Investment Banks
Desk workshops through to full analyst-to-VP academies.
- Bulge bracket
- Elite boutiques
- Sector specialists
The Way We Learn Has Evolved. It's Time to Level Up Your Training Programs.
Book a Discovery CallWith a proven track record of excellence, Third Wave Capital has collaborated with some of the largest institutions and corporates across the globe.
Trusted across the buy side, the sell side and corporates, from bulge-bracket desks to single-family offices.
Desk workshops through to full analyst-to-VP academies.
Idea generation, diligence and portfolio craft.
LBO modelling, value creation and deal execution.
Cap tables, term sheets and fund economics.
Practical, on-demand upskilling for lean teams.
Finance fluency for the teams around the deal.
Taught by Instructors with Experience at






















Our programs are meticulously crafted to meet the unique needs of each client, ensuring impactful learning experiences that drive measurable success.
Learn MorePractitioner-led tracks spanning accounting and modeling, advanced corporate finance, and buy-side investing across private equity, hedge funds, quant and venture, plus communication and AI. Take a module on its own, or combine several into a tailored, outcomes-based program.
Financial accounting from the ground up: the income statement, balance sheet and cash flow statement, how they connect, and how to read and adjust real filings.
Course outline (PDF)Building an integrated three-statement operating model from first principles, with driver-based revenue and expense builds, working capital and clean model architecture.
Course outline (PDF)Operating model builds, debt modeling and monthly modeling, scenarios and sensitivities, and turning the numbers into a clear commercial story.
Course outline (PDF)Complex transactions and structures: carve-outs, spin-offs, PIPEs and Reverse Morris Trusts, and how each reshapes value, ownership and the model.
Course outline (PDF)The PE toolkit: LBO modeling, the levers of value creation, and building PE value-creation theses that stand up on both the quantitative and qualitative sides.
Course outline (PDF)The fundamental equity playbook: creating an equity thesis, primary and secondary diligence, position and portfolio monitoring, and tracking quarterly earnings, milestones and catalysts.
Course outline (PDF)Systematic investing end to end: sources of alpha and signal construction, data modeling and alternative data, statistical arbitrage and factor models, backtesting and out-of-sample validation, and portfolio and risk optimization.
Course outline (PDF)Early-stage investing mechanics: cap tables, term sheets, pre- and post-money valuation, dilution and ownership math, and fund economics including waterfalls and carry.
Course outline (PDF)Framing the narrative: building the equity story, pitchbooks and storytelling, and presenting with confidence to senior counterparts and committees.
Course outline (PDF)Our best-selling course: AI-native workflows for research, modeling and investment tasks, tailored to each segment of finance and embedded into daily practice.
Course outline (PDF)Thank you very much for the workshop – I have found it extremely useful!
Excellent real world examples and anecdotes with a very personable teaching style. Thank you for the great sessions!
I have thoroughly enjoyed the sessions and learnt so much. I am certainly going to recommend your trainings to some friends and colleagues as it has been so brilliant!
I wanted to thank you for the great training over the past 3 days. Of the financial modelling/analysis trainings I've had so far, this was my favourite in terms of content, delivery and explanations, and relating it to real world cases.
Trainer was truly an expert in biotech valuations with true hands on experience with biotech transactions
Just want to say many thanks for last week – thought the content and the teaching were both excellent and very well commercially rooted.