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Review Our Investment Banking Training Curriculum to See How It Will Set You Apart with Essential Know-How and Skills

The InfoGate Investment Banking Academy is a complete, step by step analyst skills development program designed to take you from beginner to deal ready. Across 10 in depth modules and more than 20 hours of training, you will move through videos, quizzes, and practical assignments, including building your own Confidential Information Memorandum (CIM) and Teaser to gain real, hands on experience. The curriculum includes business valuation course modules alongside deal preparation and M&A analysis, all organized under a clear Confidential Information Memorandum (CIM) writing training syllabus that mirrors the actual workflow inside an investment bank. You will learn not just what to build, but how to meet Managing Director expectations, avoid common analyst mistakes, and deliver work that buyers trust. The job market in investment banking is hyper competitive. Investment banking managers are impatient, extremely busy, and will only hire analysts who are ready to hit the ground running.

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Module 1:

Confidential Information Memorandum Foundation

  • The Confidential Information Memorandum (CIM) is one of the essential documents every analyst must know how to prepare. It is the main product every investment bank creates to market a company and drive a successful deal. A Confidential Information Memorandum (CIM) is a detailed presentation of the company’s story, operations, and financials that helps attract potential buyers.
  • A Document Every Analyst Must Master – Learn the five real purposes of a Confidential Information Memorandum (CIM) and why this document is essential in the deal-making process.
  • See How Buyers Actually Read Confidential Information Memorandum (CIM) – Discover how buyers skim in under 5 minutes, which slides they check first, and what instantly makes them disengage. That way, you know how to craft Confidential Information Memorandum (CIM) that get results.
  • Work With Managing Directors (MDs) to Gain a Great Reputation – Practical strategies building credibility with senior bankers. You get one chance to make a strong impression, and we increase your odds of doing exactly that.
  • Use AI the Smart Way in Banking – Learn how to use AI tools as an analyst without falling into common traps. See how to draft first pass narratives, clean data, and generate buyer list frameworks that save time but still meet MD expectations.
  • Introduction Quiz – Be sure you have cemented the fundamentals before moving into slide building.
Module 2:

Executive Narratives

  • Build a Company Snapshot That Commands Attention – Gather and present key facts: year founded, HQ, employee count, revenue, EBITDA, and customer profile.
  • Highlight Why a Business Deserves Buyer Interest – Write defensible differentiators backed by proof points that matter most.
  • Explain the Deal Clearly With a Transaction Summary – Build balanced Sources and Uses tables and explain how capital will be deployed, tied directly to the financial model.
  • Executive Narrative Quiz – Test ability to present the core slides that drive strong first impressions.
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Module 3:

Company Overview

  • Tell the Company Story – Create a timeline that shows growth, resilience, and key milestones.
  • Prove the Growth Story – Use sales and marketing data to highlight leads, conversions, and retention.
  • Show Operational Strength – Demonstrate scalability, reliability, and efficiency in operations.
  • Highlight Customer Relationships – Present loyalty, depth, and value of important customers.
  • Explain Revenue Drivers – Break down revenue by product, customer type, or geography with visuals.
  • Show Business Footprint – Illustrate facilities, markets, and geographic coverage.
  • Overview Quiz – Test ability to connect operations, customers, and revenue into one story.
Module 4:

Products & Services

  • Present Clear Offerings Buyers Understand Instantly – Lay out the company’s core products and services in a straightforward way, emphasizing what they are, how they work, and why customers consistently choose them over alternatives.
  • Add Validation Buyers Can Trust – Strengthen credibility by showcasing certifications, client testimonials, case studies, and recognition from trusted third parties that confirm the value of the offerings.
  • Highlight Scale and Prove Long-Term Stability – Demonstrate the company’s ability to deliver at scale by showing marquee wins, major long-term contracts, and examples of consistent, reliable financial performance.
  • Products & Services Quiz – Reinforce the analyst’s ability to present offerings with clarity, credibility, and impact—avoiding unnecessary fluff.
Module 5:

