INVESTMENT BANKING / FOUNDATIONS SERIES
Understand how investment bankers value companies and analyse deals.
Build a clear understanding of financial statements, valuation, modelling and the mechanics of M&A through guided examples and exercises.
Planned one-time price: £29. No payment is being taken for unfinished materials. Join the launch list below for an email update when the guide is ready.
WHAT YOU WILL LEARN
From first principles to practical application.
A structured learning plan. Chapter content, exercises and templates will be published when completed and checked.
What investment bankers do
Understand advisory, capital markets and the stages of a transaction.
The three financial statements
Connect the income statement, balance sheet and cash flow statement.
Financial analysis
Interpret revenue, EBITDA, margins, debt, working capital and free cash flow.
Enterprise and equity value
Learn how debt, cash and adjustments affect the value attributable to shareholders.
Comparable company valuation
Understand peer selection and valuation multiples.
Discounted cash flow
Explore forecasts, discount rates, terminal value and sensitivities.
Mergers and acquisitions
Examine acquisition premiums, synergies and simplified deal mechanics.
LBO fundamentals
Understand leverage, investment returns and exit assumptions.
THE COMPLETE LEARNING EXPERIENCE
Not just another list of definitions.
The downloadable product is being built around practical explanations and working examples, not unsupported career promises.
All materials listed here are planned inclusions, not yet delivered.
A FIRST EXAMPLE
Enterprise value isn't equity value.
An illustrative £500m enterprise value, £120m debt and £40m cash gives £420m equity value, before other adjustments.
YOUR NEXT LESSON
Get the useful stuff. Skip the noise.
Receive practical examples and launch updates for Investment Banking Fundamentals. The downloadable guides are still in development.
LEARN WITH UPLIFT
Investment Banking Fundamentals
Designed for curious beginners and early-career professionals. No guaranteed job offers or interview outcomes, just a clear, practical foundation.
COMMON QUESTIONS
Before you get started.
Do I need any previous experience?
No. Both learning paths start with the essential concepts and gradually introduce applied examples.
Is this a video course?
The first planned release is a downloadable digital guide with worksheets, exercises and worked answers. The full materials are still in development.
Can I purchase it today?
Not yet. We're showing the planned curriculum and indicative price so you can explore the direction before launch. No checkout or pre-order is available.
Will this guarantee a banking or consulting role?
No. The materials are designed to help you build foundational knowledge and practice, not guarantee employment or interview results.