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Get your edge
Flagship package• All courses included

Every Course. One Pass.

For candidates who want the ultimate edge

Learn from Mike Kimpel, a veteran of UBS LA (now Moelis LA), Golden Gate Capital, HIG and a $2B hedge fund, who has spent 15+ years turning beginners into top-performing analysts and investors. Going from zero to world-class takes time. The Site Pass is built for people who want to put in that time and reach their full potential.

 

You’ll learn from every angle, from banker to investor, front to back.

Mike Kimpel, Financeable founder, in a blue blazer
Mike Kimpel
Founder, Financeable • Ex-Columbia Business School Faculty
White award ribbon icon above the stat bar
Courses 28
Programs included 4
Lessons 824
Hours of lessons 90+
On this page
Student success The challenge Comparison
The Grid

Every course. Every program. One pass.

Here’s every course Financeable offers, and which programs include it. Each bundle covers part of the grid. Our flagship Site Pass covers all 28.

CourseIB: Interview
Ready
IB: Desk
Ready
PE Analyst:
Interview Ready
PE Associate:
Interview Ready
Site Pass
Introductions4 courses
IB Interview Prep: Start Here–––
IB Desk Ready: Start Here–––
PE Analyst Interview Ready: Start Here–––
PE Associate: Start Here–––
Concepts8 courses
Accounting Fundamentals––
Valuation Fundamentals–
M&A Fundamentals––
LBO Fundamentals–––
Accounting Deep Dive––
Investment Banking: Interview Fine Tuning–––
PE Analyst: Interview Fine Tuning–––
PE Associate: Interview Fine Tuning–––
Excel + PowerPoint2 courses
Excel Survival Kit––
PowerPoint Speed–––
Modeling + M&A/LBO8 courses
Navigate the Filings–––
Financial Modeling–
Sell-Side M&A In Real Life––
LBO Modeling–
Private Equity In Real Life––
Advanced LBO Modeling–––
M&A Modeling–––
PE Associate: LBO Model Cases (10x)–––
Buy-Side Mastery + Analysis6 courses
Business Mechanics–
Buyside Mastery (1): Investing Process + Thesis–––
Buyside Mastery (2): Risk-Reward + VAR–––
Buyside Mastery (3): The Story of the Numbers–––
Buyside Mastery (4): Ninja Tricks–––
Buyside Mastery (5): Compelling Visuals–––
Courses included8101113All 28
Price, yearly access$249/yr$275/yr$435/yr$600/yr$925/yr
Certificate

Certificates of completion included

Sample Financeable Certificate of Completion: Financial Modeling

Why the certificate matters

Top-tier banks and funds receive hundreds of applications from lookalike candidates. Your certificate signals:

Structured preparation

You invested in a thorough, practitioner-built curriculum, not random YouTube playlists.

Practitioner mentorship

Mike’s background across IB, PE, hedge funds, and mutual funds, plus nine years at Columbia, backs your story.

Interview + desk-ready commitment

Shows you’ve invested in comprehensive, structured preparation for your interviews.

How students use it:

inAdd to LinkedIn’s ‘Licenses & Certifications’ section with the verification link.
@Mention in outreach emails: ‘I completed Financeable’s Site Pass curriculum to ensure I’m geared up for interviews.’
▶Reference in interviews when telling your preparation story.
Curriculum

Look inside every course

Click any course to see its modules and lessons.

Introductions4 courses

IB Interview Prep: Start Here7 LessonsBeginner

Your roadmap to interview success. Mike walks you through the prep timeline, networking strategies, and behavioral frameworks used by students who land BB/EB/MM offers.

Part of:IB Interview ReadySite Pass
  1. Let’s Get Started!
    • Hi, I’m Mike. Let’s get you Interview Ready!
    • How to tackle this course series
    • IB Pre-Flight Guide
    • IB Interview Prep App + AI Tutor
    • Walk Me Through a DCF (Videos + Articles)
    • Video: How to Use a Mac Like a PC
    • Challenge Questions
IB Desk Ready: Start Here3 LessonsBeginner

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.

Part of:IB Desk ReadySite Pass
  1. Let’s Get Started!
    • Hi, I’m Mike. Let’s get you Desk Ready!
    • How to tackle this course series
    • Video: How to Use a Mac Like a PC
PE Analyst Interview Ready: Start Here2 LessonsBeginner

Your orientation to the program: understand the path ahead and what to expect.

Part of:PE AnalystSite Pass
  1. Let’s Get Started!
    • Hi, I’m Mike. Let’s get you Ready for a PE Analyst Interview!
    • How to tackle this course series
PE Associate: Start Here26 LessonsAdvanced

PE Associate orientation: what to expect and how to maximize the program.

Part of:PE AssociateSite Pass
  1. Welcome to the Course!7 Min
    • Welcome to the Course!
  2. Section 01. Private Equity 10119 Min
    • Intro
    • LBO Basics
    • How do PE Funds Work?
    • What Does Working in PE Entail?
    • How do I Learn More?
  3. Section 02. Get in the Flow8 Min
    • Intro
    • Trends to Know for PE Interviews
    • Above and Beyond
    • How do I Learn More?
  4. Section 03. The Paths to PE31 Min
    • Intro
    • How do I Break Into PE?
    • Networking vs Headhunters
    • How to Network for PE
    • Getting Your Resume Across the Line
  5. Section 04. Picking Target Firms19 Min
    • Intro
    • Types of PE Funds
    • Which PE Funds are right for me?
  6. Section 05. PE Interview Prep20 Min
    • Intro
    • What do Headhunters Want?
    • What do PE Interviewers want?
    • How can I make sure i’m ready?
  7. Section 06. Managing the Process14 Min
    • Intro
    • Sample On-Cycle vs Off-Cycle Schedules
    • Managing Your Nerves + Offers
    • Wrap-Up

Concepts8 courses

Accounting Fundamentals2+ Hours • 25 LessonsBeginner

See debits and credits flying across the screen with real-time animations. Learn how the three statements connect, not through memorization, but through easy-to-follow visual mental models.

Part of:IB Interview ReadyPE AnalystSite Pass
  1. Section 01. Course Introduction2 Min
    • Course Introduction
    • Let’s Learn About You! :)
  2. Section 02. What is Accounting?7 Min
    • Accounting Basics
    • Burn it In! + Test Your Skills!
  3. Section 03. The Core Accounting Toolkit19 Min
    • Core Accounting Principles
    • The Accounting Equation
    • Debits and Credits
    • Burn it In! + Test Your Skills!
  4. Section 04. Case Study Year 1 – Balance Sheet25 Min
    • Introduction
    • Start-Up Transactions: Debt & Equity
    • Start-Up Transactions: PP&E, Inventory and AP
    • Excel Exercise: Start-Up Transactions
    • Burn it In! + Test Your Skills!
  5. Section 05. Case Study Year 1 – Income Statement57 Min
    • Revenue
    • COGS + SG&A
    • Mid-Point Check-In
    • Depreciation Expense
    • Non-Operating Items + Tax
    • Burn it In! + Test Your Skills!
  6. Section 06. Case Study Year 1 – Cash Flow Statement30 Min
    • Cash Flows from Operations
    • Cash Flows from Investing
    • Cash Flows from Financing
    • Burn it In! + Test Your Skills!
    • Wrap-Up
  7. Certification Diagnostic
    • Certification Diagnostic
Valuation Fundamentals3+ Hours • 45 LessonsBeginner

Learn a first-principles based approach to Discounted Cash Flow Analysis (DCF) and how to interpret it side-by-side with Multiples.

