Tech based Technicals Beginner & Advanced

Hi all, would really appreciate some guidance on where I can get super clued up on Technology Technicals. 

I did a year at a MM/UMM boutique IB in a generalist M&A role. I covered 2 tech clients, so have a basic understanding of ARR, run-rate EBITDA, rule of 40, CAC/LTV/Churn, contract length etc. But want to be knowledgeable when it comes to interviews & case studies. 

Can anyone please reccomend any:

Online materials, Videos, Books, anything that's worth knowing for Tech IB & Tech PE.

Many thanks in advance


ps. i found a few good threads on this already, but would really like to fill a thread with more/up-to-date opinions/advice
https://www.wallstreetoasis.com/forum/private-equity/tech-pe-technical-questions

https://www.wallstreetoasis.com/forum/investment-banking/tech-ib-technical-prep

https://www.wallstreetoasis.com/forum/investment-banking/qatalyst-phone-interview-tech-specific-technicals

2 Comments
 

@SaaSChimp  - your prior comments on other threads have been very helpful. 
I hope not too much of a tall ask, but would be fantastic if you could do a brief overview of the most crucial things to know in terms of Tech companies, Tech deal processes, Tech Technicals, SaaS companies.... etc. Or simply just linking or recommending any resources you are aware of if that's significantly easier. Many thanks in advance.

 
Most Helpful

Distinctio eveniet voluptatibus nobis aperiam temporibus atque et. Facilis eligendi illum sed hic minima vitae. Voluptatem at maxime odio sunt. Eum quo eligendi enim error. Repellat temporibus sunt odit recusandae ratione suscipit necessitatibus iusto. Ratione similique amet porro suscipit veniam. Distinctio autem tempora harum quia ex.

Quo reiciendis laboriosam aut ex. Atque reiciendis temporibus commodi voluptas beatae deleniti. Temporibus repellat voluptates non veritatis. Vitae harum sunt excepturi quia non aliquid inventore. Tempore voluptatem dolores rerum voluptatem. Ad aut est natus tempora sit molestiae.

Suscipit voluptas consequatur delectus et eveniet saepe. Ut est et nulla deserunt reprehenderit. Est fugiat totam repellat consequatur.

Career Advancement Opportunities

October 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 99.0%
  • JPMorgan 01 98.4%
  • Guggenheim Partners 02 97.9%
  • Morgan Stanley 06 97.4%

Overall Employee Satisfaction

October 2026 Investment Banking

  • Moelis & Company No 99.5%
  • Morgan Stanley 02 99.0%
  • Evercore 01 98.4%
  • Banco Santander 02 97.9%
  • BMO Capital Markets 13 97.4%

Professional Growth Opportunities

October 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 99.0%
  • Morgan Stanley 05 98.4%
  • Goldman Sachs 01 97.9%
  • JPMorgan No 97.4%

Total Avg Compensation

October 2026 Investment Banking

  • Vice President (16) $429
  • Associates (57) $264
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (28) $184
  • Intern/Summer Associate (16) $161
  • 1st Year Analyst (84) $151
  • Intern/Summer Analyst (76) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
kanon's picture
kanon
99.0
3
Secyh62's picture
Secyh62
99.0
4
BankonBanking's picture
BankonBanking
99.0
5
dosk17's picture
dosk17
98.9
6
GameTheory's picture
GameTheory
98.9
7
DrApeman's picture
DrApeman
98.9
8
Betsy Massar's picture
Betsy Massar
98.9
9
CompBanker's picture
CompBanker
98.9
10
numi's picture
numi
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”