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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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
I recommend marginofalpha, ibvine, and overlevered for interview questions. There are really not that many tech technicals to know (retention metrics, LTV/CAC, difference in financial statements/tech company characteristics, etc). More important is market knowledge, a couple of my buddies who interviewed at top tech banks got asked some nasty stuff.
overlevered is probably the worst out there. ibvine is probably the widest. marginofalpha is probably the deepest/most technical. IMO just get ibvine and marginofalpha
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