?? #1 Self-Study Course for Growth Equity & VC

Q: How much overlap is there with your Growth Equity course?

My flagship Growth Equity course gives a brief intro to some SaaS metrics & financial modeling concepts, but this course covers many more topics and goes into MUCH more depth. In this course, I go into the details of how professional software investors use metrics and financial models to analyze software companies, whereas in the growth equity course I spend most of the time explaining financial modeling concepts that are common to all growth investing, regardless of industry.

ONLINE COURSE

Learn SaaS Metrics & Financial Modeling for Software Investors

INTRODUCING

The First Course Designed For Buyside Software Investing

Gain the knowledge you need on SaaS metrics and financial modeling to stand out in the competitive recruiting process, or to excel on the job.

Illustrative Firms/Roles

Software PE

Silver Lake

Vista Equity

Thoma Bravo

Tech Buyout

Hellman & Friedman

Warburg Pincus

Francisco Partners

Growth Equity

General Atlantic

TA Associates

Insight Partners

Venture Capital

Index Ventures

Sequoia Capital

a16z

Software IB

Goldman TMT

Morgan Stanley Tech

Qatalyst

CURRICULUM

Get An Edge By Mastering SaaS Metrics & Financial Modeling

The course is comprised of easy-to-follow video tutorials that dive deep into each topic. Each section includes supplemental templates, spreadsheets, and PDFs for download.

1. Intro to Software & SaaS

Introduction to software business model
Pros and cons of the software-as-a-service business model
Growth opportunities and scalability
Risk factors and debt capacity

2. SaaS Metrics Overview

How to calculate the top SaaS financial metrics for investors
When and how to use these metrics as an investor
Define ranges for “Good/Bad/OK” for each metric

3. Software Accounting & Revenue Recognition

Understanding how software revenue is accounted for
Understand how software revenue flows through all financial statements
Understand the interplay between billings, bookings, deferred revenue, unearned revenue, and backlog
How to build a revenue model for software

4. Pricing Models: Perpetual, Monthly, and Usage-Based Licenses

Understand the accounting treatment and how to model the different pricing models
Understand how different licenses flow through financial statements
Understand the pros and cons from financial perspective of each business model

5. Software Margins & Expenses

What are the common expenses incurred by software companies
How to build a financial model projection for each expense

6. Advanced Cohort & Retention Analysis

How to build an ARR/MRR waterfall
Understand important retention metrics and how they apply to cohort analysis
Understanding how to perform retention analysis both at the cohort level and at the overall company reporting level

About THE INSTRUCTOR

Mike Hinckley Is a Financial Modeling Expert, Based in San Francisco

10+ years of finance & growth stage experience

100% Money Back Guarantee

If you aren’t satisfied, for any reason, just send me an email at himike@growthequityinterviewguide.com within 14 days of your purchase and you’ll get a full refund.

Frequently Asked Questions

If you have any questions not answered below, feel free to email me at himike@growthequityinterviewguide.com, and I’ll answer as soon as I can!

Who is the course for?

The course is designed for anyone who is specifically interested in or applying for software or SaaS investing roles.

Undergrad analyst or internship
Pre-MBA associate (on-cycle or off-cycle)
Post-MBA associate or VP

Who is the course NOT for?

If you have no experience with financial modeling basics (e.g. 3-statement models), I'd recommend that you start there instead of this course.

What is the return policy?

I offer a 100% money back guarantee. If you don't like it, email me at himike@growthequityinterviewguide.com for any reason within 14 days, and I'll refund you.

When will I receive access to the course?

You'll get immediate access to the course right after you purchase!

For how long will I have access to the course?

You will have 2-years of access! The idea behind this is to allow students to purchase with the peace-of-mind that they can utilize the course materials to prepare for interviews over multiple recruiting cycles!

How much overlap is there with your Growth Equity course?

My flagship Growth Equity course gives a brief intro to some SaaS metrics & financial modeling concepts, but this course covers many more topics and goes into MUCH more depth.

In this course, I go into the details of how professional software investors use metrics and financial models to analyze software companies, whereas in the growth equity course I spend most of the time explaining financial modeling concepts that are common to all growth investing, regardless of industry.

Still have a question?

Email me at himike@growthequityinterviewguide.com and I'll get back to you ASAP