The Ultimate Investment Banking Playbook — 7-File IB Interview & Analyst Prep Bundle
Your Edge, Before Day One.
Breaking into Investment Banking takes more than learning valuation formulas or memorising interview questions.
You need to understand how Investment Banking works, how analysts actually work, how deals are analysed, how to recruit, how to network, how to prepare for interviews — and how to apply what you've learned.
This bundle brings those pieces together in one structured preparation system.
WHAT YOU GET:
01 — The Ultimate Investment Banking Playbook
The core 130+ page Investment Banking guide covering the complete journey from learning the fundamentals to preparing for recruiting and Day One.
You'll work through:
- Investment Banking fundamentals
- How banks make money
- IPOs, M&A and LBOs
- Financial statements & accounting
- Valuation
- DCF
- Trading Comparables
- Precedent Transactions
- Financial modelling & Excel
- Commercial awareness
- Behavioral interviews
- Technical interview preparation
- Recruiting strategy
- Networking
- Resume preparation
- 30 / 60 / 90-day preparation plans
- Interview checklists and cheatsheets
- Analyst expectations and Day-One readiness
- Also includes a curated appendix of external learning resources and tools.
The Playbook is designed to give you a structured path instead of scattered preparation.
+ 6 PRACTICAL INVESTMENT BANKING RESOURCES
1. Investment Banking Analyst Work Simulation
A practical 7-exercise simulation designed to help you apply Investment Banking concepts through analyst-style work. It covers Company Profile, Trading Comparables, Precedent Transactions, DCF, M&A Analysis, Pitchbook Thinking and Model Review & Error Checking. The exercises focus on turning information into structured, accurate and reviewable work while developing the habit of checking and explaining your analysis.
2. IB Analyst Work Simulation Workbook
The companion Excel workbook to the Work Simulation. Every calculated cell is a live Excel formula, not a typed-in number — change an input and the model recalculates, including Company Profile, Trading Comps, Precedent Transactions, DCF, M&A Analysis and Model Review. Use it to check your calculations, study how the formulas are built, and then re-create the work yourself to test your understanding.
3. IB Deal & Case Study Pack
Study eight real-world Investment Banking transactions plus a fictional interview-practice case: Amazon/Whole Foods · Microsoft/Activision Blizzard · the Arm IPO · Vista–Elliott/Citrix · J&J/Kenvue · WeWork's Chapter 11 · JetBlue/Spirit · LVMH/Tiffany.
Each case covers the client objective, strategic rationale, valuation, transaction structure, financing, process, risks, execution and outcome, followed by interview-focused questions and takeaways.
Every figure is labelled by confidence — reported, calculated, estimated or not disclosed — and traced to primary filings (8-K, DEFM14A, 10-Q). Where sources disagree, that's disclosed rather than quietly resolved.
4. IB Networking & Outreach Pack
Get 13 ready-to-use networking templates covering alumni outreach, analyst and associate outreach, recruiter emails, LinkedIn messages, follow-ups, thank-you emails, referral requests and reconnecting with contacts. The templates give you a professional starting structure that you can personalise for your own recruiting journey.
5. IB Networking Tracker
An editable Excel tracker to organise your networking activity in one place. Track contacts, banks, divisions, positions, LinkedIn profiles, emails, outreach status, replies, calls, follow-ups, referrals and notes so you can manage your networking pipeline and avoid missed follow-ups.
6. IB Deal & Market Tracker
A practical Excel system for building a consistent deal and commercial-awareness habit. Track transactions by buyer, target, value, sector, deal type, rationale, financing, multiples, risks and your own view, while the Market Tracker lets you record key market indicators, IPOs, M&A, earnings and what happened in the market.
WHO IS THIS FOR?
This bundle is built for people who are seriously preparing for Investment Banking, including:
Students • Recent Graduates • Career Changers • Aspiring Investment Banking Analysts
Whether you're starting from the fundamentals, preparing for recruiting, approaching interviews or trying to understand what you'll actually be expected to do as an analyst, the bundle gives you a structured preparation path.
The idea is simple:
Learn the concepts.
Practise applying them.
Build your recruiting preparation.
Develop analyst-style thinking.
Prepare before Day One.
-THE COMPLETE PACKAGE
Together, the Playbook and these six practical resources give you a structured way to learn Investment Banking, apply the concepts, practise analyst-style work, study real transactions, build your networking process and develop commercial awareness.
Don't just prepare to get into Investment Banking. Prepare to understand the work.