Package Description:

This comprehensive package aims to deepen your understanding of software company mechanics and illustrate their potential as lucrative investments. Through a series of focused lessons, you'll gain a robust understanding of modern enterprise software business models. This in-depth exploration of software business models includes crucial aspects such as revenue modeling, cost analysis, and unit economics. This package also provides insights into the intriguing verticals of enterprise software, enabling you to cultivate a specialized investment thesis. Primarily tailored for investment banking analysts seeking VC/Growth buy-side roles at B2B enterprise-focused firms, this package comes with the option for extended sessions to delve further into key subjects like revenue modeling and SaaS unit economics. You will be provided with guides that offer an overview of each lesson and the key points covered - you essentially will have cheat sheets that can be used as you prepare for interviews. Session 1 (1hr) - Introduction and coffee chat to gauge your current understanding of SaaS business models and their underlying financial profiles Session 2 (1hr) - Why software companies make such great investments - key discussion points revolving around the merits of the SaaS business model Session 3 (1hr) - How to think about revenue and ARR for a SaaS company - key discussion points revolving around how to build ARR forecasts Session 4 (1hr) - How to think about costs of a software company - key discussion points revolving around how to think about SaaS company cost structures Session 5 (1hr) - Key unit economic analysis for a software company - key discussion points revolving around how investors analyze unit economics Session 6 (1hr) - Introduction to the core verticals of the cloud - key discussion points revolving around which sectors investors are currently spending time in