VC/GE case studies
Does anyone have case studies/modelling tests from past processes that are willing to share? What do you typically see in these processes?
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Sources: Modeling tests/case studies to share?, For those of you who worked at a BB that has a separate modeling group (M&A), do you feel like you gain less technical skills?, Case Studies & Modeling Tests: How Exactly Are They Administered?
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Here's the one I had like 8 years ago when I went into late stage VC:
Please build a financial model and a PPT presentation (4-6 pages) for [late stage private company]
For the financial model, we are looking for something 3-statement, bottoms up, outlining major drivers / KPIs and projections into the future using reasonable logic or judgment. Feel free to use whatever public data sources you can find out there to help guide you. In addition, please note / cell comment where you are getting your data so that we can refer back to these sources.
This is very similar to a problem we sometimes face: a company comes to us with some cursory numbers and we need to build a model based on our best knowledge and what we can gather in the public domain. The model should have projections going out 10 years, starting with 20xx, and it should have 4 quarters for the year 20xx. We’ll leave it to you how you see this Company evolving over the coming years and what that will look like for the revenue streams as well as for the costs in the organization.
For the PPT, please think of this as an initial mini-presentation that you might present to an investment committee. We leave it to you to determine what to include. Please cite sources.
It has since gone public and looking back my revenue estimates were off by a factor of 3x, but I still got the job.
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