Private Equity Team Training with Recalc

Recalc offers live, instructor-led team training to help prepare interns, analysts, and associates to thrive and succeed in private equity roles.

Driving Impact for 50+ Leading Firms across
Private Equity, Growth Equity, Private Credit, Venture Capital

Why Train with Recalc

Developed from years of experience in the industry, Recalc’s Private Equity training is taught by expert instructors Katie Fifer and Suzanne Corley. All analysis and modeling is built from scratch with an emphasis on understanding the underlying concepts.

Created Specifically for Private Equity

Our curriculum focuses on developing intuition across the key topics needed for success: Efficient Excel analysis,
Accounting, Modeling and Minority Deal Considerations

Delivered Across All Junior Levels

We tailor training to cultivate the skills required at each level: Associates, Analysts, and Interns.

Designed to Optimize Learning

We offer Dedicated Team Training, Private Group Training, and 1:1 Coaching. Each training includes: Highly interactive
Zoom sessions, recommended pre-work, and ongoing support.

Curriculum

Efficient Excel
Analysis

Review of key Excel
functions and analyses
relevant to private equity

Accounting
Review

Deeply understand how
transactions flow through the
three financial statements

LBO Model
from Scratch

Develop modeling intuition
by creating a LBO model
from scratch

Minority Deal
Considerations

Review deal structuring
preferences and waterfalls

Who We Train

Associate Training

  •  Standard Associate curriculum is 15 hours covering: 

•Efficient Excel Analysis
•Accounting Review
•Annual and Quarterly •Model Build from Scratch
•Advanced Modeling Features and Quick Hit Topics.

  • Specific topics can also be added and/or customized.

Analyst Training

• Standard Analyst Onboarding training is 20 hours and covers:

• Efficient Excel Analysis
• Accounting Review
• Annual Model Build from Scratch

• Access to Spreadsheet Fundamentals courses to
        complete prior to training

• We also provide Analyst Follow-on Part 2 training,
         typically held 3-9mos after onboarding to reinforce and
         dig deeper on class topics

• Specific topics can also be added and/or customized

Intern Training

•  Typically includes 10-12 hours of trainin covering:

•Abbreviated Efficient Excel Analysis
•Accounting Overview
•Intro to LBO Modeling

• Access to Spreadsheet Fundamentals courses to
        complete prior to training

• Specific topics can also be added and/or customized.

Training Program

Each training includes:

•  Highly interactive Zoom sessions carefully paced to drive
   absorption and adoption of material
•  Relevant pre-work to be most efficient with live class time
•  Practice exercises to reinforce concepts
•  Class recordings for future reference
•  1:1 office hours to clarify and apply class learnings

Dedicated Team Training

Training dedicated to your team, tailored to your needs

Private Group Training

Small group training across firms. Perfect for smaller firms with
1-2 participants

1:1 Coaching

Dedicated 1:1 support, with set objectives and milestones

Learn From Industry Leaders

Katie Fifer

Katie has 10+ years in private equity experience at leading
firms (Audax Group, Paxion Capital) and finance
leadership roles at multiple high-growth companies. She
has always been a passionate teacher and mentor. She
founded Recalc to deliver highly practical training for
those looking to succeed in this industry.

Suzanne Corley

Suzanne has 10+ years diverse experience at J.P.
Morgan, General Mills & 3M, providing
experience directly working in Finance and also
cross-functionally leveraging data analysis to run
businesses. She has always enjoyed teaching
and has a passion for personal and professional
development.

What People Are Saying

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team training today

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