Hi,
looking for very technical tech IB / PE questions for an incoming interview. Will not be involved in multi-hours case studies, hence, mostly looking for quick fire questions. Already familiar with KPIs and classic asks, looking for more specific stuff you got asked in past processes / you encounter daily at your job. Thanks a lot for your time!i
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| +23 | Sweat Group 2026 Discussion | 24 | 17h |
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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.
For highly technical tech IB/PE interviews, based on the most helpful WSO content, here are some specific questions you might encounter:
Valuation and Financial Modeling
DCF Specifics for Tech Companies:
Revenue Modeling:
Multiples and Comparables:
Industry-Specific Metrics and KPIs
SaaS Metrics:
Customer Metrics:
Cloud and Platform Companies:
Investment and Strategic Questions
Market Dynamics:
M&A in Tech:
Private Equity Focus:
Quick Conceptual Questions
These questions are designed to test your understanding of the nuances in tech IB/PE, so make sure you can explain your thought process clearly and concisely. Good luck with your interview!
Sources: https://www.wallstreetoasis.com/forum/investment-banking/breaking-into-private-equity-from-banking?customgpt=1, Breaking into Private Equity from Banking, My Path - MBA Banking Associate to PE, Private Equity Interview Questions - 13 Topics to Know, https://www.wallstreetoasis.com/forum/investment-banking/non-target-to-bb-ib-sa?customgpt=1
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