IPO readiness and valuation book
Investment Banking portfolio artifact 1 of 5
Open full project briefWhat to do
Act as a junior Investment Banking analyst. Use public information to produce a decision-ready work product for a manager or interview panel.
Show that you can apply Accounting fluency, Financial modeling, Valuation, M&A analysis, Credit analysis in a practical analyst workflow, not only explain the theory.
- Pick one listed company and define the valuation date.
- Collect financial statements for at least three years.
- Choose 4-6 comparable companies and capture market multiples.
- Create an assumptions tab with revenue, margin, capex, working capital, WACC, and terminal growth.
- Build historical financials and clean one-off items.
- Forecast revenue, costs, taxes, capex, and working capital.
- Calculate DCF value, trading comps value, and transaction comps value where possible.
- Run sensitivity on WACC, terminal growth, exit multiple, and margin assumptions.
- Write a final recommendation explaining upside/downside, key risks, and what would change your view.
- Professional brief
- Financial model or analytical workbook
- Presentation deck
- Source log
- Interview talking points
- Source and assumption log
- One-page executive summary
- Final output file
- Annual reports, investor presentations, exchange filings, SEBI/RBI/NSE/BSE pages, and official company disclosures.
- Latest annual report
- Quarterly results or investor presentation
- NSE/BSE price history
- Peer company filings
- Public transaction/news sources
- Clear problem statement and role context
- Source-backed assumptions
- Clean model, memo, notebook, or dashboard
- Decision recommendation with risks
- Resume bullet and interview talk track
- Problem: explain the business question and why it matters for Investment Banking.
- Method: describe the data collected, assumptions made, and analysis performed.
- Decision: state the recommendation, key risk, and what would change your view.
Built a Investment Banking capstone on ipo readiness and valuation book using public sources, structured analysis, and a decision-ready output.