Beginner
What you’ll learn:
+ 7 more
The Sitewide Pass gives you full access to every Financeable course for one low price. You’ll get the complete insider playbook used by candidates who want to stand out at every stage of recruiting.
From First Interview to Top-Bucket Analyst
Your roadmap to interview success. Mike walks you through the prep playbook used by students who land BB/EB/MM offers.
Get the exact blueprint to maximize your limited prep time. Secure a clear game plan for navigating the Desk Ready curriculum so you can hit the ground running and quickly become the star analyst in your group.
Your roadmap to breaking into PE straight out of undergrad. Mike lays out the course sequence and what sets PE analyst interviews apart: business cases, mental math, and LBOs.
Your roadmap to landing a PE associate role. Mike walks you through on-cycle and off-cycle recruiting, working with headhunters, choosing target firms, and preparing for interviews through to managing offers.
Master the curveball topics that trip up other candidates, like lease accounting and gains & losses. We simplify confusing concepts so you can respond with absolute clarity.
See debits and credits flying across the screen with real-time animations. Learn how the three statements connect, not through memorization, but with easy-to-follow visual mental models.
Tackle the advanced accounting and valuation questions that are particularly common in Elite Boutique interviews. Plus, learn to tackle the intimidating Paper LBO with a repeatable 6-step process.
Learn the 6-step LBO framework that organizes the chaos of a buyout into a simple step-by-step flow where you simply can’t get lost. You will understand the mechanics so deeply that you’ll be running circles around your peers in technical interviews.
Stop memorizing corner-case scenarios for all-stock M&A deals. We give you one mental model that allows you to analyze any accretion/dilution problem in your head, no matter how the deal is funded.
From Advanced Concepts to PE Case Mastery: Dive into advanced accounting, valuation and LBO concepts. Master paper LBOs, mental math and the four common PE Analyst case formats with our proprietary frameworks.
Get clear, step-by-step frameworks for every paper LBO you’ll face, from basic to reverse to advanced, plus extra paper LBO practice. Sharpen your speed with a mental math framework that covers all the major operations. You’ll also learn how to tackle the four most common non-model cases in PE interviews.
Learn a first-principles based approach to Discounted Cash Flow Analysis (DCF) and how to interpret it side-by-side with valuation multiples. Navigate any variation of interview questions and explain your answers in Plain English.
Legacy training courses bury you in 200 functions. We focus on the few that actually matter using a ‘messy data’ case study, exactly what you’ll face on the job. Visual function walkthroughs enable a deeper understanding of Excel formulas than you will find anywhere else.
Maneuver through PowerPoint like a world-class investment banking analyst after just 1 hour of prep. Learn the shortcuts and custom setup that enable you to format slides and build decks in a fraction of the time.
Walk through a private equity deal from start to finish, the way it actually happens on the job. At every key decision point, see how both the buyer and the seller think, what each side is solving for, and what’s really being said between the lines. Show up on day one already reading deals like a seasoned pro.
Get a massive advantage by understanding how the M&A process works on the job. You’ll learn the deal process from front to back, pitch books to closing docs, so you can speak to the job in a way none of your peers will be able to.
50+ exercises covering every LBO variant from a 20-year career. Master every building block, from sources and uses, taxes and NOLs to management incentive plans and minimum equity structuring. Walk into any model test or deal ready for whatever they throw at you.
Master a ‘closed loop’ approach to Financial Modeling where every input flows logically through the Income Statement, Balance Sheet, and Cash Flow Statement. Nail down tricky concepts like working capital projections (e.g., DSO, DPO, etc.) so you understand the underlying intuition behind the model build instead of just memorizing keystrokes.
Learn the ins and outs of LBO model mechanics from transaction assumptions to returns analysis using visuals that break down the trickiest concepts: sources and uses, the pro forma balance sheet, and the debt waterfall. Gain a deep, intuitive understanding of how the model actually works, giving you a perspective that is simply not taught in traditional modeling courses.
Move beyond the mechanical combination of two spreadsheets and grasp the big picture. We consolidate the complex web of adjustments into a simple map that shows exactly how to get from Acquirer and Target earnings to the final post-deal number. Instead of plugging in data and hoping it works, you gain a ‘north star’ visual that allows you to navigate the accretion/dilution analysis with total clarity.
Start reading filings like a seasoned pro. Quickly sift through hundreds of pages to find the critical numbers efficiently. Internalize the differences between Adjusted, Pro Forma, and Run-Rate metrics so you can interpret public and private data without the confusion that plagues most first-year analysts.
Full-Stack LBO Prep Playbook: 10 cases from basic builds to roll-ups, dividend recaps, convertibles, and more. Master modeling and learn how senior PE professionals will evaluate your work.
Master a simple, powerful framework to break down any company, determine its core drivers, and craft credible modeling assumptions. In just a few hours, gain the business judgment it usually takes 5-10 years to acquire on the job.
Most analysts get lost when they first dig into a company. Learn how to figure out which variables actually matter, and build a thesis you can defend in front of an investment committee.
A big upside number means little without the downside next to it. Learn how to weigh risk against reward for both public and private companies, plus how to set up expert calls and primary research that move your thesis forward.
Good pitches explain why the numbers move, not just where they land. Learn to break down how revenue flows to profit and how to communicate the major drivers along the way.
The shortcuts you can use to sanity-check a valuation fast. You’ll learn what’s realistic for growth, margins, and returns, what drives a multiple, and how to back out the assumptions hiding behind a price.
How to build the charts that show up in stock pitches and IC memos. Learn which tools to use, how to visually explain a business, and how to build earnings and IRR bridges.