Venture Capital Pathway

We have replaced the existing PowerPoint Skills topic with new and improved content.

Fundamental skills 0/38 Playlists Completed

What is Venture Capital Investing

Venture Capital | 11 videos
What is Venture Capital Investing
1 of 11
03:49
Venture Capital Investment Stages
2 of 11
02:23
VC Fund Examples - Investment Criteria
3 of 11
02:15
VC Fund Differentiation
4 of 11
02:10
VC Fund Examples - Investment Differentiation
5 of 11
01:33
VC Fund Example - Investment Stages
6 of 11
03:02
Evolution of Capital Rounds - Pre Seed to Seed Stages
7 of 11
02:59
Evolution of Capital - Valley of Death
8 of 11
01:08
Evolution of Capital Rounds - Early Stage
9 of 11
00:42
Evolution of Capital Rounds - Later Stage
10 of 11
00:51
Evolution of Capital Rounds - Risk
11 of 11
01:47

Life Cycle of a VC Fund

Venture Capital | 7 videos | 1 quiz
VC Structure
1 of 8
01:00
VC Structure - Fund Raising Period
2 of 8
06:03
VC Structure - Investment Period
3 of 8
05:27
The Investment Process
4 of 8
01:09
VC Structure - Harvesting Period
5 of 8
03:08
VC Fee Structure
6 of 8
03:09
Multiple Investments within a VC Fund
7 of 8
03:01
Life Cycle of a VC Fund Tryout
8 of 8

Accounting Foundations

Accounting | 22 videos | 1 quiz
What is Accounting
1 of 23
03:21
Who Uses Financial Statements - Part 1
2 of 23
03:28
Who Uses Financial Statements - Part 2
3 of 23
03:32
What are the Three Main Financial Statements
4 of 23
04:01
What Else is in Financial Reports - Annual Report
5 of 23
03:29
What Else is in Financial Reports - Press Release
6 of 23
01:06
What Else is in Financial Reports - Other Statements
7 of 23
02:02
What Are Accounting Standards
8 of 23
03:42
How Often Are Financial Statements Prepared
9 of 23
02:22
Annual Report Example
10 of 23
05:14
The Accounting Equation
11 of 23
04:43
The Balance Sheet - Assets
12 of 23
02:45
The Balance Sheet - Liabilities
13 of 23
02:09
The Balance Sheet - Equity
14 of 23
01:37
Balance Sheet Example
15 of 23
05:32
The Income Statement
16 of 23
04:39
Income Statement Example
17 of 23
03:49
The Cash Flow Statement
18 of 23
02:41
Cash Flow Statement Example
19 of 23
02:54
Accrual Accounting
20 of 23
04:46
The Matching Principle
21 of 23
01:21
Capitalization
22 of 23
03:08
Accounting Foundations Tryout
23 of 23

Accounting Fundamentals

Intern | 23 videos | 1 quiz
Why Analyze Financial Statements Fundamentals
1 of 24
03:38
Accounting Introduction Fundamentals
2 of 24
02:26
Financial Statement Dates Fundamentals
3 of 24
02:21
Build a Simple Balance Sheet Fundamentals
4 of 24
02:17
Build a Simple Balance Sheet Fundamentals Workout
5 of 24
08:01
Income Statement Introduction Fundamentals
6 of 24
01:12
Matching Principle Introduction Fundamentals
7 of 24
01:36
IS Presentation and Expenses Fundamentals
8 of 24
02:34
Operating Profit and EBIT Fundamentals
9 of 24
05:05
Working Capital and Operating Working Capital Fundamentals
10 of 24
04:30
Working Capital Fundamentals Workout
11 of 24
01:52
Non Current Assets Introduction Fundamentals
12 of 24
01:25
Forecasting PPE Fundamentals
13 of 24
02:37
PP&E Depreciation Fundamentals
14 of 24
03:19
PP&E Transactions Fundamentals
15 of 24
02:08
Equity vs. Debt, and Leverage Fundamentals
16 of 24
04:41
Net Debt Fundamentals
17 of 24
02:32
Net Debt Fundamentals Workout
18 of 24
03:47
Leverage Ratios Fundamentals
19 of 24
03:18
Forecasting Retained Earnings Fundamentals
20 of 24
01:41
CFS Introduction and Why Cash Is Important Fundamentals
21 of 24
03:09
Cash Flow Statement - Reconciliation Fundamentals
22 of 24
03:33
Financial Statements Integration Fundamentals
23 of 24
02:25
Accounting Fundamentals Tryout
24 of 24

Introduction to Modeling

Financial Modeling | 13 videos | 1 quiz
The Forecasting Process
1 of 14
01:35
Model Structure - Design Choices
2 of 14
04:00
IS, BS and CFS Integration
3 of 14
02:29
Forecast Model Simple 1
4 of 14
03:48
Forecast Model Simple 2 - IS and BS
5 of 14
02:52
Forecast Model Simple 2 - CFS Prep
6 of 14
03:04
Forecast Model Simple 2 - CFS Finish
7 of 14
03:18
Build the Forecast Balance Sheet - Back Up Calculations
8 of 14
02:57
Forecast Model Simple 3 - Intro and IS
9 of 14
03:36
Forecast Model Simple 3 - Balance Sheet
10 of 14
03:38
Forecast Model Simple 3 - BS Calcs
11 of 14
04:07
Forecast Model Simple 3 - CFS
12 of 14
04:29
Forecast Model Simple 3 - CFS Calcs and Finish
13 of 14
04:46
Introduction to Modeling Tryout
14 of 14

3 Statement Modeling with Iterations

Financial Modeling | 21 videos | 1 quiz
3 Statement Model Steps
1 of 22
03:25
Entering Historical Data
2 of 22
03:34
Model 1 Walkthrough
3 of 22
01:47
Model 1 Historical Data
4 of 22
03:59
Ratios and Forward Assumptions
5 of 22
02:24
Income Statement
6 of 22
03:03
Model 1 Income Statement
7 of 22
06:07
Balance Sheet
8 of 22
02:34
Model 1 Balance Sheet Calcs
9 of 22
05:28
Model 1 Balance Sheet
10 of 22
05:07
Cash Flow Statement
11 of 22
03:59
Model 1 Cash Flow Statement
12 of 22
06:08
Cash and Revolver
13 of 22
03:10
Model 1 Cash and Revolver
14 of 22
02:50
Interest Calculations
15 of 22
01:28
Model 1 Interest Calculations
16 of 22
03:16
Interest and Circular References
17 of 22
04:39
Model 1 Interest in Income Statement
18 of 22
05:27
Understanding Model Drivers
19 of 22
02:27
Model 1 Check Ratios and Statistics
20 of 22
03:21
Prepare for Handoff
21 of 22
02:44
Three Statement Modeling with Iteration Tryout
22 of 22

Building a Model With Cash Sweep

Financial Modeling | 22 videos | 1 quiz
A 3 Statement Forecast Model
1 of 23
02:34
Model - Intro Walkthrough
2 of 23
01:24
Model - Entering Historical Data
3 of 23
05:55
Model - IS Revenue to EBITDA
4 of 23
02:47
Model - IS Finished
5 of 23
04:47
Model - Balance Sheet
6 of 23
03:02
Model - Balance Sheet Calcs
7 of 23
05:05
Model - Cash Flows From Operations and Investing
8 of 23
04:17
Model - Cash Flow Finished
9 of 23
02:53
Debt Calculations
10 of 23
01:15
Model - Cash to Service Debt
11 of 23
01:38
Cash Sweep - Revolver or Short Term Borrowings
12 of 23
02:56
Model - Cash Available for Accelerated Repayments
13 of 23
04:08
Cash Sweep - Mandated and Accelerated Payments
14 of 23
03:44
Model - Debt Tranche 1
15 of 23
04:44
Model - Debt Tranche 2
16 of 23
02:05
Model - Cash and Debt in Balance Sheet
17 of 23
03:32
Model - Debt Repayments Review
18 of 23
03:45
Iterative Interest Calculation
19 of 23
01:28
Model - Interest Calculation
20 of 23
02:31
Dealing With Circular References
21 of 23
05:32
Model - Income Statement Interest
22 of 23
03:49
Building a Model With Cash Sweep Tryout
23 of 23

