Make Your Analysts and Associates
“Deal-Ready”
in Weeks, Not Months

Breaking Into Wall Street (BIWS) delivers the only interactive financial modeling training platform based on real-life valuation, M&A, and LBO case studies, specifically designed to mirror live transactions. Reduce training costs and accelerate technical mastery with our self-paced learning, 365-day-per-year expert support, and rigorous certification quizzes.

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145+

Top Institutions
Have Used BIWS

167+

Case Studies & Models

17+

Years in Business (Founded 2009) and 100% Independent

Introduction

Why Traditional Financial Modeling Training is Broken

Classroom training is inflexible, inconvenient, and results in slower skill development and retention.

Category Training Issue Business Impact BIWS Solution
Productivity In-person classroom training requires bankers to be pulled off live deals and client engagements.
  • Team utilization is lower during live deals, which delays client deliverables and timelines.
  • Travel to attend in-person training is inconvenient and expensive and often results in additional delays.
  • Our online training is self-paced and available 24/7, so bankers can complete it during their downtime.
  • The training works with live deals because bankers can easily look up references from similar industries.
Ramp Time Trainees rarely retain what they learned in a few days of training, delaying their contributions.
  • New hires spend significant time asking questions and searching for references.
  • They often end up completing low-value work rather than higher-leverage activities.
  • Trainees can learn over time, skip to the most relevant parts, and always review and update their skills.
  • New hires can start contributing after completing 5 – 10 hours of training.
Post-Training Usage There is no way to get additional support or new/updated reference materials after the session ends.
  • New staff may not understand how to model live deals or pitches after the training ends.
  • Further deal delays are likely if senior staffers get pulled into supervisory/Q&A work on routine assignments.
  • All the BIWS case studies are based on real deals and companies, and there are significant updates and new additions each year.
  • New hires can ask questions and receive answers 365 days per year from real humans with significant deal experience.

The Top 6 Reasons Why Investment Banks, Private Equity Firms, and Hedge Funds Choose Breaking Into Wall Street

Many of our clients initially try in-person, classroom training solutions but quickly discover their drawbacks, ranging from price to skill retention to on-the-job usage for pitches and deals.

1

Complete Financial Modeling Training Based on Real Deals, Not Textbook Theory

BIWS was created by bankers, for bankers, to help finance professionals learn real-life financial modeling skills.

Our training uses case studies of companies such as Netflix, Walmart, Target, X (Twitter), and Steel Dynamics to teach the key accounting, valuation, and modeling concepts.

2

Eliminate the Time and Money Required to Create Internal Training

All our training materials are available on-demand, 24/7, and are updated and improved over time.

This means that you save a huge amount of time and money since you no longer have to oversee creation of your own materials or in-person training sessions from other providers.

3

Make New Hires Deal-Ready in Weeks, Not Months

Eliminate training downtime with 100% self-paced, online modules accessible on any device. Your team can learn during their downtime rather than their deal time, and you can set training times that suit your schedule.

New hires will be “deal-ready” in a fraction of the normal time required since they can pick up the most important bits on a flexible schedule, in between other tasks.

“You are simply the best in the industry. In fact, through the improved efficiency I have gained and noticed by senior management [sic], our company decided to make your course an onboard course for all new analysts.”

Max A., Investment Banking Analyst (New York)
4

Use It As a Reference Library… or Step-by-Step Training

While plenty of students and professionals use the BIWS video tutorials and written guides to learn, it’s also 100% feasible to skip around and use the course materials as references instead, since each case study is independent.

New hires can look up reference models and presentations as needed, using the “Model Library” Excel file on the login screen, which presents all the case studies by deal type, industry, region, complexity, and other criteria.

5

Get Quick Answers, with Expert, 365-Day-per-Year Support

All our courses are backed by our expert support team, each of whom has experience in a field such as investment banking, private equity, or transaction advisory services.

Your team can get answers to their questions whenever they need them – from real humans with banking experience, not AI chatbots, overseas contractors, or outsourced services.

6

Achieve Mastery with Active Learning, Not Passive Consumption

Instead of passively watching videos or reading, students engage with the material by completing interactive exercises and quizzes and asking questions along the way.

This active participation helps new hires and professionals progress more quickly and turns their theoretical knowledge into practical skills.

“I have been working at a private equity fund for nearly 4 years, [and] though I have done several valuation models for various projects these years, BIWS courses still gave me a tremendous help [in] fixing my deep-seated problems that I was not aware of.”

Quan Z., Private Equity Associate (Shanghai)
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Reference Library

The Reference Library Your Analysts Actually Open at 2 AM

Many students and professionals use our courses to get references for case studies, pitches, and deals they are working on; the training is comprehensive across industries, geographies, and deal types.

Representative Industry Coverage
Banks (FIG)
Healthcare
Industrials
Infrastructure
Media
Oil & Gas
Power
Real Estate
REITs
Retail
Technology
Transportation
Representative Deal and Model Coverage
3 -Statement Projections
Asset-Level (Real Estate and Infrastructure)
DCF / Valuation
Debt vs. Equity
Funds of Funds
Growth Equity
Leveraged Buyouts
Merger Models
Venture Capital

The Types of Firms and Groups We Work With

We work with a wide variety of financial services firms in different verticals to deliver the training and certifications.

Investment Banks
(All Sizes and Regions)
Private Equity
Firms
Sovereign Wealth
Funds & Pensions
Family
Offices
Corporate Finance
(FP&A, Treasury, etc.)
Venture Capital
Firms
Asset Management
Firms
Real Estate Investment
Firms & REITs

Previous and Current Clients

Which Institutions Use the BIWS Training?

Since our founding in 2009, over 145+ banks and investment firms have signed up for official group license deals; the count is over 300 if individuals and smaller deals are included.

Representative Banks, Corporations, and Investment Firms
Representative Universities and Business Schools

How to Master the Key Skills

BIWS Uses the B.A.S.E.S. Methodology for Faster Learning and Review

We recommend using the “B.A.S.E.S.” method, outlined below, for students and professionals who want to complete the case studies step-by-step and learn all the nuances:

 
Key
Learning
Step
B
“Before”
  • Start by reviewing the “Before” version of the model, before any changes have been made.
A
“After”
  • Next, download the “After” version, compare it, and note the changes.
S
“Study”
  • Follow the video, written guide, or Excel notes to understand the process.
E
“Execute”
  • Try it yourself, starting from the “Before” file and replicating the steps along the way.
S
“Scrutinize”
  • Compare your version to the “After” file, note any differences, and review the notes to fix them.
Why B.A.S.ES. Works
  • As with learning a language, the best way to develop and retain skills is to practice using them repeatedly.
  • The B.A.S.ES. Method encourages active participation in Excel and PowerPoint rather than passive consumption of videos.
Post-Learning Review
  • After finishing the Excel/PowerPoint work, students can test themselves and review via hundreds of quiz questions.
  • They can also refer to the detailed written guides and transcripts to search for specific points.

AI and Automation Technologies

How to Use BIWS Training and AI Tools Together

What is the #1 problem with most AI tools?

If you’re like us – or anyone who works with precise numbers – it’s that chatbots and agents often hallucinate and produce nonsensical output, ignoring your direct instructions.

You get a lot of output quickly, but you have no idea what’s correct and what needs to be verified.

But if you use tools such as Claude for Excel with our files, which have been rigorously tested by thousands of students over the years, you will immediately get better results.

You still need to know what you’re doing because no automation tool can simply “tell you” how to value a company or model a deal, but you can significantly improve your efficiency and get better, more reliable output by using our proven Excel templates with these tools.

Ready to Get Started?

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