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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
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Subject: "John Doe" sent me your info and...
{Insert body of email here}
Assuming they gave the person a heads-up, I've always done:
[Referrer's Name] Referral: [Your Name] Looking for Advice / Looking to Chat About xyz
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