Financial Math Fundamentals

Financial Math | 3 videos | 3 quizzes
Present Value and Future Value
1 of 6
08:09
Present Value and Future Value Tryout
2 of 6
Yields and Internal Rate of Return
3 of 6
11:49
Yields and Internal Rate of Return Tryout
4 of 6
Annuities and Perpetuities
5 of 6
09:50
Annuities and Perpetuities Tryout
6 of 6

Valuation Fundamentals

Intern | 9 videos | 1 quiz
Valuation Overview
1 of 10
02:32
Calculating Equity Value
2 of 10
02:08
Calculating Equity Value Workout
3 of 10
01:41
Enterprise Value Bridge
4 of 10
02:33
Using the Enterprise Value Bridge
5 of 10
02:08
The Bridge - EV or Equity Value
6 of 10
01:55
EV and Equity Multiples Intro
7 of 10
03:28
EV and Equity Multiples Range of Multiples
8 of 10
02:18
EV and Equity Multiples Similar Co Workout
9 of 10
02:13
Valuation Fundamentals Tryout
10 of 10

Menu and Shortcut Basics

Financial Modeling | 7 videos | 1 quiz
Intro to Excel and Interface
1 of 8
01:50
The Ribbon
2 of 8
03:57
Shortcut Basics - Accelerator Keys
3 of 8
03:37
Excel Set Up
4 of 8
03:35
Selecting
5 of 8
01:56
Copying
6 of 8
03:10
Editing
7 of 8
02:51
Menus & Shortcut Basics Tryout
8 of 8

Basic Formatting

Financial Modeling | 7 videos | 1 quiz
Font
1 of 8
03:49
Cell Borders and Fill Colors
2 of 8
04:57
Alignment
3 of 8
04:27
Number Formats
4 of 8
02:02
Styles
5 of 8
05:16
Cell Size
6 of 8
04:40
Standard Formatting Often Used
7 of 8
02:16
Basic Formatting Tryout
8 of 8

Basic Formulas and Calculations

Financial Modeling | 4 videos | 1 quiz
Intro to Formulas
1 of 5
03:29
Intro to Formula Workout
2 of 5
03:57
Avoid Hardcodes in Formulas
3 of 5
04:17
Intro to Functions and Syntax
4 of 5
06:35
Basic Formulas and Calculations Tryout
5 of 5

Basic Functions

Financial Modeling | 10 videos | 1 quiz
COUNT Function
1 of 11
03:58
MIN Function
2 of 11
02:48
MAX Function
3 of 11
04:07
AVERAGE Function
4 of 11
02:00
IF Function
5 of 11
03:20
SUMPRODUCT Function
6 of 11
00:47
SUMPRODUCT Function Workout 1
7 of 11
04:36
SUMPRODUCT Function Workout 2
8 of 11
03:02
SUMPRODUCT With Add, Subtract and Divide
9 of 11
00:49
SUMPRODUCT With Add, Subtract Workout
10 of 11
03:11
Basic Functions Tryout
11 of 11

Naming Cell References

Financial Modeling | 3 videos | 1 quiz
Intro to Naming Cells
1 of 4
04:21
Creating Names Using the Mouse
2 of 4
01:08
Creating Names Using Name Manager
3 of 4
04:06
Naming Cells & Referencing Tryout
4 of 4

Advanced Formatting

Excel | 10 videos | 1 quiz
Cell Styles
1 of 11
01:12
Normal Cell Style
2 of 11
02:32
Normal Cell Style Workout
3 of 11
03:31
Percent, Date, Multiple and Hard Code Cell Styles
4 of 11
02:32
Percent, Date, Multiple, Hard Code Workout
5 of 11
04:04
Conditional Formatting
6 of 11
00:35
Conditional Formatting Workout
7 of 11
02:32
Conditional Formatting with Formulas Workout
8 of 11
03:17
Data Validation - Formatting
9 of 11
00:42
Data Validation Workout
10 of 11
02:09
Advanced Formatting Tryout
11 of 11

Exploring a Model

Excel | 5 videos | 1 quiz
F5 Tips and Tricks
1 of 6
04:48
Camera Tool
2 of 6
02:09
Watch Window
3 of 6
02:18
Split Windows
4 of 6
01:31
Circularity Issues
5 of 6
04:45
Exploring a Model Tryout
6 of 6

Text and Date

Excel | 9 videos | 1 quiz
Text Functions
1 of 10
01:56
CONCATENATE, LEN, FIND, RIGHT, LEFT Workout
2 of 10
02:46
UPPER, LOWER, PROPER, VALUE Workout
3 of 10
01:58
Date Functions
4 of 10
01:45
Date Formatting
5 of 10
01:12
Date Formatting Workout
6 of 10
02:55
DAY, MONTH, YEAR, DATE Workout
7 of 10
02:02
TODAY, WORKDAY, EOMONTH Workout
8 of 10
01:41
DATEDIF Workout
9 of 10
01:46
Text and Date Tryout
10 of 10

Excel Charts and Graphs

Excel | 14 videos
Column Chart
1 of 14
02:34
Pie Chart
2 of 14
02:20
Column Chart Side By Side
3 of 14
02:32
Column Chart Overlapping
4 of 14
02:46
Pie Chart - Value and Percentage
5 of 14
02:08
Stock Price History and Volume Bar Chart 1
6 of 14
03:52
Stock Price History And Volume Bar Chart 2
7 of 14
03:06
Stock Price Rebased To 100 Chart
8 of 14
03:54
XY Scatter Chart
9 of 14
05:16
Logos In Charts
10 of 14
02:21
Using Paste Format In Charts
11 of 14
01:55
Waterfall Chart
12 of 14
01:57
Floating Bar Chart
13 of 14
13:51
Benchmarking Chart
14 of 14
03:32

Scenarios

Excel | 13 videos | 1 quiz
Choose Function
1 of 14
01:38
Choose Function Workout
2 of 14
02:09
Offset Function
3 of 14
01:38
Offset Function Workout
4 of 14
01:53
Index Function
5 of 14
01:04
Index Function Workout
6 of 14
02:36
Match Function
7 of 14
01:30
Match Function Workout
8 of 14
02:49
Data Validation - Scenarios
9 of 14
01:03
Data Validation Workout
10 of 14
02:09
Conditional Formatting
11 of 14
02:15
Conditional Formatting Workout
12 of 14
02:33
Scenario Use in a Model Workout
13 of 14
04:23
Scenarios Tryout
14 of 14

Data Extraction

Excel | 10 videos | 1 quiz
Lookup, Index, Offset and Match Functions
1 of 11
02:48
Lookup, Index, Offset and Match Functions Workout
2 of 11
05:37
XLOOKUP Workout
3 of 11
02:24
Nested XLOOKUP Workout
4 of 11
03:42
Working With Multiple Sheets
5 of 11
00:35
Working With Multiple Sheets Workout 1
6 of 11
04:10
Multiple Sheets Indirect Workout 2
7 of 11
03:45
Multiple Sheets Formulatext Workout 3
8 of 11
02:06
Transposing Data
9 of 11
00:41
Transposing Data Workout
10 of 11
04:10
Data Extraction Tryout
11 of 11