Part of:IB Interview ReadyIB Desk ReadyPE AnalystSite Pass
  1. Course Introduction2 Min
    • Welcome to the Course!
    • Video Navigation Keyboard Shortcuts
  2. Section 01. What is Valuation?20 Min
    • Asset vs Cash Flow-Based Valuation
    • DCF Basics
    • Trading & Transaction Comparables
    • Burn it In! + Test Your Skills!
  3. Section 02. DCF Fundamentals12 Min
    • Intro to DCF Analysis
    • What is Discounting?
    • Basic DCF Mechanics
    • Burn it In! + Test Your Skills!
  4. Section 03. DCF Stage 124 Min
    • Calculating Free Cash Flow
    • Valuation Step-By-Step
    • Time For Excel: DCF Stage 1
    • Burn it In! + Test Your Skills!
  5. Section 04. DCF Stage 217 Min
    • Introduction to Stage 2
    • How to Calculate Terminal Value
    • Time for Excel: DCF Stage 2
    • Burn it In! + Test Your Skills!
  6. Section 05. Weighted Average Cost of Capital41 Min
    • Introduction to WACC
    • WACC: Debt and Equity Weights
    • Time for Excel: Debt and Equity Weights
    • WACC: Cost of Debt
    • Time for Excel: Cost of Debt
    • WACC: The Cost of Equity
    • Time for Excel: WACC
    • Burn it In! + Test Your Skills!
  7. Section 06. Enterprise Value Mechanics26 Min
    • Equity and Debt Fundamentals
    • The Impact of Cash
    • Public Company Mechanics
    • DCF Wrap-Up
    • Time for Excel: DCF Wrap-Up
    • Burn it In! + Test Your Skills!
  8. Section 07. Valuation Multiple Fundamentals18 Min
    • What is a Multiple?
    • A Shorthand DCF
    • Two Types of Multiples
    • Burn it In! + Test Your Skills!
  9. Section 08. Valuation Multiples: Trading vs Transaction45 Min
    • Trading Comparables
    • Excel Exercise: Trading Comparables (Part 1)
    • Excel Exercise: Trading Comparables (Part 2)
    • Transaction Comparables
    • Excel Exercise: Transaction Comparables
    • Valuation Big Picture
    • Burn it In! + Test Your Skills!
  10. Section 09. Course Wrap-Up2 Min
    • Wrap-Up
  11. Certification Diagnostic
    • Certification Diagnostic
M&A Fundamentals2+ Hours • 25 LessonsBeginner

One mental model that allows you to analyze any accretion/dilution problem in your head, no matter how the deal is funded.

Part of:IB Interview ReadyPE AnalystSite Pass
  1. Welcome to the Course!2 Min
    • Welcome to the Course!
    • Let’s Learn About You! :)
  2. Section 01. M&A Basics18 Min
    • Intro to M&A
    • M&A Exercises Step-By-Step (Excel File)
    • M&A Transaction Types
    • Buyer vs Seller Considerations
    • Burn it In! + Test Your Skills!
  3. Section 02. M&A in Real Life21 Min
    • Introduction
    • Sell Side M&A
    • Buy Side M&A
    • A Simpler View?
    • Burn it In! + Test Your Skills!
  4. Section 03. Accretion/Dilution​ for Beginners60 Min
    • Intro to Accretion/Dilution
    • M&A Benefits & Costs
    • The Accretion Dilution Formula
    • All Stock Accretion/Dilution Examples
    • Time for Excel: Accretion/Dilution – All Stock
    • Incorporating Debt & Cash
    • Time for Excel: Accretion/Dilution – Yield Approach
    • Burn it In! + Test Your Skills!
  5. Section 04. Stock Deals vs. Asset Deals17 Min
    • Stock Deals vs Asset Deals
    • Key Concepts & Summary View
    • Burn it In! + Test Your Skills!
    • Wrap-Up
  6. Certification Diagnostic
    • Certification Diagnostic
LBO Fundamentals3+ Hours • 24 LessonsBeginner

Learn the 6-Step Core Framework that organizes the chaos of a buyout into a simple step-by-step process where you simply can’t get lost.

Part of:IB Interview ReadySite Pass
  1. Welcome to the course!1 Min
    • Welcome to the Course!
  2. Section 01. What is an LBO?37 Min
    • LBO Basics
    • LBO Model Step-by-Step
    • Building a Basic LBO Analysis
    • The Impact of Leverage (i.e. Debt)
    • LBO Value Drivers
    • Burn it in!
  3. Section 02. How do PE Funds Work?19 Min
    • PE Fund Basics
    • How PE Funds Operate
    • Burn it in!
  4. Section 03. Debt Tables46 Min
    • Intro to Debt Tables
    • The Debt Waterfall
    • Time for Excel: Cash Flow Setup
    • Cash Available for Optional Repayment
    • Time for Excel: Cash Available for Optional Repayment
    • RCF, 1 L TL, 2 L TL & Bonds (‘Notes’)
    • Time for Excel: RCF, 1 L TL, 2 L TL & Bonds (‘Notes’)
    • Time for Excel: Connect the Three Statements
    • Burn it in!
  5. Section 04. Exit & Returns Analysis16 Min
    • Exit Analysis
    • Returns Analysis
    • Time For Excel: Returns and Exit Analysis
    • Burn it in!
    • Wrap-Up
Accounting Deep Dive4+ Hours • 62 LessonsIntermediate

Master the curveball topics that trip up other candidates, like Lease Accounting and Gains & Losses.

Part of:IB Interview ReadyPE AnalystSite Pass
  1. Welcome to the Course!5 Min
    • Welcome to the Course!
    • Video Navigation Keyboard Shortcuts
    • Let’s Learn About You! :)
  2. Section 01. Course Introduction3 Min
    • Course Overview
    • Accounting Deep Dive – Step by Step Excel File
  3. Section 02. Case Study Yr 2: Sales, A/R & D/R29 Min
    • Intro: Sales, AR, & DR
    • Account Mechanics: AR & DR
    • Allowance for Doubtful Accounts
    • Journal Entries: Sales, AR & DR
    • Time for Excel: Sales, AR & DR
    • Burn it In! + Test Your Skills!
  4. Section 03. Case Study Yr 2: Inventory, COGS & A/P14 Min
    • Intro: Inventory, COGS, & A/P
    • Account Mechanics & Journal Entries: Inventory, COGS, & A/P
    • Time for Excel: Inventory, COGS, & AP
    • Burn it In! + Test Your Skills!
  5. Section 04. Case Study Yr 2: SG&A, Prepaid & Accrued Expenses18 Min
    • Intro: SG&A, Prepaid, & Accrued Expenses
    • Account Mechanics & Journal Entries: SG&A, Prepaid, & Accrued Expenses
    • What is R&D Expense
    • Time for Excel: SG&A, Prepaid, & Accrued Expenses
    • Burn it In! + Test Your Skills!
  6. Section 05. Case Study Yr 2: PP&E & Intangibles33 Min
    • Intro: PP&E & Intangibles
    • Account Mechanics & Journal Entries: PP&E
    • Account Mechanics & Journal Entries: Intangibles
    • Real-Life Presentation: PP&E and Intangibles
    • Time for Excel: PP&E & Intangibles
    • Burn it In! + Test Your Skills!
  7. Section 06. Case Study Yr 2: Operating & Finance Leases36 Min
    • Intro: Leases
    • Operating vs Finance Leases
    • Time for Excel: Lease Worksheet
    • Journal Entries Leases
    • Time for Excel: Lease Transactions
    • Burn it In! + Test Your Skills!
  8. Section 07. Case Study Yr 2: Debt & Equity Accounts16 Min
    • Intro: Debt & Equity
    • Account Mechanics & Journal Entries: Debt
    • Common Stock & Treasury Stock
    • Account Mechanics & Journal Entries: Stock Accounts
    • Time for Excel: Debt & Equity
    • Burn it In! + Test Your Skills!
  9. Section 08. Case Study Yr 2: Gains & Losses14 Min
    • Intro: Gains & Losses
    • Gain and Loss Mechanics + Journal Entries
    • Time for Excel: Gains & Losses
    • Burn it In! + Test Your Skills!
  10. Section 09. Case Study Yr 2: Retained Earnings16 Min
    • Intro: Retained Earnings
    • Account Mechanics + Journal Entries: Retained Earnings
    • Time for Excel: Interest Income & Expense Worksheets
    • Time for Excel: Retained Earnings
    • Burn it In! + Test Your Skills!
  11. Section 10. Case Study Yr 2: Cash Flow Statement47 Min
    • Intro: Building a Cash Flow Statement
    • Cash Flows from Operations
    • Cash Flows from Investing
    • Cash Flows from Financing
    • Time for Excel: Cash Flow Statement
    • Burn it In! + Test Your Skills!
  12. Section 11. Metrics & Margins41 Min
    • Intro: Metrics & Margins
    • Metric Calculation Mechanics
    • Gross Margin & SG&A Expense
    • Working Capital & Cash Conversion
    • Net Working Capital & CapEx
    • Leverage & Coverage Ratios
    • Time for Excel: Income Statement + Balance Sheet Metrics
    • Burn it In! + Test Your Skills!
  13. Certification Diagnostic
    • Certification Diagnostic
Investment Banking: Interview Fine Tuning2+ Hours • 18 LessonsIntermediate

