Preparing for a VC case study - Guidance needed.

I have had a look around the forums and for some public materials, but I'm kinda at a loss.

My previous experience is at a Fintech startup, so I have equipped myself with some accountancy and cursory modelling skills. I am being interviewed by a smallish VC which focuses on up to series A round investments, across various tech spaces. The position is for an analyst. We have had a few back and forth calls, they now want me to do a mock assessment of an investment opportunity.

What do I need to know? I have reviewed the most common financial ratios and how to build a 3-statement model. Where else should I be focusing?

1 Comments
 

Voluptatem reprehenderit quas sint quis ratione temporibus. Aut dolor id qui natus consequatur soluta libero.

Quis repellendus aspernatur ullam corrupti blanditiis ex sunt velit. Odit et architecto sit blanditiis non consequatur in est. Quis ullam ipsam blanditiis.

Sint quia est et aut. Sunt quis assumenda corrupti eum.

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

Career Advancement Opportunities

July 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

July 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

July 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

July 2026 Investment Banking

  • Vice President (16) $429
  • Associates (46) $258
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (23) $182
  • Intern/Summer Associate (14) $159
  • 1st Year Analyst (82) $151
  • Intern/Summer Analyst (73) $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
Secyh62's picture
Secyh62
99.0
3
BankonBanking's picture
BankonBanking
99.0
4
kanon's picture
kanon
99.0
5
CompBanker's picture
CompBanker
98.9
6
dosk17's picture
dosk17
98.9
7
GameTheory's picture
GameTheory
98.9
8
Betsy Massar's picture
Betsy Massar
98.9
9
DrApeman's picture
DrApeman
98.9
10
Linda Abraham's picture
Linda Abraham
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...”