Buy-Side Valuation & Modeling Bundle
From Financials to Value: How the Buy Side Values Businesses
Buy Side Valuation & Modeling Bundle
This on-demand bundle is designed to equip learners with the core financial modeling and valuation skills used by buy side investors to analyze, price, and underwrite investments. Through a progressive, hands-on curriculum, participants will move from building an integrated three-statement model to applying advanced valuation and leveraged buyout techniques commonly used in real-world deal analysis.
The bundle begins with Real Company Modeling, where learners construct a fully integrated income statement, balance sheet, and cash flow statement in Excel. From there, Cash Sweep Modeling courses introduce the mechanics of debt paydown and excess cash allocation—critical for understanding capital structure dynamics in leveraged transactions. Finally Valuation Fundamentals provides the conceptual foundation behind enterprise value, equity value, and the primary valuation methodologies used across the buy-side.
Building on these foundations, learners develop a full Discounted Cash Flow (DCF) Model, translating operating forecasts into intrinsic valuation outputs. The bundle culminates with Short-Form LBO Modeling, where participants analyze returns, leverage, and exit assumptions to assess private equity deal economics efficiently and effectively.
Courses included:
- Real Company Modeling
- Real Company Cash Sweep Modeling
- Real Company Mandatory Cash Sweep Modeling
- Valuation Fundamentals
- Valuation Modeling
- Discounted Cash Flow (DCF) Modeling
- Short-Form Leveraged Buyout (LBO) Modeling
Key learning outcomes:
- Build fully integrated financial models in Excel
- Understand how cash flow drives valuation and leverage
- Distinguish between enterprise value and equity value
- Apply DCF and LBO frameworks used by buy-side investors
- Evaluate investment returns, risk, and value creation drivers
This bundle is ideal for students, interns, and early-career professionals seeking to develop practical, job-ready modeling and valuation skills for private equity, investment banking, corporate development, and other buy-side roles.
No prior buy-side experience is required, though a basic familiarity with accounting and Excel is helpful. For introductory bundles that cover FSA and how to build a basic 3-statement model consider the Corporate Modeling Bundle, FSA, or Introduction to 3 Statement Modeling.