Investment Banking: Valuation| Financial Modeling| Pitchbook

Investment Banking: Valuation| Financial Modeling| Pitchbook udemy course free download

Master the real-world skills investment bankers use—valuation, financial modeling, DCF, relative comps, and pitchbooks.

Welcome to the ultimate hands-on guide for aspiring investment bankers, finance analysts, and business professionals. This course—Investment Banking: Valuation, Financial Modeling & Pitchbook Mastery—covers everything from fundamental IB concepts to advanced DCF modeling, relative valuation, full-scale financial modeling of Siemens AG, and real-world pitchbook creation.

You'll begin by understanding the core structure of investment banking and work your way through in-depth valuation techniques, culminating in building financial models from scratch and presenting professional-grade pitch materials. Whether you're prepping for interviews or heading into your first IB role, this course prepares you to deliver at the highest level.

Section 1: Investment Banking Fundamentals

This introductory module demystifies the investment banking ecosystem. You'll learn how IBs operate, their service offerings (like M&A advisory, capital raising, and trading), and how derivatives and commodities fit into their strategies. Real-world examples help illustrate how investment banks drive corporate finance globally and the key attributes that define the industry.

Section 2: Discounted Cash Flow (DCF) Method of Valuation

In this extensive section, you’ll master the foundational valuation approach used in investment banking—DCF. You'll learn how to forecast cash flows, calculate terminal value, and apply net debt, cost of capital, and beta adjustments. Several lectures cover a complete DCF case study, from assumptions to sensitivity analysis, preparing you for both real-world modeling and technical interview questions.

Section 3: Relative Valuation

This section teaches you how to value a company by comparing it to peers using trading multiples like EV/EBITDA and P/E. You’ll understand how to select comparable companies, gather and clean data, and create comps tables. Siemens AG is used as a reference case to ground these techniques in a real-life scenario. You’ll also explore when comps don’t work and how to justify valuation decisions during interviews.

Section 4: DCF Modeling Using Microsoft Excel

Apply your DCF theory in Excel, where you’ll calculate WACC using CAPM, project terminal value using the Gordon Growth method, and estimate intrinsic value. This module brings your conceptual learning into application, making your models presentation-ready. It's designed to solidify your grasp of building robust, defensible models that align with market valuations.

Section 5: Financial Modeling of Siemens AG

This is the heart of the course, where you construct a complete 3-statement financial model for Siemens AG. You'll start with historical data, forecast income statements, balance sheets, and cash flows, and then perform detailed analysis: working capital, depreciation, debt schedules, equity roll-forward, and valuation. The section concludes with scenario analysis, ratio evaluation, indexing, and model optimization techniques.

Section 6: Pitchbook Preparation

Investment bankers must present their findings in client-ready formats. This section teaches you how to write and structure pitchbooks. You’ll explore different types, including M&A, sell-side, and company profiles. Case studies like Dell, Autonomy, and Silverwood are used to illustrate layout, messaging, valuation summaries, and key investor insights—mirroring the deliverables expected at top banks.

Section 7: Create Strip Profiles for Pitchbooks

Take your presentation skills up a notch by learning to build strip profiles—one-page summaries of target companies. These mini pitch decks include recent news, financial highlights, ownership data, industry context, and more. You’ll practice creating these profiles using UK-based companies and real press release data to mirror how analysts work in deal teams.

Conclusion:

By the end of the course, you’ll have a full command over the investment banking toolkit—DCF and comps valuation, building financial models, preparing pitchbooks, and presenting your insights in a boardroom-ready format. This is more than just theory—it's hands-on, real-world training for anyone entering high-stakes finance.