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Wall Street Prep
  Sat, Jul 13, 10a-5p (ET)

SaaS and Recurring Revenue Modeling & Analysis

1-Day Virtual Power Session
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Learn Financial Modeling & Analysis
for the SaaS Industry

GAAP metrics alone don't cut it when analyzing SaaS businesses. Learn real-world SaaS modeling as it's done on the job

  • Master the SaaS Revenue Build

    Learn to model MRR and ARR, bridge bookings and billings to GAAP revenue and understand how to deal with the often significant modeling challenges these concepts pose.

  • Learn to Model SaaS & Recurring Revenue Businesses

    Learn how to model customer and revenue churn and retention, cohort analysis, as well as methods and industry benchmarks for estimating customer lifetime value and customer acquisition costs (LTV/CAC).

  • Designed for VC, Growth, PE, and IB Professionals

    This intensive Power Session is an abbreviated version of the training Wall Street Prep delivers to tech-focused investment banking, private equity and equity research professionals. Participants gain access to model templates and exercises for continuous learning.

What You'll Learn

  • Overview of a SaaS and other recurring revenue operating model
  • Understanding and evaluating common recurring revenue constructs
  • SaaS Metrics: TCV and ACV Bookings vs. billings
  • Recurring revenue metrics: ARR, MRR vs. revenue vs. deferred revenue
  • Churn; net revenue retention, gross vs. net adds
  • Performing a Cohort Analysis
  • Understanding and evaluating SaaS gross margin
  • LTV/CAC and Unit Economics: Estimating Customer Lifetime Value, Customer Acquisition Cost
  • Implications of the cohort analysis and LTV/CAC work and SaaS industry benchmarks
  • Data analysis: Locating/aggregating the necessary data

Wall Street Prep training is used at ...

clients clients

Who is this Boot Camp For?

  • Venture Capital, Growth Equity and Private Equity Professionals  
  • TMT Investment Banking Professionals 
  • Technology-Focused Investment Professionals 
  • FP&A, Business Development and Corporate Finance professionals at SaaS businesses
  • Finance students and anyone interested in analyzing SaaS businesses

Boot Camp Details

Revisit what you learn

This virtual seminar will be recorded and available for you to review any time from your Wall Street Prep learning dashboard.

Overview

Led by experienced SaaS-focused investment professionals, this boot camp is an introduction on the real world tools used by investment professionals to analyze and forecast revenue and margins for SaaS and other recurring revenue based businesses

Specifically, trainees will learn the “how” and “why” of modeling a recurring revenue company’s ARR and MRR, how to contrast these non-GAAP metrics to revenue, how to perform cohort analyses and analyze churn, as well as how to analyze unit economics like LTV/CAC to better understand a businesses and to ultimately make better investment decisions.

What’s Included?

Comprehensive training materials, reusable modifiable Excel model templates, unlimited e-mail support for content-related questions for 12 months post-seminar.

Prerequisites

This seminar presumes knowledge of financial accounting (at least 1 semester or equivalent). Participants without this background should enroll in and complete the Accounting Crash Course prior to attending the seminar.

CPE Credit

CPE logoWall Street Prep is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

Cancellation Policy

Participants may cancel up to 3 weeks prior to the event for a full refund. A 20% cancellation fee will apply up to 1 week prior to the event. No refunds will be granted for cancellations made within 1 week of the event. Wall Street Prep reserves the right to cancel the seminar if enrollment is insufficient. Trainees will be refunded in full in the event of a cancellation.

Why Attend a Boot Camp?

Comprehensive Training

Our live courses pulls no punches. Each boot camp is the same intensive training used to prepare incoming analysts at top financial institutions.

Learn by Doing

Attendees “learn by doing” by working through practical exercises and building financial models from scratch using real case studies.

Networking Opportunity

Boot camps provide an opportunity to network with MBAs and professionals from industries including investment banking, corp dev and FP&A.

Experienced Instructors

Our instructor-practitioners are experienced bankers who give real-world context by connecting training to their own experience on the desk.

Excel Mastery

Our training reinforces speed, efficiency and consistency in Excel that investment banking analysts are expected to have on Day 1.

Continuing Ed & Webinars

Enrollment to most boot camps includes access to our continuing education online training platform and webinar series.

Earn 8 CPE Credits with WSP Online Courses

Wall Street Prep is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Questions? We're Standing By.

To learn more about this boot camp, fill out the form below or call us at: 617-314-7685

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