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
 

Nulla illum nam deleniti sed accusantium explicabo. Ratione assumenda impedit rerum occaecati sed. Impedit saepe est ipsam.

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

Career Advancement Opportunities

June 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.8%
  • JPMorgan 01 98.2%
  • Guggenheim Partners 01 97.7%
  • Morgan Stanley 07 97.1%

Overall Employee Satisfaction

June 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Morgan Stanley 01 98.8%
  • Evercore 01 98.2%
  • BMO Capital Markets 12 97.6%
  • Banco Santander 01 97.1%

Professional Growth Opportunities

June 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Evercore No 98.8%
  • Morgan Stanley 05 98.2%
  • JPMorgan No 97.7%
  • BMO Capital Markets 12 97.1%

Total Avg Compensation

June 2026 Investment Banking

  • Vice President (14) $434
  • Associates (43) $259
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (22) $179
  • Intern/Summer Associate (13) $156
  • 1st Year Analyst (75) $151
  • Intern/Summer Analyst (68) $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
DrApeman's picture
DrApeman
98.9
6
CompBanker's picture
CompBanker
98.9
7
dosk17's picture
dosk17
98.9
8
Betsy Massar's picture
Betsy Massar
98.9
9
GameTheory's picture
GameTheory
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...”