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Private Equity - Technology

Private Equity Coaching & Prep Materials

Our 93% Success Rate Speaks For Itself

  • Master the latest and most advanced technical questions on accounting, comps, DCFs, M&A, and LBOs specific to the technology sector
  • Learn the most important multiples and KPIs for technology companies such as EV / ARR, EV / revenue, customer acquisition cost (CAC), lifetime value (LTV), churn, upsell / expansion, downsell / contraction, burn multiple, and runway
  • Gain familiarity with the latest deals and market trends in key subsectors of technology, such as AI / ML, software, hardware, IOT, semiconductors, telecommunications, IT, e-commerce, fintech, and digital media
  • Build a 3-statement model by forecasting different tiers of subscribers and customers, gross new customers, churn, ARPU, headcount schedules, IRR, and GP / LP waterfalls
  • Craft a customized personal narrative that aligns with technology investment banking, highlighting deal walkthroughs, relevant experiences, and skills
  • Personalized, structured written feedback to identify your strengths and areas for improvement, enhancing your interview performance
  • 93% of clients receive a job offer in private equity. We are the only service completely dedicated to your success. Our philosophy is unique: a successful client is one who gets the job of their dreams, NOT one who keeps coming back!

Private equity firms seek to hire the cream of the crop from the investment banking and management consultant industry, but with dry powder at an all-time high, more and more private equity firms are seeking candidates from non-traditional backgrounds. Typically, private equity firms will not only challenge candidates to technical and fit-based interviews, but grueling leveraged buyout (LBO) case studies as well. These case studies can last anywhere from 4 hours to 2 days, and there are often 3 or 4 rounds of interviews before a decision is made.

We can help you prepare for both the interview questions and the case studies, and we help you think like a private equity investor. We can provide you with practice LBO case studies that will simulate the case study environment, and then ask detailed questions about both the model and the company, similar to a case study. All case studies come with a full answer key.

93% of our clients get a job in their field of choice!

Our coaching sessions cover the following:

1. Practice case studies that are modelled off of real CIMs and deals

  • Master the paper LBO and all its variants, including calculating for IRR, required entry and exit multiple 
  • Understand and model transactions using a provided LBO model template
 

2. Most common technical, fit and deal related questions in private equity interviews

  • How to walk through your deals as well as deals the PE fund has done
  • Accounting questions: how does XYZ event affect the 3 financial statements
  • Valuation questions
  • LBO and IRR questions
  • PE trends and portfolio company analysis
 

3. Learn to think like a private equity investor

  • Asking the right questions
  • Addressing due diligence issues
  • Using a due diligence checklist
  • Breaking down the value of a platform
  • Building a growth engine
  • Roll-up strategies
  • Finding niche industries with recurring revenue

Investment Banking Packages

One Hour
Coaching Session
235
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Coaching sessions are customized to your needs.
Any materials reviewed during the sessions will be sent to you (financial models / templates, slide decks, case studies)
3 Hours
(6% off)
220
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Includes 3 hours of coaching, all materials from the above packages, as well as:
  • 350 questions interview guide
  • 6 slide decks covering Behaviorals, Accounting, EV / Comps, DCF, M&A, and LBO
  • 2 hour LBO case study
5 Hours
(13% Off)
205
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Includes 5 hours of coaching, all materials from the above packages, as well as:
  • Paper DCF
  • Paper LBO
  • DCF case study in restaurant industry
  • DCF case study in software industry
  • 1 corporate development / FP&A case study
  • 2 M&A accretion / dilution case studies using merger model method and earnings yield method
  • IB case study with advanced M&A accretion / dilution and paper LBO
8 Hours
(19% Off)
190
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Includes 8 hours of coaching, all materials from the above packages, as well as:
  • DCF case study in restaurant industry
  • Venture capital case study
  • 2 hour LBO case study
  • Complex LBO case study in software industry. Incl. quarterly modeling, waterfall structures, & liquidation preference
  • Complex LBO case studies in knife sharpening industry with 50-70 slides in CIM with PPT and Excel solutions
10 Hours
(26% Off)
175
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Includes 10 hours of coaching, all materials from the above packages, as well as:
  • Short LBO case study in restaurant industry
  • Short LBO case study in software industry
  • Real estate paper LBO
  • Real estate private equity case study for nursing home company
  • Real estate private equity case study for retail property
  • 2 corporate development / FP&A case studies
  • 1 long complex LBO case studies in the sporting arena industry with 50-70 slides in CIM with PPT and Excel solutions
  • Complex LBO case study in the car washing industry with Excel modeling and Word memo component with solutions

Common Private Equity Prep Topics

Elevate your readiness for private equity interviews with our comprehensive program, covering essential aspects:

Real-World Case Studies

Practice with case studies modeled after actual Confidential Information Memorandums (CIMs) and real deals, ensuring you’re well-prepared for the complexities of the industry.

Mastery of the Paper LBO and Variants

Gain proficiency in the paper leveraged buyout (LBO) and its various iterations, honing your financial modeling skills to navigate private equity scenarios.

Transaction Modeling

Learn how to model transactions effectively by utilizing a provided LBO model template, enhancing your ability to analyze and assess investment opportunities.

Technical, Fit, and Deal-Related Questions

Prepare for the most common technical, fit, and deal-related questions that often arise in private equity interviews, ensuring you’re well-equipped to tackle any challenge

Thinking Like a Private Equity Investor

Develop the mindset of a private equity investor, enabling you to approach investment opportunities with a strategic and value-driven perspective.

Effective Due Diligence

Learn to ask the right questions and address due diligence issues adeptly, utilizing a due diligence checklist to ensure a thorough assessment of potential investments.

Value Creation Strategies

Understand the process of breaking down the value of a platform, building growth engines, implementing roll-up strategies, and identifying niche industries with recurring revenue – essential skills for private equity success.

Our Coaching Methodology

Based on Your Goals

All our Private Equity coaching packages begin by gaining a deep understanding of your career goals and aspirations within the PE sector. Each session with your coach will be tailored to your unique needs and learning objectives.

Real Interviews & Customized Questions

Our mock interviews are designed to mimic a real Private Equity interview. We’ll present you with advanced qualitative and quantitative questions that have been asked in real interviews. We’ll also provide best practice solutions to a variety of LBO case studies and deals.

Immediate Feedback

Feedback is integral to your growth. After each question, we provide immediate feedback to enhance your learning and memory retention. Additionally, we offer written feedback that highlights your strengths and areas for improvement, ensuring you make significant progress.

Our Placements

Our Coaches

Schedule Your Consultation Now!

Call Structure:

After understanding your goals and background, provide you with sample mock interview questions to ascertain where you are at in your preparation

Customized mock interview catering to the topics you need the most improvement on or wish to focus on

Feedback is provided after each question in order to promote learning and memory retention

Concise, written feedback will be provided afterwards addressing your strengths and areas for improvement