Advanced accounting and valuation questions common in Elite Boutique interviews, plus the Paper LBO broken into a repeatable 6-step process.

Part of:IB Interview ReadySite Pass
  1. Welcome to the Course!3 Min
    • Welcome to the Course!
    • Video Navigation Keyboard Shortcuts
    • Legal Disclaimer
    • Course File Download
    • Welcome to the Course!
  2. Section 01. Accounting Concepts51 Min
    • Accounting Intro + 3 Statement Explanation
    • Working Capital
    • 3 Statement Connections
    • Accounting Puzzle Questions
  3. Section 02. Valuation Concepts39 Min
    • Valuation Intro + The ‘Right’ Valuation
    • Levered Free Cash Flow
    • Unlevered Beta Formula
    • Preferred Stock + Minority Interest
    • Valuation Puzzle Questions
  4. Section 03. LBO Concepts28 Min
    • LBO Intro + Core Concepts
    • LBO Debt Concepts
    • LBO Returns
    • LBO Puzzle Questions
PE Analyst: Interview Fine Tuning6+ Hours • 52 LessonsIntermediate

Targeted prep for PE interviews: the key scenarios and questions that decide offers.

Part of:PE AnalystSite Pass
  1. Welcome to the Course!2 Min
    • Welcome to the Course!
    • Legal Disclaimer
    • Video Navigation Keyboard Shortcuts
    • Table of Contents
    • Course File Download
  2. Section 01: Accounting Concepts51 Min
    • Accounting Intro + 3 Statement Explanation
    • Working Capital
    • 3 Statement Connections
    • Accounting Puzzle Questions
  3. Section 02: Valuation Concepts39 Min
    • Valuation Intro + The ‘Right’ Valuation
    • Levered Free Cash Flow
    • Unlevered Beta Formula
    • Preferred Stock + Minority Interest
    • Valuation Puzzle Questions
  4. Section 03: LBO Concepts28 Min
    • LBO Intro + Core Concepts
    • LBO Debt Concepts
    • LBO Returns
    • LBO Puzzle Questions
  5. Section 04: Paper LBO + Mental Math34 Min
    • Paper LBO Intro
    • Paper LBO Step #1 – Assumptions
    • Paper LBO Step #2 – Sources & Uses
    • Paper LBO Step #3 – FCF + Mental Math
    • Paper LBO Step #4 – Exit Analysis
    • Paper LBO Step #5 – Return Calcs
    • Wrap Up
  6. Section 05: Mental Math Toolkit31 Min
    • Mental Math Intro
    • Mental Math Toolkit Principles
    • Mental Math Tactics – Part 1
    • Mental Math Tactics – Part 2
    • Mental Math Tactics – Part 3
    • Link to AI Tutor
  7. Section 06: Private Equity Analyst Case Interviews179 Min
    • PE Analyst Case Basics
    • PE Case Type #1: Market Sizing
    • Excel: Market Sizing Case
    • PE Case Type #2: P&L Case
    • Excel: P&L Case 1
    • Excel: P&L Case 2
    • Excel: P&L Case 3
    • Excel: P&L Case 4
    • Excel: P&L Case 5
    • Excel: P&L Case 6
    • Excel: P&L Case 7
    • Excel: P&L Case 8
    • Excel: P&L Case 9
    • Excel: P&L Case 10
    • P&L Case Wrap-Up
    • PE Case Type #3: ROI Case
    • Excel: ROI Case
    • PE Case Type #4: LBO Case
    • Excel: LBO Case
    • Tie it Together + Wrap-Up
    • Link to AI Tutor
PE Associate: Interview Fine Tuning5+ Hours • 33 LessonsAdvanced

Advanced prep for experienced candidates: associate-level questions and case dynamics.

Part of:PE AssociateSite Pass
  1. Welcome to the Course!4 Min
    • Welcome to the Course!
  2. Section 01. LBO Refresher28 Min
    • LBO Intro + Core Concepts
    • LBO Debt Concepts
    • LBO Returns
    • LBO Puzzle Questions
  3. Section 02. Paper LBO Fundamentals17 Min
    • Paper LBO Step #1 – Assumptions
    • Paper LBO Step #2 – Sources & Uses
    • Paper LBO Step #3 – FCF + Mental Math
    • Paper LBO Step #4 – Exit Analysis
    • Paper LBO Step #5 – Return Calcs
  4. Section 03. Mental Math Toolkit30 Min
    • Mental Math Intro
    • Mental Math Toolkit Principles
    • Mental Math Tactics – Part 1
    • Mental Math Tactics – Part 2
    • Mental Math Tactics – Part 3
  5. Section 04. Core Paper LBO Exercise34 Min
    • Core Paper LBO Exercise #1
    • Core Paper LBO Exercise #2
    • Core Paper LBO Exercise #3
  6. Section 05. Reverse Paper LBO Fundamentals5 Min
    • Reverse Paper LBO Sample Steps
  7. Section 06. Reverse Paper LBO Exercises15 Min
    • Reverse Paper LBO Exercise #1
    • Reverse Paper LBO Exercise #2
  8. Section 07. Advanced Paper LBOs14 Min
    • Advanced Paper LBO #1
    • Paper LBO Wrap-Up
  9. Section 08. Verbal PE Cases, Part 1120 Min
    • PE Analyst Case Basics
    • PE Case Type #1: Market Sizing
    • Excel Market Sizing Case
    • PE Case Type #2: P&L Case
    • Excel: P&L Cases (1-10)
  10. Section 08. Verbal PE Cases, Part 260 Min
    • P&L Case Wrap-Up
    • PE Case Type #3: ROI Case
    • Excel ROI Case
    • PE Case Type #4: LBO Case
    • Excel: LBO Case

Excel + PowerPoint2 courses

Excel Survival Kit3+ Hours • 46 LessonsBeginner

We focus on the few functions that actually matter using a ‘messy data’ case study, exactly what you’ll face on the job.

