Step into the role of a PE analyst and learn how to evaluate deals, analyze financials, and communicate investment insights
Welcome to the Demystifying Private Equity Program! We are thrilled to have you here.
Vista Equity Partners is a leading global investment firm focused exclusively on enterprise software, data, and technology-enabled businesses. With a disciplined approach to value creation and a commitment to operational excellence, Vista partners with visionary founders and management teams to accelerate growth and build enduring companies.
During this program, you will get the opportunity to step into the shoes of a Private Equity Summer Analyst and complete tasks that replicate the work that our Growth Equity team does every day. You’ll learn key skills in financial statement analysis, investment risk evaluation, business communication, and strategic thinking.
We hope this program provides a great resource for you to upskill and strengthen your resume as you explore career options and a potential career at Vista Equity Partners.
This program is self-paced. It takes approximately 2-3 hours to complete.
Skills Learned:
-
Intro & Scenario
Background context and your project team -
Due diligence
Break down a company’s financials to uncover growth trends, profitability, and performance insights- Financial Statement Analysis
- Excel Modeling
- Data Interpretation
- Revenue and Cost Trend Analysis
- SaaS Financial Metrics
- Attention to Detail
- Analytical Thinking
-
Deal considerations and communications
Evaluate investment risks and craft a clear, compelling summary for your private equity deal team- Investment Risk Assessment
- Market & Competitive Analysis
- Business Communication
- Strategic Thinking
- Executive Summary Writing
- Synthesis of Qualitative & Quantitative Data
-
Finish Line