Market Overview

  • Frame the Industry So Buyers See the Opportunity – Show the broader market drivers that matter most.
  • Prove Timing With Market Growth Opportunities – Back up the story with data and trends.
  • Differentiate By Showing the Competitive Landscape and Your Client’s Advantages – Build comparisons that highlight defensible positioning.
  • Set Valuation Expectations With Comparable Market Deals – Anchor your company with real precedents.
  • Market Overview Quiz – Strengthen ability to tie company story into market context.
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Module 6:

Management Overview

  • Show Credibility with Strong Bios – Craft management biographies that not only highlight each leader’s experience, qualifications, and career milestones, but also emphasize the skills and track record that make buyers confident in the team’s ability to execute. These bios should be concise yet professional, creating trust and positioning leadership as a true asset in the transaction.
  • Present Clear Organization Charts – Build professional org charts that clearly outline reporting lines, team structure, and leadership responsibilities. The goal is to demonstrate that the company operates with accountability, has the right talent in the right roles, and is structured to deliver sustainable growth and operational excellence.
Module 7:

Financial Overview

  • Turn Raw Numbers Into a Clear Financial Story – Explain results and projections in narrative form aligned with the model.
  • Normalize Earnings for Transparency and Straightforward Comparisons– Make adjustments that are defensible and well documented.
  • Present the Income Statement With Clarity – Show historical and projected performance with context for every line.
  • Explain the Balance Sheet in Plain English – Break down assets, liabilities, and leverage clearly.
  • Demonstrate Liquidity With Working Capital and Cash Flow – Tie together operational sustainability, leverage, and cash flow.
  • Financial Overview Quiz – Reinforce mastery of financial storytelling.
Module 8:

Power Teasers

  • Master the First Document Buyers See – Learn exactly what to include and what to leave out in a teaser, and understand why a well-crafted teaser drives NDA signings and early engagement.
  • Organize for Maximum Impact – Build teasers with the right slide structure so buyers can skim in under a minute and still see the highlights that matter most.
  • Execute Under Analyst Pressure – Practice creating polished, professional teasers on tight deadlines while meeting the high standards of senior bankers.
  • Avoid Mistakes That Kill Interest – Identify and eliminate common red flags or weak points that instantly cause buyers to lose interest.
  • Teaser Quiz – Test ability to produce concise, compelling teasers that create strong first impressions.
Module 9:

Valuation Basics

  • Master Core Valuation Methods – Go beyond academic theory and learn the three practical pillars of valuation, explained in clear, step-by-step terms that can be applied directly in real deals.
  • Benchmark with Public Comparables – Screen true peers, calculate relevant multiples, and apply the right discounts to build defensible comparisons.
  • Leverage Private Comparables & Precedents – Learn how to source real transaction data, benchmark effectively, and use it to strengthen valuation support.
  • Build and Defend DCF Models – Construct discounted cash flow models, stress-test assumptions, and present results in ways that earn buyer confidence.
  • Valuation Quiz – Reinforce ability to create credible and defensible valuation ranges.
Module 10:

Buyer Lists

  • Identify the Right Buyers for Any Deal – Creating a strong buyer list is one of the most critical steps in completing a successful transaction. It goes far beyond pulling generic names from databases; it is about thoughtfully segmenting the market, sourcing both strategic and financial buyers, and then refining that list using deep market intelligence, acquisition history, financial capacity, and cultural fit. A well-researched and carefully prioritized list not only generates serious buyer interest but also maximizes competitive tension, supports stronger valuations, and ultimately increases the likelihood of closing the deal on the best possible terms.
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Final Module:

Certification

  • Final Exam & Certification – Put everything you have learned into practice by building a full mock Confidential Information Memorandum (CIM), Teaser, and Valuation. Unlike programs that stop at virtual lessons, this course ensures personal guidance and feedback so you not only complete the work but also truly demonstrate mastery of the skills required at the analyst level.
  • Digital Academy Certificate – Upon completion, earn your official Investment Banking Academy Certificate, a digital credential you can proudly display on LinkedIn and beyond, proving to employers and colleagues that you have the practical ability to execute at an analyst standard.

Ready to Start Your Journey?

Unlock your full potential with expert-led training and personalized support. Enroll now and stand apart in a brutally competitive market for analyst jobs!
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