Module 1. Course Introduction
Module 2. Key Responsibilities & Basic Tips
Module 3. First Round (Part 1)
Module 4. First Round (Part 2)
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Lesson 1. First Round Memo (Investment Highlights & Risks) (2:33)
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Lesson 2. Part 1. LBO Model (Intro to Walkthrough) (3:04)
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Lesson 2. Part 2. LBO Model (Management Forecast) (2:41)
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Lesson 2. Part 3. LBO Model (Sources & Uses) (13:59)
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Lesson 2. Part 4. LBO Model (P&L and Cash Flow) (4:43)
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Lesson 2. Part 5. LBO Model (Debt Paydown) (6:54)
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Lesson 2. Part 6. LBO Model (Circularity) (2:02)
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Lesson 2. Part 7. LBO Model (Returns & Sensitivities) (12:56)
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Lesson 2. Part 8. LBO Model (Developing Base Case & Intro to Exercise) (4:15)
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Lesson 2. Exercise. LBO Model (Management options) (7:40)
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Lesson 3. First Round Memo (Putting It All Together) (4:49)
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Lesson 4. Indication of Interest (First Round Bid) (1:03)
Module 5. Second Round (Part 1)
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Lesson 0. Overview of Second Round Workstreams (1:28)
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Lesson 1. Virtual Data Room & Managing Due Diligence (Information Request Lists) (2:48)
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Lesson 2. Part 1. Diligence Exhibits (Intro) (1:17)
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Lesson 2. Part 2. Diligence Exhibits (Analyzing Customer Database 1) (9:06)
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Lesson 2. Part 3. Diligence Exhibits (Analyzing Customer Database 2) (10:38)
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Lesson 2. Part 4. Diligence Exhibits (Outputting Analyses & Intro to Exercise) (2:29)
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Lesson 2. Exercise. Diligence Exhibits (Top Customer Analysis) (3:27)
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Lesson 3. Sell-side Reports & Non-Reliance Letters (5:41)
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Lesson 3. Quiz (Sample QoE Review)
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(WIP) Bonus Diligence Lessons (SaaS ARR Analysis)
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(WIP) Bonus Diligence Lessons (Headcount Analysis)
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(WIP) Bonus Diligence Lessons (Sales Performance Analysis)
Module 6. Second Round (Part 2)
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Lesson 1. Management Presentations & Diligence Sessions (4:35)
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Lesson 2. Working with Third-Party Advisors (4:37)
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Lesson 3. Part 1. Debt Financing 101 (10:05)
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Lesson 3. Part 1. Quiz (Debt Term Sheet Review)
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Lesson 3. Part 2. Working with Lenders (3:41)
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Lesson 4. Part 1. Operating Models (Intro & Revenue Build) (5:26)
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Lesson 4. Part 2. Operating Models (Full EBITDA Build) (3:51)
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Lesson 4. Exercise. Operating Models (SaaS Operating Model) (8:40)
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Lesson 5. Part 1. Letter of Intent, Deal Structures, & Indemnity (3:43)
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Lesson 5. Part 2. Representations & Warranties Insurance & Sample LOI (3:08)
Module 7. Final Round
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Lesson 0. Overview of Final Round Workstreams (1:03)
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Lesson 1. Purchase Documentation Overview (3:03)
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Lesson 2. Part 1. Purchase Agreement (6:17)
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Lesson 2. Part 2. Sample Purchase Agreement Walkthrough (4:18)
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Lesson 3. Part 1. Overview of Net Working Capital (3:21)
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Lesson 3. Part 2. NWC Peg Negotiations (3:53)
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Lesson 3. Part 3. NWC Impact Illustrations (3:04)
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Lesson 4. Management Employment Document & Intro to Exercise (1:55)
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Lesson 4. Exercise. Management Options Proceeds (3:34)
Module 8. Signing-to-Closing
Module 9. Course Conclusion
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Bonus Module. Advanced Modeling
