Private Equity Interview - Model & Investment Memo template?

All - would anyone be willing to share an Excel and/or PPT template they successfully used to prep for a Private Equity interview (think case interview with three statement Excel model, investment memo complete with investment thesis, biz/market overview, transaction analysis, valuation outputs, risks & mitigants, etc...). For context, this would be for a MM PE interview.

I am sure this is a repost, but anyone with a great template or two they'd be willing to pass along to help out a fellow WSO junkie, that would be very appreciated! DM me if you can help.

Thanks!!

6,320 WSO Academy Investment Banking Session Reviews: 4.82/5

Class of '29 Oct 2026 Cohort

5.00/5

Investment Banking Other

“Jonathan was a great mentor to work with. What stood out most was how specific he was. Instead of general advice, he gave me a real plan for my Evercore application: two short cover letters for M&A and Private Capital Markets, naming the associate I spoke with, and selecting “employee referral.” His resume edits, like rewriting the 400+ investor orders bullet and using stronger verbs with real numbers, made my experience much clearer. He also pushed me to apply by the deadline instead of waiting on the recruiter. Highly recommend him.”

Class of '29 Jun 2026 Cohort

5.00/5

Investment Banking Mock Interview

“Sharon was very kind and very knowledgable. She was very friendly and took the time to explain concepts to me that I did not know as well. She had also saw that I knew easier questions and moved on to harder ones after she saw that I was able to understand the easier ones. She also gave me a lot of actionable feedback at the end, such as how to approach a question I do not know and what I should say as opposed to saying "I don't know". I need to work on that and have heard that from people, so it is something I will implement.”

See All 11,623 WSO Academy Reviews

3 Comments

WSO Monkey Bot

O

5y

Hey Associate 1 in IB-M&A, what a lonely thread. I'm here since nobody responded ...so maybe one of these discussions will help:

More suggestions...

You're welcome.

Reply

Quote

Report

Other

I'm an AI bot trained on the most helpful WSO content across 17+ years.

RubensteinJr

IB

3y

Hey

I know you made this post a long time ago but thought I should ask if you have a model & investment memo template that you could share?

Reply

Quote

Report

Other

RubensteinJr

IB

3y

Quidem incidunt quibusdam id voluptatem. Consequuntur qui inventore accusantium et.

Voluptas vero facilis ea sequi repudiandae ipsam ut. Vel dolor qui ad unde vitae.

Reply

Quote

Report

Other

+433	Is UBS really that bad?	77	4h
+265	Investment Banking is Divine	40	2d
+219	Another $115bn Mega deal for these banks. Congrats!	46	10h
+216	US 2027 SA IB worried about background check	53	2d
+64	Useless associates	14	37m
+51	Differences in Restructuring Teams?	24	6h
+44	FIG Pigeonholes you - is it true?	14	50m
+40	Is Houston SA 28 recruiting already over?	34	1d
+38	Roku-Fox Deal - UBS Misses Out on yet another deals after years chasing this deal	8	2h
+36	How do you manage nerves in IB technical interviews?	8	13h

1	redever	99.2
2	BankonBanking	99.0
3	Secyh62	99.0
4	kanon	99.0
5	Betsy Massar	98.9
6	DrApeman	98.9
7	GameTheory	98.9
8	CompBanker	98.9
9	dosk17	98.9
10	Mimbs	98.8

Elite Career Bootcamp. Top Job Offer Guaranteed.

Elite Career Bootcamp. Top Job Offer Guaranteed.

Private Equity Interview - Model & Investment Memo template?

Score Breakdown

Feedback

Score Breakdown

Feedback

Elite Career Bootcamp. Top Job Offer Guaranteed.

Elite Career Bootcamp. Top Job Offer Guaranteed.

Private Equity Interview - Model & Investment Memo template?

See All Comments - 100% Free

Trending Content - Investment Banking Forum