Part of:IB Desk ReadyPE AnalystSite Pass
  1. Section 01. Welcome to the Course!6 Min
    • Course Introduction
    • Let’s Learn About You! :)
    • Will I Benefit From This Course?
    • Video Navigation Keyboard Shortcuts
  2. Section 02. Pre-Game Prep14 Min
    • Excel Settings
    • Excel Survival Kit – Exercises
    • Time For Excel: Adjusting Excel Settings
    • Time for Excel: Quick Access Toolbar
    • Finance|able Quick Access Toolbar Template
  3. Section 03. How to Use Your Keyboard36 Min
    • Introduction to Keyboard Shortcuts
    • Critical Shortcuts Overview
    • Gooey Cookies Case Intro
    • GC Case Excel: P&L Clean-Up – Part 1
    • GC Case Excel: P&L Clean-Up – Part 2
  4. Section 04. Clean up Data with Text Functions30 Min
    • Intro to Text Functions
    • Core Text Functions
    • Simple Exercise: Text Functions
    • GC Case Excel: Text Functions
  5. Section 05. Using Conditionals Categorize Customers29 Min
    • Intro to Conditionals
    • IF Statements
    • COUNTIFS + SUMIFS
    • GC Case Excel: Conditionals
  6. Section 06. Using VLOOKUP to Find Customer Data12 Min
    • Intro to VLOOKUP
    • Simple Exercise: VLOOKUP
    • GC Case Excel: VLOOKUP
  7. Section 07. Decoding Price Data with INDEX/MATCH29 Min
    • Intro to INDEX/MATCH
    • Simple Exercise: INDEX/MATCH
    • GC Case Excel: INDEX/MATCH
    • How are you feeling?
    • Take a Breather
  8. Section 08. Summarizing & Checking Customer Data24 Min
    • Intro to SUMPRODUCT
    • GC Case Excel: Summary Table
    • GC Case Excel: Summary P&L
  9. Section 09. Creating Cases with CHOOSE and OFFSET14 Min
    • Intro to CHOOSE + OFFSET
    • Simple Exercise: CHOOSE + OFFSET
    • GC Case Excel: CHOOSE + OFFSET
  10. Section 10. Using Data Tables to Sensitize Outputs13 Min
    • Intro to Data Tables
    • Simple Exercise: Data Tables
    • GC Case Excel: Data Tables
  11. Section 11. Formatting Your Analysis to Print8 Min
    • Print Formatting Fundamentals
    • GC Case Excel: Print Formatting
  12. Section 12. Wrap-Up2 Min
    • How are you feeling? – End of Course
    • Next Steps
    • Excel Shortcut Workout
    • Obstacle Courses: Conditionals + Lookups
  13. Certification Diagnostic
    • Certification Diagnostic
PowerPoint Speed1+ Hours • 10 LessonsBeginner

Learn the shortcuts and custom setup that enables you to format slides and build decks in a fraction of the time.

Part of:IB Desk ReadySite Pass
  1. Welcome to the Course!4 Min
    • Let’s Learn About You! :)
    • Legal Disclaimer
  2. Section 1. Powerpoint Intro & Shortcuts13 Min
    • Downloadable Powerpoint
    • Intro & Shortcuts
  3. Section 2. Using the Quick Access Toolbar (QAT)17 Min
    • Downloadable QAT
    • QAT Setup and Fundamentals
    • QAT Align Tools
  4. Section 3. Exercises13 Min
    • Exercise 1
    • Exercise 2
    • Exercise 3

Modeling + M&A/LBO8 courses

Sell-Side M&A In Real Life3+ Hours • 37 LessonsBeginner

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.

Part of:IB Interview ReadyIB Desk ReadySite Pass
  1. Welcome to the Course!2 Min
    • Welcome to the Course!
    • Table of Contents
  2. Section 01. Course Introduction17 Min
    • Intro to Investment Banking
    • Sell-Side vs Buy-Side M&A
    • M&A On The Job
    • Course Overview
    • Burn it in!
  3. Section 02. Pitch + Engagement42 Min
    • The Pitch
    • Pitchbooks In Real Life – Deep Dive
    • Wrap-Up
    • Burn it in!
  4. Section 03. Pre-Launch18 Min
    • Pre-Launch – Introduction
    • Working Group List + Kick-Off
    • The Data Room
    • Marketing Documents
    • Burn it in!
  5. Section 04. Marketing32 Min
    • Marketing – Introduction
    • Buyer Reach-Out
    • Intro to NDA’s
    • NDA – Deep Dive
    • Burn it in!
  6. Section 05. Bidding Rounds (Part 1)43 Min
    • Bidding Rounds – Introduction
    • Buyer Diligence & Non-Binding Bid Evaluation
    • Non-Binding Bids – Deep Dive
    • The Virtual Data Room
    • Management Presentations
  7. Section 05. Bidding Rounds (Part 2)27 Min
    • Due Diligence – Business + Legal + Financial
    • Binding Bid Evaluation
    • Key (Incremental) Binding Bid Terms
    • Selecting a Buyer
    • Burn it in!
  8. Section 06. Closing32 Min
    • Purchase Agreements
    • Key Purchase Agreement Terms
    • Approvals, Announcements, The Funds Flow, Closing Dinner & Deal Toys
    • Burn it in!
    • Wrap-Up
  9. Certification Diagnostic
    • Certification Diagnostic – Sell Side M&A
Private Equity In Real Life4+ Hours • 39 LessonsBeginner

Understand how PE deals are sourced, diligenced & executed in practice.

Part of:PE AnalystPE AssociateSite Pass
  1. Welcome to the Course!4 Min
    • Welcome to the Course!
    • Legal Disclaimer
    • Video Navigation Keyboard Shortcuts
    • Let’s Learn About You! :)
    • Table of Contents
  2. Section 01. Course Introduction21 Min
    • PE Process Fundamentals
    • PE Return Mechanics
    • On the Job in Private Equity
    • The Junior PE Role
    • Using a Deal Tracker
  3. Section 02. Getting to ‘Go’59 Min
    • Idea Sourcing
    • Teaser Review + Preliminary View
    • NDA Negotiation + Processing
    • NDA Sections – Deep Dive
    • Getting into the Process
  4. Section 03. Non-Binding Bids68 Min
    • Reviewing the CIM, Building a Model & Prelim Financing Work
    • Pre-IOI Memo
    • Non-Binding Bids: Buyer vs Seller View
    • Non-Binding Bids – Deep Dive
    • Moving to the Next Round
  5. Section 04. Diligence Deep Dive to Final Bids (Part 1)25 Min
    • Intro: Diligence Deep Dive to Final Bids
    • Due Diligence Workstreams
    • The Due Diligence Loop
    • Management Presentations
    • Getting ‘Committed’ Financing
  6. Section 04. Diligence Deep Dive to Final Bids (Part 2)20 Min
    • The Final IC Meeting
    • Submitting Binding Bids
    • Key Binding Bid Terms
    • Moving Past Final Bids
  7. Section 05. Closing & Post-Close (Part 1)39 Min
    • Intro: Closing & Post-Close
    • Securing Financing
    • Credit Agreement – Basics + Checklist
    • Purchase Agreement – Basics + Checklist
    • What is a Carve-Out?
  8. Section 05. Closing & Post-Close (Part 2)16 Min
    • Approvals, Announcements + The Funds Flow
    • Closing Dinner + Deal Toys
    • Post-Close Roadmap
    • Jr PE Hack: Tracking the Big Picture
    • Course Wrap-Up
Navigate the Filings4+ Hours • 45 LessonsIntermediate

Start reading filings like a seasoned pro. Internalize the differences between Adjusted, Pro Forma, and Run-Rate metrics.

