Private Equity ModelingBuild 3-statement financial models and flexible forecasts.
2 hours each
What you’ll learn
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.
How do the courses work?
Each course is taught over multiple highly-interactive Zoom-based classes. They are designed so you can follow along in your own spreadsheet and try out what you’re learning during the class. Participants can also attend individual office hours to help connect in-class concepts to their real work.
Can I arrange training for my team?
Yes, we primarily offer training for corporate and investment teams. Please contact us at email@example.com to discuss and schedule training for your team.
- I am not part of a team. Can I still join training?
I use Google Sheets. Can I still take this training?
Yes! We teach Excel and Google Sheets. And if you feel like you lost efficiency by moving from Excel to Google Sheets, we’re here to help! You’ll learn the shortcuts and formulas to help you save time and learn to love Sheets.
I use a Mac. Can I still take this training?
Yes! We teach PC and Mac users.
Can you tailor the content to my business?
Yes, we are happy to incorporate your company’s data or other examples that are relevant to your business to make it highly relatable and impactful for your team.
How much does training cost?
Please reach out to us at firstname.lastname@example.org for more information on courses and pricing.