Sensitivity Data Tables

Excel | 10 videos | 1 quiz
Simple Data Tables
1 of 11
01:04
Simple Data Table - One Input One Output
2 of 11
02:12
Simple Data Table - One Input Multiple Output
3 of 11
01:32
Simple Data Tables - Two Input One Output
4 of 11
01:43
Data Tables Best Practice
5 of 11
00:57
Advanced Data Tables
6 of 11
02:00
Advanced and Flexible Data Tables
7 of 11
03:29
Three Input Data Table - Left Right
8 of 11
05:09
Three Input Data Table - Pivot
9 of 11
12:04
Three Input Data Table - Offset
10 of 11
07:14
Sensitivity Data Tables Tryout
11 of 11

Goal Seek and Solver

Excel | 5 videos | 1 quiz
Goal Seek Tool
1 of 6
00:47
Goal Seek Model
2 of 6
01:10
Solver Tool
3 of 6
00:50
Installing Solver Add-in
4 of 6
00:32
Solver Example
5 of 6
02:37
Goal Seek and Solver Tryout
6 of 6

Database Analysis

Excel | 12 videos | 1 quiz
Simple Sorting
1 of 13
05:30
Advanced Sorting
2 of 13
06:40
Auto Filters
3 of 13
06:39
Advanced Filters
4 of 13
09:45
Subtotals
5 of 13
05:58
Sum IF
6 of 13
07:11
D Functions
7 of 13
05:07
Simple Pivot Tables
8 of 13
08:18
Cross Tab Pivot Tables
9 of 13
03:44
Filters and Slicers
10 of 13
04:48
Pivot Table Grouping
11 of 13
02:23
D Functions and Pivot emulation
12 of 13
03:12
Database Analysis Tryout
13 of 13

Introduction to Macros

Legacy | 13 videos | 1 quiz
Macros Overview and Settings
1 of 14
02:35
Recording a Macro
2 of 14
06:52
Macro Relative References
3 of 14
03:26
Macro Security
4 of 14
04:10
Running Macros - Keyboard
5 of 14
02:11
Running Macros - QAT
6 of 14
03:27
Running Macros - Worksheet Object
7 of 14
02:17
Running Macros - Ribbon
8 of 14
02:59
The VBA Editor - Overview
9 of 14
04:37
The VBA Editor - Organizing
10 of 14
02:39
The VBA Editor - Comments
11 of 14
02:14
The VBA Editor - Backup
12 of 14
01:25
Recording Macros with Calculations
13 of 14
11:15
Introduction to Macros Tryout
14 of 14

The Ribbon and Quick Access Toolbar

Microsoft Office Skills | 4 videos | 1 quiz
PowerPoint Interface Overview
1 of 5
01:40
The Ribbon
2 of 5
01:15
Quick Access Toolbar (QAT) and Customizing the QAT
3 of 5
04:42
Productivity Tools
4 of 5
00:41
The Ribbon and Quick Access Toolbar Tryout
5 of 5

Slides and Slide Master

Microsoft Office Skills | 7 videos | 1 quiz
Aspect Ratio or Slide Size
1 of 8
01:40
Adding Slides and Section Dividers
2 of 8
01:22
Slide Master Introduction
3 of 8
00:51
Slide Master - Editing Layouts
4 of 8
01:21
Slide Master - Editing Fonts and Colors
5 of 8
01:30
Slide Master - Editing the Footer
6 of 8
00:40
Gridlines, Guidelines and Smart Guides
7 of 8
01:29
Slides and Slide Master Tryout
8 of 8

Collaborating and Printing

Microsoft Office Skills | 2 videos | 1 quiz
Comments and Feedback
1 of 3
00:47
Saving and File Properties for Printing
2 of 3
01:30
Collaborating and Printing Tryout
3 of 3

Working with Text

Microsoft Office Skills | 8 videos | 1 quiz
Adding Text - Text Boxes vs. Shapes
1 of 9
01:20
Basic Text Formatting
2 of 9
00:44
Advanced Text Formatting
3 of 9
00:39
Paragraph Formatting
4 of 9
00:39
Adjusting Shape Margins with Text
5 of 9
00:47
Adding Hyperlinks
6 of 9
01:00
Find and Replace
7 of 9
01:07
Building an Equation
8 of 9
01:17
Working with Text Tryout
9 of 9

Working with Shapes

Microsoft Office Skills | 9 videos | 1 quiz
Intro to PowerPoint Objects
1 of 10
00:34
Transforming Shapes and Other Objects
2 of 10
01:41
Basic Shapes Formatting and Effects
3 of 10
01:03
Advanced Shape Formatting and Effects
4 of 10
00:58
Alignment and Rotate Tool
5 of 10
01:12
Send Backwards or Forwards
6 of 10
01:28
Grouping and Ungrouping
7 of 10
00:49
Lines and Connectors
8 of 10
01:25
Merging Shapes and Adding Points
9 of 10
01:30
Working with Shapes Tryout
10 of 10

Working with Images, Icons and Video

Microsoft Office Skills | 8 videos | 1 quiz
Inserting an Image and Image Licensing
1 of 9
01:20
Transforming Images
2 of 9
00:29
Image Editing
3 of 9
01:36
Cropping and Compressing
4 of 9
03:23
Image File Types
5 of 9
01:51
Creating and Inserting Screenshots
6 of 9
01:11
Icons Tools
7 of 9
01:14
Adding a Video
8 of 9
01:36
Working with Images, Icons and Video Tryout
9 of 9

Working with Animations and Transitions

Microsoft Office Skills | 4 videos | 1 quiz
Animations Overview
1 of 5
00:58
Animation Pane and Sequencing Animations
2 of 5
05:31
Other Animation Tools
3 of 5
01:10
Transitions Overview
4 of 5
00:38
Animations and Transitions Tryout
5 of 5

Working with Lists and SmartArt

Microsoft Office Skills | 5 videos | 1 quiz
Re-ordering Items List
1 of 6
00:37
SmartArt from Scratch and a List
2 of 6
00:58
SmartArt Design
3 of 6
02:01
Formatting SmartArt
4 of 6
00:53
SmartArt with Images
5 of 6
01:22
Working with Lists and SmartArt Tryout
6 of 6

Working with Tables

Microsoft Office Skills | 4 videos | 1 quiz
Inserting a Table using PowerPoint
1 of 5
01:35
Inserting a Table from Excel using Paste Special
2 of 5
04:06
Table Design
3 of 5
01:48
Table Layout
4 of 5
02:04
Working with Tables Tryout
5 of 5

Working with Charts

Microsoft Office Skills | 10 videos | 1 quiz
Introduction to Charts
1 of 11
01:02
Importing Excels Charts as an Image
2 of 11
02:59
Importing Excel Chart with Automatic Updates
3 of 11
04:35
Importing Excel Charts - Paste Options
4 of 11
00:35
Use Destination Theme vs Keep Source Formatting
5 of 11
01:10
Embed Workbook vs Link Data
6 of 11
01:30
Chart Design - Imported Charts from Excel
7 of 11
02:04
Creating a Simple Chart in PowerPoint
8 of 11
01:59
Formatting Tips for Charts
9 of 11
03:18
Creating Templates for Charts
10 of 11
01:30
Working with Charts Tryout
11 of 11

BamSEC Fundamentals

Financial Tools | 6 videos
Getting Started with BamSEC
1 of 6
02:51
Document Search Fundamentals
2 of 6
01:21
Document Search Advanced
3 of 6
01:34
Table Tools
4 of 6
01:20
Highlights and Linking Text and Tables
5 of 6
01:55
Watched Companies
6 of 6
01:25

