Learn Financial Modeling & Analysis
for the SaaS Industry
GAAP metrics alone don't cut it when analyzing SaaS businesses. Learn real-world SaaS modeling as it's done on the job
Designed for VC, Growth, PE, and IB Professionals
This intensive Power Session is an abbreviated version of the training Wall Street Prep delivers to tech-focused investment banking, private equity and equity research professionals. Participants gain access to model templates and exercises for continuous learning.
All Upcoming Dates
Who is this Boot Camp For?
- Venture Capital, Growth Equity and Private Equity Professionals
- TMT Investment Banking Professionals
- Technology-Focused Investment Professionals
- FP&A, Business Development and Corporate Finance professionals at SaaS businesses
- Finance students and anyone interested in analyzing SaaS businesses
Boot Camp Details
Revisit what you learn
This virtual seminar will be recorded and available for you to review any time from your Wall Street Prep learning dashboard.
Led by experienced SaaS-focused investment professionals, this boot camp is an introduction on the real world tools used by investment professionals to analyze and forecast revenue and margins for SaaS and other recurring revenue based businesses
Specifically, trainees will learn the “how” and “why” of modeling a recurring revenue company’s ARR and MRR, how to contrast these non-GAAP metrics to revenue, how to perform cohort analyses and analyze churn, as well as how to analyze unit economics like LTV/CAC to better understand a businesses and to ultimately make better investment decisions.
Comprehensive training materials, reusable modifiable Excel model templates, unlimited e-mail support for content-related questions for 12 months post-seminar.
This seminar presumes knowledge of financial accounting (at least 1 semester or equivalent). Participants without this background should enroll in and complete the Accounting Crash Course prior to attending the seminar.
Wall Street Prep is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.
Participants may cancel up to 3 weeks prior to the event for a full refund. A 20% cancellation fee will apply up to 1 week prior to the event. No refunds will be granted for cancellations made within 1 week of the event. Wall Street Prep reserves the right to cancel the seminar if enrollment is insufficient. Trainees will be refunded in full in the event of a cancellation.
Why Attend a Boot Camp?
Our live courses pulls no punches. Each boot camp is the same intensive training used to prepare incoming analysts at top financial institutions.
Learn by Doing
Attendees “learn by doing” by working through practical exercises and building financial models from scratch using real case studies.
Boot camps provide an opportunity to network with MBAs and professionals from industries including investment banking, corp dev and FP&A.
Our instructor-practitioners are experienced bankers who give real-world context by connecting training to their own experience on the desk.
Our training reinforces speed, efficiency and consistency in Excel that investment banking analysts are expected to have on Day 1.
Continuing Ed & Webinars
Enrollment to most boot camps includes access to our continuing education online training platform and webinar series.
Earn 8 CPE Credits with WSP Online Courses
Questions? We're Standing By.
To learn more about this boot camp, fill out the form below or call us at: 617-314-7685
The Wall Street Prep Quicklesson Series
7 Free Financial Modeling Lessons
Get instant access to video lessons taught by experienced investment bankers. Learn financial statement modeling, DCF, M&A, LBO, Comps and Excel shortcuts.