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WSO Free Modeling Series - Now Open Through
September 30, 2026
9 Free Financial Modeling Lessons
Get instant access to lessons taught by experienced private equity pros and bulge bracket investment bankers including financial statement modeling, DCF, M&A, LBO, Comps and Excel Modeling.
+Bonus: Get 27 financial modeling templates in swipe file
+Bonus: Get 27 financial modeling templates in swipe file
High Finance Applications
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Are they asking for a track record sheet?
If not,
Without managing a half-decent sized book it’s irrelevant beyond demonstrating interest.
A stock pitch included with your application would be ideal.
Thank you!
No one believes whatever pereonal track record you might represent.
Seriously, don't do it becauase people literally laugh at it. As someone else said, focus on producing a good investment idea write up.
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