Part of:IB Desk ReadySite Pass
  1. Welcome to the Course!4 Min
    • Welcome to the Course!
    • Let’s Learn About You! :)
    • Video Navigation Keyboard Shortcuts
    • Legal Disclaimer
    • Course Overview
  2. Section 01. Intro: Filing Basics6 Min
    • Intro: Filing Basics
    • Data Source Links
    • Intelligize: Company Filings Reference Guide
    • Burn It In!
  3. Section 02. Annual/Quarterly Report Basics12 Min
    • Levi’s Company Filings: 10-K and 10-Q
    • Intro: 10-K vs 10-Q
    • Critical 10-K & 10-Q Sections
    • Burn it In! + Test Your Skills!
  4. Section 03. Building a Mental Map of the Business105 Min
    • Business Mental Map Goals
    • Interpreting the Financial Statements
    • How Does This Business Make Money?
    • Priority Financial Notes
    • Burn it In! + Test Your Skills!
  5. Section 04. LTM Calculations13 Min
    • LTM Process + Examples
    • Optional: LTM Excel Exercise
    • LTM EBITDA in Real Life
    • Burn it In! + Test Your Skills!
  6. Section 05. Non-GAAP Financials25 Min
    • Public Company – Non-GAAP Sourcing
    • Non-GAAP Financials Presentation
    • Public Company – Non-GAAP Wrap-Up
    • Private Company – Non-GAAP Financials
    • Burn it In! + Test Your Skills!
  7. Section 06. Annual Proxy3 Min
    • Intro: Annual Proxy
    • Levi’s – Annual Proxy
    • Burn It In!
  8. Section 07. M&A Filings8 Min
    • Intro: M&A Filings
    • AMD / Xilinx – Merger Proxy
    • Bonus Report (Real Life IB Presentations!)
    • Burn It In!
  9. Section 08. Share Count + TSM56 Min
    • Intro: Share Count + TSM
    • Options + TSM
    • RSUs + PSUs
    • Convertibles
    • Burn it In! + Test Your Skills!
  10. Section 09. S Filings & Others3 Min
    • Intro: S Filings & Others
    • Sample S1: Levi’s
    • Burn It In!
    • How are you feeling? – End of Course
    • Thank You!
  11. Certification Diagnostic
    • Certification Diagnostic – Navigate the Filings
Financial Modeling4+ Hours • 35 LessonsIntermediate

A ‘closed loop’ approach where every input flows logically through the Income Statement, Balance Sheet, and Cash Flow Statement.

Part of:IB Desk ReadyPE AnalystPE AssociateSite Pass
  1. Course Introduction
    • Welcome to Three Statement Modeling!
    • Let’s Learn About You! :)
    • Will I Benefit From This Course?
    • Video Navigation Keyboard Shortcuts
  2. Section 01. Intro to Modeling42 Min
    • Excel Warm-Up: Shortcuts, Exercises 1-3
    • Custom Formatting
    • Modeling Best Practices
    • Model Build Kick-Off
  3. Section 02. Income Statement35 Min
    • Income Statement Basics + Historicals
    • Time for Excel: Historical Income Statement
    • Income Statement Projections
    • Time for Excel: Projected Income Statement
  4. Section 03. Intro to the Cash Flow Statement13 Min
    • Cash Flow Statement Fundamentals
    • Time for Excel: Cash Flow Setup
  5. Section 04. Working Capital48 Min
    • Introduction to Working Capital
    • Time for Excel: Balance Sheet Build
    • Cash Impact of Working Capital
    • Time for Excel: Cash Impact of Working Capital
    • Other Assets and Liabilities
  6. Section 05. Long Term Assets17 Min
    • Capitalization & PP&E Projection Mechanics
    • Time for Excel: PP&E Projections
  7. Section 06. Equity Accounts20 Min
    • Projection Mechanics: Common Stock and Treasury Stock
    • Time for Excel: Common Stock and Treasury Stock
    • Projection Mechanics: Retained Earnings
    • Time For Excel: Retained Earnings
  8. Section 07. Debt Accounts34 Min
    • The Debt Waterfall
    • Time for Excel: Debt Waterfall
    • Projection Mechanics: Revolving Credit Facility
    • Projection Mechanics: Long-Term Debt
    • Time for Excel: RCF + LT Debt
  9. Section 08. Interest Expense and Wrap-Up21 Min
    • Interest Income / (Expense) Calculation
    • Time for Excel: Interest Expense + Circuit Breakers
    • How are you feeling? – End of Course
    • Next Steps
  10. Certification Diagnostic
    • Certification Diagnostic – Financial Modeling
LBO Modeling5+ Hours • 33 LessonsIntermediate

Transaction assumptions to returns analysis, with visuals that break down sources and uses, the pro forma balance sheet, and the debt waterfall.

Part of:IB Desk ReadyPE AnalystPE AssociateSite Pass
  1. Section 01. What is an LBO?36 Min
    • LBO Basics
    • Building a Basic LBO Analysis
    • The Impact of Leverage (i.e. Debt)
    • LBO Value Drivers
    • Burn It In!
  2. Section 02. How do PE Funds Work?19 Min
    • PE Fund Basics
    • How PE Funds Operate
    • Burn It In!
  3. Section 03. LBO Modeling Kickoff2 Min
    • LBO Model Case and Process
  4. Section 04. Sources & Uses47 Min
    • Typical Uses of Funds
    • Sources of Funds
    • S&U in an LBO Model
    • Time for Excel: LBO Sources & Uses
    • Time for Excel: LBO Fees
  5. Section 05. Pro Forma Balance Sheet44 Min
    • Intro + Income Statement Build
    • Intro to Pro Forma Balance Sheets
    • Time for Excel: Pro Forma Balance Sheet
    • Balance Sheet Projections
    • Burn It In!
  6. Section 06. Debt Tables87 Min
    • The Debt Waterfall
    • Cash Available for Optional Repayment
    • RCF, 1 L TL, 2 L TL & Bonds (‘Notes’)
    • Time for Excel: Debt Tables
    • Burn It In!
  7. Section 07. Interest Expense & Income28 Min
    • Intro to Interest Income / (Expense)
    • Time for Excel: Interest Income / (Expense)
    • Burn It In!
  8. Section 08. Exit & Returns Analysis26 Min
    • Exit Analysis
    • Returns Analysis
    • Time For Excel: Returns and Exit Analysis
    • Burn It In!
    • Wrap-Up
  9. Certification Diagnostic
    • Certification Diagnostic
Advanced LBO Modeling16+ Hours • 102 LessonsAdvanced

Go beyond standard LBOs: advanced models for real deal underwriting & portfolio analysis.