FactSet Workstation

Financial Tools | 16 videos
Using the Search Bar
1 of 16
01:42
Comps Report
2 of 16
02:46
Customizing the Comps Report
3 of 16
01:43
Adjusting Data Items in the Report
4 of 16
02:25
Modifying the User Settings
5 of 16
01:51
Saving & Exporting Reports
6 of 16
02:49
Running a Basic Search
7 of 16
02:21
Narrow Your Search
8 of 16
03:08
Downloading Tables
9 of 16
01:01
Filings Wizard
10 of 16
01:56
Blackline Now
11 of 16
01:23
Idea Screening M&A Deals
12 of 16
05:04
Idea Screening Companies
13 of 16
04:04
Deals Tab
14 of 16
02:19
Economics Tab
15 of 16
03:56
BookBuilder
16 of 16
03:01

FactSet Charting

Financial Tools | 6 videos
Interactive Charting Overview
1 of 6
02:24
Creating Charts
2 of 6
03:31
Formatting Charts
3 of 6
04:11
Downloading Charts to Excel
4 of 6
02:54
Create a Portfolio of Companies
5 of 6
02:09
Create a Chart and Index Composite from a Portfolio
6 of 6
02:57

FactSet - Finding and Extracting Data

Financial Tools | 13 videos
Company Snapshot
1 of 13
01:28
Company Share Price and Beta
2 of 13
02:30
Company Filings
3 of 13
02:47
Company Financials
4 of 13
03:36
Estimates
5 of 13
03:16
Credit Ratings and Debt Yield
6 of 13
02:36
News Alerts
7 of 13
02:11
Factset Toolbar
8 of 13
03:10
Excel FDS Formulas 1
9 of 13
06:16
Excel FDS Formulas 2
10 of 13
05:36
Excel Array Formulas
11 of 13
04:15
Screening
12 of 13
04:36
Getting Help in FactSet
13 of 13
01:04
Intermediate skills 0/43 Playlists Completed

Capitalization Table

Venture Capital | 22 videos | 1 quiz
What is a Capitalization Table
1 of 23
03:04
Cap Table Fundamentals
2 of 23
03:06
Cap Table Early Stage
3 of 23
03:18
Cap Table Early Stage Workout
4 of 23
02:09
Cap Table Seed Round
5 of 23
01:39
Cap Table Seed Round Workout
6 of 23
02:06
Cap Table Series A
7 of 23
03:35
Cap Table Series A Workout
8 of 23
06:14
Cap Table Series B
9 of 23
01:12
Cap Table Series B Workout
10 of 23
05:16
Key Stock Option Terms
11 of 23
01:27
Setting Up a Complex Cap Table
12 of 23
01:17
Complex Cap Table Seed Workout
13 of 23
08:24
Complex Cap Table Series A Workout
14 of 23
10:47
Complex Cap Table Series B Workout
15 of 23
09:22
Liquidation Preference
16 of 23
03:39
Liquidation Preference Workout Part 1
17 of 23
06:12
Liquidation Preference Workout Part 2
18 of 23
02:46
Down Rounds
19 of 23
03:14
Anti Dilution Measures
20 of 23
05:22
Down Rounds Workout Part 1
21 of 23
04:49
Down Rounds Workout Part 2
22 of 23
04:18
Capitalization Table Tryout
23 of 23

Forms of Consideration

Venture Capital | 16 videos | 1 quiz
“Priced” vs. “Unpriced” Investment Rounds
1 of 17
04:57
Preference and Common Shares
2 of 17
01:46
Agreeing a VC Term Sheet
3 of 17
02:43
Due Diligence Process
4 of 17
04:05
Due Diligence Checklist
5 of 17
03:29
Company And VC Fund Negotiations
6 of 17
02:28
Pre-Money and Post-Money Valuation
7 of 17
02:21
Key Terms Of A Priced Round - Information Rights
8 of 17
01:01
Key Terms Of A Priced Round - No Shop Clause
9 of 17
01:37
Key Terms Of A Priced Round - Anti-Dilution
10 of 17
01:12
Key Terms Of A Priced Round - Board and Voting Rights
11 of 17
00:57
Key Terms Of A Priced Round - Founder Vesting
12 of 17
01:06
Key Terms Of A Priced Round - Liquidation Preference
13 of 17
01:20
Key Terms Of A Priced Round - Drag Along Rights and Tag Along Rights
14 of 17
02:01
Key Terms Of A Priced Round - Exit Options
15 of 17
02:57
Key Terms Of A Priced Round - Dividends
16 of 17
02:41
Forms of Consideration Tryout
17 of 17

Very Early Stage - Forms of Consideration

Venture Capital | 10 videos | 1 quiz
Pre Seed Investment
1 of 11
01:20
When To Invest In An Early Stage Company
2 of 11
01:59
Early Stage Unpriced vs. Later Stage Priced Rounds
3 of 11
02:01
Convertible Notes vs. SAFEs
4 of 11
04:42
Discount Rates in Unpriced Rounds
5 of 11
02:54
Valuation Caps in Unpriced Rounds
6 of 11
04:38
Early-Stage Unpriced Round Example
7 of 11
03:49
Most Favored Nation MFN Clauses in SAFEs
8 of 11
02:18
Pro Rata Rights
9 of 11
02:01
Other Differences Between Convertible Notes and SAFEs
10 of 11
03:44
Very Early Stage Investing Tryout
11 of 11

SaaS Business Operating Model

Venture Capital | 12 videos | 1 quiz
What is an Operating Model
1 of 13
01:39
What is a SaaS Business
2 of 13
01:07
SaaS Revenue Model
3 of 13
04:25
SaaS Revenue Model Workout
4 of 13
02:53
Case Study - SaaS Revenue Model Part 1
5 of 13
06:46
Case Study - SaaS Revenue Model Part 2
6 of 13
05:40
Mature SaaS Revenues
7 of 13
02:39
Mature SaaS Revenues Workout
8 of 13
04:03
Modeling Expenses
9 of 13
01:31
Case Study - Modeling Expenses
10 of 13
06:39
Cash Burn
11 of 13
05:07
Case Study - Cash Burn
12 of 13
06:54
SaaS Business Operating Model Tryout
13 of 13

SaaS Business Key Industry Metrics

Venture Capital | 13 videos | 1 quiz
Key Industry Metrics - Introduction
1 of 14
01:21
B2B SaaS Key Metrics - Part 1
2 of 14
04:42
B2B SaaS Key Metrics - Part 2
3 of 14
03:38
Calculating the CAC Workout
4 of 14
06:20
Calculating the Lifetime Value Workout
5 of 14
07:55
B2B SaaS Key Metrics - Part 3
6 of 14
02:21
Calculating the Churn Rate Workout
7 of 14
02:37
What is Product-Market - Fit (PMF)
8 of 14
02:56
B2C or DTC Key Metrics
9 of 14
01:13
Other Important Terms in SaaS Metrics
10 of 14
05:05
Calculating the Net Revenue Retention Workout
11 of 14
03:53
Unique Marketplace Key Metrics
12 of 14
02:21
Key Metrics Overview
13 of 14
01:24
SaaS Business Key Industry Metrics Tryout
14 of 14

Internal Requirements

Private Equity | 3 videos | 1 quiz
Acquisition
1 of 4
04:31
Monitoring
2 of 4
03:13
Exit
3 of 4
02:28
Internal Requirements Tryout
4 of 4

Due Diligence

Private Equity | 4 videos | 1 quiz
Due Diligence
1 of 5
02:46
Due Diligence Process and Sources of Information
2 of 5
04:03
Areas of Due Diligence
3 of 5
05:57
Case Study Due Diligence
4 of 5
Due Diligence Tryout
5 of 5

