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?
Trending Content - Venture Capital Forum
| +50 | Getting the VP Promote at the "Wrong" Firm | 15 | 2d |
| +22 | How to rank growth equity shops | 3 | 2w |
| +16 | Biotech VC path from Patent Law | 4 | 1w |
| +5 | New Growth Equity Firms | 3 | 2d |
Career Resources
Based on the most helpful WSO content, here’s what you need to know about case studies and modeling tests in VC and PE processes:
Common Case Study Types:
Preparation Tips:
Sharing and Collaboration:
For more detailed resources or templates, you can explore the WSO Academy or the free financial modeling lessons available on WSO.
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?
bump
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.
Sint deserunt sed amet voluptas a tempore. Aut consectetur omnis eos odit quidem. Et numquam recusandae doloribus beatae facere itaque. Repudiandae ab saepe dolorem id. Quae fuga et et ea. Voluptas aut occaecati ad debitis sint.
Minus totam dolores qui enim aliquid voluptatem iure. Ut iusto sed non eligendi rerum eveniet fuga omnis. Praesentium ipsum illo corporis sed. Possimus nihil eum tenetur culpa libero excepturi cupiditate. Ut deserunt et excepturi quas.
Et minus perspiciatis cum enim voluptates esse placeat. Incidunt vel deserunt est. Placeat ut enim dolores iusto ex.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...
Provident similique consequatur dolorem earum. Qui totam quia hic eum quo sed soluta. Eum eum molestiae dolores in. Cumque incidunt excepturi sint occaecati est.
Delectus quisquam dolore voluptatem enim. Veritatis et doloremque ullam accusantium.
Sequi commodi fugiat ut ea pariatur sit. Ab et assumenda quo molestias optio et incidunt. Aut velit veritatis nihil enim.
Maxime accusamus aut perspiciatis ex. Assumenda soluta dolorem sunt aut labore voluptatem. Ut quis et minus. Sint aliquid maiores est facilis cum laudantium. Fugiat sed eaque ipsam placeat qui. Accusantium accusamus veniam alias in facere. Ut veritatis eos esse voluptatem.