22 How To Master Industry Specific Models
Twenty-two industry-specific models, each taught end to end — with the worked models to run them.
Every industry has its own numbers — the specialist models that outsiders miss and insiders live by. This handbook teaches all twenty-two models in the Industry-Specific category — one chapter each — spanning banking, insurance, real estate, energy, telecoms, retail, healthcare, SaaS, asset management, airlines, hotels, pharma and commodities. From Net Interest Margin and the Real Estate Waterfall to the SaaS Rule of 40, Pharma rNPV and the Crush and Crack Spread.
What you get
The complete PDF handbook plus twenty-two worked Excel models — one for every model in the book. Blue input cells you change, formula cells that respond, and a Read-me tab on each, so you can run the numbers on your own assumptions.
How every chapter is built
Read one and you can build any. Each model follows the same thirteen-section rhythm: the question it answers, what it is, who uses it, its anatomy, inputs and outputs, how to build it step by step, a worked example, strengths, limits and pitfalls, industry notes, how it connects to the other models, modern relevance, using AI on it, and a practitioner’s checklist.
The twenty-two models
Net Interest Margin, Basel Capital, Solvency II Capital, Insurance Reserving, Real Estate Development, the Real Estate Waterfall, Project Finance, Reserve-Based Lending, the Power Purchase Agreement, Mining NAV, Tower Economics, Subscriber Economics, Same-Store Sales, OEE, the Patient Pathway, the SaaS Rule of 40, AUM Fee Economics, Airline RASK-CASK, Hotel RevPAR, Pharma rNPV, Decline Curve Analysis and the Crush and Crack Spread.
The learning path
The chapters are grouped by sector, not listed alphabetically — from financial services and real estate, through energy, infrastructure and telecoms, to retail, healthcare, technology and the specialist economics of each.
Who it’s for
Sector analysts, bankers and investors, corporate-development and finance teams who must value or operate in a specific industry — and speak its numbers fluently.
How to use it
Work straight through to master the category, or jump to a single model when you need it for live work.
Book 22 of the Business Framework Library, part of The Investment Banking Practitioner’s Handbook Series. Master this category on its own, or reach for the Business Framework Compendium when you want the one-page reference to all 467 frameworks.
By John Colley — Cambridge University MA · MBA with Distinction, Bayes Business School · 30+ years in investment banking, M&A and private equity.