VC Exit Strategies

Venture Capital | 6 videos | 1 quiz
Exit Strategies Overview
1 of 7
01:52
IPO as an Exit Strategy
2 of 7
03:17
Steps to a Successful IPO
3 of 7
02:46
Sale as an Exit Strategy
4 of 7
02:30
IPO vs. Sale Exits
5 of 7
01:24
Share Buyback, Secondary Sale and Liquidation
6 of 7
01:59
VC Exit Strategies Tryout
7 of 7

Financial Accounting Review

Accounting | 9 videos | 1 quiz
Why Analyze Financial Statements
1 of 10
03:29
Accounting Introduction - Financial Statements
2 of 10
02:13
Key Financial Statements and Dates
3 of 10
02:02
Balance Sheet Formula
4 of 10
01:11
Build a Simple Balance Sheet
5 of 10
05:25
Balance Sheet and Income Statement Transactions
6 of 10
05:40
Balance Sheet and Income Statement Transactions Workout
7 of 10
09:58
Financial Statement Integration
8 of 10
02:13
Cash Flow Statement Introduction and Why is Cash Important
9 of 10
02:23
Financial Accounting Review Tryout
10 of 10

Income Statement

Accounting | 22 videos | 1 quiz
Income Statement Introduction
1 of 23
00:56
Matching Principle Introduction
2 of 23
01:06
Matching Principle - Revenue Recognition
3 of 23
02:26
Matching Principle - Revenue Recognition Workout
4 of 23
01:53
Accounting for Revenue Workout
5 of 23
03:51
IS Presentation and Expenses
6 of 23
02:46
Matching Principle - Expenses Workout
7 of 23
02:26
Accounting for Expenses Workout
8 of 23
04:31
Operating Profit and EBIT
9 of 23
04:03
Cleaning EBIT and Finding Items in Financial Statements
10 of 23
03:57
Cleaning EBITDA Workout
11 of 23
02:07
Cleaning EBITDA Op Profit Not Provided Workout
12 of 23
02:44
Cleaning EBITDA With Footnotes Workout
13 of 23
04:28
Cleaning EBITDA Without Double Counting Workout
14 of 23
04:27
Cleaning EBITDA - Double Counting Depn
15 of 23
02:31
Cleaning EBITDA - Double Counting Depn Workout
16 of 23
03:33
Taxes - Marginal and Effective Tax Rates
17 of 23
01:58
Taxes - Marginal and Effective Tax Rates Workout
18 of 23
02:42
Taxes in the Financial Statements
19 of 23
01:07
Cleaning Net Income
20 of 23
04:05
Cleaning Net Income and Effective Tax Rate Workout
21 of 23
03:04
Case Study Income Statement
22 of 23
Income Statement Tryout
23 of 23

Working Capital

Accounting | 21 videos | 1 quiz
Current Assets and Current Liabilities
1 of 22
01:01
Inventory Valuation
2 of 22
01:35
Inventory Valuation FIFO and LIFO
3 of 22
03:45
Inventory Valuation FIFO and LIFO Workout Q1
4 of 22
02:41
Inventory Valuation FIFO and LIFO Workout Q2
5 of 22
03:06
Inventory Valuation FIFO and LIFO Workout Q3
6 of 22
01:15
Inventory Valuation FIFO and LIFO Workout Q4
7 of 22
01:15
Inventory in the Financial Statements
8 of 22
01:30
Working Capital and Operating Working Capital
9 of 22
03:24
Working Capital Workout
10 of 22
01:12
Identifying Operating Items Workout
11 of 22
05:53
Operating Working Capital Workout
12 of 22
02:52
Operating Working Capital and Funding
13 of 22
03:43
Operating Working Capital and Cash Flow Impact
14 of 22
03:01
Operating Working Capital and Cash Flow Workout
15 of 22
04:52
Working Capital Days Ratios
16 of 22
02:57
Working Capital Days Ratios Workout
17 of 22
03:48
Working Capital Days Ratios Impact Funding
18 of 22
01:53
Working Capital Cycle
19 of 22
02:31
Working Capital Cycle Workout
20 of 22
02:17
Working Capital Includes Taxes
21 of 22
01:23
Working Capital Tryout
22 of 22

Non-Current Assets

Accounting | 13 videos | 1 quiz
Non-Current Assets Introduction
1 of 14
01:15
Forecasting PP&E
2 of 14
02:00
Forecasting PP&E Workout
3 of 14
03:16
Forecasting PP&E Depreciation Issue Workout
4 of 14
04:21
Depreciation
5 of 14
04:30
Gross vs. Net PP&E
6 of 14
02:27
Gross vs. Net PP&E Workout
7 of 14
03:34
Forecasting Intangibles
8 of 14
02:03
Forecasting Intangibles Workout
9 of 14
02:33
Gross vs. Net Intangibles Workout
10 of 14
03:24
Research and Development
11 of 14
01:52
Financial Investments
12 of 14
05:14
Non-Current Asset Metrics Workout
13 of 14
01:53
Non Current Assets Tryout
14 of 14

Capital Structure

Accounting | 18 videos | 1 quiz
Financing vs. Operating Items
1 of 19
01:25
Equity vs. Debt, and Leverage
2 of 19
04:41
Equity Items on the Balance Sheet
3 of 19
04:19
Which Share Count to use for Market Capitalization
4 of 19
02:15
Calculating Share Count Workout
5 of 19
02:16
Accounting for Share Transactions Workout
6 of 19
04:47
Free Float Shares
7 of 19
00:55
Forecasting Retained Earnings
8 of 19
02:22
Forecasting Retained Earnings Workout
9 of 19
02:54
Debt Products
10 of 19
03:27
Net Debt
11 of 19
02:06
Net Debt Workout
12 of 19
02:53
Interest, Debt Repayment and BS Presentation
13 of 19
04:40
PIK Interest and BS Presentation
14 of 19
03:01
PIK Interest Workout
15 of 19
01:36
Leverage Ratios
16 of 19
02:34
Leverage Ratios Workout
17 of 19
03:51
Case Study Capital Structure
18 of 19
Capital Structure Tryout
19 of 19

Accounting Ratios

Accounting | 16 videos | 1 quiz
Why Accounting Ratios Are Important
1 of 17
02:03
Profitability Ratios - Margins
2 of 17
01:17
Profitability Ratios - Earnings Per Share
3 of 17
01:40
Profitability Ratios - Case Study
4 of 17
04:18
Return Ratios - Return On Equity
5 of 17
01:37
Return Ratios - Return on Invested Capital
6 of 17
02:40
Return Ratios - Dividend Payout
7 of 17
01:35
Return Ratios - Case Study
8 of 17
02:46
Leverage Ratios
9 of 17
03:12
Leverage Ratios - Case Study
10 of 17
03:17
Liquidity Ratios - Operating Working Capital
11 of 17
02:38
Liquidity Ratios - OWC to Sales Ratio, Current Ratio, Cash Ratio
12 of 17
02:09
Liquidity Ratios - Working Capital Days
13 of 17
02:41
Liquidity Ratios - Case Study
14 of 17
04:21
Non-Current Asset Ratios
15 of 17
02:53
Non Current Asset Ratios - Case Study
16 of 17
02:18
Accounting Ratios Tryout
17 of 17

Cash Flow Statement

Accounting | 7 videos | 1 quiz
Identification and Categorization
1 of 8
04:23
Cash Flow Categories Workout
2 of 8
04:33
Reconciling Two Balance Sheets to Net Cash
3 of 8
03:51
Balance Sheet Items Impacted by Two Cash Flow Statement Items
4 of 8
02:13
Operating Working Capital in the Cash Flow Statement
5 of 8
01:00
Steps to Building a Cash Flow Statement
6 of 8
01:27
Building a Cash Flow Statement Workout
7 of 8
07:28
Cash Flow Statement Tryout
8 of 8

