Growth Equity Analysis Workbook: Evaluating High-Growth Companies and Deal Structures

Identifying a strong growth equity candidate and structuring a sound investment around it requires the ability to move from a company's financial and operational data to a clear investment thesis, a defensible valuation, and a well-understood deal structure. This workbook builds that capability through structured analytical exercises. By the end of this course you will be able to apply a growth equity screening checklist to a company description, build a revenue multiple valuation for a high-growth company, review a term sheet summary against a standard checklist, and outline the key risks and mitigants in a sample investment thesis. What you will learn: - Applying a growth equity screening checklist: revenue scale, growth rate, unit economics, addressable market, and competitive position - Building a revenue-based valuation using forward revenue multiples and comparable transaction analysis - Estimating future equity value and implied return under base, bull, and bear scenarios - Evaluating a company's unit economics: customer acquisition cost, lifetime value, payback period, and gross margin - Reviewing a term sheet checklist: governance rights, liquidation preferences, anti-dilution, and drag/tag along provisions - Outlining a one-page investment thesis: market opportunity, company differentiation, growth drivers, and exit rationale - Identifying investment risks and structuring mitigants: governance rights, milestone covenants, and information rights - Evaluating a post-investment monitoring scorecard: KPIs to track and reporting expectations Every module provides a worked example followed by a practice exercise using a different hypothetical company profile. The term sheet checklist and investment thesis template are formatted for direct use in a real analytical workflow. Worked examples trace the full analysis process from initial screen through investment memo. This course is designed for finance students and analysts at private equity, venture capital, or investment banking firms who want practical growth equity analytical skills. Basic familiarity with financial statements is assumed. This content is purely educational and informational; it does not constitute financial or investment advice.