Case Study for PE / am a newb

I am interviewing with a PE fund for an Analyst role in a niche space . Background is VC in that same niche. They know my modeling skills are mediocre but they like my industry knowledge / strategy work / network. I have a 5 hr technical case study next week. The exercise will be a 3-statement forecast & valuation analysis.

Most of the exercises I've done so far use historical averages. I don't think that's what they want out of the model I will build. How do I pick drivers in a forecast? How do I best defend those assumptions?

Any tips welcome I know I'm a newb.

506 WSO Academy Private Equity Session Reviews: 4.82/5

Class of '23 Oct 2026 Cohort

5.00/5

Private Equity Short Resume Review / Recap

“Very good planning prior to the meeting and effective notes that allowed the session to go quickly and effectively. We covered a lot of topics on the resume and I recieved a good amount of notes that I can correct my resume in order to make it more specific for the PE companies I will work with. Was very helpful in the way of bringing out niche skills I have in order to maximise my chances at differentiating myself from more typical IB candidates. Also provided good insights on the MBA process, what is valuable and the WHY side of P.E. which I will go into depth with in my WHY statements that I am going to do. ”

Pontifical Catholic University of Peru

Class of '18 Nov 2026 Cohort

4.56/5

Private Equity Mock Coffee Chat

“Very useful session. Jorge went straight to the point and gave me a concrete action plan for breaking into infra funds in London. Key takeaways: tighten my elevator pitch (past-present-future, under 2 min), do one case study per week (model + presentation + recommendation) and send it to him for feedback, and prepare technical, market and behavioral questions separately. His networking advice was the most valuable part: always end each conversation by asking for 1–2 more contacts, map and message headhunters directly, and follow fund news (closings, launches) to time my outreach. He also offered to refer me to open roles at his fund. Highly recommended.”

See All 11,213 WSO Academy Reviews

1 Comments

WSO Monkey Bot

O

5y

Quae repellendus asperiores qui quidem rem tempore eligendi. Hic assumenda dolorum provident. Reprehenderit labore qui dolores vero ea ut.

Saepe id quo accusamus sit. Enim dignissimos sit occaecati fugit delectus. Tempora quidem qui culpa modi et labore doloribus. Sint quo velit in in eos consectetur reiciendis.

Voluptas voluptatem qui vitae nesciunt nulla voluptatibus sint. Aperiam fugit est dignissimos maxime et. Dolores et officia et facilis fugit. Aut sed laudantium praesentium tenetur quia tempore qui.

+71	Is Joining PE still worth it?	41	8h
+63	My girlfriend won’t let us rent out our home for my career	17	3h
+19	Rugpulled on Sr. ASO promote - how to fill a year (or two) before B school?	4	51m
+18	On-Cycle Getting Pushed?	5	1d
+17	What’s one number you wish sellers disclosed before you spent time on a deal?	3	5d
+15	Practical uses of of AI in PE	1	17h
+14	Being on really good MM deals. Question	9	2d
+13	PE PortCo Work	5	11h
+11	Paper LBO	2	1d
+11	Those who exited PE, When did you know it was time?	1	21h

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

Elite Career Bootcamp. Top Job Offer Guaranteed.

Elite Career Bootcamp. Top Job Offer Guaranteed.

Case Study for PE / am a newb

Score Breakdown

Feedback

Score Breakdown

Feedback

Elite Career Bootcamp. Top Job Offer Guaranteed.

Elite Career Bootcamp. Top Job Offer Guaranteed.

Case Study for PE / am a newb

See All Comments - 100% Free

Trending Content - Private Equity Forum