Learn from Experts
Live and recorded sessions on valuation, financial modeling, and AI-assisted research
Upcoming Sessions
2 upcomingEquity Research in 2026: Building a Thesis That Holds Up
An inside look at how research standards have shifted post-2024. Covers updated valuation benchmarks, sourcing frameworks, and the red flags that undermine a thesis in committee.
Putting AI to Work on a Research Desk
How research and deal teams can use AI to compress diligence and drafting without losing rigor. Practical frameworks for keeping every output sourced and explainable.
Past Recordings
4 recordingsFinancial Modeling Masterclass for SaaS Analysts
Deep dive into unit-economics modeling, contribution margins, cohort analysis, and what drives durable margin expansion. Includes live modeling exercises with real company data.
Investment Memo Teardown: 5 Real Memos, Honest Feedback
Five analysts submitted actual investment memos for live review. Watch as senior reviewers break down what holds up, where the sourcing is thin, and how to tighten the thesis.
Deal Sourcing: Building a High-Signal Pipeline
A practical session covering origination channels, screening filters, outreach cadence, and the signals that separate a real opportunity from noise.
Legal Pitfalls in Diligence Every Deal Team Should Know
Common legal issues surfaced in diligence: ownership and equity agreements, IP assignment, change-of-control terms, and contract risk. Practical advice to catch them before close.
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We feature analysts, investors, and advisors who share real, practical methodology.