Prepare a quarterly earnings presentation and Q&A brief
A buyout model, debt schedule, returns bridge, investment memo, and IC-style recommendation.
Open full project briefWhat to do
You are working as a Investment Banking. Your manager asks you to use Investor Relations to answer a real business or investment question and present a decision-ready output.
Show that you can apply Investor Relations in a practical analyst workflow, not only explain the theory.
- 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.
- 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.
- Brief
- Model or notebook
- Charts or dashboard
- Resume bullet
- Source and assumption log
- One-page executive summary
- Final memo PDF
- Annual report
- Investor presentation
- Credit rating report if available
- Public peer multiples
- News on sponsor deals or sector transactions
- 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.
- 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 a buyout model, debt schedule, returns bridge, investment memo, and ic-style recommendation. for Investor Relations, using Slides, filings to convert raw information into a decision-ready finance output.


