Portfolio Company Analysis
Instructors who evaluate acquisition targets and monitor portfolio performance for private equity firms bring valuation methodologies and comparative analysis frameworks directly from deal teams.
Financial Modeling for Real Decision-Making
Learn to build models that actually get used in boardrooms and investment committees
Step-by-step instruction from practitioners who present to CFOs and investors
Who creates the curriculum
Our instructors aren't just teaching theory. They build models for acquisitions, fundraising rounds, and corporate strategy decisions where getting numbers wrong has real consequences.
Operating Model Construction
Finance professionals from scaling companies demonstrate the forecasting frameworks they use when revenue doubles in 18 months and headcount planning requires monthly adjustments.
Credit Assessment Frameworks
Analysts who prepare credit memos and covenant monitoring reports for lending committees share the specific metrics and stress scenarios that drive approval decisions.
You learn by building things that break
Theory doesn't teach you what happens when your depreciation schedule doesn't match your capex assumptions, or when circular references appear in your debt schedule. Those lessons come from working through models that initially don't balance.
Each module includes exercises using actual company structures where you'll encounter the same issues practitioners face: handling partial-year conventions, reconciling cash versus accrual timing, and building flexibility into assumptions that will definitely change.
- Three-statement models where you identify and fix integration errors between statements
- DCF valuations where you debate WACC components and terminal value assumptions
- Operating models with scenarios ranging from conservative to aggressive growth
- LBO analysis including returns waterfalls and multiple exit scenarios
Try the first module before committing
Access the introductory financial statements integration module without payment information. It covers the mechanics of linking income statement, balance sheet, and cash flow statement in a way that remains balanced through forecast periods.
Working Files Included
Download starter templates and completed examples for each exercise
Self-Paced Progress
Complete modules on your schedule with permanent access to materials
Updated Content
Curriculum reflects current modeling practices as standards evolve
Error Diagnosis
Learn to identify common formula mistakes and structural issues
Getting help when stuck
Financial modeling involves technical details where you'll have specific questions about implementation. We provide multiple ways to get unblocked.
Discussion Forums
Search existing threads about common modeling issues or post your question with screenshots. Instructors and experienced participants typically respond within 24 hours with specific guidance.
Office Hours
Weekly sessions where instructors walk through participant questions on screen sharing. Particularly useful for debugging formula logic or discussing alternative approaches to complex calculations.
Model Review Submissions
Upload your work-in-progress files for feedback on structure, assumptions, and presentation. Instructors provide annotated feedback on what's working and what needs adjustment.
How the platform works for remote learners
Since 2023, we've focused on making technical financial content accessible for people who can't attend in-person workshops. The platform delivers video instruction, downloadable files, and support infrastructure that works from anywhere with internet access.
You're not watching someone build a model in real-time. Videos show finished sections with explanation of the logic, then you build the same section yourself using provided templates. This approach lets you pause, rewind, and work at whatever pace makes sense for your schedule.
- Screen recordings with both Excel interface and instructor narration visible
- Chapter markers that let you jump to specific topics within longer modules
- Transcript search to find where particular concepts are discussed
- Download all templates and completed examples for offline reference
47
Hours of instruction across full curriculum
23
Practice exercises with solution files
8
Module completion average in weeks
12
Months of platform access included
What you'll actually be able to do
By the end of the program, you should be comfortable building a three-statement operating model for a mid-sized company, complete with quarterly detail and annual summaries. You'll know how to structure scenarios, build sensitivity tables, and present outputs in a format that executives can actually use.
This doesn't mean you'll be ready to lead valuation work at an investment bank. It means you'll have the foundational skills to contribute to financial planning processes, support deal analysis, or handle modeling responsibilities in corporate development roles.
Ask About CurriculumReal limitations worth knowing upfront
Financial modeling takes longer to learn than most people expect. Completing the curriculum typically requires 6-10 weeks of consistent work, and you'll need to dedicate focused time to exercises rather than just watching videos.
The program assumes you're comfortable with basic Excel functionality like cell references, simple formulas, and worksheet navigation. If you're still learning fundamental spreadsheet concepts, you'll struggle with the pace. We don't teach Excel basics – we teach financial modeling using Excel as the tool.
Some participants find they need to pause and practice foundational concepts before moving forward. That's normal. The content remains available, so there's no penalty for taking extra time to solidify understanding before advancing to more complex topics.
You're also learning in isolation, which means you won't have the informal learning that happens when you're sitting next to someone who can answer quick questions. The support structure helps, but it's not the same as in-person collaboration.