Equity Method Investments

Accounting | 4 videos
What are Equity Method Investments
1 of 4
01:29
Equity Method Accounting
2 of 4
02:49
BS and IS at Deal Date and Y1 Workout
3 of 4
03:37
Forecasting Equity Affiliate Workout
4 of 4
01:13

Introduction to Full Consolidation

Accounting | 21 videos | 1 quiz
M&A Accounting Overview
1 of 22
01:35
Balance Sheet Consolidation
2 of 22
03:06
Balance Sheet Consolidation Workout
3 of 22
02:53
Sources and Uses of Funds - Consolidation
4 of 22
01:03
Goodwill Calculation
5 of 22
02:22
Goodwill Workout
6 of 22
02:02
BS Consol, Sources Uses, GW Workout 1
7 of 22
03:53
Deal Goodwill and Asset Revaluation Workout
8 of 22
02:05
Deal Goodwill and Consolidated Goodwill Workout
9 of 22
03:45
IS Consolidation
10 of 22
01:13
IS Consolidation Workout
11 of 22
03:13
IS Consol With Mid Year Deal Date Workout
12 of 22
02:04
Spotting a Mid Year Deal in Multiples Workout
13 of 22
02:07
IS Consol With Stub Period Workout
14 of 22
04:23
NCI Value Over Time
15 of 22
02:22
NCI Value Over Time Workout
16 of 22
01:51
BS Consol and NCI - 2 Methods for Goodwill Calculation
17 of 22
03:14
BS Consol and NCI - FV of Net Assets Method Workout
18 of 22
05:23
BS Consol and NCI - Fair Value of NCI Method Workout
19 of 22
04:44
BS Consol and NCI - Methods Compared Workout
20 of 22
09:54
IS Consol and NCI Workout
21 of 22
04:39
Intro to Full Consolidation Tryout
22 of 22

Deferred Taxes

Accounting | 12 videos | 1 quiz
AR - Taxes Engineering
1 of 13
01:07
Tax Expense, ETR and MTR
2 of 13
03:18
Tax Authority vs. Accounting
3 of 13
04:07
Tax Authority vs. Accounting - Permanent Differences
4 of 13
01:15
Tax Authority vs. Accounting - Permanent Differences Workout
5 of 13
02:08
Tax Auth vs. Acc - Temporary Difference Lead to Deferred Taxes
6 of 13
02:35
Deferred Tax Asset or Liability
7 of 13
02:28
Deferred Tax Workout
8 of 13
04:28
Deferred Tax Over Time
9 of 13
04:02
Deferred Tax Over Time Workout A
10 of 13
03:53
Deferred Tax Over Time Workout B
11 of 13
03:18
Deferred Tax Numbers on Footnote vs. Balance Sheet
12 of 13
01:40
Deferred Taxes Tryout
13 of 13

Tax Losses

Accounting | 5 videos | 1 quiz
Losses Can Be Offset Against Profits
1 of 6
00:54
Loss Utilization - Carry Back
2 of 6
02:26
Loss Utilization - Carry Forward
3 of 6
02:53
Modeling Carry Forward of Tax Losses
4 of 6
04:09
Loss Utilization - Restrictions
5 of 6
01:17
Tax Losses Tryout
6 of 6

Valuing Deferred Tax and Losses

Accounting | 3 videos | 1 quiz
Valuing Deferred Tax and Losses
1 of 4
01:38
Valuation Impact of Tax Losses
2 of 4
01:27
Modeling the Valuation of Tax Losses
3 of 4
02:51
Valuing Deferred Tax and Losses Tryout
4 of 4

Double Taxation

Accounting | 4 videos | 1 quiz
Double Taxation Inside and Outside Basis
1 of 5
01:18
Double Taxation Evaluating a Stock or Asset Structure
2 of 5
03:14
Double Taxation Sale of a Shareholding
3 of 5
03:24
Double Taxation Sales of Assets the Corporate Liquidation
4 of 5
05:48
Tax in M&A (Double Taxation) Tryout
5 of 5

Structuring an Acquisition

Private Equity | 5 videos | 1 quiz
Structuring the Acquisition for Capital & Fiscal Requirements
1 of 6
02:25
PE or Leveraged Buyout Structure
2 of 6
03:07
Reasons for Structuring in PE
3 of 6
02:26
Case Study Structuring an Acquisition Part 1
4 of 6
Case Study Structuring an Acquisition Part 2
5 of 6
Structuring an Acquisition Tryout
6 of 6

Completion Mechanisms

M&A and Divestitures | 15 videos | 1 quiz
Completion Accounts Introduction
1 of 16
02:20
Completion Accounts the Traditional Solution
2 of 16
03:18
Completion Accounts Calculations
3 of 16
04:16
Why we need Completion Adjustments Workout
4 of 16
03:48
Working Capital and Capex Completion Adjustments Workout
5 of 16
02:34
Working Capital Liquidation Workout
6 of 16
02:48
Working Capital Higher than Expected Workout
7 of 16
02:14
Adjustments Over Time Workout
8 of 16
05:40
Dividend Payment Just Before Completion Workout
9 of 16
01:20
Issues with the Completion Accounts Mechanism
10 of 16
01:23
Locked Box Mechanisms Introduction
11 of 16
03:35
Locked Box Mechanisms Calculations
12 of 16
03:27
Locked Box Mechanism Workout
13 of 16
03:57
Completion Mechanisms Compared
14 of 16
03:17
Case in Point Workout
15 of 16
05:29
Completion Mechanisms Tryout
16 of 16

3 Statement Modeling with Estimates

Financial Modeling | 20 videos | 1 quiz
What Are Consensus Estimates and Why Are They Important
1 of 21
02:12
Using Estimates In Models
2 of 21
03:10
Model Tour
3 of 21
02:32
Assumptions - What Are Scenarios and How to Use the Index Function
4 of 21
03:00
Model Assumptions And Scenarios
5 of 21
06:17
Model Historical Figures
6 of 21
04:26
Model Income Statement - Top Half
7 of 21
04:43
Income Statement - Bottom Half
8 of 21
02:05
Model Income Statement - Bottom Half
9 of 21
02:34
Balance Sheet - Assets
10 of 21
01:16
Model Balance Sheet - Asset
11 of 21
03:30
Balance Sheet - Liabilities and Equity
12 of 21
01:03
Model Balance Sheet - Liabilities and Equity
13 of 21
04:02
Cash Flow Statement - Operating
14 of 21
01:05
Model CFS - Operating
15 of 21
04:57
Model CFS - Inv, Fin, and balancing the BS
16 of 21
05:08
Iterative Interest Calculations
17 of 21
01:30
Dealing With Circular References
18 of 21
05:32
Model Interest in The Income Statement
19 of 21
07:24
Model Ratios - Do the Estimates Look Sensible
20 of 21
05:10
Three Statement Modeling with Estimates Tryout
21 of 21

3 Statement Model Editing

Financial Modeling | 14 videos | 1 quiz
What To Do Before Editing
1 of 15
02:17
Inserting a New Item
2 of 15
03:10
Inserting a New Item - Example 1
3 of 15
05:36
Inserting a New Item - Example 2 (Plan the Edit)
4 of 15
02:33
Inserting a New Item - Example 2 (Do the Edit)
5 of 15
06:38
Removing an Old Item
6 of 15
01:51
Removing an Old Item - Example
7 of 15
04:37
After Editing
8 of 15
01:13
After Editing - Sense Check
9 of 15
02:36
After Editing - Structure Check
10 of 15
02:18
After Editing - Stress Check
11 of 15
01:49
After Editing - Example
12 of 15
03:52
Keyboard Shortcuts
13 of 15
02:41
Keyboard Shortcuts - Example
14 of 15
03:28
Three Statement Model Editing Tryout
15 of 15

