Financial Services

Private Equity

Deal sourcing, due diligence, IC memos, portfolio monitoring, and value creation

Diligence Meeting Prep

Prepare targeted question lists, benchmarks, and red flags for due diligence meetings — management presentations, expert calls, and customer references.

5 minutes

Intermediate

Private Equity

Deal Screening Memo

Quickly screen inbound deal flow — CIMs, teasers, and broker materials — against your fund's investment criteria with a structured pass/fail framework.

5 minutes

Intermediate

Private Equity

PE Deal Sourcing Pipeline

Discover target companies, check for existing relationships, and draft personalized founder outreach emails for proprietary deal flow.

5 minutes

Beginner

Private Equity

Investment Committee Memo

Draft a structured IC memo that synthesizes due diligence findings, financial analysis, and deal terms into a professional investment recommendation.

5 minutes

Advanced

Private Equity

Portfolio Company Monitoring Dashboard

Track portfolio company performance against plan with automated KPI extraction, variance analysis, and covenant compliance monitoring.

5 minutes

Beginner

Private Equity

PE Returns Analysis & Sensitivity Tables

Build IRR/MOIC sensitivity tables across entry multiple, leverage, exit multiple, growth, and hold period scenarios for PE deal evaluation.

5 minutes

Advanced

Private Equity

Unit Economics & Revenue Quality Analysis

Analyze unit economics for PE targets — ARR cohorts, LTV/CAC, net retention, payback periods, and margin waterfall for subscription and recurring revenue businesses.

5 minutes

Beginner

Private Equity

Post-Acquisition Value Creation Plan

Structure post-acquisition value creation plans with revenue, cost, and operational levers mapped to an EBITDA bridge, 100-day priorities, and KPI accountability frameworks.

5 minutes

Intermediate

Private Equity