Private Equity Modeling
Build 3-statement financial models and flexible forecastsNo upcoming course times currently scheduled. For similar content, please see our upcoming Private Equity Recruiting Bootcamp, with the option to sign up for the full course or individual sections.
2 hours each
What you’ll learn
Accounting fundamentals
Participants will gain a better understanding of how the P&L, balance sheet, and cash flow statements fit together.
- Simplified model linking examples to understand interrelatedness of P&L, balance sheet, cash flow
- Cash conversion cycle
- Working capital days calculations
3-Statement model: quick math & multiple cases
Introduction to the components of an LBO model, multi-case forecasting, and how to quickly estimate returns.
- Back-of-the-envelope LBO math compared to full model
- Build P&L with multi-case functionality
- Review typical P&L backup schedules (e.g. headcount)
Cap tables, deal structures, and returns
Participants will learn about pre/post money valuation and cap table updates as well as returns calculations.
- Cap table pre- and post-money (venture/growth deal)
- Sources & uses of capital (LBO-style deal)
- Management rollover
- Returns calculations and sensitivities
3-Statement LBO model build
Participants will complete a 3-statement LBO-style model and learn to check it for common errors
- Link up 3 financial statements
- Incorporate deal sources uses
- Incorporate debt schedule
- Calculate returns
Interested in a future training?
Our team members love Recalc training. It has become a favorite part of our ongoing professional development.
Recalc training is an innovative and practical way to acquire the skills needed for success in a PE environment. Katie tailored a curriculum for our portfolio company CFOs and they’ve seen immediate benefit.
Highly recommend classes with the Recalc Academy! I have taken several and find each to provide valuable and actionable insights I was immediately able to apply to my day-to-day work life. The extra office hours are such a wonderful perk to get more personalized and one-on-one training.
Frequently asked questions
Everything you need to know about the courses and billing.