Checking a Model for Integrity and Errors

Financial Modeling | 14 videos | 1 quiz
Error Checking Techniques and Shortcuts
1 of 15
04:17
Sense, Structure and Stress Check
2 of 15
03:21
Balance Sheet out of Balance
3 of 15
02:11
Model BS Unbalanced - Find the Figure
4 of 15
01:09
Model BS Unbalanced - Can't Find the Figure
5 of 15
02:06
Model Sense Check - Strange Trend 1
6 of 15
01:55
Model Sense Check - Strange Trend 2
7 of 15
01:53
Model Sense Check - Strange Trend 3
8 of 15
02:18
Model BS Unbalanced - Difference Repeats Each Year
9 of 15
02:19
Model BS Unbalanced - From Year 2 Onwards
10 of 15
01:47
Model Structure Check
11 of 15
01:34
Model - Circular Audit Tool 1
12 of 15
03:50
Model - Circular Audit Tool 2
13 of 15
02:48
Model - Multiple Errors
14 of 15
04:13
Checking a Model for Integrity and Errors Tryout
15 of 15

Financial Forecasting for Research

Financial Modeling | 24 videos | 1 quiz
Model Layout
1 of 25
03:05
Revenue Forecasting
2 of 25
02:22
Bottom Up Revenue Part 1
3 of 25
04:07
Bottom Up Revenue Part 2
4 of 25
01:40
Top Down Revenue Part 1
5 of 25
02:08
Top Down Revenue Part 2
6 of 25
01:02
Revenue FX Adjustments
7 of 25
03:55
Revenue FX Adjustments Workout
8 of 25
04:42
Margin Forecasting
9 of 25
04:45
Fixed and Variable Costs Workout
10 of 25
04:50
Segment Forecasting
11 of 25
02:44
Case Model Segments
12 of 25
12:03
Scenario Analysis
13 of 25
01:25
Case Model Scenarios
14 of 25
05:54
PP&E and Intangibles Forecasting
15 of 25
03:18
Case Model PP&E and Intangibles
16 of 25
08:23
Working Capital Forecasts
17 of 25
03:11
Case Model Working Capital
18 of 25
05:19
Debt and Equity Forecasting
19 of 25
03:08
Case Model Debt and Equity
20 of 25
03:58
Check Ratios in Models
21 of 25
03:06
Burberry Case Model Benchmarking
22 of 25
02:57
Benchmarking vs. Consensus
23 of 25
02:00
Case Model Check Ratios
24 of 25
05:00
Financial Forecasting Tryout
25 of 25

VC Valuation Methodologies

Venture Capital | 8 videos | 1 quiz
Startup Valuation Methods
1 of 9
01:38
Pre Seed and Seed Valuation Methods
2 of 9
03:26
Series A Valuation Methods - The VC Method
3 of 9
02:43
Series A - The VC Method Workout Part 1
4 of 9
02:57
Series A - The VC Method Workout Part 2
5 of 9
07:06
Series A - Scorecard, Risk Factor Summation, Other
6 of 9
02:29
Series B Valuation Methods
7 of 9
00:51
Qualitative Factors
8 of 9
01:23
VC Valuation Methodologies Tryout
9 of 9

Fundamental Drivers of Return

Venture Capital | 13 videos
Private Market Equity Returns
1 of 13
01:29
Drivers of Returns in Private Markets - Part 1
2 of 13
02:23
Drivers of Returns in Private Markets - Part 2
3 of 13
01:51
Return Premiums in Private Markets - Availability of Private Companies & Information
4 of 13
02:56
Return Premiums in Private Markets - Management Quantity & Expertise
5 of 13
01:04
Return Premiums in Private Markets - Deal Cost and Complexity
6 of 13
02:31
Return Premiums in Private Markets - Vintage Effect
7 of 13
02:21
Return Premiums in Private Markets - Achieving an Exit
8 of 13
01:57
Expected Return Outcomes in Private Equity
9 of 13
02:20
Private Equity - Sources of Return
10 of 13
02:33
Private Equity - Fundamental Return Drivers
11 of 13
02:48
Drivers of Return for Equity Asset Managers - Overview
12 of 13
02:04
Drivers of Return for Equity Asset Managers - Selection Factors
13 of 13
02:16

Trading Comparables

Valuation | 28 videos | 1 quiz
Relative Valuation - Objective
1 of 29
02:13
EV and Equity Multiples Intro
2 of 29
03:28
EV and Equity Multiples Range of Multiples
3 of 29
02:18
Calculating Multiples - Steps
4 of 29
01:32
Value - Market Capitalization
5 of 29
02:02
Value - Market Capitalization Workout
6 of 29
02:22
Value - Diluted Number of Shares
7 of 29
01:15
Value - Dilution and Treasury Method
8 of 29
03:48
Value - Dilution Workout 1
9 of 29
03:23
Value - Dilution Workout 2
10 of 29
01:58
Value - Shares Outstanding Details
11 of 29
01:32
Value - Equity to Enterprise Value Bridge Detail
12 of 29
01:49
Value - Equity EV Bridge Workout 1
13 of 29
00:50
Value - Equity EV Bridge Workout 2
14 of 29
02:47
Value Driver - Cleaning EBIT EBITDA
15 of 29
03:57
Value Driver - Cleaning EBIT EBITDA Workout
16 of 29
01:38
Value Driver - Tax
17 of 29
01:58
Value Driver - Cleaning Net Income and ETR
18 of 29
04:05
Value Driver - Cleaning Net Income Workout
19 of 29
05:07
Value Driver - Pro Forma Adjustments
20 of 29
01:48
Value Driver - Last Twelve Months
21 of 29
01:50
Value Driver - Last Twelve Months Workout
22 of 29
01:29
Value Driver - Calendarization
23 of 29
00:52
Value Driver - Calendarization Workout
24 of 29
01:30
Building the Multiples Grid
25 of 29
01:42
Growth, Returns and Multiples
26 of 29
03:33
Checking the Output
27 of 29
01:22
Other Multiples
28 of 29
01:48
Trading Comparables Tryout
29 of 29

Transaction Comparables

Valuation | 16 videos | 1 quiz
Control Premium
1 of 17
01:39
Control Premium Workout
2 of 17
00:58
Share Price Premium and EV Multiple Premium
3 of 17
01:56
Multiples and Share Price Premium Workout
4 of 17
03:26
Premium Qualitative Aspects
5 of 17
01:19
Premium vs. Synergies
6 of 17
01:40
Premium vs. Synergies Workout
7 of 17
01:56
Sources of Synergies Workout
8 of 17
02:32
Asset or Equity Purchase
9 of 17
01:52
Types of Consideration
10 of 17
01:51
Types of Public M&A Transactions
11 of 17
01:34
Information Sources
12 of 17
02:04
Information Required
13 of 17
02:02
Unaffected Share Price Workout
14 of 17
01:35
Calculating Transaction Multiples
15 of 17
01:15
Transaction Multiples Grid
16 of 17
02:24
Transaction Comparables Tryout
17 of 17

WACC Analysis

Valuation | 15 videos | 1 quiz
What are DCF and WACC
1 of 16
03:02
WACC Definition
2 of 16
01:37
WACC Calculation Workout
3 of 16
01:34
WACC Characteristics
4 of 16
02:03
WACC Formula
5 of 16
02:07
Cost of Debt
6 of 16
00:49
Cost of Equity - CAPM
7 of 16
02:29
CAPM Workout
8 of 16
01:17
CAPM - Beta
9 of 16
01:18
CAPM - Deleveraging and Releveraging Beta
10 of 16
02:41
CAPM - Leveraging Beta Workout
11 of 16
03:03
CAPM - Deleveraging Industry Beta Workout
12 of 16
01:59
CAPM - Risk Premium
13 of 16
02:15
Capital Structure - Current vs. Target
14 of 16
01:26
WACC Sensitivity Analysis
15 of 16
02:06
WACC Analysis Tryout
16 of 16

