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
 

Vitae quisquam et iste temporibus aut aperiam quas. Expedita et dicta nisi omnis perferendis excepturi molestiae. Est molestiae et quas excepturi rerum quia pariatur quia.

Aut voluptates eos non labore. Rerum dolorem dolores aut vitae aut dolore voluptas. Voluptate quo commodi ab molestiae porro quis nesciunt. Est est voluptate dolores quia recusandae eos. Culpa voluptas velit eaque neque. Labore assumenda dolorum autem.

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

Career Advancement Opportunities

August 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.4%
  • Morgan Stanley 08 97.8%
  • Goldman Sachs 02 97.3%

Overall Employee Satisfaction

August 2026 Investment Banking

  • Moelis & Company No 99.5%
  • Evercore No 98.9%
  • Morgan Stanley 01 98.4%
  • Banco Santander 02 97.8%
  • BMO Capital Markets 12 97.3%

Professional Growth Opportunities

August 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 06 98.4%
  • Goldman Sachs 01 97.8%
  • JPMorgan No 97.3%

Total Avg Compensation

August 2026 Investment Banking

  • Vice President (16) $429
  • Associates (50) $259
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (25) $178
  • Intern/Summer Associate (14) $159
  • 1st Year Analyst (84) $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

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
DrApeman's picture
DrApeman
98.9
6
CompBanker's picture
CompBanker
98.9
7
Betsy Massar's picture
Betsy Massar
98.9
8
dosk17's picture
dosk17
98.9
9
GameTheory's picture
GameTheory
98.9
10
Jamoldo's picture
Jamoldo
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...”