Part of:PE AssociateSite Pass
  1. Welcome to the Course!11 Min
    • Welcome to the Course!
    • Legal Disclaimer
    • Video Navigation Keyboard Shortcuts
  2. Section 01. Transaction Assumptions13 Min
    • Intro
    • Public vs Private Deal
    • Asset vs Stock Structure
    • Carve-Out Basics
  3. Section 02. Target Valuation & Cap Structure (Part 1)44 Min
    • EBITDA Deep Dive
    • How to Interpret Valuation Multiples
    • LTM vs NTM Multiples
  4. Section 02. Target Valuation & Cap Structure (Part 2)65 Min
    • Intro to Target Cap Structure
    • Excel Exercise: LBO Model Setup
    • Excel Exercise: Rollover Debt + Equity
    • Day 1 Cash
    • Excel Exercise: Cash on BS
  5. Section 02. Target Valuation & Cap Structure (Part 3)29 Min
    • LBO Deal Fees
    • OID Made Easy
    • Excel Exercise: Core Fees
    • Debt Breakage Costs Made Easy
    • Excel Exercise: Debt Prepayment
  6. Section 03. Sources of Funding: Debt34 Min
    • Intro
    • LBO Debt Deep Dive
    • Data + Trends: LBO Debt
    • Excel Exercise: Debt + Fin Cases
    • Debt Rollover
  7. Section 04. Sources of Funding: Buyer Equity36 Min
    • Intro
    • Sponsor Equity Calculations
    • Excel Exercise: Rollover Equity Pt 2
    • Minimum Equity Calculations
    • Excel Exercise: Minimum Equity
  8. Section 05. Sources of Funding: Seller Financing28 Min
    • Intro
    • Seller/Vendor Notes
    • Earnout Mechanics
    • Excel Exercise: Seller Financing
  9. Section 06. S&U Presentation40 Min
    • Intro
    • The Four LBO Scenarios
    • S&U Presentation Framework
    • Excel Exercise: S&U Presentation
    • Excel Exercise: S&U Demo
  10. Section 07. PPA + PF Balance Sheet (Part 1)30 Min
    • Excel Exercise: BS + CFS FAQs
    • Pro Forma BS Fundamentals
    • Excel Exercise: Basic PF Balance Sheet
    • Deferred Taxes + NOLs
  11. Section 07. PPA + PF Balance Sheet (Part 2)47 Min
    • Intro to PPA
    • PPA: Stock vs Asset Deal Impacts
    • Excel Exercise: Advanced PF Balance Sheet
    • PPA Wrap-Up
  12. Section 08. Advanced Model Projections (Part 1)63 Min
    • Excel Exercise: Income Statement FAQs
    • Revenue Projections
    • Excel Exercise: PV + TAM Builds
    • Cost Projection Mechanics
    • Excel Exercise: Advanced Cost Builds
  13. Section 08. Advanced Model Projections (Part 2)14 Min
    • P&L Overrides
    • Excel Exercise: P&L Overrides
    • Carve-Out Costs
    • Excel Exercise: Carve-Out Costs
  14. Section 09. Advanced M&A + Debt Projections (Part 1)9 Min
    • Intro
    • Excel Exercise: Debt Table FAQs
    • ECF Sweeps
    • Excel Exercise: ECF Sweeps
  15. Section 09. Advanced M&A + Debt Projections (Part 2)74 Min
    • Modeling Future M&A
    • Excel Exercise: M&A Waterfall Build
    • Dividend Recap Triggers
    • Excel Exercise: Dividend Recap
    • Data + Trends: Roll-Ups + Recaps
  16. Section 10. Pro Level Exit + Returns Analysis (Part 1)11 Min
    • Exit Multiple Assumptions
    • Modeling an IPO Exit
    • IPO Fees + Timeline
    • Equity Waterfall Mechanics
  17. Section 10. Pro Level Exit + Returns Analysis (Part 2)51 Min
    • Excel Exercise: 5 yr to 7 Yr Model
    • Excel Exercise: Carry Adj Returns
    • Excel Exercise: LTM vs NTM
    • Excel Exercise: IPO Exit
  18. Section 10. Pro Level Exit + Returns Analysis (Part 3)43 Min
    • Equity Waterfall Mechanics + MIP
    • Excel Exercise: Option MIP + Equity Waterfall
    • Excel Exercise: Profit Interest MIP
  19. Section 10. Pro Level Exit + Returns Analysis (Part 4)82 Min
    • What’s a ‘Good’ Return in PE?
    • Investing Mechanics Returns Framework
    • Return Attribution
    • Self Referencing IFs (StickyIFs)
    • Excel Exercise: Return Attribution
  20. Section 11. Finishing Touches (Part 1)19 Min
    • Visual Model Checks
    • Excel Exercise: Visual Model Checks
    • Operating Cases
    • Excel Exercise: Operating Cases
  21. Section 11. Finishing Touches (Part 2)43 Min
    • Sensitivity Analysis
    • Excel Exercise: Sensitivity Analysis
    • Summary Page
    • Excel Exercise: Summary Page
  22. Section 11. Finishing Touches (Part 3)34 Min
    • Print Formatting
    • Excel Exercise: Print Formatting
    • AVP + ATP Analysis
    • Excel Exercise: Basic ATP
  23. Section 11. Finishing Touches (Part 4)51 Min
    • Cash Tax – Setup
    • Cash Tax – NOLs
    • Cash Tax – NDI
    • Cash Tax – Depreciation
  24. Section 12. Model Depth + Structure80 Min
    • 3 Types of Models
    • Excel Big Model -> Regular Model
    • Excel: Regular Model -> Mini Model
    • Excel Exercise: Quarterly Build
  25. Section 13. Final Framework + Wrap-Up2 Min
    • Final Framework + Wrap-Up
M&A Modeling6+ Hours • 59 LessonsAdvanced

A ‘North Star’ visual that shows exactly how to get from Acquirer and Target earnings to the final Post-Deal number.

Part of:IB Desk ReadySite Pass
  1. Welcome to the Course!5 Min
    • Welcome to the Course!
    • Let’s Learn About You! :)
    • Video Navigation Keyboard Shortcuts
    • Course Overview
  2. Section 01. Intro to M&A12 Min
    • M&A Basics
    • Types of M&A
    • Typical M&A Rationale
    • Burn it In! + Test Your Skills!
  3. Section 02. The M&A Modeling Endgame29 Min
    • Course + Case Intro
    • M&A In Real Life
    • M&A Modeling Endgame + Pro Forma
    • M&A Filings
    • Burn it In! + Test Your Skills!
  4. Section 03. Historical & Projected Financials30 Min
    • Intro: M&A Financials
    • AMD + Xilinx Financials
    • Time for Excel: Financials
    • Burn it In! + Test Your Skills!
  5. Section 04. Valuation90 Min
    • Valuation: Price Per Share, Share Count Mechanics & Convertibles
    • Time for Excel: Diluted Shares
    • Valuation Mechanics
    • Time for Excel: Valuation Summary
    • Burn it In! + Test Your Skills!
  6. Section 05. Assumptions +​ Sources & Uses56 Min
    • M&A Consideration Mechanics
    • M&A S&U: Equity
    • M&A S&U: Debt, Fees & Cash Needed
    • Time for Excel: Sources & Uses
    • Burn it In! + Test Your Skills!
  7. Section 06. Pro Forma Balance Sheet32 Min
    • Goodwill Basics
    • Time for Excel: Pro Forma Balance Sheet
    • Quick Question
    • Time for Excel: PF Leverage + Valuation
    • Burn it In! + Test Your Skills!
  8. Section 07. Synergies + Taxes10 Min
    • Intro: Pro Synergies + Taxes
    • Synergy Fundamentals
    • Income Taxes
    • Burn it In! + Test Your Skills!
  9. Section 08. Accretion/Dilution60 Min
    • Accretion/Dilution Check-In
    • Simplifying Accretion/Dilution
    • Time for Excel: Accretion/Dilution
    • Advanced Topics
    • Burn it In! + Test Your Skills!
  10. Section 09. Advanced Purchase Price Allocation60 Min
    • Stock Deals vs Asset Deals
    • Getting to Goodwill
    • Tax Dynamics
    • Time for Excel: PPA Impacts
    • Burn it In! + Test Your Skills!
  11. Section 10. GAAP EPS vs Cash EPS6 Min
    • Intro: GAAP EPS vs Cash EPS
    • Time for Excel: Intro: GAAP EPS vs Cash EPS
    • Burn It In!
  12. Section 11. Contribution Analysis12 Min
    • Intro: Contribution Analysis
    • Time for Excel: Contribution Analysis
    • Contribution Analysis: AMD/Xilinx
    • Burn It In!
  13. Section 12. Calendarization11 Min
    • Intro: Calendarization
    • How to Calendarize
    • Time for Excel: Calendarization
    • Burn It In!
  14. Section 13. Wrap-Up
    • Wrap-Up
    • How are you feeling? – End of Course
PE Associate: LBO Model Cases (10x)5+ Hours • 11 LessonsAdvanced

Practice timed LBO case studies, from beginner to partner-level complexity.

