tired of getting ‘too academic’ feedback on my dcf pitches. need real-world adjustments like how m&a teams model healthcare vs tech. do the community templates from veteran bankers actually reflect how deals get priced? how do you balance showing niche knowledge without overcomplicating? examples of what moved the needle in your superdays?
‘industry-specific’ just means namecheck 2-3 sector KPIs. tech? mention ARR decay rates. healthcare? regulatory cliff risks. no one expects real depth—they want keywords to check boxes. save the deep cuts for when you’re actually on the desk
BB bank templates show 78% of successful candidates incorporate 3 sector variables: 1) Regulatory timelines (pharma) 2) Churn elasticity (SaaS) 3) Capex cycles (semiconductors). The PE-backed healthcare template here reduces DCF iterations by focusing on FDA milestone probabilities over traditional revenue forecasts.
Used the telecoms template during my MS superday—MD loved that I flagged spectrum license renewals as capex drivers. But messed up by diving too deep into 5G rollout nuances. Pro tip: keep adjustments visible but don’t let them derail the core model