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Know Your Deals: PE Deal & Investment Discussion Prep

Know Your Deals: PE Deal & Investment Discussion Prep

Offered by Dan B.

Former PE VP | Deal Execution + Board-Level Experience | $250M → $5B Portco

Emory University Goizueta Business School Logo

Studied at Emory University Goizueta Business School

PeakEquity Partners Logo

Worked at PeakEquity Partners

Description

Learn to discuss your deal experience like an investor—not simply describe the work you completed as an analyst. We’ll select the transactions or investments most likely to come up in interviews and develop a structured approach for discussing the company, industry, transaction rationale, valuation, diligence, risks, financing, investment merits, and ultimate outcome. This package includes detailed deal walkthrough preparation, investment thesis development, valuation and returns discussion, key diligence findings, risks and mitigants, your individual contribution, and realistic follow-up questioning. You’ll also practice answering the question behind many PE interviews: “Would you have made this investment yourself, and why?” By the end, you will be able to discuss your deals confidently at both the technical and investment-judgment level.


What you'll get from this package

Structured, investor-level deal walkthroughs

Clear articulation of investment thesis, risks, valuation, and returns

Stronger answers around your personal contribution and decision-making

Confidence defending your deals under detailed questioning


Additional details

Coaching delivered via live sessions.

I’ll approach your deal experience the same way an investment professional would. I’ll keep asking “why?” until we get beyond process-oriented answers and into actual investment thinking. The goal is for you to demonstrate that you understand the business and investment—not simply that you built the model or worked on the transaction.

Refund Policy

Services included:

Investment Evaluation

Private Equity Strategy


Dan B.

Offered by Dan B.

Joined August 2026

Former PE VP | Deal Execution + Board-Level Experience | $250M → $5B Portco

I previously worked as Vice President for a middle-market private equity firm making $50 million equity investments per deal, targeting software and technology companies. Before private equity, I worked in investment banking, representing founders in sell-side M&A transactions.

Experience level: Vice President

$450

3h–6h of coaching

    Know Your Deals: PE Deal & Investment Discussion Prep by Dan B. | Leland