Part of:PE AssociateSite Pass
  1. Welcome to the Course!4 Min
    • Welcome to the Course!
  2. Section 01. PE Case #1 – Basic Private Co32 Min
    • Core Case
  3. Section 02. PE Case #2 – Basic Private Co + Op Model10 Min
    • Core Case
  4. Section 03. PE Case #3 – Asset vs Stock Deal19 Min
    • Core Case
  5. Section 04. PE Case #4 – Cash Taxes + NOLs16 Min
    • Core Case
  6. Section 05. PE Case #5 – LMM + Seller Financing19 Min
    • Core Case
  7. Section 06. PE Case #6 – Mezz + Preferred28 Min
    • Core Case
  8. Section 07. PE Case #7 – Dividend Recap19 Min
    • Core Case
  9. Section 08. PE Case #8 – Basic Go Private17 Min
    • Core Case
  10. Section 09. PE Case #9 – Roll-Up15 Min
    • Core Case
  11. Section 10. PE Case #10 – Levis120 Min
    • Core Case

Buy-Side Mastery + Analysis6 courses

Business Mechanics5+ Hours • 46 LessonsIntermediate

A simple, powerful framework to break down any company, determine its core drivers and craft credible modeling assumptions.

Part of:IB Desk ReadyPE AnalystPE AssociateSite Pass
  1. Welcome to the Course!7 Min
    • Welcome to the Course!
    • Video Navigation Keyboard Shortcuts
    • Legal Disclaimer
    • Let’s Learn About You! :)
  2. Section 01. ‘Common Threads’ of Business31 Min
    • Common Threads of Business
    • People vs. Numbers
    • The Business Machine
    • Cash Flow is THE Driver
    • Burn it In! + Test Your Skills!
  3. Section 02. 3 Levels of Business Analysis45 Min
    • 3 Levels of Analysis – Intro
    • Industry-Level Analysis
    • Customer/Unit-Level Analysis
    • Company-Level Analysis
  4. Section 03. Framework Introduction10 Min
    • Framework Intro
    • Framework vs. Accounting
    • Burn It In!
  5. Section 04. Sales to Customers57 Min
    • Defining the Customers in Real Life
    • Revenue Build Mechanics
    • Volume Mechanics
    • Price Mechanics
    • Burn it In! + Test Your Skills!
  6. Section 05. Product Costs and Gross Profit32 Min
    • Product/Service Costs in Real Life
    • Product/Service Cost Mechanics
    • Fixed/Variable Dynamics
    • Gross Profit Mechanics
    • Burn it In! + Test Your Skills!
  7. Section 06. Selling + Overhead33 Min
    • Selling + Overhead Cost In Real Life
    • Selling + Overhead Cost Mechanics
    • Fixed/Variable Dynamics & Operating Leverage
    • Selling + Overhead Wrap-Up
    • Burn it In! + Test Your Skills!
  8. Section 07. Reinvestment27 Min
    • Net Working Capital Mechanics
    • Working Capital in Real Life
    • CapEx in Real Life
    • CapEx Mechanics
    • Burn it In! + Test Your Skills!
  9. Section 08. Predictability14 Min
    • Intro – Predictability
    • Range of Outcomes
    • Visibility Drivers
    • Good vs Bad Business
    • Burn It In!
  10. Section 09. Applications40 Min
    • Application #1: Business Analysis (Continued)
    • Application #2: Interpret the Numbers
    • Application #3: Industry Pricing Power + Trajectory
    • Application #4: Good vs Bad Business
    • Wrap-Up
Buyside Mastery (1): Investing Process + Thesis2+ Hours • 21 LessonsIntermediate

How PE investors structure deals: build conviction-driven theses from screen to decision.

Part of:PE AssociateSite Pass
  1. Welcome to the Course!3 Min
    • Course Introduction
    • Video Navigation Keyboard Shortcuts
    • Legal Disclaimer
    • Let’s Learn About You! :)
    • Course Overview
  2. Section 01. Idea Search and Ramp-Up46 Min
    • Intro: Idea Sourcing
    • Improving Return on Time
    • Idea Ramp-Up
  3. Section 02. Finding Your Variables13 Min
    • Intro: Critical Variables
    • Isolating Key Variables
    • Working With Variables
  4. Section 03. Connecting ‘Qual’ with ‘Quant’6 Min
    • Mastering Questions
  5. Section 04. Thesis Point(ers)20 Min
    • Intro: Thesis Points
    • Thesis Points – Dos and Don’ts
  6. Section 05. Catalysts8 Min
    • Intro: Investment Catalysts
    • Catalysts – Dos and Don’ts
  7. Section 06. Headwinds &Tailwinds4 Min
    • Headwinds & Tailwinds
  8. Section 07. Risks & Pre-Mortems2 Min
    • Risks & Pre-Mortems
  9. Section 08. Wrap-Up17 Min
    • Download: Investment Tracker Template
    • Course Wrap-Up
    • How are you feeling? – End of Course
Buyside Mastery (2): Risk-Reward + VAR2+ Hours • 15 LessonsAdvanced

Evaluate returns vs. risk: think like an investor, not just an analyst.

Part of:PE AssociateSite Pass
  1. Welcome to the Course!
    • Welcome to the Course!
    • Course Overview
  2. Section 01. Upside vs Risk/Reward, Part 132 Min
    • Building the Right Model
    • Interpreting Valuation Multiples
    • Public Company Returns Simplified
    • Public Companies: LTM vs NTM Multiples
  3. Section 01. Upside vs Risk/Reward, Part 224 Min
    • Private Company Returns Simplified
    • Private Companies: LTM vs NTM Multiples
    • Reverse Paper LBO
    • Cases + Risk/Reward
  4. Section 02. Solidify Variables with VAR60 Min
    • Intro to VAR
    • Optimizing VAR Contacts + Research Structuring
    • Optimizing VAR Response Rates
    • Maximum Effectiveness Expert Calls
    • Expert Call Hacks + Wrap-Up
Buyside Mastery (3): The Story of the Numbers1+ Hours • 9 LessonsAdvanced

Go beyond models: explain what the numbers mean for the investment.

Part of:PE AssociateSite Pass
  1. Welcome to the Course!
    • Welcome to the Course!
    • Course Overview
  2. Section 01. The Story of the Numbers, Part 132 Min
    • The Big Picture
    • Rev to EPS Flow
  3. Section 01. The Story of the Numbers, Part 218 Min
    • The EBIT Story
    • Operating Leverage Impact on EBIT
    • Time for Excel: Operating Levg + Incr/Decr Margins
    • Incremental Margin Impact on EBIT
    • Pulling it all Together
Buyside Mastery (4): Ninja Tricks3+ Hours • 23 LessonsAdvanced

Learn handy tricks to level up your valuations.

Part of:PE AssociateSite Pass
  1. Welcome to the Course!4 Min
    • Welcome to the Course!
    • Course Overview
  2. Section 01. Accelerating Business Intuition80 Min
    • Intro
    • Bands of Reality – Revenue Growth
    • Bands of Reality – COGS + SG&A
    • Bands of Reality – Capital Intensity
  3. Section 02. Global Returns Framework31 Min
    • Intro
    • What Drives Returns?
    • Impact of Debt: Business Value & Cash Flow
    • Global Return Stack
    • Bands of Reality – Global Returns
  4. Section 03. Valuation Multiple Intuition18 Min
    • Intro
    • 4 Drivers of Valuation Multiples
    • Valuation Multiple Framework
  5. Section 04. Anchors & Analogs45 Min
    • Intro
    • Analog Exercise #1: Synergies
    • Analog Exercise #2: Margins
    • Analog Exercise #3: Growth
  6. Section 05. Creative Re-Frames51 Min
    • Intro
    • Reframe #1: Valuation Implied Assumptions
    • Reframe #2: LBO Implied Assumptions
    • Reframe #3-4: TAM as a Driver
    • Wrap-Up
Buyside Mastery (5): Compelling Visuals1+ Hours • 12 LessonsAdvanced

Present analysis like a PE professional: clear, sharp, and persuasive.

