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
Accounting, Modeling and Minority Deal Considerations
Delivered Across All Junior Levels
Designed to Optimize Learning
Created Specifically for Private Equity
Accounting, Modeling and Minority Deal Considerations
Delivered Across All Junior Levels
Designed to Optimize Learning
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.
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.
Created Specifically for Private Equity
Accounting, Modeling and Minority Deal Considerations
Delivered Across All Junior Levels
Designed to Optimize Learning
We offer Dedicated Team Training, Private Group Training, and 1:1 Coaching. Each training includes: Highlyinteractive
Zoom sessions, recommended pre-work, and ongoing support.
Created Specifically for Private Equity
Accounting, Modeling and Minority Deal Considerations
Delivered Across All Junior Levels
Designed to Optimize Learning
Created Specifically for Private Equity
Accounting, Modeling and Minority Deal Considerations
Delivered Across All Junior Levels
Designed to Optimize Learning
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 training 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
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.
• 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.
• 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 training 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
• 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.
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.
• 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.
• 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 training 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
• 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.
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.
• 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.
• 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 training 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
• 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
The program was my first exposure to the buy-side and it provided me with such a strong foundational understanding of accounting and the three financial statements. I was introduced to excel, LBO models, and technical training that has set me up for immediate success. When recruiting for competitive pre-professional organizations on campus and summer internships, I was confident in my ability to answer technical questions.
Candice Sossa
The program was my first exposure to the buy-side and it provided me with such a strong foundational understanding of accounting and the three financial statements. I was introduced to excel, LBO models, and technical training that has set me up for immediate success. When recruiting for competitive pre-professional organizations on campus and summer internships, I was confident in my ability to answer technical questions.
Candice Sossa
The program was my first exposure to the buy-side and it provided me with such a strong foundational understanding of accounting and the three financial statements. I was introduced to excel, LBO models, and technical training that has set me up for immediate success. When recruiting for competitive pre-professional organizations on campus and summer internships, I was confident in my ability to answer technical questions.
Candice Sossa
Candice Sossa
The program was my first exposure to the buy-side and it provided me with such a strong foundational understanding of accounting and the three financial statements. I was introduced to excel, LBO models, and technical training that has set me up for immediate success. When recruiting for competitive pre-professional organizations on campus and summer internships, I was confident in my ability to answer technical questions.
Candice Sossa
The program was my first exposure to the buy-side and it provided me with such a strong foundational understanding of accounting and the three financial statements. I was introduced to excel, LBO models, and technical training that has set me up for immediate success. When recruiting for competitive pre-professional organizations on campus and summer internships, I was confident in my ability to answer technical questions.
Candice Sossa
The program was my first exposure to the buy-side and it provided me with such a strong foundational understanding of accounting and the three financial statements. I was introduced to excel, LBO models, and technical training that has set me up for immediate success. When recruiting for competitive pre-professional organizations on campus and summer internships, I was confident in my ability to answer technical questions.
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