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Investment Banking Fundamentals

Master investment banking from deal processes and financial modeling to DCF valuation, LBO analysis, and technical interview prep — everything you need to break into IB.

7 modules 35 lessons ~9h AI voice coach
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Course Outline

1

Investment Banking Overview

5 lessons

Understand what investment banks do, how they are structured, and how to launch a career in the industry.

What is Investment Banking?
Division Structure (IBD/S&T/Research/AM)
The Deal Process
Career Path: Analyst to Managing Director
Breaking Into Investment Banking
2

Financial Modeling Essentials

5 lessons

Build the core three-statement financial model used in every investment banking transaction.

The Three-Statement Model
Revenue Forecasting
Working Capital Modeling
The Debt Schedule
Model Checks and Best Practices
3

DCF Valuation

5 lessons

Master the discounted cash flow methodology — from unlevered free cash flow to terminal value and sensitivity analysis.

Unlevered Free Cash Flow
WACC Calculation
Terminal Value
Sensitivity Tables
Common DCF Mistakes
4

Comparable Companies & Precedent Transactions

5 lessons

Learn market-based valuation through trading comparables and precedent transaction analysis.

Selecting Comparable Companies
Key Multiples: EV/EBITDA, P/E, and More
Spreading Comps
Precedent Transactions Analysis
The Football Field Chart
5

Leveraged Buyout (LBO) Analysis

5 lessons

Understand LBO mechanics — how private equity firms use debt to acquire companies and generate returns.

What is an LBO?
LBO Model Structure
Sources & Uses
Debt Tranches and the Capital Structure
Returns: IRR & MOIC
6

Pitchbooks & Client Presentations

5 lessons

Learn to create compelling pitchbooks — the primary tool investment bankers use to win mandates and advise clients.

What is a Pitchbook?
The Situation Overview Section
The Valuation Summary
Transaction Comparison Pages
Presenting to Clients
7

Technical Interview Preparation

5 lessons

Master the most common technical questions asked in investment banking interviews — DCF walkthroughs, LBO mechanics, accounting, and more.

Walk Me Through a DCF
Walk Me Through an LBO
Accounting Questions
Enterprise Value Bridge
Brain Teasers and Market Questions