Resources
The models, videos, templates, and reference lists we’ve made for people breaking into finance.
Financial Models16 modelsFree Excel models for learning valuation, ordered the way to learn them.Advanced DCF – Part 2Advanced DCF – Part 3Paper LBO+ 10 more modelsVideo Library259 videosEvery video on the YouTube channel, organized by playlist.
Investment Banking · 55 videosModeling and Finance Tutorials · 16 videosPrivate Equity · 31 videos+ 14 more playlistsReading List16 booksThe books we recommend, with a note on what each one covers.
Investment Banking: Valuation, LBOs, M&A, and IPOsThe Little Book of ValuationValuation: Measuring and Managing the Value of Companies+ 13 more booksIB Presentations27 decksPitch books from actual deals, made public through SEC filings.Airgas defense vs. Air Products · 2010Dell going-private · 2013Allergan defense vs. Valeant/Pershing Square · 2014+ 24 more decksTop Investment Banks30 banksThe major banks grouped by tier, with notes on recruiting for each.Goldman Sachs · Bulge BracketMorgan Stanley · Bulge BracketJ.P. Morgan · Bulge Bracket+ 27 more banksTarget Schools100 schoolsUS schools ranked by alumni in investment banking, PE, VC, and hedge funds.#1 Columbia University · 7,500 IB alumni#2 Harvard University · 5,015 IB alumni#3 University of Pennsylvania · 5,099 IB alumni+ 97 more schoolsTemplates & Guides6 downloadsResume, cover letter, and MBA application downloads.
Banking Cover Letter GuideMy Wharton ApplicationMy Columbia ApplicationBrowse the downloadsGet Into Banking QuizFreeYour odds of landing an IB offer, plus a personalized plan.16 questions · about 2 minutesInstant score and a recommended planFree — no signup requiredTake the quiz
Investment Banking · 55 videosModeling and Finance Tutorials · 16 videosPrivate Equity · 31 videos+ 14 more playlistsReading List16 booksThe books we recommend, with a note on what each one covers.Investment Banking: Valuation, LBOs, M&A, and IPOsThe Little Book of ValuationValuation: Measuring and Managing the Value of Companies+ 13 more booksIB Presentations27 decksPitch books from actual deals, made public through SEC filings.Airgas defense vs. Air Products · 2010Dell going-private · 2013Allergan defense vs. Valeant/Pershing Square · 2014+ 24 more decksTop Investment Banks30 banksThe major banks grouped by tier, with notes on recruiting for each.Goldman Sachs · Bulge BracketMorgan Stanley · Bulge BracketJ.P. Morgan · Bulge Bracket+ 27 more banksTarget Schools100 schoolsUS schools ranked by alumni in investment banking, PE, VC, and hedge funds.#1 Columbia University · 7,500 IB alumni#2 Harvard University · 5,015 IB alumni#3 University of Pennsylvania · 5,099 IB alumni+ 97 more schoolsTemplates & Guides6 downloadsResume, cover letter, and MBA application downloads.Banking Cover Letter GuideMy Wharton ApplicationMy Columbia ApplicationBrowse the downloadsGet Into Banking QuizFreeYour odds of landing an IB offer, plus a personalized plan.16 questions · about 2 minutesInstant score and a recommended planFree — no signup requiredTake the quizWork with Ben 1-on-1
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