The BuySide Masterclass & Scholar Community

Upcoming Class Schedule 

(The cohort consists of 5 modules on the following dates)

Feb 20 , 2026 Friday, 4-6pm CST

Feb 21, 2026 Saturday, 10am -12pm CST

Feb 22, 2026 Sunday, 10am -12pm CST


Masterclass Curriculum(Total 6 hours)


DAY 1 — Access & Investor Judgment

Modules 1 & 2
The Art of First Connections
Valuation & Financial Modeling: Seeing the Story Behind the Numbers

Inside the Session

 How investment opportunities and relationships originate
 Outreach psychology and high-signal communication
 Principles of building relationship capital from zero
 Core valuation concepts and how investors interpret numbers early
 How investors distinguish value from price
 What drives multiples, conviction, and early investor interest
 How to speak intelligently about a business using both qualitative judgment and foundational financial insight in an introductory conversation
 

Outcome for Students

Students gain the ability to open doors, initiate high-quality conversations, and apply early investor judgment, including a practical introduction to valuation and financial modeling and how investors use numbers to frame, assess, and discuss opportunities at first glance.

 
 

DAY 2 — Modeling as a Decision Tool

Module 3
Financial Modeling (Continued), Leveraged Buyouts & Investor Decision-Making

Inside the Session

 How investors interpret financial statements in practice
 Core model architecture: inputs → drivers → outputs
 Connecting assumptions to valuation and investment decisions
 Scenario analysis and how investors assess downside risk
 How real investors use models to clarify judgment, not replace it
 

Outcome for Students

Students learn how to analyze businesses the way investors do, understand what actually drives performance and returns, and use financial models to translate numbers into clear, decision-oriented insight.

 
 

DAY 3 — Origination, Structure & Real-World Application

Modules 4 & 5
How Real Deals Are Structured
Turning Relationships into Opportunity

Inside the Session

 How initial conversations evolve into real investment opportunities
 How trust, credibility, and timing influence deal flow
 Capital stacks, incentives, and downside protection
 The role of legal structure, governance, and alignment in closing deals
 How investors form conviction and negotiate terms through relationships
 Live refinement of outreach style, follow-up strategy, and communication
 The full lifecycle: networking → judgment → modeling → structuring → continued relationship-building
 
Outcome for Students

Students leave with a polished networking playbook, a practical understanding of deal structure and legal mechanics, and a complete, end-to-end view of how real investors originate opportunities, evaluate them, structure deals, and sustain relationships over time.