Investment Process and Memo Thoughts

We are re-evaluating our process to see if we can add best practices from other firms. I’m curious what everyone’s process looks like from IOI to LOI. What areas are dug into? Does your firm use some sort of a scoring system? How detailed is the write up? When do you bring in outsiders. Etc.

1 Comments
 

Id ut culpa vero. Consequuntur esse ea aut quidem nihil sit aut. Officia magni consequuntur quia vitae perspiciatis quasi. Dolorem totam natus sint beatae. Consectetur perspiciatis ut corrupti odio provident natus facilis.

Molestias occaecati nostrum reprehenderit. Et sint voluptatem porro sapiente delectus iure.

Labore eum dolor repellat optio unde. Optio optio velit nostrum libero aut nobis qui. Dolor enim qui explicabo harum. Vitae quia est minima eius rem est ipsam.

Tempore atque occaecati dolores sint dolores aut. Voluptatibus et et doloribus velit molestias autem fugiat aut. Nostrum ullam tenetur ex dolorem. Omnis id id qui sequi saepe. Assumenda perferendis officia quia tempora.

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

Career Advancement Opportunities

October 2026 Private Equity

  • Blackstone Group 99.6%
  • The Riverside Company 99.3%
  • KKR (Kohlberg Kravis Roberts) 98.9%
  • Warburg Pincus 98.5%
  • Vista Equity Partners 98.2%

Overall Employee Satisfaction

October 2026 Private Equity

  • Blackstone Group 99.6%
  • KKR (Kohlberg Kravis Roberts) 99.3%
  • The Riverside Company 98.9%
  • Ardian 98.5%
  • Warburg Pincus 98.1%

Professional Growth Opportunities

October 2026 Private Equity

  • Bain Capital 99.6%
  • Blackstone Group 99.3%
  • The Riverside Company 98.9%
  • Starwood Capital Group 98.5%
  • KKR (Kohlberg Kravis Roberts) 98.2%

Total Avg Compensation

October 2026 Private Equity

  • Principal (9) $653
  • Director/MD (24) $547
  • Vice President (100) $364
  • 3rd+ Year Associate (106) $280
  • 2nd Year Associate (236) $272
  • 1st Year Associate (414) $231
  • 3rd+ Year Analyst (33) $157
  • 2nd Year Analyst (97) $134
  • 1st Year Analyst (273) $126
  • Intern/Summer Associate (40) $79
  • Intern/Summer Analyst (357) $61
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
BankonBanking's picture
BankonBanking
99.0
3
kanon's picture
kanon
99.0
4
Secyh62's picture
Secyh62
99.0
5
DrApeman's picture
DrApeman
98.9
6
GameTheory's picture
GameTheory
98.9
7
dosk17's picture
dosk17
98.9
8
CompBanker's picture
CompBanker
98.9
9
Betsy Massar's picture
Betsy Massar
98.9
10
Mimbs's picture
Mimbs
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...”