a comprehensive evaluation of a company's growth strategy, financial health, and long-term prospects.

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How to pitch to investors: What fundraising collateral do I need?

Growth Business

#1 – Pitch deck = Must have As jargon goes, ‘pitch deck’ is pretty bad, but the PowerPoint deck of slides is the backbone of all investor pitches and it is something you will need. This can be useful for investors or interested parties before sending a full deck. #4 Please DO NOT SEND IT AS THE FIRST DOCUMENT YOU SEND TO AN INVESTOR.

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05-21-2023 Newsletter: Thinking if Private Equity is for you?

OfficeHours

They are typically closest to the financial modeling, analytical work, and diligence that private equity firms perform. Learn the essential strategies for financial modeling. Private equity associates are the workhorses of any investment team.