Interview template · Finance / strategy

Finance & Corporate Strategy Case Template

Finance and corp-strategy case prepare kit — investment framing, valuation judgment, M&A / portfolio cases, and IC-style recommendations.

Open interview prepStart workbookAll industries

Best for

  • Corporate strategy
  • PE / growth equity
  • FP&A / corp dev

Frameworks

STAR · Issue tree · Investment memo — insert outlines while drafting, or free-write.

Typical rounds

  1. 1. Framing

    Decision, hurdle, constraints

  2. 2. Valuation judgment

    DCF narrative, comps, LBO sketch

  3. 3. M&A / portfolio

    Synergies, capital allocation

  4. 4. Fit

    Analysis that changed a decision

  • IC-ready cadence

    Thesis → value creation → risks → ask — the memo shape interviewers expect.

  • Drivers over spreadsheets

    Valuation prompts emphasise what has to be true, not model gymnastics.

  • Markets video pack

    Pairs with public-markets HireVue-style drills when the process starts on video.

What this finance strategy case template covers

Corp strategy and finance seats mix structuring, valuation intuition, and capital-allocation judgment. This kit keeps framing, valuation, M&A/portfolio, and fit stories in one workbook.

How to practise

Open Interview prep and start the Finance & corporate strategy case prepare kit. Drill one DCF narrative cold, then a 60-second IC go/no-go.

Interview practiceSTAR methodBehavioural questionsInterview guide

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