Complete Private Equity Model for Investors & CEOs 💸

Use this to evaluate companies and make high-quality investment decisions 📊

👋 Hey, Linas here! Welcome to a special issue of my daily newsletter. Each day I focus on 3 stories that are making a difference in the financial technology space. Coupled with things worth watching & most important money movements, it’s the only newsletter you need for all things when Finance meets Tech. If you’re reading this for the first time, it’s a brilliant opportunity to join a community of 200k+ FinTech leaders:

In the vast mosaic of global finance, a powerful force often operates backstage, yet plays a notable role: it’s called Private Equity (PE).

PE often breathes new life into businesses, transforming potential into proven profitability. It’s not about mere capital injection - it's about strategic overhauls and unlocking latent value.

Private equity is an ever-evolving industry, and 2023 is shaping up to be no different. Due to a large amount of dry powder, this year we should expect to see increased competition for deals driven by growing demand for yield and the trend towards large buyouts.

But enough about the basics, let’s jump straight into the exciting stuff.

In the complex world of PE, deep insights combined with streamlined operations can be the difference between a good and a great investment. That’s why today I’m excited to share the complete private equity model for investors & CEOs.

It’s a purpose-crafted tool for valuing, forecasting and acquiring companies via private equity investments. It stands out because it’s:

1. Precision Perfected: you will be able to conduct a comprehensive leveraged buyout (LBO) analysis enriched by a three-statement model, inclusive of income, cash flow, and balance sheets.

2. Versatility at its Best: you can engage different cases to explore a plethora of potential scenarios. Dive into valuation using tools like discounted cash flow (DCF), comparable companies, and precedent transactions.

3. Visual Storytelling: make your data speak volumes with output charts showcasing interest coverage, growth trajectories, value creation bridges, and more.

4. User-Friendly Design: navigate with ease. Make all essential changes from the 'Assumptions' sheet, visualize the deal's essence on the summary sheet, and play with up to 4 debt types to fit various deal structures.

5. Rich Insights & Overview: understand your potential investment from diverse angles, thanks to sensitivity tables and engaging visual outputs.

6. Crafted with Experience: developed by a seasoned private equity professional, it ensures that every investor derives actionable insights for intelligent investment decisions.

With this ready-to-use, downloadable template, you’re not just equipped with a tool - you’re empowered with a comprehensive PE partner. Redefine your investment game today👇🏼