Record a 5-minute role-specific finance pitch with a clear recommendation
A buyout model, debt schedule, returns bridge, investment memo, and IC-style recommendation.
Build
Model, memo, dashboard, notebook, or deck.
Explain
Clear assumptions, insight, and recommendation.
Show
Resume bullet and interview story.
What you are doing
You are working as a Investment Banking. Your manager asks you to use Verbal finance communication to answer a real business or investment question and present a decision-ready output.
Show that you can apply Verbal finance communication in a practical analyst workflow, not only explain the theory.
What to make
A buyout model, debt schedule, returns bridge, investment memo, and IC-style recommendation.
Deliverables
- Brief
- Model or notebook
- Charts or dashboard
- Resume bullet
- Source and assumption log
- One-page executive summary
- Final memo PDF
How to start
- Pick a cash-generative company or realistic private-equity target.
- Define purchase price, entry multiple, debt quantum, interest, repayment, and exit cases.
- Build a short transaction overview and investment thesis before the model.
Step-by-step execution
- Build operating forecast and free cash flow.
- Layer purchase accounting and debt schedule.
- Calculate IRR, MOIC, leverage, repayment, and exit sensitivity.
- Identify value creation levers such as growth, margin, working capital, and multiple expansion.
- Write an investment committee memo with risks, mitigants, and final go/no-go.
Data and sources
- Annual report
- Investor presentation
- Credit rating report if available
- Public peer multiples
- News on sponsor deals or sector transactions
Tools to use
- Slides
- voice recorder
- Excel or Google Sheets
- PowerPoint / Google Slides
- Public filings
Quality rubric
- Sources and uses reconcile.
- Debt schedule is linked to cash flow and covenants.
- Returns bridge clearly shows what drives IRR.
- Downside case is realistic.
- Memo is investor-grade and not only descriptive.
Resume bullet
Built a a buyout model, debt schedule, returns bridge, investment memo, and ic-style recommendation. for Verbal finance communication, using Slides, voice recorder to convert raw information into a decision-ready finance output.
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.