Private Equity Modeling

Build 3-statement financial models and flexible forecasts.
4 live classes
2 hours each
1:1 office hours
Video recordings and practice exercises

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?

Let us know
Our team members love Recalc training. It has become a favorite part of our ongoing professional development.
Carolyn Frey Chief People Officer
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.
Megan Kennedy VP Financial Integration, Warren Equity Partners
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.
Janie Viehman Demand Generation Manager

Frequently asked questions

Everything you need to know about the courses and billing.

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