Growth Equity | 5 hour Tech-enabled / Software Case

Was wondering if anyone has any advice on completing a 5 hour case for a GE firm that focuses on software and tech-enabled services businesses that does a combination of growth buyouts and minority investments. From what I've gathered, I'll be been given a case of building out a financial model that includes a liquidation preference and potentially sensitivity tables based on growth metrics and some pre-given assumptions. What's a "checklist" of things that I should definitely hit ? Are there templates / outlines that I can quickly use for a memo?

From the memos I've quickly flipped through online, the structure seems to be something along the lines of 1) Overview of business 2) Investment recommendation 3) Market Overview 4) Financial analysis 5) KPIs / Unit Economics 6) Risks / Outstanding Issues. 

Also what would the criteria for a good model be if I'm not given a pre-existing template? Would the firm focus on revenue assumptions / projecting out a detailed revenue build? What does a good revenue build look like and how would this differ for a marketplace vs a software company? Also are there any resources / examples of something like this (a presentation with a clear investment recommendation and anticipation of qualitative risks? Know BVP publishes memos but the risks section seems to be sparse).

Would appreciate any help here, thanks a ton!

1 Comments
 

Perferendis sed maiores sit qui. Consequuntur dolorem non culpa assumenda eaque.

Quia ut velit voluptatibus illo tempora laudantium. Rerum quo qui non eligendi distinctio molestias. Consequatur dolorem nemo aliquid quis.

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

Career Advancement Opportunities

August 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.3%
  • Morgan Stanley 08 97.8%
  • Goldman Sachs 02 97.2%

Overall Employee Satisfaction

August 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Evercore No 98.9%
  • Morgan Stanley 01 98.3%
  • Banco Santander 02 97.8%
  • BMO Capital Markets 12 97.2%

Professional Growth Opportunities

August 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 06 98.3%
  • Goldman Sachs 01 97.8%
  • JPMorgan 01 97.2%

Total Avg Compensation

August 2026 Investment Banking

  • Vice President (16) $429
  • Associates (48) $259
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (25) $178
  • Intern/Summer Associate (14) $159
  • 1st Year Analyst (83) $151
  • Intern/Summer Analyst (75) $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

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...”