Part of:PE AssociateSite Pass
  1. Welcome to the Course!6 Min
    • Welcome to the Course!
    • Course Overview
  2. Section 01. The Big Picture7 Min
    • Crafting Effective Visuals
  3. Section 02. Tools of the Trade15 Min
    • Intro
    • Common Tools
  4. Section 03. Explain the Business10 Min
    • Intro
    • Common Visuals
  5. Section 04. Building Bridges53 Min
    • Intro
    • Bridge Fundamentals
    • Earnings Algorithms
    • IRR Bridges
    • Wrap-Up
Comparison

How Financeable compares to legacy training

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The other guys
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Interview prep
Teaching style
Visual concepts in motion
Dynamic frameworks for any problem
Embedded in the course
Real person on camera (Mike)
Static slides + audio voiceover
Memorize definitions + formulas
Separate guides
Audio voiceover on slides
Value

Everything included, for one price

PLUS: You Also Get
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Founder Story

Learn from someone who’s worked in every major area of finance (IB/PE/HF/MF)

Instagram logo
survivefinance
186K followers
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Mike Kimpel
12K followers
Mike Kimpel
Founder & CEO

Hi, I'm Mike!

If you’re here, chances are you’re trying to break into high finance and build real skills that actually matter once you’re there. I know how hard that path can feel, because I’ve lived it.

I started my journey at a non-target school. I didn’t have a built-in network or a clear roadmap. I had to learn (often the hard way) what actually matters in interviews and on the desk.

Over time, I worked across investment banking, private equity, hedge funds, and mutual funds, and later began teaching as an MBA professor at Columbia. I've also spent years training professionals at leading finance firms.

What became clear to me was this: most finance training is outdated and focused on memorization, not real understanding.

I built Financeable to change that.

Financeable is the training I wish I had starting out. It’s designed to help motivated candidates prepare the right way, develop real judgment, and have an edge over anyone who uses 'traditional' Wall Street Training.

If you’re willing to put in the work, you can break into Wall Street...and Financeable is here to help you along the way.

Read more
Crafted by a tenured finance professional with experience across the full buy-side and sell-side spectrum.
Venn diagram of the IB, PE, hedge fund and mutual fund experience behind Financeable content
Financeable founder, Mike Kimpel, has trained professionals at the best finance firms in the world. He's crafted and led trainings at:
Logos of firms where Mike Kimpel has led trainings, including Evercore, Lazard, KKR, Piper Sandler, Sixth Street and more
Science-Backed Learning

You learn better when you see concepts in motion

Most finance courses teach you like it’s 1995 with static slides, audio voiceovers, and walls of text. Research shows that visuals and animations are far more effective when you’re dealing with holistic systems.

When you SEE debits and credits flying across the screen in our accounting course, your brain builds a mental map. The concept sticks.

When you WATCH the accretion scale tip from benefits to costs in real-time, you internalize how M&A deals work. You don’t just memorize, you understand.

This isn’t just ‘pretty animations’ for the sake of design. It’s empirically-backed learning that ensures you learn faster and retain more than with other programs. And when you’re sitting in that Goldman Sachs superday and the VP twists the question?

You don’t panic. You don’t freeze. You don’t fumble through memorized facts. You see the framework in your head. And you answer with confidence.

Nested circles showing Excel Survival Kit covers the most frequently used Excel functionsIntro to M&A lesson in the Financeable player with an animated video, instructor and course outlineRigid static mental frameworks compared with flexible frameworks that adapt to each problemSell-side process slide comparing the teaser, CIM and management presentationTwo versions of a discounted cash flow analysis, a formula only and a visual timeline
Preview

See the difference for yourself

Watch sample lessons and see why students call our approach ‘unlike anything else.’

Light blue quotation mark opening a student testimonial

When you mentioned that there’s nothing out there like this, I thought you meant you just had a better understanding of accounting than others, but the Financeable platform is actually one of a kind. The mini quizzes and visuals are amazing and they’re a perfect way to learn.

Cash Schopflin
Cash Schopflin
Summer Analyst
Sample Lesson #1: The Three Financial Statements
Sample Lesson #2: Modeling Big Picture
FAQ

Frequently asked questions

What exactly is included in the Site Pass?

Everything. All 28 Financeable courses: the full contents of Investment Banking: Interview Ready, Investment Banking: Desk Ready, Private Equity Analyst: Interview Ready, and Private Equity Associate: Interview Ready, including the courses that are otherwise only available inside a bundle (Buyside Mastery Parts 1–5, PE Associate: LBO Model Cases, and the PE Interview Fine Tuning courses).

Plus blockchain-verified Certificates of Completion and every course update released during your access period.

Why is the Site Pass called our flagship package?

Because it’s the top tier: the only way to get every Financeable course, including the ones that are otherwise locked inside a bundle, in a single purchase. If you’re serious about IB and PE, it’s the complete playbook.

How is this different from Wall Street Prep or Breaking Into Wall Street?

Three major differences:

(1) Visual, animated learning. You see concepts in motion rather than staring at static slides from the 90s.

(2) Unrivaled Practitioner Experience. The only curriculum holistically crafted by an instructor with a background in IB, PE, and Hedge Funds, showing you exactly what matters and why.

(3) Dynamic Frameworks. You gain the ability to tackle any scenario through logic, rather than relying on memorized facts and corner-case rules.

I’m from a non-target school. Will this help me compete?

Absolutely. This visual learning approach levels the playing field for everyone, replacing ‘pedigree’ with a deeper level of ability than you’ll gain with any other prep program.

Do I need any prior finance knowledge?

No. All of our courses are built with beginners in mind. The only assumption we make is that you can handle basic arithmetic, we take care of the rest.

We explain everything in Plain English without the jargon walls, creating a learning experience that students actually enjoy rather than dread.

How long do I have access?

You get full access to every course for 12 months. [CONFIRM: renewal option and renewal price, if any]

How is this different from buying courses or bundles separately?

Bought one by one, the 28 courses in the Site Pass add up to $2,857/yr, and several are only available inside a bundle. The Site Pass gets you all of them for $925/yr, with one checkout and one structured path from fundamentals to buy-side.

In what order should I take the courses?

Start with the free Start Here introductions and Accounting Fundamentals, the foundation for everything else. Then work through Valuation, M&A, and LBO Fundamentals and polish with IB: Interview Fine Tuning. Move on to the Desk Ready skills (Excel, PowerPoint, Filings, Financial/LBO/M&A Modeling), and finish with the PE track and Buyside Mastery series when you’re targeting the buy side.

Will this prepare me for both BB and boutique banks?

Yes. The frameworks work universally. The fundamentals are the same. The interview styles may vary slightly (some banks love paper LBOs, others focus on case studies), but the technical foundation is identical.

Will this help with private equity recruiting?

Yes. The Site Pass includes both PE programs: PE Analyst: Interview Ready for candidates going straight to the buy side out of undergrad, and PE Associate: Interview Ready with Advanced LBO Modeling, 10x timed model cases, and the Buyside Mastery series.

Will this help me once I’m actually on the job?

Yes. The Desk Ready courses cover Excel, PowerPoint, reading filings, and full financial, LBO, and M&A model builds, and Sell-Side M&A In Real Life walks through how a live deal process runs, so you start your internship or full-time role knowing what the work in front of you is for.

Are there practice exercises?

Yes. There are diagnostics as you go, so you can ensure that you’re mastering the concepts.

Is this for a summer analyst or full-time recruiting?

Both! The material also works as a refresher for MBA candidates recruiting for associate roles.

Who teaches the courses?

Mike Kimpel, the founder and CEO of Financeable, who has worked in investment banking, private equity, and hedge fund roles. He has spent 15+ years teaching over 10,000+ students exactly what they need to know to master these concepts.

I already own a Financeable bundle. Can I upgrade?

[UPGRADE POLICY: e.g. credit for existing purchases, or not available]

What is your refund policy?

[REFUND POLICY]