DCF Valuation

Valuation | 24 videos | 1 quiz
What are DCF and WACC
1 of 25
03:02
What is DCF
2 of 25
03:29
DCF Steps
3 of 25
01:28
Simple DCF Workout
4 of 25
03:00
Free Cash Flow Calculation
5 of 25
02:34
Free Cash Flow Workout
6 of 25
01:53
WACC
7 of 25
01:37
Terminal Value
8 of 25
01:34
Terminal Value Two Approaches
9 of 25
03:04
Terminal Value Company Characteristics
10 of 25
02:29
Discounting
11 of 25
01:22
Simple DCF 2 Workout
12 of 25
02:05
Larger DCF Workout
13 of 25
03:21
Implied Growth from TV Workout
14 of 25
01:42
Implied Multiple from TV Workout
15 of 25
01:40
Enterprise Value to Equity Bridge
16 of 25
00:48
Mid Year Adjustment to Free Cash Flows
17 of 25
01:24
Mid Year Adjustment to TV Using Growth Perpetuity
18 of 25
01:52
Mid Year DCF 1 Workout
19 of 25
02:09
Mid Year Adjustment to TV Using Exit Multiple
20 of 25
01:30
Terminal Value Two Approaches With Mid Year Adjustment
21 of 25
02:46
Mid Year Implied Multiple from TV Workout
22 of 25
01:36
Large DCF Workout
23 of 25
03:48
Case Study DCF Valuation
24 of 25
DCF Valuation Tryout
25 of 25

Pulling The Analysis Together

Valuation | 15 videos
What Is A Football Field
1 of 15
02:42
Football Field Considerations
2 of 15
04:28
Model - Walkthrough
3 of 15
01:13
Model - Key Data
4 of 15
02:31
Model - EV EBITDA
5 of 15
04:14
Model - PE
6 of 15
02:01
Model - DCF
7 of 15
02:32
Model - Share Price Range
8 of 15
01:27
Model - Transaction Comps
9 of 15
05:00
Model - Premium Paid
10 of 15
01:51
Model - DCF With Synergies
11 of 15
02:55
Model - Setting Up The Table
12 of 15
01:41
Model - Basic Graph
13 of 15
02:49
Model - Graph - Share Price Line
14 of 15
05:19
Model - Graph - Floating Labels
15 of 15
03:15

Earnouts

M&A and Divestitures | 4 videos | 1 quiz
Earnouts Introduction
1 of 5
02:19
Accounting for Earnouts
2 of 5
03:29
Earnout Example
3 of 5
03:12
Earnout Worked Example
4 of 5
06:29
Earnouts Tryout
5 of 5

Calculating VC Fund Returns

Venture Capital | 5 videos | 1 quiz
Calculating VC Fund Returns
1 of 6
03:21
Multiple Based Return Metrics
2 of 6
03:28
Internal Rate of Return
3 of 6
02:19
VC Fund Returns Workout
4 of 6
09:01
Understanding VC Return Metrics
5 of 6
02:22
Calculating VC Fund Returns Tryout
6 of 6

Carried Interest and Promotion Modeling

Private Equity | 7 videos | 1 quiz
Carried Interest and Promote Modeling
1 of 8
08:19
Carried Interest Pari Passu Preferred Workout
2 of 8
07:11
Carried Interest True Preferred Workout
3 of 8
09:09
Carried Interest with Catchup 1
4 of 8
11:05
Carried Interest with Catchup 2
5 of 8
09:57
Promoted Interest Workout
6 of 8
09:34
Promoted with Annual Distributions Workout
7 of 8
19:34
Carried Interest and Promotion Modeling Tryout
8 of 8

Scenarios

Excel | 13 videos | 1 quiz
Choose Function
1 of 14
01:38
Choose Function Workout
2 of 14
02:09
Offset Function
3 of 14
01:38
Offset Function Workout
4 of 14
01:53
Index Function
5 of 14
01:04
Index Function Workout
6 of 14
02:36
Match Function
7 of 14
01:30
Match Function Workout
8 of 14
02:49
Data Validation - Scenarios
9 of 14
01:03
Data Validation Workout
10 of 14
02:09
Conditional Formatting
11 of 14
02:15
Conditional Formatting Workout
12 of 14
02:33
Scenario Use in a Model Workout
13 of 14
04:23
Scenarios Tryout
14 of 14

Data Extraction

Excel | 10 videos | 1 quiz
Lookup, Index, Offset and Match Functions
1 of 11
02:48
Lookup, Index, Offset and Match Functions Workout
2 of 11
05:37
XLOOKUP Workout
3 of 11
02:24
Nested XLOOKUP Workout
4 of 11
03:42
Working With Multiple Sheets
5 of 11
00:35
Working With Multiple Sheets Workout 1
6 of 11
04:10
Multiple Sheets Indirect Workout 2
7 of 11
03:45
Multiple Sheets Formulatext Workout 3
8 of 11
02:06
Transposing Data
9 of 11
00:41
Transposing Data Workout
10 of 11
04:10
Data Extraction Tryout
11 of 11

Sensitivity Data Tables

Excel | 10 videos | 1 quiz
Simple Data Tables
1 of 11
01:04
Simple Data Table - One Input One Output
2 of 11
02:12
Simple Data Table - One Input Multiple Output
3 of 11
01:32
Simple Data Tables - Two Input One Output
4 of 11
01:43
Data Tables Best Practice
5 of 11
00:57
Advanced Data Tables
6 of 11
02:00
Advanced and Flexible Data Tables
7 of 11
03:29
Three Input Data Table - Left Right
8 of 11
05:09
Three Input Data Table - Pivot
9 of 11
12:04
Three Input Data Table - Offset
10 of 11
07:14
Sensitivity Data Tables Tryout
11 of 11

Goal Seek and Solver

Excel | 5 videos | 1 quiz
Goal Seek Tool
1 of 6
00:47
Goal Seek Model
2 of 6
01:10
Solver Tool
3 of 6
00:50
Installing Solver Add-in
4 of 6
00:32
Solver Example
5 of 6
02:37
Goal Seek and Solver Tryout
6 of 6

Database Analysis

Excel | 12 videos | 1 quiz
Simple Sorting
1 of 13
05:30
Advanced Sorting
2 of 13
06:40
Auto Filters
3 of 13
06:39
Advanced Filters
4 of 13
09:45
Subtotals
5 of 13
05:58
Sum IF
6 of 13
07:11
D Functions
7 of 13
05:07
Simple Pivot Tables
8 of 13
08:18
Cross Tab Pivot Tables
9 of 13
03:44
Filters and Slicers
10 of 13
04:48
Pivot Table Grouping
11 of 13
02:23
D Functions and Pivot emulation
12 of 13
03:12
Database Analysis Tryout
13 of 13

Introduction to Macros

Legacy | 13 videos | 1 quiz
Macros Overview and Settings
1 of 14
02:35
Recording a Macro
2 of 14
06:52
Macro Relative References
3 of 14
03:26
Macro Security
4 of 14
04:10
Running Macros - Keyboard
5 of 14
02:11
Running Macros - QAT
6 of 14
03:27
Running Macros - Worksheet Object
7 of 14
02:17
Running Macros - Ribbon
8 of 14
02:59
The VBA Editor - Overview
9 of 14
04:37
The VBA Editor - Organizing
10 of 14
02:39
The VBA Editor - Comments
11 of 14
02:14
The VBA Editor - Backup
12 of 14
01:25
Recording Macros with Calculations
13 of 14
11:15
Introduction to Macros Tryout
14 of 14